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Ten modeled builds, with every assumption exposed.

These are illustrative implementation playbooks—not client case studies or testimonials. Each one starts with declared assumptions and shows the architecture, controls, and measurement method a real engagement would require.

  • Home Services
  • Roofing
  • Med Spas
  • Dental
  • Mortgage
  • Law Firms
  • Fitness
  • Auto Services
  • Solar
  • Agencies
Illustration for a modeled Roofing scenarioIllustrative: 2.4x storm capacityModeled Roofing scenarioRoofingSurviving a 400-lead storm week without hiringHail season used to break their intake completely. We built triage that sorts by claim stage and books inspections against crew territory.CRM & PipelinesAppointment SettingIllustration for a modeled Med Spas scenarioIllustrative: 3.1x rebooking rateModeled Med Spas scenarioMed SpasAn AI agent that books consultations at 11pmA third of their enquiries arrived after closing and sat until morning. Now they get answered, qualified and booked before anyone opens the clinic.AI AgentsFunnelsIllustration for a modeled Dental scenarioIllustrative: 31% fewer no-showsModeled Dental scenarioDentalRefilling the chair that just cancelledA no-show rate everyone had accepted as normal turned out to be an untuned reminder sequence and an unused waitlist.Appointment SettingWorkflow AutomationIllustration for a modeled Mortgage scenarioIllustrative: $610k recoveredModeled Mortgage scenarioMortgageEleven thousand dead records, worth $610kA back-book nobody had touched in four years, segmented on original rate and loan age, then mobilised in a single weekend.Database ReactivationReportingIllustration for a modeled Law Firms scenarioIllustrative: 0 records lostModeled Law Firms scenarioLaw FirmsFourteen years of Keap history, migrated without downtimeBoth systems ran in parallel for three weeks. The cutover happened on a Tuesday morning and nobody in the firm noticed.CRM MigrationIllustration for a modeled Fitness scenarioIllustrative: 24% lower churnModeled Fitness scenarioFitnessCatching cancellations six weeks before they happenAttendance data already showed who was leaving. Nobody was reading it. We turned the drop-off signal into a coach conversation.Workflow AutomationReactivationIllustration for a modeled Auto Services scenarioIllustrative: 3.4x work recoveredModeled Auto Services scenarioAuto ServicesThree years of declined work, finally called backEvery recommendation a customer had ever turned down, sitting in the shop system. We sequenced follow-up to the actual safety interval.Database ReactivationReviewsIllustration for a modeled Solar scenarioIllustrative: 2.9x referral rateModeled Solar scenarioSolarTurning a five-week permit silence into referralsHomeowners went dark between contract and install and stopped referring. Milestone updates fixed a problem nobody had named.Workflow AutomationReviewsIllustration for a modeled Agencies scenarioIllustrative: $41k MRR in 9 monthsModeled Agencies scenarioAgenciesA white-label launch that survived its first yearThey had switched SaaS Mode on twice and abandoned it twice. The third attempt started with a margin model instead of a price.White LabelSnapshots

How to use a modeled implementation playbook

A model is useful only when its assumptions are visible and replaced with real baseline data before decisions are made.

  1. Replace every input.Lead volume, response time, conversion, cost, staffing, and compliance conditions must come from the business being modeled.
  2. Define the attribution method.Use a baseline or holdout where practical, record concurrent changes, and do not assign every movement to automation.
  3. Validate before scaling.Pilot on a bounded cohort, monitor guardrails and exceptions, then publish only verified outcomes with client consent.

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