Print Manufacturing
Custom Order Management System for print manufacturing. Quote-to-cash automation replaced manual email-based quoting and gave the team a clear seven-stage order pipeline.
DTC / e-commerce
AI agent handles order status, returns, and product questions via phone. ElevenLabs voice trained on brand tone, warm, casual, on-brand. Resolves 68% of inbound tickets without any human escalation. Customer satisfaction scores unchanged. Support cost reduced by 74%.
B2B services
AI agent screens every inbound call against ICP criteria, company size, industry, budget range, timeline. Asks qualifying questions conversationally. Books qualified prospects directly into AE calendars via Cal.com. Unqualified leads receive an automated nurture sequence via HubSpot. Sales team only talks to people ready to buy.
Agency
AI agent screens inbound candidate calls, asks about experience and availability, matches against open roles in Bullhorn, and books top candidates directly into recruiter calendars. Recruiters no longer waste time on candidates who don't fit. Agent handles overflow during peak hiring periods without additional staff.
Local service business
AI phone agent answers every call, during hours and after. Uses ElevenLabs for a natural, friendly voice. Books directly into Cliniko practice management system. Transfers complex cases to the right practitioner with full caller context. Now handles 73% of all inbound calls without human intervention.
DTC / e-commerce
HeyGen avatars deliver scripted testimonial-style content, multiple 'creators,' multiple angles, zero talent fees. ElevenLabs voices add variety across demographics. Creatomate generates format variations for TikTok, Reels, Stories, and static ads from each script. Claude writes all scripts from product briefs, customer review data, and competitor analysis. One product launch generates 50+ unique content pieces.
B2B services
Founder records one 20-minute voice memo per week, just talking about what they're seeing in the market. Claude transcribes and transforms each memo into 3 LinkedIn posts, 1 long-form newsletter, 1 blog article, and 5 tweet-length threads. ElevenLabs generates audiogram clips for LinkedIn video. Scheduled automatically via Typefully and ConvertKit. Founder went from spending 8 hours/week on content to 45 minutes of review.
Agency
Custom content engine built per client with brand voice, tone, and style trained into Claude via system prompts. HeyGen avatars created for clients who want video content without filming. Creatomate templates handle ad format variations across platforms. Agency team shifted from production grind to strategy and creative direction. Margins increased 22% with no new hires.
Local service business
HeyGen avatar cloned from the lead practitioner explains treatments, aftercare instructions, and FAQs in short-form video. ElevenLabs narrates before/after walkthrough slideshows. Claude writes all scripts from the treatment menu and existing FAQs. Content scheduled across Instagram, TikTok, Google Business Profile, and the practice website. Total active time: one afternoon of review and approval.
DTC / e-commerce
Order confirmed → AI generates personalised shipping notification → tracks delivery status → sends product care tips at delivery → triggers review request at day 14 → processes returns with zero human input via Loop Returns → tags non-repeaters and triggers win-back email sequence at day 60. Customer service workload cut by 55%. Repeat purchase rate increased 23% from the automated win-back flow alone.
B2B services
Proposal signed in PandaDoc → AI generates invoice in Xero → triggers client onboarding email sequence → creates project workspace in Notion with SOW, timeline, and deliverable checklist → books kickoff meeting via Cal.com → assigns first deliverable to the project lead. Previously took 2 full days of coordinator time. Now takes zero, it fires automatically on signature.
Agency
New client signs → AI creates project workspace in Notion, Slack channel, reporting dashboard, access credential doc, and welcome email sequence, all automatically. Monthly: AI pulls data from GA4, Meta Ads, and Google Ads APIs, runs performance analysis via Claude, writes the narrative commentary, and assembles a branded PDF report. Previously took a junior staff member 4 hours per client per month. Now fully automated with human review.
Local service business
New enquiry arrives (phone, web form, or Google) → AI qualifies the patient → sends digital intake forms → books the appointment into Cliniko based on practitioner availability and treatment type → sends confirmation + reminder at 48 hours and 2 hours → if patient no-shows, AI auto-reschedules and fills the slot from the waitlist. Front desk staff now focuses entirely on in-office patient experience. Zero manual steps from first enquiry to seated patient.
DTC / e-commerce
New product added to Shopify catalogue → AI generates SEO-optimised product descriptions, collection page copy, email announcement draft for Klaviyo, social captions for 4 platforms, 3 ad script variations, and lifestyle image prompts for Midjourney. Creative team reviews and approves instead of creating from scratch. Product launch prep went from 2 weeks of content production to 2 days of review.
B2B services
AI handles the heavy lifting on every engagement: client data analysis, preliminary findings write-up, presentation scaffolding in Google Slides, and pre-meeting briefing notes. Consultants walk into every client meeting with a 70% complete draft, they add strategic insight, refine the recommendations, and present. Throughput tripled. Client satisfaction scores unchanged because the thinking is still human.
Agency
AI generates first-draft creative concepts from client briefs. Builds media plan frameworks from historical performance data. Runs competitive analyses automatically. Produces monthly reporting with narrative commentary. HeyGen handles explainer and training video production for clients who need it. Creative directors review, refine, and present. The production bottleneck that capped the agency at 15 clients is gone.
Local service business
Client intake form submitted → AI pulls relevant precedents from the firm's case database, drafts initial brief structure and argument framework, generates the document preparation checklist, and writes a summary memo for the partner review meeting. Lawyers spend their time on legal strategy and client counsel, not formatting documents and searching archives. Prep time per case reduced from 3 hours to 30 minutes of senior review.
DTC / e-commerce
Came to us wanting a customer service chatbot. Our Identify audit revealed the real bottleneck: post-purchase operations, returns processing was manual and slow, review collection was nonexistent, and repeat-purchase flows weren't set up at all. These problems were costing 3x more than customer support. We built the ops engine first. The support chatbot came later, and was 10x more effective because the underlying data and workflows were finally clean.
B2B services
Came to us saying 'we know we should be using AI, but we don't know where.' Our Identify audit revealed that their biggest time sink wasn't a lack of AI, it was a broken sales-to-delivery handoff that was costing them 2 coordinator days per new client. We automated the handoff first. Then layered AI onto their delivery process. The handoff fix alone saved $80K/year in coordinator time before any AI was even deployed.
Agency
Came to us wanting to 'bolt AI onto content production.' Our Identify audit revealed that the bottleneck wasn't writing speed, it was the production workflow itself. Briefs were inconsistent, approvals had no system, and revisions looped endlessly. We rebuilt the production workflow with clear stages and automated handoffs, then layered AI content generation on top. Without the workflow fix, the AI would have just produced more content faster into the same broken pipeline.
Local service business
Came to us asking for a website chatbot to handle enquiries. Our Identify audit found that 82% of their leads called, only 18% used the website form. The chatbot would have captured a fraction of the opportunity. We deployed an AI phone agent instead. It now handles after-hours and overflow calls, books jobs directly into ServiceTitan, and follows up with quotes via SMS. Bookings increased 28% in the first month.