How we'd solve it, shown in full.
Each worked example takes a realistic organisation, runs it through our Diagnostic, and shows the findings, the moves, the system we'd build, the stages and the arithmetic. They're illustrations, not client stories, so you can see exactly how we think before you talk to us.
- Four-site dental group: from scattered enquiries to booked consultationsAn illustrative four-site dental group spends heavily on implant and cosmetic advertising, but enquiries arrive through five channels and nobody can say which campaigns produce booked consultations. The system puts every enquiry in one place, answers it within minutes, follows up unaccepted treatment plans and reports accepted treatment by campaign and practice.
- Engineering manufacturer: faster quotes and a CRM built around distributorsAn illustrative $25M engineering manufacturer relies on two senior estimators for every quote, keeps distributor relationships in inboxes and spreadsheets, and pays for CRM seats nobody uses. The system captures RFQs in a structured way, uses AI to turn them into quote-ready briefs, prices routine work with encoded rules, and puts accounts, quotes and margin in one CRM connected to the ERP.
- Accounting firm: a knowledge assistant staff can trust, and an end to the document chaseAn illustrative 60-person accounting and advisory firm loses senior time to routine questions, has no rules for AI, and chases client documents by email. The system starts with an AI use policy, then gives staff an assistant grounded in the firm's own procedures, with citations and permissions, and moves document collection into a client portal.
- Trades and home services: quotes out faster, and followed up every timeAn illustrative electrical, solar and HVAC business with 25 technicians takes enquiries through four channels, takes days to quote and re-keys every job into Xero. One intake, AI-drafted quotes approved by an estimator, automatic follow-up and a proper Xero connection release office time and stop paid-for quotes going cold.
- Online retail: reporting on margin, not platform ROASAn illustrative $8M online homewares brand on Shopify and Klaviyo is paying more for paid social every quarter, while three agencies report three versions of success. One contribution-margin model, rebuilt retention flows and a fortnightly creative testing cadence show which spend pays for itself and bring more revenue from customers the brand already has.
- Industry association: testing whether five member tools should become one platformAn illustrative industry association with 4,000 members and 14 staff pays for a CRM, an events platform, an email platform, a survey tool and a payments add-on that don't share data, so renewals are chased by hand. A five-year cost model sets the conditions for replacement, and if they hold, one member platform with a self-service portal, Stripe payments and connections to email and Xero removes the manual work.
Worked examples are fictional organisations with stated assumptions. We publish client case studies only with the client's permission, and we don't publish results we can't evidence.
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