Case studies

Documented ROI from real companies in your size range.

Every case study below is a 30–200 employee B2B service company. Hours saved are measured. Revenue impact is verified.

Staffing & Recruiting

65 employees · $12M revenue

How a regional staffing agency saved 18 hours per recruiter per week

Engagement

Assessment → Quick Win → Full Implementation → Retainer

Challenge

Recruiters were spending 3+ hours daily on resume screening and candidate outreach. Placement velocity was lagging behind targets, and senior leadership was considering hiring two more recruiters at $90K each.

What we built

AI-powered resume screening trained on the firm's historical placements, automated candidate outreach sequences with personalization tokens, and meeting scheduling automation integrated with Bullhorn.

Results

  • 18 hours/week saved per recruiter
  • Time-to-first-interview reduced 61%
  • $127,000 annual labor savings
  • Placement velocity up 34% in 90 days
Marketing & Creative Services

48 employees · $8M revenue

How a B2B marketing agency cut monthly reporting from 3 days to 4 hours

Engagement

Quick Win Sprint → Full Implementation

Challenge

Monthly client reporting was consuming one full-time person's entire work week. Reports often shipped late, and the analyst was burning out on manual data entry across 6 disparate platforms.

What we built

Automated data aggregation pipeline pulling from GA4, HubSpot, Meta, LinkedIn, Google Ads, and the agency's PM tool. AI-generated narratives for each report section. Branded delivery workflow.

Results

  • Reports reduced from 3 days to 4 hours
  • 89% reduction in manual data entry
  • Capacity freed for 3 additional client accounts
  • $96K in net new annual revenue
Insurance & Financial Services

92 employees · $18M revenue

How an insurance brokerage retained $340K in renewal revenue with AI-driven outreach

Engagement

Full Assessment → Full Implementation → Retainer

Challenge

Renewal outreach was reactive and inconsistent. Account managers often realized clients were leaving only at the renewal date, with no time to intervene. Retention had slipped from 88% to 79% over 18 months.

What we built

Automated renewal pipeline monitoring starting 120 days out. AI-personalized outreach sequences based on client history, policy type, and risk signals. Renewal status dashboard for leadership.

Results

  • Retention up 14 percentage points (79% → 93%)
  • $340,000 in retained annual revenue
  • Outreach starts 120 days earlier than before
  • AM time on renewal admin reduced 65%

What could 90 days look like for your team?

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