Case Studies
No testimonials.
Every engagement measured.
Forensic case reconstructions with before/after data. We name the manual job, show the cost, deploy the agent, and measure the result.
Companion Health
$222K+ saved in operational costs
The Presenting Symptom
Manual compliance tracking, missed policy reviews, coordinator outreach done via spreadsheet. Staff spending 20+ hours/week on admin that wasn't generating revenue.
The Actual Diagnosis
| Manual Job | Category | Est. Annual Cost |
|---|---|---|
| Policy review tracking | Compliance | $38,000 |
| Coordinator outreach | Referral | $52,000 |
| Evidence package assembly | Compliance | $28,000 |
| Supplies & maintenance tracking | Operations | $44,000 |
| Client engagement follow-up | Retention | $60,000 |
The Result
Admin hours saved
Compliance readiness
Referral conversations
Annual cost savings
ROI payback period: 6 weeks
Horizon Property Group
4x appraisal bookings in 60 days
The Presenting Symptom
Leads from portals and open homes sat in a spreadsheet. Follow-up was manual — if it happened at all. Response time averaged 4+ hours. Competitors were calling back in minutes.
The Actual Diagnosis
| Manual Job | Category | Est. Annual Cost |
|---|---|---|
| Portal lead follow-up | Sales | $46,000 |
| Open home attendee nurture | Marketing | $28,000 |
| Appraisal booking and reminders | Operations | $18,000 |
| CRM data entry and tagging | Admin | $22,000 |
The Result
Avg lead response time
Appraisals booked/month
Lead follow-up rate
Manual admin hours
ROI payback period: 3 weeks
Southside Electrical
$67K in recovered revenue per year
The Presenting Symptom
After-hours emergency calls went to voicemail or the owner's personal phone. Quotes were sent manually and never followed up. Invoices were sent late and 12% were disputed.
The Actual Diagnosis
| Manual Job | Category | Est. Annual Cost |
|---|---|---|
| After-hours call handling | Triage | $32,000 |
| Quote follow-up | Sales | $24,000 |
| Invoice chasing and disputes | Finance | $28,000 |
| Job scheduling coordination | Operations | $18,000 |
The Result
After-hours calls captured
Quote follow-up rate
Invoice dispute rate
Revenue recovered annually
ROI payback period: 4 weeks
Apex Consulting
18 inbound leads/month from zero content presence
The Presenting Symptom
No content strategy, no social presence, no inbound pipeline. All leads came from referrals and the founder's personal network. Growth was capped at the founder's calendar.
The Actual Diagnosis
| Manual Job | Category | Est. Annual Cost |
|---|---|---|
| Content creation and posting | Marketing | $36,000 |
| Lead research before calls | Sales | $22,000 |
| Proposal writing | Sales | $28,000 |
| Client reporting | Operations | $16,000 |
The Result
Inbound leads/month
Content pieces/week
Pre-call research time
Founder hours on marketing
ROI payback period: 5 weeks