/CASE STUDIES

Real projects.
Real operations.

Every project we take on starts with a business problem, not a technology decision. Full implementations, individual features, and the capabilities behind them.

/IMPLEMENTATIONS
04 STUDIES
Internal ImplementationRecruiting & Staffing

How a 10-person recruiting company started operating like a team of 30

In 8 weeks, we connected 10+ business systems, deployed AI across 4 departments, and dropped lead response time from hours to under 2 minutes. This is the project that started it all.

< 2 min response time10+ systems connected4 departments
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Custom PlatformCommunity Management

Building a member intelligence platform for a 1,200-person entrepreneur community

Founders Club needed to understand their members better than any spreadsheet could allow. We built a platform that ingests data from Notion, Fathom, and Slack, then surfaces connections, insights, and action items their community team uses every day.

1,361 member profiles processed1,000+ call transcripts analyzed$30 per full data run
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Operations IntelligenceProperty Management

Automating bill processing, lease intelligence, and tenant invoicing for a South Florida real estate boutique

A real estate boutique in South Florida managing 900+ commercial and residential units was processing every bill, lease inquiry, and tenant invoice by hand across Propertyware®, their accounting system, and email. With 1,000 bills arriving per month, we connected 4 systems, deployed 12 AI skills, and recovered 240 hours per month by eliminating manual data entry from their three most time-consuming workflows.

12 AI skills deployed4 systems connected240 hours/month recovered
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Operations IntelligenceDTC E-commerce

Connecting Shopify, Dubsado, and Claude into one operating system for a curated DTC snack and lifestyle brand

A curated direct-to-consumer brand running a Shopify storefront, a Dubsado intake for brand partnerships, and a subscription program had three flavors of onboarding stitched together by hand: new brands joining the curated shelf, new customers placing a first order, and new subscribers entering the recurring program. We connected the four systems, deployed a set of AI skills against each onboarding flow, and turned the founder's hiring search for a 'Freelance Systems Builder' into a permanent operating layer.

3 onboarding flows connected4 systems integratedFounder out of inbox triage
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/FEATURES
08 STUDIES
Client PortalRecruiting & Staffing

A client portal where one update reaches the CRM, the recruiter, and the client at once

Resorsi was running client communication across four disconnected systems. Every candidate meant the same information copied into three places, with client feedback lost in messaging threads. We replaced that with a single portal that acts as the source of truth. An update in one place now shows up everywhere the business needs to see it.

4 systems kept in sync0 double entryEvery feedback logged on the record
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Operations IntelligenceRecruiting & Staffing

The analytics platform that runs the Monday leadership meeting

A custom internal platform that pulls 44 metrics from 6 business systems and writes every department scorecard automatically. What used to be a Friday fire drill now fills itself. The founder walks into the Monday leadership meeting with numbers that are current, accurate, and shared before anyone sits down.

44 metrics auto-generated6 department scorecards6 data sources connected
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Daily Operations

Client communications check in 5 minutes instead of 2 hours

An account manager was spending 2 hours every morning checking Gmail, Slack, and the CRM to see which clients needed responses. Now a single command does it in 5 minutes and drafts every message.

2 hours to 5 minutes30+ deals scannedMessages drafted
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Sales

Inbound lead response time dropped from 24 hours to under 2 minutes

When a new lead came in, someone had to research the company, check the CRM, determine fit, and write a response. Now the system does all of that instantly and queues a personalized draft for approval.

24 hours to < 2 minutesCompany researched automaticallyResponse drafted for approval
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Reporting

Weekly scorecard that used to take hours now fills itself in

Pulling weekly metrics from the CRM, email platform, and dev tracker was a manual fire drill every Friday. Now the system pulls from all connected sources and writes the numbers directly into the scorecard.

Hours to seconds44 metrics tracked6 scorecards across departments
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Sales

Handling sales objections before a human even reads the email

When a lead replies with pushback, the system classifies the objection, researches the company, pulls social proof from existing clients in the same industry, and drafts a tailored response. Ready for review in minutes.

Objection classified instantlySocial proof pulled automaticallyResponse drafted for review
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Marketing

A multi-channel content engine that manages 3 channels simultaneously

Personal LinkedIn, company LinkedIn, and SEO blog posts. All planned, all generated, all published through one system that tracks competitors, identifies content gaps, and matches the brand voice.

3 channels managed8+ posts per weekCompetitor monitoring built in
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Operations

Generating filled contracts from deal data and sending for e-signature

When a deal reaches the contract stage, the system pulls all relevant data from the CRM, fills in the contract template, generates a PDF, and pushes it to the e-signature platform. No copy-pasting. No version confusion.

CRM to contract in minutesTemplate-driven generationE-signature integration
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/CAPABILITIES
04 STUDIES
AI Marketplace

Building a custom AI marketplace your team can use on day one

We build a centralized AI command center that connects to your existing tools and organizes capabilities by department. Your team accesses everything from one place. No switching between platforms. No technical knowledge required.

10+ tool integrationsDepartment-level access controlOne command center
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AI Skills

How we build, test, and deploy AI skills for your team

Every AI capability we deliver follows a structured process: define the problem, build the skill, test it at 80 percent accuracy for 30 days, then let it run. Nothing ships until it works reliably in your environment with your data.

80% accuracy threshold30-day validation period3 layers of maturity
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Team Enablement

Training non-technical teams to work with AI in their daily workflow

We do not train your team on AI theory. We train them on the specific systems we built for their specific role. Live sessions, recorded walkthroughs, and written documentation so they can operate independently.

Role-specific trainingLive + recorded sessionsWritten documentation
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Delivery Process

How we receive, organize, and deliver new projects and skills

Every feature request follows a structured path from idea to production. Backlog, sprint planning, weekly demos, and monthly reviews. Your team always knows what is being built, what shipped, and what is next.

Structured backlogWeekly sprint demosMonthly alignment reviews
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/BOOK THE FIRST CALL

See yourself in one of these stories?

Every project starts with a thirty-minute conversation. Tell us what is not working and we will tell you honestly if we can help.

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