Software · Customer success
The problem. A growing software company couldn't economically hire customer success, so the lean team was buried in routine questions and missing the moments that drive retention and expansion.
The work. An AI engagement layer that handles routine questions, executes routine actions, and surfaces expansion moments automatically, with human checkpoints on anything sensitive.
The impact
85%
CS interactions handled by AI
<80% → >90%
net retention
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Software · Demand generation
The problem. A growth-stage software company had 14,000 dormant accounts sitting in their own platform data but no system to act on the signals inside them.
The work. A signal-driven outbound engine across three personas, with closed-lost reactivation and closed-won lookalike workflows running on top of platform-data triggers.
The impact
$620K
pipeline in 90 days
~7%
reply rate vs 1-2% cold benchmark
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IT consulting · Operations
The problem. A 50+ client IT consulting firm ran on six disconnected tools, with work coming in through five channels and the team spending more time switching tools than doing the work.
The work. One operating layer with shared auth and data, an AI intake agent for triage, and domain sub-agents resolving routine questions before they become tickets.
The impact
~60%
routine intake auto-resolved
~30% more
client capacity per consultant
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Professional services · Reporting & analytics
The problem. A services firm spent hours per client per cycle compiling reports across five disconnected data sources, only for clients to question the numbers anyway.
The work. A reporting engine that compiles itself across five unified sources, generates AI analysis behind strict guardrails, and surfaces recommended actions as tasks in the project tool.
The impact
0 reports
written by hand, every cycle
3 of every 4
priority client touchpoints handled by AI
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Agency · Content marketing
The problem. A content-heavy agency was hitting a ceiling, with editorial unable to scale at the pace of demand and existing AI tools producing output that wouldn't survive review.
The work. A multi-stage generation pipeline with quality gates at every step, where editorial feedback becomes a new automatic guardrail in the next cycle.
The impact
211
publication-ready articles per batch
–65%
editor time per article
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Health tech · Payments
The problem. A health tech platform's provider customers were writing off a meaningful share of patient balances, and the broader patient-AR motion was still running on infrastructure built for paper, not for AI-native operations.
The work. An AI-native AR management platform with intelligent payment-plan tailoring, optimized communication cadence, analytics-driven offer optimization, and compliance built into every flow, architected to extend across verticals.
The impact
$113K
under management in pilot
~0% prior
status-quo recovery at this tier
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