Case Studies

Receipts, not slogans.

A snapshot of what happens when craft marketing, AI agents, and custom-built software all sit on the same team. Names withheld — outcomes intact.

01 · Marketing

Lead gen that fills the calendar — and the operating room.

Specialty Medical Practice

Multi-location surgical group

Challenge — Stagnant new-patient volume despite heavy ad spend with a previous agency.

Approach — Rebuilt paid search and local SEO around high-intent procedure keywords, paired with in-person physician referral outreach to feeder practices.

+182%

qualified consult requests

−41%

cost per booked patient

23

new referring physicians

Trades / Home Services

Regional HVAC + plumbing operator

Challenge — Lead quality was poor and the sales team was burning hours on tire-kickers.

Approach — Rebuilt the funnel around service-area targeting, phone-call lead scoring, and a tightened creative system focused on emergency vs. planned jobs.

3.4x

booked-job ROAS

+58%

average ticket value

11 mo

to fully replace door-knocking spend

02 · AI Automations

Agents that quietly run the parts of the business you'd rather not.

Legal Services

Mid-sized litigation firm

Challenge — Intake team drowning in inbound calls and web forms — qualified leads slipping through the cracks.

Approach — Deployed a custom intake agent that triages inbound contacts 24/7, scores case fit against firm criteria, and books qualified consults straight to attorneys' calendars.

92%

of leads contacted in <2 min

+47%

qualified consults booked

1.5 FTE

of intake work absorbed

THC Beverage Brand

DTC + retail beverage company

Challenge — Customer support and wholesale order questions overwhelming a 2-person ops team.

Approach — Built a RAG-powered support agent trained on product, compliance, and shipping docs — handling tier-1 questions and routing the rest with full context.

78%

of tickets resolved without a human

−63%

first-response time

$0

added headcount through 4x growth

03 · Custom Implementations

Bespoke software and workflow systems wired into the day-to-day.

Peptide Pharmacy

Compounding peptide pharmacy

Challenge — Prescription intake, vet verification, and fulfillment lived across email, fax, and three disconnected systems.

Approach — Built a custom intake + verification portal that unifies practitioner communication, prescription parsing, and fulfillment hand-off into a single workflow.

−68%

time from script to ship

99.4%

verification accuracy

12 hrs/wk

returned to pharmacists

Software / SaaS

B2B vertical SaaS

Challenge — Sales, onboarding, and CS data lived in five tools — leadership had no honest pipeline view.

Approach — Designed and shipped a unified ops layer connecting CRM, billing, product analytics, and support into a single source of truth with automated alerting.

1

dashboard replaced 5 spreadsheets

+22%

net revenue retention

9 days

shaved off onboarding

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