Client results
Below are the engagements we can talk about publicly, with the numbers as they were measured. The most detailed is an insurance agency that added $180,000 in profit in 90 days on flat revenue. We add to this page as clients agree to be named.
- Engagements shown
- 4
- Biggest profit result
- +$180,000 a year, insurance agency
- Fastest revenue result
- $120,000 to $300,000 a month in one quarter
- How results are measured
- Against a documented starting point
Insurance agency: $180,000 in profit, 90 days, flat revenue
| Before | After | |
|---|---|---|
| Revenue | $600,000/yr | $600,000/yr |
| Profit margin | 11% | 41% |
| Profit | $66,000/yr | $246,000/yr |
| Systems | Manual, disconnected | Fully automated |
We found this client the way we find most of them - through a first call like the one you'd have with us.
He'd spent twelve years at a major carrier. Strong relationships. A real book of business. And a decision to bet on himself and build his own agency.
By the end of that call, we knew two things. He had everything it takes. And he was running all of it on sticky notes and goodwill.
No CRM. No automated follow-up. No system for turning a referral into a policy. No infrastructure for recruiting agents into his model. The revenue was there. The process to capture it consistently wasn't.
Before we built anything, we spent three hours interviewing him - not about software, but about how he actually sold. What his best clients had in common. How referrals moved. What made agents choose him over a captive carrier.
What we built
- CRM architecture built around his specific sales cycle
- Automated lead nurturing sequences written in his voice
- Agent recruitment and onboarding automation
- AI-powered client communication at scale
- Real-time reporting dashboard - his whole business in one view
Every tool chosen around one question: what makes him the most technologically advanced independent agent in his region?
The result: same revenue, a 41% margin instead of 11%, and $180,000 more profit a year. From sticky notes to the most automated independent agency in his market, in under 90 days.
"We didn't find new customers. We found $180,000 that was already ours - we just weren't keeping it."
Amazon seller: $120,000 to $300,000 a month in one quarter
An Amazon seller came to us doing $120,000 a month. Over a three-month engagement, monthly revenue more than doubled to $300,000. Brian led the work.
Full write-up coming.
QE Strong: 35% revenue lift, 25% conversion lift
At QE Strong, Brian put AI-driven marketing in place. Revenue rose 35% and conversion rose 25%.
Full write-up coming.
Social Catfish: 150% affiliate revenue growth
At Social Catfish, Brian rebuilt how the affiliate program was run. Affiliate revenue grew 150%.
Full write-up coming.
What every engagement had in common
- •A documented baseline before any work started
- •A small first step before any large commitment
- •Work built, not just recommended
- •A person reviewing everything customer-facing
See the systems by industry: AI for insurance agencies · AI for ecommerce brands · how an engagement works and what it costs