SAAS · REVENUE OPS
A cleaner funnel, without adding headcount.
A mid‑market SaaS company had leads bouncing between marketing, SDRs, and AEs with no clear owner in the first 48 hours. We rebuilt the routing and qualification system on top of their existing CRM, cut manual steps in half, and made SLA breaches visible in real time.
3.2x more meetings per week · zero "lost in CRM" leads.
INDUSTRIAL · FIELD OPS
From reactive firefighting to predictable maintenance.
A physical‑infrastructure operator was drowning in alerts and truck rolls. We built a control layer that aggregates sensor data, ranks incidents, and routes work to the right crew based on distance, expertise, and current load.
‑28% emergency dispatches · +19% asset uptime.
TRADE SERVICES · CLIENT OPS
Invoice disputes dropped to near zero.
A multi-location HVAC and plumbing operation was losing hours each week to client confusion, callbacks, and disputed invoices tied to unreadable tech notes. We deployed NoteRelay and CloseDoc to automate post-job communications and documentation across every technician.
‑84% invoice disputes · 100% job closeout compliance from day one.