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Case studies

Quiet wins, honestly measured.

Every engagement below is anonymized by industry and size. The numbers are real. The lesson underneath each one is the same: the tool was rarely the problem.

  • Real estate · 40 properties

    Consolidating six leasing tools into two

    Challenge

    A regional multi-family operator was paying for six overlapping leasing, screening, and communication tools. Leads slipped between systems, staff toggled tabs all day, and no one trusted the funnel numbers.

    What we did
    • Audited the stack alongside on-site leasing agents
    • Mapped every lead-to-lease handoff across roles and tools
    • Sequenced a 60-day consolidation onto two integrated platforms
    Outcome
    38%
    faster lead-to-lease time
    $54k
    annual software savings
    1
    trusted funnel dashboard, finally
  • Healthcare · boutique group

    Fixing the workflow before buying the EHR

    Challenge

    A specialty healthcare group was ready to sign a $180k EHR contract to solve a chaotic intake process. Leadership sensed the platform wasn't the real problem.

    What we did
    • Interviewed intake staff, clinicians, and billing across a week
    • Rebuilt the intake workflow inside the existing tool with clearer ownership
    • Delivered a decision brief that reframed the EHR question entirely
    Outcome
    $180k
    in software spend avoided
    3 wks
    to no-show rate cut in half
    0
    new tools required
  • SaaS · Series B

    A CRM rollout that actually stuck

    Challenge

    A growth-stage SaaS team had failed two prior CRM rollouts. Sales leadership was skeptical anything new would land, and pipeline reporting had gone dark for a quarter.

    What we did
    • Ran a readiness audit with reps, RevOps, and leadership
    • Built lightweight documentation the sales team would actually open
    • Ran weekly enablement clinics through the first 30 days of live use
    Outcome
    94%
    seat activation in 30 days
    2x
    pipeline hygiene score
    Q+1
    forecast confidence restored
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