Local Services Team
Problem. Intake requests arrived via email, phone, and web forms with no triage logic. Follow-ups were manual, leading to 2–3 day response gaps during peak weeks. The owner spent ~6 hours/week chasing status updates.
Approach. Mapped the full intake-to-close workflow, identified three automation candidates, and deployed an AI triage router with response drafting and QA checkpoints. Built in Cloudflare Workers with escalation rules tuned to the team's SLA targets.
Outcome. Response time improved by 41% with a 3-week pilot build and 1-week handoff. The triage router now handles initial classification and draft responses, with human QA before send.
Before: Messy Spreadsheet
After: Clean Dashboard
-41%Response Time
3wkPilot Build
1wkHandoff
Triage Routing
Response Drafting
QA Checkpoints
Owner-Led B2B Firm
Problem. Weekly reporting required a manager to manually export data from 3 tools, reconcile in a spreadsheet, and format slides for leadership. This consumed 4–5 hours per week and delayed Monday decision cycles.
Approach. Built an automated reporting pipeline that pulls from source systems, validates data integrity, and generates structured reports with consistent formatting. Deployed with a 2-week validation period comparing AI output to manual baselines.
Outcome. Weekly prep dropped to under 30 minutes with a 2-week build and 2-week validation. Leadership now receives consistent, auditable reports in time for Monday standups.
Before: Manual Exports
After: Structured Reports
<30mWeekly Prep
2wkBuild
2wkValidation
Auto Reporting
Manager Templates
Growth Operations Team
Problem. Operational knowledge was scattered across Google Docs, email threads, Slack, and personal notes. New team members took 3–4 weeks to become productive. Repeat questions consumed senior staff time.
Approach. Implemented a retrieval-augmented generation (RAG) system with explicit guardrails to prevent hallucination. Indexed existing documentation, applied source verification, and deployed with a confidence-threshold filter.
Outcome. 4-week implementation with faster operator ramp and fewer repeat errors. New hires now find answers with source attribution instead of pinging senior staff.
Before: Scattered Docs
After: Searchable Memory
4wkImplementation
FasterOperator Ramp
FewerRepeat Errors
RAG
Guardrails