Real systems, running in real businesses.
Client names available on request.
01
SaaS Company | Inbound Triage Agent
Situation
A CRM platform serving financial advisors was fielding a high volume of inbound requests across sales and support. Routing was manual, response times varied, and the team handling triage knew exactly how to sort signal from noise. That knowledge lived in their heads.
Build
We extracted the triage logic from the people who did it best and encoded it into an agent that reads every inbound request, classifies it, routes it to the right owner, and drafts the first response.
Result
Consistent triage on every inbound request, faster routing, and a team working the queue instead of sorting it.
02
Multifamily Developer | Lead Acquisition Hub
Situation
A multifamily real estate developer had deal flow coming in through brokers, referrals, and direct outreach, with no single system capturing, qualifying, or tracking any of it. Opportunities lived in inboxes.
Build
We built a lead acquisition hub around how their acquisitions team actually evaluates a deal: capture from every channel, qualification against their criteria, routing to the right person, and a single pipeline view.
Result
Every opportunity captured and scored against their own criteria. Nothing sitting in an inbox waiting to be noticed.
03
Investment Firm | AI Research Analyst
Situation
A growth-stage investment firm was spending analyst hours on repetitive company research: pulling data, summarizing, and assembling the same brief for every prospect that crossed their desk.
Build
We encoded the firm's research process, what they look for, what disqualifies a company, how a brief should read, into an AI research analyst that produces investment-ready briefs on demand.
Result
Research that took hours now takes minutes, in the firm's own format and against the firm's own criteria.
04
Investment Firm | AI Voice Agent
Situation
A real estate investment firm had spent months trying to build a voice agent internally. Inbound seller calls were going to voicemail, and the team was losing deals to faster competitors.
Build
We extracted how their best acquisitions person qualified sellers, encoded that logic into a voice agent, and connected it to their CRM and follow-up workflows.
Result
Live in weeks, not months. Every inbound call answered, qualified, and logged. No new headcount.
05
Content Creators | Content Operations Hub
Situation
Two creators with growing audiences were producing across YouTube, email, and social with no system behind it. Ideas, scripts, performance data, and publishing lived in scattered tools, and output depended entirely on the creator's bandwidth.
Build
We built content operations hubs around each creator's voice and workflow: idea pipeline, script development, repurposing across channels, and performance tracking in one place.
Result
More output per week from the same person, in a voice the audience can't tell apart from the original.
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