Client Success

Scaling Outbound for a B2B SaaS

We deployed a custom AI agent to handle all top-of-funnel outbound replies. The agent qualified leads, asked follow-up questions, and automatically scheduled demos for the sales team.

Unifying Brokerage Data

Eliminated double-data entry across three different platforms by building a bi-directional sync between their marketing Hubspot instance and internal property management tool.

Automating Client Onboarding

Reduced client onboarding from a 2-day manual process down to a 5-minute automated sequence that generates contracts, sets up Slack channels, and kicks off the project management board.