View the automations that slashed our client’s labor costs, created process excellence and scaled their revenue.
Latest Case Studies
Legal Services Case Study
Success Story
Stonegate legal handles landlord and tenant matters in Ontario. We helped the Partners replace the need to talk back-and-forth internally just to manually create retainers and intake forms. We templated their intake process so they could auto-create and send retainers off a few CRM clicks—which got customers through intake much faster.
Automations
- CRM BuildoutBuilt a centralized CRM for real-time lead, retainer and payment tracking.
- Integrated/Templated RetainersMatch retainer templates and pricing with the CRM dropdowns.
- Automated Retainers and IntakeAuto-create and send retainers tied to correct case type and pricing, then auto-forward to Jotform.
- Automated CommunicationsSet up email and text reminders for billing, instructions and signatures.
Google Ads Agency Case Study
Success Story
Before partnering with us, JRB struggled with time-consuming manual processes and relied heavily on spreadsheets. We implemented a CRM and project management system, and automated client onboarding, sales outreach, client communication, reporting, and content creation. Now, onboarding a new client takes 10 seconds.
Automations
- Client onboarding process
- CRM and project management
- Team and client communication
- Sales outreach
Real Estate Company Case Study
Success Story
JLL’s commercial real estate brokers each spent 15+ hours a week making custom contracts and agreements. The delay caused deals to get lost to competitors and kept agents from working new deals. We combined all documents into one form with custom variables that auto-created contracts and auto-sent them to clients and others involved.
Automations
- Document and contract creation
- Automatically sent agreements
Influencer Marketing Agency Case Study
Success Story
Dr Traffic’s teams spent too much time fulfilling client work like ad creation, publishing, script creation and video editing. So, we coded a python script that executes every step in the process. When an Ad is designed, that triggers a bot to login into Meta, upload the ad and publish it. Additionally, we automated an AI tool that scripts and edits videos for them, based off top performers and other nuanced information.
Automations
- Ad creation and publishing
- Ad script creation (from benchmarks)
- Video editing process
SaaS Start Up Case Study
Success Story
For Freterium, we created an automated, multi-channel sales engagement system. Before, every inbound lead from every channel would get manually reached out to. Now, when leads come in, we automatically update their CRM and queue multi-channel outreach; email, LinkedIn and WhatsApp, which increased their lead-to-call conversion rate.
Automations
- Multi-channel inbound sales process, lead routing and nurturing
Logistics Firm Case Study
Success Story
Registix, a logistics firm, faced workflow inefficiencies due to manual processes in data handling, inventory, sales, and invoicing. Their goals included automating redundant tasks, accelerating operations, freeing up time for senior staff, and integrating tools like QuickBooks, Slack, and Google Sheets. So, we streamlined Registix’s entire business by moving off sheets and into Airtable.
Automations
- Inventory Workflow AutomationAutomated data validation, inventory updates, Slack sales notifications, QuickBooks invoicing, and communication.
- Airtable Database StructureSet-up Airtable to centralize and streamline data access and provide a client-facing platform, improving visibility for both teams and clients.
Health & Medical Case Study
Success Story
Evergreen Clinic, a Canada-based all-in-one rehab and wellness center with three locations and 20 staff members, faced inefficiencies in handling patient inquiries and billing. We solved those problems with the following projects:
-Consolidate inquiries from multiple platforms (website, email, Instagram, etc.).
-Automate responses to save time for virtual assistants and receptionists.
-Automate back-office financial processes to reallocate team members to strategic tasks.
Automations
- Inquiry Automation
- Payment Entry Automation
Non-Profit Case Study
Success Story
Empower Change Consulting, a firm supporting NGOs with grant applications, faced time constraints due to manual data entry and document drafting, affecting productivity. The automations we built allowed Empower Change Consulting to reduce the time required to draft grant applications, LOIs, and other client-specific documents. OpenAI assistants provided accurate, timely responses, enabling the company to scale operations.
Automations
- AI-Document Drafting SystemWe developed a CRM on Monday.com, integrating OpenAI to create client-specific assistants trained on their data for fast, accurate grant drafting.
- Custom AI AssistantsEach client’s assistant generates tailored replies, streamlining LOI and application drafting.
Accounting Firm Case Study
Success Story
Joe, owner of The Caffeinated Accountant, needed efficient workflows to scale his construction-focused accounting firm. His goal was to automate operations across sales, project management, and accounting.
Automations
- CRM & Automation SetupWe implemented a CRM on Monday.com to centralize client data, automate proposal generation, and link to QuickBooks for seamless invoicing.
- Onboarding & Financial AutomationIntegrated Financial Cents to automate client onboarding, project setup, and task assignments based on purchased services, optimizing project management.
Waelth Management Case Study
Success Story
We centralized and automated Blue Ocean Capital’s bill log system for family office clients, integrating it with Google Sheets and Quickbooks. The system ensured that all invoices were received, vendors were paid on time and past bill logs were added to Google Sheets. Payment data was automatically tracked in real-time and updated weekly, while discrepancies were flagged and displayed in one centralized view.
Automations
- Bill Log AutomationWe built a centralized, automated bill log system using Google Sheets and QuickBooks, which tracks and updates vendor payments, flags discrepancies, and provides a clear view of payment statuses.
HVAC Case Study
Success Story
Dwyer Services, an HVAC company, boosted their lead generation by automating outreach to new homebuyers. Additionally, the customer service team was overwhelmed, so we automated their most common tasks like scheduling and replying to inquiries.
Automations
- Zillow Scraper & Gift AutomationBuilt a bot to scrape Zillow for recently sold homes, automatically sending branded mugs to new homeowners, each with a QR code for booking.
- AI Customer Service ChatbotDeveloped an AI chatbot integrated with Service Titan to handle customer inquiries and schedule appointments, reducing manual workload.
Consulting Case Study
Success Story
JP, owner of The Sustainability Coach, needed a faster way to create customized ESG reports to improve scalability. This automation reduced the time JP spent on report generation and enhanced the quality of outputs, allowing him to focus on strategic consulting rather than manual report preparation.
Automations
- Automated Report GenerationBuilt a bot to scrape Zillow for recently sold homes, automatically sending branded mugs to new homeowners, each with a QR code for booking.
Printing Service Case Study
Success Story
SVI Sportswear struggled with manual processes, communication gaps, and limited order tracking, causing delays. Through our automations, SVI Sportswear streamlined it’s entire CRM and order management process.
Automations
- Order Management DashboardBuilt a centralized dashboard on Monday.com for real-time order tracking and CRM functionality.
- Automated InvoicingLinked confirmed orders to automated Square invoicing, reducing manual entry and expediting payments.
- Automated Order CollectionCreated a custom form to send order details to Monday.com.
- Automated NotificationsSet up reminders and status updates to customers and fulfillment team for smooth order progress.
