Case studies

Three engagements. One operating model — week one tool, 90-day ROI in writing.

Founder-supervised AI rollouts inside mid-market B2B operators. Every one ships a working tool in production by the end of week one and a written 90-day ROI target. The sample engagements below are placeholders for the founder to replace with signed work — the model behind them is the same.

Working tool in week one90-day ROI targetSenior hoursBoard-grade governance

Typical time-to-value: a working AI tool in production by the end of week one. Typical ROI band: a written 90-day ROI target signed off before month one ends.

Engagements

Three placeholder engagements framing the operating model.

Vertical, problem frame, outcomes pattern, and metric shape are the durable scaffold. Swap attributions and quotes for signed work before launch.

Mid-market SaaS
Lead triage agent
Inbound SDR team was drowning in 1,200+ unranked leads per week and the top of funnel stalled at 8% conversion.
  • AI triage agent in production by day 7, PII guardrails + audit log live
  • SDR follow-up latency cut from 5.2 days → 14 hours
  • Top-of-funnel conversion 8% → 13% in the first 90 days
5.2 days → 14 hrs
lead follow-up latency

It was the first AI tool my sellers actually thanked us for shipping — not another dashboard they had to babysit.

— VP Sales · Mid-market SaaS, $40M ARR (placeholder)

Regulated services
Claims intake copilot
A regulated-services operator needed an AI intake copilot that passed HIPAA from day one — not a Big-Four deck six weeks later.
  • Claims intake copilot in production by day 10 with kill switch + PII redaction
  • HIPAA-style audit log captured on first 4,200 sessions
  • Operator hours reclaimed: 22 per week, redeployed to exception queue
22 hrs / week
operator hours reclaimed

Governance was a live discipline from week one — not a deliverable that arrived after the project shipped.

— Director of Operations · Regulated services firm (placeholder)

PE-backed portfolio
Portfolio governance rollout
A PE-backed roll-up wanted one AI governance posture across seven BUs without rebuilding each BU’s stack from scratch.
  • One governance dashboard shipped across all 7 BUs by day 30
  • Standardized PII guardrails + kill switch in every BU rollout
  • Two scoped AI builds running in parallel post week 4
7 / 7
BUs on one governance posture

Senior partner hours, not a deck — every BU had a written read before we touched their stack.

— Operating partner · PE-backed roll-up (placeholder)

30-minute working session · 90-day ROI in writing

See the pricing — then talk to us.

Transparent fixed-fee tiers on the pricing page. When you're ready, send a short note through the contact form and the founder replies personally — agenda, written follow-up, and a candid read on whether the engagement shape fits.

See pricingTalk to usGet the readiness guideTake the AI readiness assessmentSenior-hour pricing. No proposal ping-pong.