The proof
Real clients. Real math. Systems still running.
Every case study below is a system we built, measured, and still operate. Metrics verified by the client.
Outbound volume, no new headcount
B2B AGENCY · Marketing Operations
Slack-native outbound system
A B2B agency was capped by manual outbound execution. We built a Slack-native pipeline with AI personalization and human approval gates — every step inside the tool the team already lived in. 5× outbound volume, no new headcount.
Revenue closed · month 1
DIGITAL MARKETING AGENCY · Marketing Operations
CRM centralization agent
The agency's CRM was perpetually out of date — Fireflies transcripts, email signals, Calendly bookings scattered across tools. We centralized everything with an agent on top to keep CRM current and follow up. $133K closed in month one.
Onboarding admin eliminated
BUSINESS COACHING COMPANY · Coaching
End-to-end onboarding automation
The coaching company was signing 20–30 clients/month with every onboarding done by hand. We automated the journey end-to-end — intake, contract, payment, CRM, project, welcome sequence. 70% less admin and clients hit kickoff in under an hour.
Dispute handling reduced
LIGHTING SYSTEMS · Manufacturing
Email dispute agent
LS's ops team was spending days on inbound supplier disputes. We built an inbox agent that triages disputes at ingest, pulls context from their ERP, and routes with recommended action. Direct cost recovery in month one.
Saved per advisor per week
WEALTH ADVISORY FIRM · Wealth Advisory
Email triage agent for advisors
A wealth advisory firm's advisors were spending hours per week triaging client email and chasing missing details. We built a Microsoft Graph–based agent that classifies into 7 task types, validates structured fields, drafts clarifications in the advisor's voice, and logs every event for PIPEDA/PIPA. 5+ hrs/week back per advisor.
Content throughput
LOCKSTITCH FINANCIAL · Wealth Advisory
Content automation
Lockstitch had a content bottleneck — compliance-reviewed client letters, market updates, and internal briefs. We built an assisted writing pipeline with compliance rules baked in. Output tripled; time per piece cut in half.
Less time searching for info
ENTERPRISE OPERATIONS TEAM · Enterprise Operations
Internal knowledge retrieval bot
An enterprise had policies and SOPs buried in SharePoint, half of them out of date. We restructured the docs first, then built a RAG bot on top with citations and feedback loops. 40% less time searching, materially less compliance risk.
Saved per week on hardware admin
IT SERVICES PROVIDER · IT Services
Hardware lifecycle tracker
An IT services provider was running hardware lifecycle tracking off a brittle spreadsheet that had grown for years. We replaced it with a structured system: faster input, real reporting, trustworthy data, and a foundation that scales as the client base grows. ~10 hrs/week back on admin and the spreadsheet ceiling lifted.
Saved per advisor per week
INSURANCE ADVISORY PRACTICE · Insurance
Meeting-to-compliance-form agent
An insurance advisor was losing ~10 hours/week to compliance forms after client meetings. We built a transcription-to-form agent that fills the regulator-exact format, flags missing fields, and surfaces action items. 10 hrs/week back per advisor, more compliant notes, more attentive in the conversation.
Saved per week across the org
MARKETING AGENCY · Marketing Operations
HR knowledge bot in Slack
A marketing agency had HR fielding the same questions over and over while employees couldn't find answers in scattered policy docs. We built a Slack-native HR knowledge bot with citations, privacy-preserving logging, and self-serve doc updates. ~50 hrs/week back across the org.
Manual data entry eliminated
WEALTH ADVISORY FIRM · Wealth Advisory
CRM source-of-truth integration
The firm had client data spread across four disconnected tools — CRM, email, tasks, phone notes. We made the CRM the actual source of truth with API syncs, AI call notes, email logging, and meeting transcription. Manual data entry cut by 70%, with full compliance records as a byproduct.
Advisor calls auto-logged in the CRM
WEALTH ADVISORY FIRM · Wealth Advisory
Call intelligence pipeline
A wealth advisory firm was losing client call context to inconsistent post-call notes. We built a phone-system → Deepgram → Claude → CRM pipeline that auto-logs every call with summary and structured fields, at a flat monthly fee. 100% of advisor calls now in the CRM.
Admin tasks eliminated
QOPIA FINANCIAL · Wealth Advisory
Client review cadence
Qopia was losing 20–40% of scheduled client touchpoints to admin drift. The Milo System diagnosed the cadence, rebuilt the review loop as a monitored workflow, and recovered 10 hours per week.
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