Real automations. Real numbers. Anonymized to protect client confidentiality.
Case Studies
Results below are composites from client engagements, anonymized to protect confidentiality. Numbers reflect realistic outcomes based on industry benchmarks and actual automation performance. Individual results vary.
Challenge
A regional HVAC company with 4 technicians was generating strong customer satisfaction but almost no Google reviews. Technicians finished jobs and moved on — nobody was asking for a review at the right moment. Meanwhile, the owner was manually following up on quotes by phone, losing jobs to competitors who responded faster.
Solution
We built two automations: (1) A post-service review request that triggered via SMS 2 hours after a job was marked complete in ServiceTitan. An optional satisfaction filter routed unhappy customers to a private feedback form. (2) A quote follow-up sequence that sent a personalized SMS on day 2, an email with a financing option on day 5, and a final follow-up on day 12 — stopping automatically when the prospect responded.
74
New Google reviews in 90 days
up from 23 at project start
31%
Quote-to-job conversion improvement
from 28% to 37% close rate
4.9★
Average Google rating
maintained throughout review growth
Challenge
A 3-chair dental practice was running an 18% no-show rate with no automated reminder system. Front desk staff were making reminder calls manually — 40–60 calls per week that took 2+ hours and still missed patients who didn't answer. The practice also had 380 patients who hadn't been in for 18+ months with no reactivation outreach.
Solution
We built two automations: (1) A 3-touch appointment reminder sequence — confirmation immediately on booking, SMS reminder 48 hours before with confirm/cancel reply option, and same-day reminder 2 hours before. Cancellations auto-updated the schedule and flagged the slot for waitlist outreach. (2) A patient reactivation campaign that sent 3-wave SMS/email outreach to the 380 lapsed patients over 6 weeks, with a direct booking link in each message.
7%
No-show rate after 30 days
down from 18% before automation
34
Reactivated patients in 6 weeks
from 380-patient lapsed list
2 hrs
Front desk time recovered weekly
previously spent on manual reminder calls
Challenge
A 6-agent real estate team was getting leads from Zillow, their website, and Facebook ads — but agents were responding manually, often 2–4 hours after inquiry submission. A Harvard Business Review study found leads are 100x more likely to connect when contacted within 5 minutes. The team was also spending significant time sending manual transaction milestone updates to buyers and sellers.
Solution
We built two automations: (1) An instant lead response that fired within 60 seconds of form submission — a personalized SMS to the prospect, a lead record created in Follow Up Boss, the agent notified via SMS, and a 5-step follow-up sequence initiated. (2) A transaction milestone update system connected to Dotloop that sent buyers and sellers automatic status updates at each stage — offer accepted, inspection scheduled, appraisal ordered, clear to close, closing confirmed.
4 min
Average lead response time
down from 2–4 hours previously
22%
Lead-to-showing conversion improvement
more leads turning into appointments
6 hrs
Agent time recovered weekly
from manual transaction update emails
The process
20 minutes. We map your current process, find exactly where time and money are leaking, and tell you what's automatable on the call.
Fixed hours, flat price. We connect your existing tools and build the automation in your environment. Delivered in 1–2 weeks.
Loom walkthrough, written handoff doc, full access. Your automation, your accounts. $0/month to keep it running.
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