Client Results

Real Automations. Real Numbers.

Every case study below started with a free audit. Here's exactly what happened when we built.

87%
Reduction in lead response time
63%
Faster first support response
5 days → 52min
Client onboarding time
Marketing Agency
87%
Reduction in lead response time
B2B Marketing Agency 22 employees · 2-person sales team · 40+ inbound leads/week
The Situation

The agency's two-person sales team was manually reviewing every inbound form submission, copy-pasting data into HubSpot, and writing qualification notes from memory. Top leads sat for 4–6 hours before anyone followed up. Two qualified opportunities were lost in a single week before they decided something had to change.

What We Built
  • AI webhook captures every form submission the moment it arrives — no manual checking
  • GPT-4o scores each lead against their ICP: company size, industry, and intent signals in the message
  • Qualification summary and score auto-logged to HubSpot contact record
  • Slack alert fires to the assigned rep with score, summary, and one-click CRM link
The Outcome
1
Lead response time: 5.5 hours → 38 minutes. Not because reps worked faster — because the system moved before they touched it.
2
CRM data entry eliminated entirely — saving 11 hours/week of manual work across the sales team.
3
Pipeline visibility transformed. Every lead scored and organized consistently — the team could immediately see what to prioritize.
"I opened HubSpot and every lead from the past week was already scored and organized. I didn't touch a single one."
E-Commerce Brand
63%
Faster first response time
DTC E-Commerce Brand $4M revenue · 18 employees · 2-person support team
The Situation

Their two-person support team was spending the first two hours of every day reading, categorizing, and routing tickets — before responding to a single one. High-urgency refund requests sat in the same queue as basic tracking questions. The team was burning out and customer satisfaction was slipping.

What We Built
  • AI reads every inbound support email the moment it arrives
  • Classifies by type (shipping, refund, product, general) and urgency (critical, high, normal)
  • Drafts a first response in the brand's voice — formatted and ready to send in one click
  • Critical tickets routed to the front of queue with an instant Slack alert
The Outcome
1
Morning triage time eliminated. The team now starts their day responding to customers — not sorting emails.
2
First response time: 4.2 hours → 1.5 hours on average — a 63% improvement without hiring anyone.
3
First-touch resolution up 22% — AI-drafted responses were more thorough than rushed manual ones.
Consulting Firm
52 min
Down from 5 days of manual work
Strategy Consulting Firm 8 consultants · High-value clients · Monthly new engagements
The Situation

Every new client engagement kicked off with the same 5-day manual process: sending welcome emails, chasing signed NDAs, setting up project folders, scheduling kickoff calls, and briefing the assigned consultant. The founders were personally doing this for every single client — time they should have been billing.

What We Built
  • Trigger fires the moment DocuSign registers a signed contract
  • GPT-4o generates a personalized welcome email sequence based on service tier and scope
  • Intake form auto-sent; responses automatically populate the HubSpot client record
  • Calendly booking link embedded in onboarding email; booking triggers internal consultant brief
The Outcome
1
Admin time per new client: 5–6 hours → 52 minutes — now only document review and the kickoff call itself.
2
First client email sent within 4 minutes of contract signature — clients feel taken care of before founders even see the notification.
3
Founders reclaimed ~8 hours/week and redirected it to billable work and business development.

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