Case studies

Real outcomes. Real numbers.

Every story is anonymized to protect our clients, but the results are exactly as they happened.

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§ 01 / The pattern

What you'll see belowProve

Different industries. The same arc.

Every engagement starts with a different problem, but the arc is always the same: diagnose, prescribe, prove. Here are the outcomes from 13 documented engagements.

01
Different industries.
Financial advisory, private equity, trading, associations, SaaS, e-commerce, agencies, creators, and trades. Each one documented below.
02
Same system underneath.
Every engagement builds the same four-stage automation system, adapted to your operation. We don't reinvent; we map and apply.
03
Quantified outcomes, every time.
Hours reclaimed, output multiplied, roles reallocated, ARR defended. Each case study has a number you can put against your own situation.

80+

hrs / wk

CRM work eliminated for a SaaS team

90%

less time

sourcing products, solo operator

6×

output

content, same marketing headcount

5

platforms

from one idea, fully automated

Financial advisory

A financial advisory firm moved six years of CRM history to a leaner system with zero data loss.

0

records lost across contacts, companies, and deals

A private equity firm replaced scattered deal spreadsheets with a CRM built around how it invests.

1

source of truth, replacing scattered spreadsheets

Proprietary trading

A proprietary trading firm stopped missing counterparty renewals.

No

missed renewals since launch

Institutional trading

An institutional trading firm moved lead-to-onboarding out of inboxes and onto one board.

1

board showing every onboarding in progress

Industry association

An industry association centralized members, dues, and events in one CRM.

1

system for members, dues, events, and committees

E-commerce (dropshipping) · UK

A solo store owner cut product sourcing by 90%.

~90%

less time spent sourcing products

Mid-market B2B services · UK

A B2B services firm went from 2 to 12 posts a month, same headcount.

6×

content output, same team

Personal brand / creator · US

A creator turned one idea into five platforms of content.

~5×

content output

YouTube channel (competitive niche) · US

A YouTube operator went from days of research to hours.

Days → hrs

research-to-script cycle

Electrical services · Australia

A 40-person electrical firm got full operational visibility.

0 → full

operational visibility

A B2B SaaS team recovered 31% of inbound leads that were slipping through.

+31%

qualified leads reached the right rep

Professional services · UK

A 12-person agency cut new-client onboarding from 9 days to 36 hours.

9 → 1.5

days from contract to kickoff

A DTC SaaS deflected 58% of support tickets before a human saw them.

58%

of tickets resolved without a human

Next step

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Response time

Within 1 business day

Coverage

USA · UK · EU

Team

15 people · 10 engineers

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