AI Case Studies

People high-fiving at work

Grant Management App

A grant consulting firm running its entire pipeline, client work, and reporting across disconnected spreadsheets and documents, with no single place to see any of it.
women using lap-top

Fathom Call Organizer

A consulting company running 8–16 Fathom calls per week  and a system that turned every single one into structured, queryable marketing intelligence.

women using laptop

CEO Snapshot Email

The CEO of a service based business was juggling monday CRM, QuickBooks, YouTube, and LinkedIn and now gets a single daily email with every metric that matters.

Emily The Email Finder

A business with a steady stream of new leads landing in its CRM, none of them with an email address to actually reach out.
Business team meeting data analysis

One Marketing Dashboard

A coaching company running marketing across 8 platforms with no single view of what was actually working.