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Case Studies

AI Automation Case Studies | Real Client Results

Detailed AI implementation case studies showing how custom automation tools delivered 40%+ time savings, improved efficiency, and measurable ROI for small to mid-sized businesses.

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OpptyEngine

AI-Powered CRM

Volume

50+

Deals

20+

Features

15+

OpptyEngine: AI Client Management

Professional Service Team

Custom AI-driven client management platform with intelligent opportunity matching, visual pipeline management, automated smart reminders, and a built-in AI assistant — delivering 40%+ time savings on administrative tasks.

Key Results

✓40%+ time savings
✓AI-powered opportunity matching
✓Zero missed follow-ups

Volume

3 States

Deals

22+ Cities

Features

24/7

GC Henry Storage Trailer Leasing

GC Henry

Full-service digital platform for a 3-state storage trailer leasing company — featuring a smart booking widget, transparent pricing with Rent-to-Own options, secure credit card payment, a 'My Leases' customer portal, 22+ city-specific SEO pages, and a comprehensive FAQ hub.

Key Results

✓24/7 self-service booking in under 5 minutes
✓22+ local SEO city pages across 3 states
✓Customer portal, Rent-to-Own, & instant payment

Construction / Site Development

Volume

35+ Pages

Deals

24 Cities

Features

40+ Photos

Henry Contracting Group

35+ page digital platform for a Charlotte sitework contractor — 9 service pages with pre-filled quote CTAs, 24 city-specific location pages with distance labels, interactive Leaflet map, filterable 40+ photo gallery, 8-question FAQ, and lead capture on every page.

Key Results

✓35+ pages with 9 services & 24 locations
✓40+ photo gallery with 9 category filters
✓Interactive map, FAQ & 24/7 lead capture

Real Estate / Luxury Website

Volume

$350M+

Deals

500+

Features

DortheHavmoeller.com

Dorthe Havmoeller

Custom luxury real estate website with 17 community domains, interactive seller & buyer guides, and SEO-optimized content positioning Dorthe as the undisputed Lake Wylie waterfront expert.

Key Results

✓17 community-specific websites
✓5,000+ listing syndication sites
✓Authority on Lake Wylie waterfront market

Industrial Distribution / Operations

Volume

70+

Deals

12+ AI

Features

250+ hrs

RollerFlow.io: AI Operations Platform

Test Phase

Industrial Equipment Distributor

Unified CRM, sales, supply chain, and business intelligence platform with 12+ AI-powered capabilities — including smart vendor selection, quote pricing engine, PDF parsing, and a conversational AI assistant — saving 250+ hours annually.

Key Results

✓250+ hours saved annually
✓12+ AI capabilities embedded
✓1-day new hire onboarding (from 2 weeks)

Carolina Smart Blinds

Smart Home / Window Treatments

Volume

Deals

15hrs/wk

Features

Carolina Smart Blinds

Full-service digital sales platform with an AI-powered cost calculator, 7 product category pages with fabric galleries, a smart home technology hub showcasing 5 IoT protocols, and automated lead capture — tripling qualified leads while saving 15+ hours per week.

Key Results

✓3x more qualified leads
✓15 hrs/week time savings
✓Instant pricing across 7 product categories

Financial Technology / Construction

Volume

15+

Deals

4 Strategies

Features

50+

Exit Strategy Analyzer

Test Phase

Confidential Client

Interactive financial decision platform enabling a business owner and advisory team to compare four exit strategies in real-time — with 50+ adjustable parameters, AI-powered advisory, per-heir inheritance modeling, and printable executive summaries.

Key Results

✓15+ interactive analysis pages
✓4 exit strategies modeled end-to-end
✓AI advisor for real-time what-if analysis

Financial Modeling

AI Advisor

Interactive Dashboard

Estate Planning

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Real Estate

Volume

$400M+

Deals

600+

Features

20+

Team Havmoeller CRM

Dorthe Havmoeller

Custom CRM platform for luxury real estate operations with AI-powered lead matching and automated workflows.

Key Results

✓40%+ time savings
✓Automated lead matching
✓Real-time pipeline visibility

Nonprofit / Community Organization

Volume

24/7

Deals

2 Sessions

Features

CYC 101: Learn to Sail Registration Platform

Catawba Yacht Club

Full-service digital registration platform for a historic yacht club's learn-to-sail clinic — featuring a branded landing page, online enrollment with real-time availability tracking, tiered pricing, digital waiver management, and an admin dashboard — all on a custom subdomain.

Key Results

✓24/7 online registration (replacing email)
✓Real-time spot availability tracking
✓3-tier pricing with admin dashboard

Construction / Utility

Volume

1,000+

Deals

40+ yrs

Features

15+

DRAW Enterprises

Comprehensive digital platform for a 40-year Charlotte construction company with four service divisions — utility construction, commercial hardscaping, specialized concrete, and erosion control — featuring SEO-optimized content and 24/7 lead capture.

Key Results

✓4 service division pages built
✓15+ SEO-optimized content pages
✓24/7 lead capture & estimate requests

Construction Technology

Volume

75+

Deals

4 Div.

Features

$1.75M+

AI-Powered Bid Generator

Test Phase

Commercial Construction Company

AI-powered bid generation platform with blueprint analysis, four division-specific calculators, centralized pricing library, and structured takeoff-to-estimate pipeline for hardscape and sitework construction.

Key Results

✓90%+ time reduction on takeoffs
✓4 divisions unified in one platform
✓AI blueprint extraction in minutes

Health & Wellness Technology

Volume

6 Entities

Deals

5 Metrics

Features

4 Views

Behavioral Science Wellness Tracker

Confidential Client

A progressive web application that rethinks personal nutrition tracking — featuring time-adjusted pacing algorithms with minute-level granularity, dynamic TDEE calculation, exercise-adjusted daily budgets, positive reinforcement architecture, integrated hydration monitoring, and four levels of temporal analytics.

Key Results

✓Time-adjusted pacing with 5 status levels
✓6 core entity types across 5 health metrics
✓Behavioral science-driven 0% shame feedback

AI Solutions / Software

Volume

500+

Deals

8 weeks

Features

10+

Kompani.ai AI-Powered CRM

Kompani.ai

Built our own AI-driven lead management platform with automated assessments, proposal generation, and local SEO strategy for the Carolinas market.

Key Results

✓95% faster lead qualification
✓60% time savings on operations
✓500+ AI assessments generated

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