The case study library
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Each card opens its own page — with the problem, what we built, the system on screen, the stack and the measured outcome.
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Equity Lending
ClickUp Loan Pipeline OS
GHL, Arive and Zapier fused into one ClickUp operating system for The Trye Group — a 7-stage loan lifecycle with 30+ automations and a 4-attempt follow-up engine.
ClickUpGoHighLevelArive APIZapier
90%
Data entry reduction
↗
PPC Agency
Agency OS for a PPC Agency
A complete Agency OS for Elevate PPC — client health scores, PM and director dashboards, targeted Slack alerts and a self-serve client portal across 35 active accounts.
NolocoAirtableMakeSlackLooker Studio
+32%
Task completion rate
↗
Move Planning Services
Dubsado Client Journey Automation
Rebuilt the entire backend of a four-tier move planning business — 13 automated workflow steps from lead capture to Blueprint delivery, with full paid-ad UTM attribution.
Dubsado 3.0ZapierSquarespaceGoogle Apps ScriptStripe
0
Manual steps · lead to proposal
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Private Lending
Equity Lending CRM Automation
A locked 12-stage lead-to-funded pipeline on GoHighLevel — auto-fired document requests, compliance checkpoints and weekly capital-partner reporting baked in.
GoHighLevelMakeSupabaseDocuSignGmail
−41%
Lead-to-funded cycle
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Legal & Professional Services
Attio CRM & Success Pipeline
A production-ready CRM and 6-stage Customer Success pipeline in Attio for legal clients like Clark Hill PLC — 8 automated workflows, health tracking and full lifecycle visibility.
AttioZapierMakeSlackGmail
0
Manual onboarding starts
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Healthcare
Medical Referral Management Platform
A centralized Airtable workspace for healthcare referrals — a 9-table relational schema, role-based dashboards for coordinators, doctors and admins, and a 7-step automated workflow.
AirtableAutomationsRollup KPIsRole-based views
0
Referrals lost to follow-up
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Real Estate Wholesaling
AI Real Estate Lead Qualification
A Retell AI voice agent that calls every new seller lead in seconds, qualifies them on GPT-4.1 and books appointments via Calendly — delivered in 48 hours, zero human touch.
Retell AIGPT-4.1AirtableZapierCalendly
3×
Faster lead-to-appointment
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Insurance
Multi-Vendor Lead Management Portal
One Airtable + Softr platform where multiple vendors submit leads but see only their own data — automated agent routing, live KPIs and a full audit trail for an insurance agency.
AirtableSoftrZapierTwilio SMSREST API
80%
Faster lead routing
↗
Trye Distribution
Trye Distributor Execution System
Replaced a fully people-dependent intake-to-dispatch workflow with a structured execution system — order capture, routing logic and real-time tracking, shipped in 21 days.
MakeSupabaseClickUpWhatsApp APIGoogle Sheets
70%
Manual work removed
↗
B2B SaaS Support
Zendesk Customer Support Automation
Re-architected a 5,000-ticket-per-month Zendesk instance — Claude-powered triage, account enrichment and smart routing so agents only ever see the real work.
ZendeskClaude AISupabaseSlackHubSpot
−84%
First-response time
↗
Moving Services
End-to-End System Audit
Full workflow audit across Make, Zapier, and Dubsado — identified redundant automations, mapped missing triggers, rebuilt logic for zero-failure execution. Owned by client. No platforms replaced.
DubsadoZapierSquarespaceGoogle Apps ScriptGmail
2
Silent failures caught pre-launch
↗