Case studies
5 storiesThe problem, what we built and what changed. Ads and funnels for service businesses, and automation and BI for firms up to a global bank.
Paid ads · Creative · Funnels
Campoli Custom Builds
Ads, landing pages and lead follow-up for a custom home builder
A family builder with a great reputation and no system to turn it into a steady flow of new projects. Ads live in nine days, a $70K+ project inquiry in the first five.
The full case study →The challenge
- Word of mouth was the only lead source, so the calendar was feast or famine.
- No landing pages, no tracking and no follow-up when a lead came in.
- No ad creative that looked like the business.
What we did
- Shot the ads on site around three buyer types, with the owner on camera.
- Built three landing pages: a quote form, a project quiz and a garden suite assessment.
- Set up eleven speed-to-lead workflows so every lead gets a text and an email within minutes.
Website · Google Ads · Funnels
Accu-Track Financial Solutions
A new site, a diagnostic funnel and a far more efficient ad account for a B2B licensing firm
A royalty and licensing operations firm running Google Ads to an old WordPress site. Rebuilt the site, the funnel and the account, and cut the cost of every click by more than two thirds.
Visit the site →The challenge
- Paying over $16 a click to send traffic to a dated WordPress site.
- No clear story: the site sold services, not the money clients were losing.
- No way to qualify a visitor before they reached the sales team.
What we did
- Rebuilt the site around recovering lost royalties, with 12 pages and a $27.6M case study, then moved it off WordPress.
- Built a chat-style self-assessment that diagnoses the leak, then books a call right in the page.
- Restructured the Google Ads account and tightened bidding, tracking and negative keywords.
AI outbound · Podcast · CRM
AI-Powered Outbound System
An AI consultancy
A consulting firm needed a reliable way to book meetings with ideal prospects. By combining AI-powered outreach with a podcast flywheel, they filled their pipeline quickly and predictably.
The challenge
- Existing cold campaigns produced low response rates and wasted effort.
- Manual follow-ups were time-consuming and inconsistent.
- Leadership wanted a repeatable system to book qualified meetings and build pipeline.
What we did
- Designed AI-assisted outreach sequences optimized for deliverability.
- Launched a branded podcast as the conversation entry point.
- Automated booking, prep and content repurposing into the CRM.
AI workflow automation
AI Workflow Automation
A boutique consulting firm
Partners at a consulting firm were bogged down by admin. Automation cut through the clutter, freeing their time and speeding up client delivery.
The challenge
- Partners spent hours drafting proposals and invoices by hand.
- Project tracking was fragmented across spreadsheets and tools.
- Administrative delays slowed delivery and payments.
What we did
- Implemented automated proposal templates.
- Integrated invoicing into accounting workflows.
- Built dashboards for live project tracking and client status.
Automation · Business intelligence
Reconciliation Automation & BI
A global financial institution
A large bank struggled with slow reconciliation reporting. Automating the process saved analysts time, improved accuracy and sped up resolution.
The challenge
- Analysts manually categorized reconciliation breaks.
- Daily reports were maintained in spreadsheets, slowing insights.
- Delays created risk in compliance and operations.
What we did
- Automated extraction and categorization of reconciliation data.
- Built dashboards with a daily auto-refresh.
- Delivered standardized reports for audit and leadership.
Now casting.
Tell me what you need.
Six quick taps. Ads, a website, software, AI training or a collab. I read every one and tell you straight whether I can help.
Start the quizRather just email?
A question about something I built, a podcast or anything else. Email is fastest.
[email protected]