Selected work
Real workflow rebuilds showing what changed, what stayed human, and what became easier to run once the operating system got cleaner.
Case study · 01 · Capstone Health, Tampa, FL
Medicare Insurance
100%
Live system · entering first AEP season
Every inbound lead now captured, tagged, and routed digitally, with an automated nurture engine and appointment workflow running heading into AEP season.
100%
Inbound leads now captured digitally
Automated
Nurture engine from first contact through enrollment
Same day
Paper call notes entered and routed in system
Case study · 02 · Construction company, Tampa, FL
Construction
20+
Active engagement · system in development
Hours per week spent manually building estimates from field measurements, redesigned into a system that drafts scope-of-work documents and payment schedules automatically.
20+ hrs
Weekly time on manual quoting and scope creation
1-3 hrs
Per job spent building estimates by hand
0
Systems connecting field measurements to finished estimates
Case study · 03 · Contractor network, Tampa, FL
Construction services
Unified
Active engagement · system in development
Job management, invoicing, and operational workflows unified into one consistent system across a multi-contractor network, with AI handling the routing and process logic.
0
Consistent invoicing systems before engagement
Multiple
People handling admin with no shared process
Context-aware
AI workflows that route based on job type
