Case studies
What was broken. What changed.
No jargon, no 40-page reports. Here's the kind of work we do for everyday businesses: the problem they came with, what we built, and what it did for their calls, jobs and repeat customers.
Home & field services12 trucksIllustrative example
A heating and cooling companyThe phone rang. Nobody called back.
Where it hurt
- - Half the calls came in while crews were on a roof and went to voicemail
- - Quotes were written at night and sent two or three days later
- - No one knew which ads or listings actually made the phone ring
What we did
- - Every call, form and message pulled into one inbox the office could see
- - Missed-call text-back so a customer got an answer in seconds, not days
- - Quote templates plus automatic follow-up until someone replied
- - Google and maps listing cleaned up, reviews asked for after every job
What changed
0 missed
Calls left without a reply
Same day
Quotes out instead of 3 days
More jobs
Booked from the same enquiries
“We weren't short of calls. We were short of answers. Now nothing sits overnight.”One Sales
Healthcare servicesTwo clinicsIllustrative example
A dental practiceChairs empty on a Tuesday afternoon.
Where it hurt
- - Front desk spent the day on the phone instead of on patients
- - Cancellations left gaps nobody had time to fill
- - Recall reminders went out when someone remembered to send them
What we did
- - Online booking that fills cancelled slots from a waitlist automatically
- - Reminders and recalls sent on their own, by text and email
- - An assistant that answers the common questions after hours
- - One simple report: booked hours, no-shows, patients returning
What changed
Fuller weeks
Fewer empty chair hours
Hours back
Front desk off the phone
More returns
Patients coming back on time
“The reminders alone paid for it. The team stopped chasing people.”One Customer Success
Health, wellness & beautyBarbering plus massage therapyIllustrative example
A men's salonA new service nobody in the area knew about.
Where it hurt
- - Added registered massage therapy, but only regulars ever heard about it
- - Local ads ran on and off with no idea what worked
- - Chairs busy some days, half empty on others
What we did
- - Local listings and service pages built for each treatment, not one catch-all page
- - A small neighbourhood ad test aimed only at the area they serve
- - Online booking with reminders, so new clients rebook without a phone call
- - Reviews asked for after every appointment, then used in the ads
What changed
New service booked
Massage slots filling weekly
Steadier weeks
Fewer half-empty afternoons
Known cost
What one new client costs to win
“People walked past us for two years. Now they find the massage side before they walk in.”One Marketing
Trades & constructionResidential renosIllustrative example
A renovation companyGreat work, almost invisible online.
Where it hurt
- - Word of mouth only, so quiet months hurt
- - Website looked nice but nobody enquired through it
- - No idea what a new customer actually cost to win
What we did
- - A page built to get enquiries, with real jobs and honest prices
- - A small, honest ad test in their service area
- - Photos and reviews collected on site, not chased later
- - A two-minute monthly report on calls in and jobs won
What changed
Steady flow
Enquiries every week, not in bursts
Known cost
What one new customer costs to win
Better jobs
Bigger projects, less price shopping
“First time we could see where work came from instead of guessing.”One Marketing
Financial & professional servicesIndependent brokerageIllustrative example
A mortgage brokerageAn expensive phone assistant that never worked.
Where it hurt
- - A custom-built phone answering system cost a fortune and still dropped enquiries
- - Evening and weekend calls went unanswered in a business where speed wins
- - Nobody could tell which enquiries were never followed up
What we did
- - Replaced the custom setup with a simple assistant that answers and books 24/7
- - Missed calls answered by text with a booking link within seconds
- - Every enquiry logged in one place with automatic follow-up
- - One dashboard: calls answered, appointments booked, applications started
What changed
24/7 answered
No enquiry left ringing out
Lower cost
Cheaper than the system it replaced
More booked
Appointments from the same enquiries
“We paid a lot for something clever that didn't work. This one just works.”One AI & Automation
Professional servicesSmall firm, 9 staffIllustrative example
An accounting firmBuried in admin, not client work.
Where it hurt
- - Onboarding a client took a week of emails and chasing documents
- - Deadlines tracked in three spreadsheets and someone's head
- - Staff doing copy-paste work between systems every day
What we did
- - Onboarding turned into one form that collects and files everything
- - Reminders for missing documents that chase themselves
- - Systems connected so nothing gets typed twice
- - One dashboard: work in progress, deadlines, capacity
What changed
Days saved
Onboarding down to hours
Less rework
No double entry between systems
More capacity
Same team, more clients served
“We didn't hire. We just stopped doing work a computer should do.”One AI & Automation
HVAC & home services14 technicians, residential HVACIllustrative example
A heating and cooling contractorThey were buying leads they never got around to answering.
Where it hurt
- - Ads and local search brought steady enquiries, but calls went unanswered when dispatch got busy
- - Web forms sat in an inbox until somebody checked them
- - Estimates went out, then nobody consistently followed up
- - They knew what they spent on marketing, but not which source produced actual jobs
What we did
- - Calls, forms and messages connected into one lead inbox
- - Instant missed-call text-back plus after-hours lead response
- - Estimate templates with automatic follow-up until the homeowner replied
- - Advertising and call tracking connected to booked jobs and revenue
What changed
Under 5 min
Every new enquiry gets a response
More closed
Existing lead volume turns into more work
Tied to revenue
They see which sources create profitable jobs
One pipeline
No leads hiding in voicemail or email
Dental & healthcareThree locations, general dentistryIllustrative example
A family dental groupThey didn't need more patients. They needed fewer empty chairs.
Where it hurt
- - Cancellations created last-minute holes in the schedule
- - Hygiene recalls depended on staff manually calling patients
- - New patient enquiries came by phone, website and social with no central tracking
- - Each location handled follow-up differently
What we did
- - Automated recall and reactivation campaigns
- - A cancellation waitlist that contacts patients automatically
- - New patient enquiries centralised and routed to the correct clinic
- - Appointment reminders, review requests and post-visit follow-up automated
What changed
Fewer gaps
Cancelled slots offered to waiting patients
More returns
Overdue patients contacted without call lists
Faster booking
Enquiries handled while patients are still choosing
One view
Bookings and retention compared by clinic
Mortgage & financial services18 agents, independent brokerageIllustrative example
A mortgage groupTheir brokers were good at mortgages. Their database was where leads went to die.
Where it hurt
- - Leads were distributed by email and manually claimed by brokers
- - Follow-up depended entirely on individual agents
- - Old leads and past borrowers were rarely contacted again
- - Nobody could see response time, application conversion or referral activity
What we did
- - Automatic lead assignment based on geography and availability
- - Immediate text and email response to every enquiry
- - Renewal, dormant-lead and past-client campaigns
- - One pipeline from enquiry through application, approval and close
What changed
Every lead worked
No enquiry disappears because a broker was busy
Past customers
Renewals and refinancing surface automatically
Less admin
Brokers advise instead of updating spreadsheets
Clear data
They see exactly where applications stall
Accounting & professional services11 employees, accounting and advisoryIllustrative example
A CPA and advisory firmTax season wasn't the problem. Their process was.
Where it hurt
- - Client onboarding meant long email chains and missing documents
- - Staff repeatedly chased clients for the same information
- - Work was tracked across email, spreadsheets and practice-management software
- - They wanted advisory revenue but had no systematic way to spot opportunities
What we did
- - One digital onboarding process with document collection and reminders
- - Automated requests for missing information
- - CRM, accounting and workflow tools connected
- - Client segmentation and campaigns for bookkeeping, tax planning and advisory
What changed
Hours, not days
Clients know exactly what is required
Less chasing
Routine reminders happen automatically
More capacity
Less copying information between systems
More per client
Existing clients introduced to relevant services
Salon & retailSeven salons, 50+ stylistsIllustrative example
A multi-location salon groupSeven locations. Seven different versions of marketing.
Where it hurt
- - Some locations were booked solid while others had empty chairs
- - Google listings, social accounts and local promotions were inconsistent
- - Head office couldn't compare customer acquisition across stores
- - Guests weren't consistently prompted to rebook or leave reviews
What we did
- - Local search, listings and location pages standardised
- - Campaigns that shift promotion toward locations with available capacity
- - Rebooking, review and win-back sequences added
- - One reporting structure across all seven locations
What changed
Balanced capacity
Spend follows available appointments
More repeat visits
Clients prompted to rebook before disappearing
Stronger search
Each salon competes in its own neighbourhood
One view
Locations compared using the same numbers
Marketplaces & events120 independent vendorsIllustrative example
A weekend vendor marketplaceTheir vendors weren't asking for nicer booths. They wanted customers.
Where it hurt
- - Vendor recruitment was strong, but consumer traffic was inconsistent
- - Every vendor promoted the market differently, if at all
- - Event information lived across social posts, email and vendor messages
- - Organisers couldn't show vendors how marketing affected attendance
What we did
- - A coordinated event and local-search strategy
- - Shared promotional kits vendors could use automatically
- - Customers segmented by events, interests and past attendance
- - Vendor onboarding, reminders and event communications automated
- - Attendance and campaign reporting built
What changed
Coordinated push
One campaign amplified across all vendors
Better for vendors
Onboarding and comms need less manual work
Bigger audience
Visitors become a list the market can bring back
Proof of value
Vendors see what drives traffic
Online retail & DTCCanada and the United StatesIllustrative example
A women-led jewellery brandInstagram built the business. It couldn't scale it.
Where it hurt
- - Sales depended heavily on the founder posting constantly
- - Paid social produced revenue, but nobody knew the true cost of a profitable customer
- - Most buyers purchased once and disappeared
- - Email was mainly promotions sent to everyone
What we did
- - Positioning clarified around the brand's highest-value buyers
- - Paid acquisition rebuilt around profitable product categories
- - Abandoned-cart, post-purchase, replenishment, VIP and win-back journeys created
- - Shopify, advertising and customer data connected into one revenue view
What changed
Less founder-led
Revenue no longer relies on daily posting
More repeat buys
Follow-up based on what customers bought
Smarter spend
Campaigns measured on margin, not clicks
Predictable growth
Acquisition and retention seen together
Renovation & constructionResidential design-buildIllustrative example
A design-build renovation firmThey were winning referrals and losing estimates.
Where it hurt
- - Most opportunities came from referrals
- - Site visits were followed by estimates days or weeks later
- - Prospects who said they were thinking about it were rarely contacted again
- - The owners couldn't see the value of outstanding proposals
What we did
- - A simple enquiry qualification process before site visits
- - Proposal creation and digital approval standardised
- - Automatic follow-up around every outstanding estimate
- - A pipeline showing opportunity value, next step and expected close date
- - Local project pages built from completed work to bring in organic enquiries
What changed
Faster proposals
Qualified prospects get estimates sooner
More jobs won
Follow-up continues until a clear yes or no
Real pipeline
Owners see future work instead of guessing
More enquiries
Completed projects become marketing assets
Property management & real estate1,400 residential unitsIllustrative example
A property management companyLeasing, maintenance and tenant messages all lived in different systems.
Where it hurt
- - Rental enquiries were answered manually during office hours
- - Prospective tenants repeatedly asked the same questions
- - Viewing requests required back-and-forth scheduling
- - Maintenance updates generated unnecessary calls to staff
- - There was no clean view from enquiry to signed lease
What we did
- - An AI leasing assistant for common property questions
- - Viewing qualification and scheduling automated
- - Immediate follow-up for rental enquiries
- - Maintenance status notifications automated
- - Lead source, viewing, application and lease data connected
What changed
24/7 replies
Tenants get answers after office hours
Less repeat admin
Staff stop answering the same questions
Faster leasing
Qualified prospects book available viewings
Better reporting
They see which channels create signed leases
Veterinary & healthcareTwo hospitalsIllustrative example
A veterinary groupThe front desk was answering phones, greeting clients and running the clinic at once.
Where it hurt
- - Phone lines were constantly busy during peak periods
- - Routine questions consumed hours of staff time
- - Vaccination and wellness reminders were inconsistent
- - Lapsed clients weren't being brought back
- - Review requests depended on somebody remembering
What we did
- - Automated answers for common questions and appointment requests
- - Vaccination, wellness and medication reminder workflows
- - Lapsed-client reactivation campaigns
- - Post-visit review requests automated
- - Customer communication centralised across both locations
What changed
Fewer calls
Routine enquiries answered without reception
More visits
Clients prompted when care is due
More returning
Inactive customers systematically re-engaged
More reviews
Clients asked when most likely to respond
How we helped them grow
Same 4 steps. Every business.
01
We look at the whole thing
Where enquiries come from, what happens to them, and where money quietly leaks out.
02
We fix the biggest leak first
One thing at a time, starting with whatever costs you the most this month.
03
We build it and run it
We do the work with you, not a slide deck telling you to do it yourself.
04
You keep it
Your people get trained, your systems stay yours, month to month all the way.
FAQs
Questions owners ask about our results.
Are these real clients?
The stories on this page are illustrative examples built from the kind of work we do, with example business names - not named client accounts. We'll only publish a named client story with that client's written permission. Ask us on a call and we'll walk you through real work in detail.
Will you show me real numbers before I sign anything?
Yes. On the call we'll go through what we've done for businesses like yours, what it cost and what changed. If we don't think we can help, we'll say so.
How long before we see anything change?
Usually weeks, not quarters. Follow-up, missed calls and reminders can be live in the first month. Getting found takes a little longer.
Do I have to buy everything at once?
No. Most owners start with one fix, see it work, then add the next piece.
What if my business is small?
That's who we're built for. Small teams feel a missed call or a lost quote far more than a big company does.
Who actually does the work?
Our team of four - two men, two women, across Canada and the United States. No handing you off to juniors.
Want your story here? Let's find your biggest leak.
Twenty minutes, straight answers. We'll tell you what we'd fix first and what it would cost - and if we're not the right fit, we'll say that too.