Automation Consulting Services
7 engagements · Five named operators

Evidence over claims.
Work over decks.

Every case study below names the operator, the revenue band, the timeline, and the headline metric. Five include real testimonials from people you can verify on LinkedIn.

7
Published
5
Named operators
7
Industries
4-6 wks
Median ship
$1.5-25M
Revenue range
What repeats across every engagement

Different industries. Same shape underneath.

Four patterns show up in every case study below. The patterns are the methodology made visible.

01

Ships before contract value is recouped

Every engagement gets the first workflow into production within two weeks. The median project hits live in 4-6 weeks.

02

Data hygiene before automation

In every case, the first thing we ship is a data audit, not a workflow. Automating on top of dirty data multiplies cost.

03

Documentation ships with the system

Every engagement closes with a runbook the operator can hand to a future hire.

04

Named operators, not anonymous testimonials

Five of seven engagements feature named operators with real titles verifiable on LinkedIn.

The engagements

Named operators. Real numbers. Verifiable outcomes.

Distribution$8M

Real-time lead time automation for an $8M HVAC distributor

Region
Massachusetts
Timeline
5 weeks to live
Headline metric
5,500+ SKUs updated automatically

Scheduled automation pulling live availability from GE and Bosch supplier portals and pushing accurate hourly lead times to a Massachusetts HVAC distributor website.

Read engagement
Construction$25M

Operations automation for a $25M fencing contractor

Region
United States
Timeline
Ongoing retainer
Headline metric
100+ workflows managed

Ongoing retainer engagement managing 100+ workflows across a 150-person field operation, including bid management, scheduling, dispatch, and reporting.

Read engagement
Healthcare SaaSSeries B

Meeting-to-action automation for a healthcare SaaS CEO

Region
United States
Timeline
4 weeks to live
Headline metric
6-8 hours saved per week

AI-powered meeting capture and action item extraction that returns 6-8 hours per week to a Series B healthcare SaaS CEO.

Read engagement
Manufacturing$10M

Quote generation automation for a $10M supplement manufacturer

Region
United States
Timeline
3 weeks to live
Headline metric
80% faster quote generation

Automated quote generation system replacing manual spreadsheet calculations and copy-paste pricing across a multi-SKU supplement manufacturer.

Read engagement
AdTechSeries B

Competitor intelligence automation for a Series B AdTech

Region
United States
Timeline
6 weeks to live
Headline metric
12-25 look-alike accounts per closed deal

Auto-enrichment of closed deals with 12-25 look-alike accounts from Crunchbase and Apollo, staged for RevOps review with <2% duplicate rate.

Read engagement
Events & AV$5M

Lead generation engine for a $5M LED display company

Region
United States
Timeline
14 days to pipeline
Headline metric
60+ qualified opportunities

Outbound lead generation system that delivered 60+ qualified opportunities valued at $2.5K-$10K each in the first 14 days post-launch.

Read engagement
Field services$1.5M

Unified operations dashboard for a $1.5M field service operator

Region
United States
Timeline
4 weeks to live
Headline metric
3 disconnected tools unified

Custom dashboard unifying QuickBooks, Gusto, and Samsara data into a single operating surface for a mobile pet grooming franchise.

Read engagement
Ready to start

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Paid discovery from $500. Output is a written audit, ranked bottleneck list, and recommended scope. If we are not the right fit, we say so on the call.