Proof that automation pays for itself.

Situation

Front desk couldn’t keep up with inbound calls after hours, and hygiene recall relied on manual dialing. Missed appointments stacked up weekly.

What we built

Deployed AI receptionist with escalation tree, synced bookings to Dentrix, and kicked off recall campaigns via SMS + email drip.

Outcomes

• 48% drop in missed/abandoned calls
• 1.8 FTE equivalent time saved
• Recall revenue up $37k in the first 6 weeks

Situation

Dispatchers rekeyed quotes between ServiceTitan and QuickBooks, and job notes lived in technician texts.

What we built

Automated job creation, inventory checks, and invoicing via n8n with human approval steps and rollback safeguards.

Outcomes

• 19% increase in booked jobs in 60 days
• Zero missed part orders after automation
• Technician NPS rose from 7.1 to 8.6

Situation

Exec team spent Monday mornings untangling meeting notes and project updates across Notion, ClickUp, and email threads.

What we built

Meeting intelligence pipeline summarized decisions, created ClickUp tasks, and sent a 7am Slack digest with blockers and owner assignments.

Outcomes

• 12 hours/week leadership time saved
• Action completion rate up 35%
• Client satisfaction bumped to 9.2/10