Case Studies

Real automation systems for businesses that need follow-up, onboarding, messaging, and workflow operations to run without manual babysitting.

Automotive Dealership

Customer Follow-up System

Automated WhatsApp messaging system handling welcome messages and service reminders for 150+ monthly vehicle sales. Integrated with CRM for seamless customer data sync.

150+ vehicles/monthAutomated follow-upsZero manual messaging

WhatsApp APICRM IntegrationService RemindersMeta Cloud API

AI Sales Agent

Intelligent Lead Nurturing

AI-powered outreach system that imports leads, generates personalized emails using AI, sends multi-step follow-up sequences, and automatically books meetings when prospects respond.

3-email sequences24/7 lead responseAuto meeting booking

AI Email GenerationLead ScoringCalendly IntegrationGoogle Sheets CRM

Client Onboarding

End-to-End Automation

Complete client onboarding automation that extracts information from sales call transcripts, generates contracts via PandaDoc, tracks signatures, and sends welcome sequences with shared resources.

Auto-generated contractsE-signature trackingWelcome automation

Fathom IntegrationPandaDocGoogle DriveE-Signatures