Case Studies
Results that speak for themselves.
Real businesses, real problems, real outcomes. Every case study below represents a Company Operating System built from scratch — operations audited, system designed, tools configured, team trained.
Healthcare Onboarding cut from 21 days to 8
Affinity Care Minnesota
Consolidated five disconnected tools into a single Airtable platform. Compliance is now audit-ready every day — not just before inspections.
Consulting Full compliance system built
C.A. Ellis & Associates
Unified two-level compliance operations across a dozen provider-clients into one Airtable system. Providers self-serve their own compliance status. Documents route automatically from PandaDoc to Google Drive — no staff intervention required.
E-commerce Full Company Brain built
Casa Blui
Replaced five disconnected tools with a single operating system. AI scores every lead on arrival. The team has real-time visibility into every deal, order, and installation.
Financial Services 30–40% less headcount projected
Cirrus Capital
Replaced manual deal-stage tracking and manual investor matching with a custom CRM, a RAG-powered chatbot that pre-qualifies website traffic, and an algorithm that pairs companies and investors in real time.
Agency 99% faster onboarding
Nomads Cast
Replaced 8 manual onboarding steps with a three-tier automation system. No human interaction required at any step. Client onboarding time dropped from hours to under a minute.
Consumer Services 40 hrs/wk saved
Scenthound
Rebuilt a CRM that stored data but drove no action into an automated retention engine. The team stopped managing follow-ups manually — the system runs them.
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