Case Studies

See how we've helped companies save time, generate leads, and scale their operations with custom automation

Distributors / Suppliers

Real-Time Lead Time Automation for a $2M HVAC Distributor

5,500+ SKUs Updated Automatically

Built a scheduled automation that pulls live availability from supplier portals and updates lead times across 5,500+ SKUs on the distributor's website — replacing stale blanket estimates with up-to-the-hour accuracy

  • 5,500+ SKUs showing accurate, real-time lead times
  • Zero manual updates required
  • Contractor-facing accuracy replacing blanket estimates
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Fencing / Construction

Automation Management & Optimization for a $25M Fencing Contractor

100+ Automations Managed

Took full ownership of a 150-person fencing company's Zapier and Monday.com stack — repairing broken flows, documenting every automation, and driving continuous operational improvements

  • 10+ broken workflows identified and repaired
  • Bid history, turn-in, and scheduling flows stabilized
  • Full automation stack documented for the first time
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Healthcare / SaaS

Meeting-to-Action Automation for Healthcare Executive

6-8 Hours Saved Per Week

Automated meeting notes and action items for a healthcare CEO, reducing manual overhead by 90%

  • 6-8 executive hours saved per week
  • 15-25% faster task execution
  • Near-zero missed action items
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Events / AV Rentals

60+ Sales Opportunities in 14 Days for LED Display Company

60+ Qualified Leads

Generated pipeline of mid-ticket rentals ($2.5K-$10K) through targeted cold outreach to event exhibitors

  • 60+ opportunities in 2 weeks
  • Targeted event exhibitors
  • Accelerated quoting cycles
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AdTech / SaaS

Automated Competitor Intelligence for AdTech Scale-Up

12-25 Accounts Per Customer

Automated discovery and staging of look-alike accounts from 100+ monthly Closed Won deals

  • 12-25 competitor accounts per customer
  • <2% duplication rate
  • 48-hour review cycles
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Manufacturing / Supplements

80% Faster Quotes for $10M Supplement Manufacturer

80% Quote Time Reduction

Standardized quoting process reducing quote times from 2-3 hours to 30 minutes with zero infrastructure costs

  • 80% reduction in quote time (2-3 hrs → 30 min)
  • Executive time saved: 10 hrs/week → 2 hrs/week
  • Zero new infrastructure costs
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Pet Services / Field Services

Custom Operations Dashboard for a $1.5M Mobile Pet Grooming Company

MoeGo + QuickBooks + Gusto + Samsara Unified

Built a custom operations dashboard integrating four disconnected platforms to give a mobile grooming owner full visibility into revenue, labor costs, and fleet activity — laying the foundation for franchise scale

  • Revenue, payroll, and fleet data unified in one dashboard
  • Labor costs visible as a percentage of revenue in real time
  • Franchise-ready operational foundation being established
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