Outcomes That Speak for Themselves
Real results from real engagements. Every case study represents a measurable transformation in how our clients operate.
Mid-Market Lending Firm
The Challenge
Manual lead qualification was bottlenecking their sales team — reps spent 70% of their time on unqualified prospects.
The Solution
Deployed a multi-agent pipeline to qualify, score, and route inbound leads using CRM signals and conversational AI.
Key Technologies Used
N8N · GoHighLevel · OpenAI · PostgreSQL
Regional Property Group
The Challenge
Appointment booking was entirely manual — agents were missing 40% of inbound leads due to response lag.
The Solution
Integrated an AI booking assistant with context-aware follow-up sequences and calendar sync across 12 agents.
Key Technologies Used
Make · HubSpot · Synthflow · Twilio
National Underwriting Provider
The Challenge
Processing policy documents required an 8-person team working full-time — errors caused costly compliance delays.
The Solution
Built an intelligent document processing layer using fine-tuned LLMs to extract, validate, and ingest policy data automatically.
Key Technologies Used
LangChain · Anthropic Claude · Pinecone · Custom API
B2B Software Scale-up
The Challenge
Customer support tickets were overwhelming a 6-person team — CSAT scores were declining with 48h average resolution time.
The Solution
Shipped a context-aware AI copilot trained on their docs, CRM history, and past tickets — with seamless human escalation.
Key Technologies Used
Zapier · Zendesk · OpenAI · Vector DB
Regional Healthcare Network
The Challenge
Manual patient appointment scheduling across 8 clinics created 4-hour average wait times for callbacks, leading to high no-show rates.
The Solution
Deployed a conversational AI scheduling assistant integrated with their EHR system, handling inbound calls, rescheduling, and automated reminders.
Key Technologies Used
Synthflow · EHR API · N8N · PostgreSQL