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Case studies

The work, in detail.

Two builds shown in full: the architecture, and what each one does every day. An autonomous outbound engine built for a firm with no salesperson, and a client automation hub for a bookkeeping practice.

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Sales and outreach

An autonomous outbound engine, built for a services firm with no salesperson.

Built for a confidential B2B services firm with a full delivery pipeline and nobody to run outbound.

The problem

The firm could deliver the work but had no one to sell it. It wanted personalised, founder-quality outreach at machine volume, with the daily human involvement kept to almost nothing. The usual answer is to rent a stack of tools and hire someone to run them. The brief was the opposite, so we built the outbound as software the firm owns.

What we built

We built one unified system that owns the whole path, from identifying a company with a problem we solve through to surfacing a reply that deserves a person.

  • Signal-based sourcing that watches hiring boards and social feeds for companies showing operations and admin pain.
  • Address verification through DNS and live SMTP handshake checks before anything is ever sent.
  • Personalisation written by a language model around the specific hiring signal that surfaced each company.
  • Plain-text SMTP sending with per-window volume caps and a warmup ramp on daily volume.
  • Reply classification and triage over IMAP, sorting each response and pausing the sequence the moment a human writes back.
  • Multi-step follow-up sequences run as a state machine, so a lead can never double-send.
  • A one-channel-per-company registry that stops the same company being pitched from two directions.
  • A CSV-based CRM synced both ways with Google Sheets, so the operator can edit a status and the engine obeys it.
  • Automated monitoring with watchdogs and a daily digest email, the one thing a person actually has to read.
Every prospect it reaches was sourced, written, verified, and sent with nobody at the keyboard.

What it replaced

It replaced an entire rented stack: the sequencer, the data subscriptions, the verification service, the enrichment tool, and the CRM. That is now code the firm owns and runs itself.

3
Sourcing channels
Hiring signals, business data, and social listening, merged and deduplicated into one queue.
2
Send windows a day
Capped, ramped, and verified before every send, running unattended.
0
Rented SaaS seats
No sequencer, no data subscription, no per-seat CRM. Owned code end to end.
Accounting and back office

A client automation hub for a bookkeeping firm.

Built for a Toronto bookkeeping firm running its whole practice on spreadsheets and shared inboxes.

The problem

Two manual jobs consumed the day. One was keeping existing clients reconciled and chased. The other was finding the next client. Both were repetitive, both were done by hand, and neither got the attention it needed. The firm wanted one place its staff could open each morning that did the heavy lifting on both sides.

What we built

We built a single-dashboard portal with two sides, one for delivering client work and one for winning it. Nothing sends on its own. The staff review what the automation prepared and approve or edit before anything goes out.

The workspace side, client delivery

This side turns raw exports into finished, reviewed work.

  • Ingests QuickBooks exports, bank feeds, and vendor invoice PDFs.
  • Reconciles payments to invoices across both exact and fuzzy matches.
  • Surfaces the exceptions that need a person: duplicates, partial payments, and aged invoices.
  • Generates aged receivables reports automatically from the reconciled data.
  • Drafts payment reminders that escalate by how long an invoice has gone unpaid.
  • Holds every output for human approval, so a person releases it before it sends.

The growth side, client acquisition

This side keeps the pipeline full.

  • Monitors public signals for businesses that need a bookkeeper: job postings, founder posts, and business data.
  • Scores each prospect from 0 to 100 against a documented rubric.
  • Stages the pipeline automatically as prospects move from new to warm.
  • Drafts a personalised three-step outreach sequence for each qualified prospect.
  • Sends nothing without approval, reviewed in the same queue the reminders use.
2
Sides, one login
Client delivery and client acquisition in a single dashboard the staff open each morning.
0
Automatic sends
Every reminder and every outreach message waits for a person to approve and release it.
$200
Monthly SaaS replaced
The rented prospecting and sequencing tools the growth side stood in for, folded into a hub the firm owns.

More builds.

A few of the products and platforms we have shipped alongside these. The full portfolio sits on the Work page.

CMS and automation

VetCMS

A content and automation platform for veterinary practices. It keeps records in one system and automates the routine clinic workflows around them.

Research build

Guardrailed AI Tutor

A guardrailed AI homework tutor for children in low-income schools, built for a CHI/ACM research study. Hints instead of answers, with speech in both directions.

Operations

Inventory Management System

An inventory system for warehousing and fulfillment teams. It gives an operation real control over stock, movement, and fulfillment in one place.

See the full portfolio

Want one built for you?

These are two of the systems we have shipped, built by the same engineers who would build yours. Same hands, same standard, pointed at the work you want done. Book a call and tell us about it.

Book a callSee the full portfolio