The six case studies
CASE STUDY 01
HVAC and Field Services.
Three vendors had pitched AI scheduling tools, and three pilots had died quietly. A day on the floor found the real friction in a paper handoff between the field and billing; AI capture at that one handoff took invoice errors from 38% to single digits, made billing same-day, and recovered about three million dollars a year.
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CASE STUDY 02
Mid-Size Manufacturing.
An owner-led manufacturer took its industrial material to consumers under its own name for the first time, needing the output of a ten-person go-to-market team from a team a fraction of that size. The brand became a constitution precise enough to govern AI, a machine now drafts every listing with one human gate on every word, and the storefront grew to 19 SKUs while inventory holding fell by 80%.
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CASE STUDY 03
Financial Services and Wealth Advisory.
A wealth advisor owed every one of 280 clients a bespoke deliverable package twice a year, each taking hours by hand inside a season he compared to tax season. A living memory system now drafts each document in the firm's voice and points at exactly what needs human verification; production runs in minutes, the advisor signs everything, and the capability is rolling out across the practice.
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CASE STUDY 04
Law Practice.
An eighty-person law practice was already looking for a COO when we met them to talk about where AI could help. A day inside the practice found the real leak at a front door nobody owned; the intake system now answers new inquiries in minutes at any hour, screens for merit, books the right attorney's calendar, and the firm runs cleaner today than it did when it was half the size.
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CASE STUDY 05
SaaS AI.
A SaaS company building an AI platform was deploying it for everyone except themselves. We ran the company on its own product, operations first and then customer success, then turned that deployment inside out into the training program its customers now use to operate AI in their own businesses.
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CASE STUDY 06
Venture Studio.
A three-principal medtech venture studio sourced deals on the CEO's own reading hours, one opportunity at a time, in a market of hundreds of commercialization sites. A private sourcing and qualification engine now reads the literature continuously and scores every opportunity against the studio's thesis; the principals went from one read at a time to hundreds a week, spending their evaluation hours only on candidates the funnel earned.
Read the full case study.