Automation, Built for SMBs
Real Automations. Real Outcomes.
Browse case studies drawn from live automation workflows we've built for small to mid-sized businesses. Every client name is anonymized. Every workflow is real.
How a Craft Bourbon Brand Put Its Content on Autopilot — Without Hiring a Copywriter
A craft Kentucky bourbon brand had built a loyal following on the strength of its story — small batches, family roots, the culture of the Bluegrass State.
- RSS feeds
- OpenAI GPT-4
- website API
Turning Website Newsletter Sign-Ups Into Constant Contact Subscribers — Instantly and Cleanly
A boutique consumer e-commerce brand had invested real money in building its email list.
- Website form (via webhook)
- Constant Contact
Every Contact Form Becomes a Sales Lead — No Copy-Pasting Required
A residential services contractor in the Midwest ran a steady volume of inbound quote requests through the contact form on their website.
- Website contact form (via webhook)
- Pipedrive
Tasting Room Ambassadors Become a Lead Machine — Without the Paperwork
A craft bourbon distillery ran a single-barrel ambassador program that let individual customers — usually enthusiasts, restaurant buyers, or small retailers — commission their own barrel selection.
- Ambassador submission form (via webhook)
- Pipedrive
Website Barrel Inquiries Go Straight to the Sales Pipeline — No Manual Handoff
A premium craft bourbon brand offered private-barrel selections to on-premise accounts, specialty retailers, and individual collectors who wanted to pick their own barrel straight from the rickhouse.
- Website barrel-pick inquiry form (via webhook)
- Pipedrive
The Right Salesperson Gets Notified at the Exact Right Moment — Every Time
A specialty home-services company had built its sales process around Keap, the CRM and marketing automation platform also known as Infusionsoft.
- Keap (Infusionsoft)
Finally Knowing Which Marketing Channels Actually Close Pool Sales
A premier in-ground pool builder in the Midwest was running a multi-channel marketing program: paid search, local SEO, direct mail, outdoor signage, and radio.
- CallRail
- Pipedrive
Every Inbound Call Becomes a Job Lead in the Field Management System — Automatically
A regional landscape and hardscape services firm fielded a high volume of inbound phone calls every week.
- CallRail
- SingleOps
Web Form Inquiries Flow Into the Field System in Seconds — Not Hours
A regional landscape and hardscape services firm had worked to build a strong online presence.
- CallRail (form tracking)
- SingleOps
Tracking Which Ads and Channels Actually Brought In Pool Leads — Before They Become Deals
A premier in-ground pool builder in the Midwest was running a full marketing program: paid search, organic SEO, social media, direct mail campaigns, and a seasonal radio presence.
- CallRail
- Pipedrive
Knowing Which Marketing Dollars Actually Built the Pipeline
For a high-end custom pool builder in the Midwest, a single project can bring in $80,000 or more.
- CallRail
- Pipedrive
Never Ask a Returning Customer for Their Information Twice
For a residential HVAC and plumbing company, the phone is still how most customers get in touch — whether they're brand new or had service three years ago.
- ServiceFusion
Turning Lost Deals Into a Long-Term Nurture List
A premier pool builder with long sales cycles knows better than most that "not right now" rarely means "never." A custom in-ground pool is a significant investment, and prospects often spend six to twelve months gathering quotes or waiting for the right season.
- Pipedrive
- Constant Contact
From New Build Form to Sales-Ready Lead in Under a Minute
For a custom pool and outdoor living builder, new construction leads are different from all others.
- Website Form
- Pipedrive
Every Quote Request in the CRM Before the Confirmation Email Lands
The quote request form is the most common way a prospect introduces themselves to a custom pool builder.
- Website Form
- Pipedrive
Liner Replacement Requests Routed to Sales Before the Customer Calls Someone Else
For a pool service and renovation company specializing in liner replacement, the customer profile is specific and the urgency is real.
- Website Form
- Pipedrive
Renovation Leads in the CRM the Moment a Homeowner Hits Submit
A pool renovation specialist in the Midwest works with a distinct customer: someone who already owns a pool and has decided it needs more than routine maintenance.
- Website Form
- Pipedrive
The Automation That Keeps All Your Other Automations Running
A multi-location field service company had built a solid set of automations connecting ServiceFusion to other tools in their operation — customer lookups, job creation, dispatch notifications.
- ServiceFusion
- Internal Data Store
Call Recordings in the CRM, Automatically, Where the Team Can Actually Use Them
A multi-location home services company had used CallRail to track inbound marketing calls for over two years.
- CallRail
- Keap
Keeping the Service Map Accurate So Sales Never Quotes Outside the Territory
A specialty home services company operates within a defined geographic radius.
- Google Sheets
- Internal API
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