AI project management for a growing agency
15 → 33
clients, with no added delivery headcount
~$1.2M revenue · Email marketing agency
An AI project manager automated task routing and handoffs, while shared dashboards gave managers visibility across delivery and capacity. The agency earned $1.2M in new annual client revenue.
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Agency delivery across a growing rollup
200 → 400+
client accounts supported on one system
65-person team · PE-backed agency rollup
Unified client records, two-way CRM-to-delivery sync, and revenue and capacity dashboards supported the growing roster. Management overhead grew much more slowly than the client base.
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Sales, contracts & production connected
$272K
annual impact
$4.2M revenue · Light manufacturer
Connected sales and production workflows increased sales capacity and cut operating costs. Three new reps began closing live leads within two months, and an embedded developer took over the manufacturing ERP.
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Bids & change orders across locations
$264K
revenue recovered
$3M revenue · Concrete contractor
An automated intake-to-proposal workflow and shared project system replaced spreadsheets and phone notes. The team adopted it in live production, then replicated it for a second location.
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ERP-to-CRM revenue recovery
$124K
new revenue closed from hidden pipeline
~$12M revenue · Light manufacturer
Connecting ERP data to the CRM surfaced $310K in missed pipeline, enabled consistent follow-up, and removed more than 1,000 manual tasks a year. Recurring account lists now support expansion selling across 1,000+ accounts.
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Month-end finance automation
33 → 1
days to close the books
$50M revenue · QSR operator
AI receipt extraction, cash reconciliation, and bookkeeping integrations cut month-end close to one day across 40+ stores. The wider operations engagement saved $170K a year.
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AI research & company-wide adoption
95%
less recurring manual research
Series A · B2B marketplace
Recurring research fell from 20 hours a week to about one. Separate deep-research agents sourced targets that became closed deals, while a Company Brain and team training brought AI into everyday work.
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Legacy SaaS rebuilt without source code
3 weeks
from contract to working platform
175 customer organizations · SaaS provider
One AI-native developer rebuilt the platform from a database backup and product requirements. Customer data, permissions, and billing moved to the new system without disruption, retiring $36K in annual legacy maintenance.
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AI-powered property due diligence
200+
parcels processed each month
~$2.3M revenue · Real estate acquisitions
An automated due-diligence pipeline handles ownership, financials, and property checks before a five-minute human review. AI drafts resale listings, increasing capacity per team member to 3.5× the previous level.
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