Case studies
Real systems, running real businesses.
Find your industry and see how a business like yours runs today: the problem, the system we built, and what changed.
Industries in these stories
- Digital marketing agencies
- Traditional marketing services
- Design studios
- Health & fitness
- Engineering, architecture & construction
- Real estate & property management
- Event planning
- Schools & courses
- Marketing agencyCase study
A marketing agency that launches multi-service projects with one status change
Days → minutesto launch a new project
Applies to
- Marketing agencies
- Creative & design studios
- Consulting & coaching
- Professional services
- Monday.com
- Make
- Foodservice supply, in-house marketingCase study
A foodservice supplier’s marketing team with one-form campaign launches and a live calendar
~5xreturn on investment
Applies to
- Marketing teams
- Marketing agencies
- Multi-brand companies
- Event planning
- Monday.com
- Make
- Residential design studioCase study
A residential design studio tracking every project’s hours against contract
83active projects on one master board
Applies to
- Design studios
- Architecture
- Engineering
- Every firm that bills by the hour
- Monday.com
- Make
- Health & fitness servicesCase study
A fitness services company whose AI lead nurturing returned about 12x its cost
~12xreturn on investment in the first two months
Applies to
- Every industry with inbound leads
- Health & fitness
- Consulting & coaching
- Home services
- HubSpot
- Make
- Claude
- Slack
- Kixie
- Engineering (MEP design)Case study
An engineering firm where a won RFP becomes a running project, mirrored in Xero
~5xtime savings from won deal to running project
Applies to
- Engineering
- Architecture
- Construction
- Professional services
- ClickUp
- Xero
- Make
- ConstructionCase study
A construction company that launches projects from the field in minutes
Hours → minutesto deploy a new project
Applies to
- Construction
- Roofing, HVAC & home services
- Property management
- Field service teams
- ClickUp
- Make
- OneDrive
- Audio-visual systems integrationCase study
An audio-visual integrator whose nine departments now hand off work automatically
~3xtime savings over the spreadsheet process
Applies to
- Every industry with handoffs between teams
- Construction
- Home services
- Manufacturing & installation
- ClickUp
- Make
- HubSpot
- Real estate & property managementCase study
A property management company that turns every inquiry email into a ClickUp task with AI
2–3xtime savings on handling inquiries
Applies to
- Every industry with email inquiries
- Real estate & property management
- Consulting & coaching
- Event planning
- ClickUp
- Make
- ChatGPT
- Gmail
- Speakers bureau & eventsCase study
A speakers bureau running every booking from inquiry to post-event survey
~5xtime savings across the booking process
Applies to
- Event planning
- Talent & booking agencies
- Consulting & coaching
- Schools & courses
- ClickUp
- Make
- Education (private sports academy)Case study
A private education provider that sends, signs and files partner agreements from HubSpot
Automaticagreements sent when a deal reaches activation
Applies to
- Schools & courses
- Every industry that sends contracts
- Partner and franchise networks
- Professional services
- HubSpot
- Make
- ChatGPT
- Slack
- DocuSign
- Google Drive
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