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Case studies

What it looked like on the other side.

Anonymized, specific, and honest about where the AI was and wasn't. No hypotheticals, no “potential ROI” charts.

Battery manufacturing and dealer networksCRM Implementation & Rescue

One Loop a Week: Field Service Dispatch and Command Centers Inside the CRM

A lithium-battery manufacturer with a field-service arm, four active service territories, and inside, outside, and OEM sales teams · Ongoing, part of a five-year engagement

594 → 374 mina route's estimated drive time vs. the real one
  • Salesforce
  • Custom
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DTC supplements and e-commerceCRM Implementation & Rescue

Twenty-Nine Automations and a CRM That Updates Itself

A direct-to-consumer supplement brand with 90,000 customers, 11,000 active subscriptions, about 900 affiliates, a wholesale channel, and an outsourced call center · Apr 2026 to present

13,097 → 96,659people in the CRM
  • Pipedrive
  • Shopify
  • n8n
  • Klaviyo
  • +1
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Battery manufacturing and dealer networksFractional AI + RevOps LeadershipShippedAI

Commissions That Close Rep-for-Rep, and a Chatbot That Stopped Leaking Prices

A lithium-battery manufacturer selling through about 3,000 dealers and about 100 OEM partners, with inside and outside sales teams across six territories · Five-year engagement, ongoing

15% → 90%of revenue attributed to a rep in one day
  • Salesforce
  • QuickBooks
  • Shopify
  • Chatbase
  • +1
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Product we builtAI ImplementationProductAI

A Compliant Wellness Plan in 63 Seconds

True Health, a multi-tenant plan platform for wellness clinics we designed, built, and shipped · Apr–Aug 2026

3m13s → 63.5splan generation
  • Supabase
  • Custom
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