We measure success in two metrics: Time Saved and Revenue Recovered. Here is what that looks like in the real world.
Case Study A: The “Solo Attorney” Breakthrough
- The Client: A high-volume Family Law solo practitioner.
- The Pain: She was drowning in inquiries. She spent 15 hours a week manually copying data from emails into her case management software and drafting the same “thanks for reaching out” email 50 times. Leads were slipping through the cracks.
- The Solution: We built the “Automated Follow-Up Engine.”
- Step 1: Connected her website form to a central database.
- Step 2: Automated a personalized 3-part email nurture sequence to qualify leads.
- Step 3: Automatically created case files for qualified leads and tasked her to call them.
- The Result: She recovered 15 hours/week of billable time. Her lead conversion rate doubled because every lead got an instant response. Estimated Value: $2,500+/month.
Case Study B: The “Scaling Agency” Fix
- The Client: A creative agency scaling from 5 to 15 clients.
- The Pain: “Onboarding Chaos.” Every new client meant a scramble to find contracts, create Google Drive folders, set up Trello boards, and invite the team to Slack channels. It took the founder 2 hours per client and looked amateurish.
- The Solution: We deployed the “Zero-Touch Onboarding System.”
- Trigger: Client signs the PandaDoc contract.
- Action: The system instantly creates the folders, the project board (from a template), and the Slack channel. It then emails the client a “Welcome Kit” with all their links.
- The Result: Onboarding time went from 2 hours to 30 seconds. The client experience went from “chaotic” to “world-class,” leading to higher retention and referral rates.
Case Study C: The “Content Machine”
- The Client: A business consultant and thought leader.
- The Pain: He recorded great videos but failed to distribute them. He had no time to write newsletters, tweets, or LinkedIn posts to promote his work.
- The Solution: We built a “Content Repurposing Pipeline.”
- Trigger: He uploads a video file to Google Drive.
- Action: AI transcribes the video, extracts key insights, writes a newsletter draft, generates 5 tweets, and creates a LinkedIn article.
- The Result: He now publishes daily across 3 platforms while only recording once a week. His newsletter grew by 30% in month one due to consistent output.