Case Studies

See how businesses like yours have transformed their operations. These representative examples illustrate the types of challenges we solve and results we help achieve.

* These case studies are composite examples based on common client scenarios. Names and specific details have been created for illustration purposes while accurately representing our typical engagements and outcomes.

Professional Services

Accounting Firm Automates Client Intake

A CPA firm reduced client onboarding time from 2 weeks to 2 days with automated document collection and systematic intake processes.

Key Results:
  • 85% faster client onboarding
  • 12 hours/week saved on admin tasks
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E-Commerce / Retail

E-Commerce Store Owner Finally Steps Back

An online retailer systematized their entire operation, reducing owner involvement from 60 hours/week to 15 hours/week.

Key Results:
  • Owner time: 60 hrs/week → 15 hrs/week
  • Order processing fully delegated
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Trades / HVAC

HVAC Contractor Gets 24/7 Coverage

How a 10-person HVAC company stopped missing after-hours emergency calls and increased revenue by $4,000/month.

Key Results:
  • +$4,000/month in captured revenue
  • Zero missed emergency calls
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Healthcare

Medical Practice Eliminates Scheduling Chaos

A family medicine practice reduced no-shows by 60% and reclaimed 15 hours per week of staff time through systematic scheduling.

Key Results:
  • 60% reduction in no-shows
  • 15 hours/week staff time saved
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Consulting

Consultant Escapes the 'Everything Depends on Me' Trap

A solo consultant documented their entire operation and finally took a real vacation for the first time in 3 years.

Key Results:
  • First real vacation in 3 years
  • Complete operational documentation
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Trades / Plumbing

Plumbing Company Stops Losing Jobs to Slow Quotes

A plumbing company cut quote turnaround from 3 days to 3 hours and increased close rate by 35%.

Key Results:
  • Quote turnaround: 3 days → 3 hours
  • 35% increase in close rate
Read the full story →

Note: These case studies are representative examples created to illustrate our methodology and typical results. They are composite scenarios based on common business challenges we address. While the specific companies are fictional, the problems, solutions, and outcomes accurately reflect our real client engagements.

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