Case Studies
Real projects, real numbers. See how automation transformed these businesses.
CRM Relational Mesh: Building Bidirectional Contact Relationships in GoHighLevel
How I built a bidirectional relational system for a Medicare agency managing 1,600+ contacts with 13 relationship types — plus a 45-platform CRM market evaluation that saved the client from a costly migration.
- 13 bidirectional relationship types automated (Family, Professional, Community, Care)
- POC delivered in 1 day with 7/7 test scenarios passing
- 45 CRM platforms evaluated to find the optimal architecture
- Bridge architecture saved client from $10,000+/year CRM migration
CRM Consolidation: Connecting HubSpot and Pipedrive for a Unified Sales Pipeline
How we integrated HubSpot and Pipedrive for a SaaS company, eliminating 15 hours/week of manual data entry and achieving real-time CRM sync.
- 15 hours per week saved on manual data entry
- Zero data entry errors since launch
- Real-time bidirectional sync between CRMs
- 100% lead attribution accuracy across platforms
AI-Powered Estimation System: From 20-Minute Spreadsheets to 2-Minute Quotes
How I replaced a complex Google Sheets calculator with a React web app and AI chat agent for a concrete cutting company — eliminating errors and saving 325+ hours per year.
- Estimation time reduced from 15-20 minutes to 2-3 minutes
- 325+ hours saved per year across 1,300+ estimates
- Error rate dropped from 3-4% to 0% with automated testing
- Dual interface: web calculator and AI chat agent
Invoice Collection Automation: Saving 60 Hours Monthly for a Construction Company
How I automated invoice tracking and payment collection for Core & Saw using n8n, Service Fusion, Smartsheet, and ClickUp — reducing 60 hours of manual work to near zero.
- 60 hours per month of manual work eliminated
- Follow-up email time reduced from 15 minutes to under 1 minute
- 7 automated email templates for collection workflow
- 30-minute automatic sync cycle running 24/7
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