Selected work

Three industries. Three installs. Three sets of numbers.

Anonymized at the client's request — industries, modules, and outcomes are real. We're happy to make introductions on the call once we both know there's a fit.

Case 01 · Commercial brokerage

The plan-comparison engine that quotes on the discovery call.

Problem. A commercial-lines brokerage was losing 30%+ of warm leads in the gap between discovery call and emailed quote. Quoting was a 3-day round trip through three carriers, two underwriters, and one overworked CSR. By the time the proposal landed, the prospect had already taken a meeting with a competitor.

Install. We built a Base44 plan-comparison engine wired into their carrier rate sheets, embedded into their discovery flow. Producer keys in the prospect's profile mid-call; the engine returns a side-by-side comparison in under three minutes. Deposit, e-sign, and onboarding fire automatically.

  • Base44 plan-comparison engine + carrier rate-sheet ETL
  • GHL pipeline + intake + e-sign + Stripe deposit
  • Producer dashboard for live quoting on the call
Outcome
Quote turnaround3 days → 3 minutes
Close rate+41%
CSR hours saved~22 / wk
Deposit-to-bind cyclelive + automated
Case 02 · Med spa

Review capture that turned satisfied clients into a steady pipeline.

Problem. A two-location med spa had 4.6-star service and 1.8-star pickup. Hundreds of happy clients, almost none leaving reviews. The front desk asked "in person" when they remembered, which was rarely. The reviews they did get were lopsided toward the unhappy.

Install. Post-visit SMS triggered 90 minutes after appointment close. Smart routing — a sentiment-aware first message keeps the unhappy in private feedback and pushes the happy to Google. Provider-level attribution so management could see who was driving the pipeline.

  • Post-visit SMS with sentiment routing
  • Google review push with one-tap deep link
  • Internal complaint capture & triage chain
Outcome (90 days)
Review velocity7×
Average rating4.6 → 4.9
New clients citing reviews+34%
Case 03 · Lodge & hospitality

The booking sync that ended the double-book era.

Problem. A 14-room boutique lodge was running two OTAs, a direct-booking site, a phone line, and a paper notebook at the front desk. Every quarter brought at least one walk-in disaster — arrivals with no room. The owner had stopped enabling weekend marketing because the upside wasn't worth the chaos.

Install. Single calendar of record in Google Calendar with two-way sync to the OTAs and direct booking flow. Inbound voice and SMS handed to an AI receptionist trained on amenities, pet policy, and rate floors. Front desk gets the same view from anywhere.

  • Two-way sync: Google Calendar ↔ OTAs ↔ direct site
  • AI voice receptionist trained on the lodge's policies
  • Pre-stay SMS, day-of arrival, post-stay review chain
Outcome (90 days)
Double-bookings0
Direct bookings+22%
After-hours call recovery73%
More on the way

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