Case Studies

    Pilot program results with measurable outcomes. Each engagement ran 2–4 weeks with clear KPIs tracked from day one.

    AI Agents · SaaS (50 employees) · 3 weeks

    AI Sales Agent Pilot: B2B SaaS Company

    Problem

    Inbound leads waited 4–6 hours for a response. Sales reps spent 40% of their time qualifying low-fit prospects. Booked call rate was under 8%.

    Solution

    Deployed an AI sales qualification agent on website chat and email. The agent qualifies leads against ICP criteria, answers product questions from the knowledge base, and books calls directly into reps' calendars.

    Before → After

    Lead response time
    4–6 hoursUnder 2 minutes
    Booked call rate
    8%22%
    Rep time on qualification
    40%12%
    Monthly qualified meetings
    3582

    Within the first month, the AI agent handled 73% of initial lead conversations and more than doubled the number of qualified meetings, without adding headcount.

    OpenAI GPT-4HubSpotCalendlySlack
    AI Agents · E-Commerce (120 employees) · 2 weeks

    AI Support Agent Pilot: E-Commerce Brand

    Problem

    Support team handling 800+ tickets/week with average resolution time of 18 hours. CSAT had dropped to 72%. Hiring was not keeping pace with volume.

    Solution

    Built an AI support agent trained on the full product catalog, return policies, and shipping documentation. Handles first response, resolves common issues, and escalates complex cases with full context.

    Before → After

    Ticket deflection rate
    0%58%
    Average resolution time
    18 hours4 hours
    CSAT score
    72%89%
    Support cost per ticket
    $12$5

    The AI agent resolved over half of all tickets without human involvement, cut resolution time by 78%, and improved customer satisfaction by 17 points.

    Anthropic ClaudeZendeskShopifySlack
    Automation · Consulting (35 employees) · 2 weeks

    CRM & Ops Automation Pilot: Professional Services Firm

    Problem

    Team spent 15+ hours/week on manual data entry, reporting, and CRM updates. Stale pipeline data led to missed follow-ups. Weekly reports took 3 hours to compile.

    Solution

    Built end-to-end automation: auto-update CRM after calls, generate weekly pipeline reports, trigger follow-up sequences for stalled deals, and sync data across tools.

    Before → After

    Manual data entry hours/week
    15+2
    Report generation time
    3 hoursAutomatic
    Stalled deal follow-ups
    30% missed0% missed
    Pipeline accuracy
    ~65%95%+

    Eliminated 85% of manual operations work, freed the team to focus on client delivery, and created a single source of truth for pipeline and performance data.

    MakeHubSpotGoogle SheetsSlackGmail
    Media & Content · Marketing Agency (25 employees) · 3 weeks

    Content Engine Pilot: B2B Marketing Agency

    Problem

    Content production bottleneck: publishing 4 blog posts and 12 social posts per month. Client demand was 3x that volume. Freelancer costs were unsustainable.

    Solution

    Built an AI content engine: topic research → outline → draft → edit → publish pipeline. Included repurposing system to turn each blog post into 8+ social assets.

    Before → After

    Blog posts per month
    416
    Social posts per month
    1290+
    Content production cost
    $8,000/mo$3,200/mo
    Inbound leads from content
    5/mo18/mo

    4x content output, 60% cost reduction, and 3.6x more inbound leads from organic content, all within the first 6 weeks of the pilot.

    OpenAI GPT-4NotionBufferCanva APIGoogle Docs

    Measurement Plan

    Every engagement includes KPI tracking dashboards, attribution mapping, weekly QA reviews, and transparent reporting.