Case Studies
Deep dives into transformative client engagements
AI-Powered Content Generation & Management
Challenge
Content production was too slow and inconsistent, with weak early AI outputs.
Solution
A CMS combined AI script generation with human-in-the-loop approval and brand templates.
Key Result
3–5x faster production without sacrificing brand quality.
High-Converting Funnel & Calendar Tool
Challenge
Lead qualification and appointment scheduling were manual and inconsistent.
Solution
An intelligent form and scheduler filtered leads and synced bookings with backend systems.
Key Result
Boosted lead conversion while eliminating manual follow-up.
Project Management & History Tracking
Challenge
Scattered updates made it impossible to track progress or use AI agents effectively.
Solution
A structured project history system auto-logged updates via Slack and centralized all data.
Key Result
Created a searchable timeline that future AI agents now rely on.
Educational Video Assistant
Challenge
Students couldn't find existing videos and constantly messaged staff for links.
Solution
An AI assistant delivered video content via semantic search and natural language queries.
Key Result
Eliminated 90% of repeat content requests.
Marketing Agency Scheduling Automation
Challenge
A fast-growing marketing agency faced mounting inefficiencies in coordinating client recording sessions. Their scheduling process relied heavily on back-and-forth emails, manual calendar management, and inconsistent client communication—leading to delays, missed appointments, and an administrative burden that pulled creative staff into…
Solution
We built a custom scheduling portal that streamlined the entire client workflow—from booking to final delivery. Clients could self-schedule appointments through a branded interface that synced with the agency’s availability. Make.com automations handled request routing, calendar sync, reminders, and internal…
Key Result
Reduced scheduling admin time by over 70% Improved client experience with a seamless booking and delivery portal Minimized missed appointments with automated confirmations and follow-ups Centralized content delivery reduced email threads and support tickets
Custom CRM and Document Generation
Challenge
Case data was siloed across tools, slowing progress and burning out staff.
Solution
A custom CRM automated every step of the case lifecycle, including 20+ document templates.
Key Result
Cut case management time by over 30%.
Ready to Transform Your Business?
Let’s discuss how we can help streamline your operations and unlock growth opportunities for your business.