Case Studies

Real gaps.
Real gains.

Work you can open, not a miracle story. Every case shows what's running and what sits behind it. No invented ROI. No fake quotes.

Lisa, AI sales concierge: every channel connects to one customer record, then moves sales forward with surveys booked, confirmations, CRM records, team alerts and nurturing.
Moving and storage

Asian Tigers Lane Moving & Storage

Two layers. A front door that never misses an inquiry, and a company brain that tells the founders what is happening across the whole business, before they have to ask.

Where they are on the arc

Find what breaks ✓Plan ✓Execution ✓On the GainTrain

The gap: inquiries arriving across website, phone and messages, and the answers the founders needed scattered across sales, operations, finance and a dozen inboxes.

Layer 1, the front door: Lisa takes the inquiry, books the survey, and sends it to the right people.

Layer 2, the brain: Jessica turns the whole company into one source of business intelligence. See below ↓

  • The website and Lisa taking inquiries.
  • Jessica, the AI chief of staff: ask-the-business answers, daily briefs and alerts.
  • Booking on-site, remote and self surveys.
  • Quotes prepared from the survey details.
  • Self-survey clients receive their own link.
Visit lanemovers.com ↗
Layer 2 · The company brain

Business intelligence
at the founders' fingertips.

Lead generation fills the pipe. Intelligence tells you what the pipe is doing. Jessica, an AI chief of staff, sits on top of every department and gives the founders a second brain for the whole company: one place to ask, one voice that speaks up first.

LMS AgenticOS: departments feed shared knowledge, Jessica the AI chief of staff coordinates specialist assistants, and people review and approve.

Ask the business anything

"Which jobs are waiting on a survey?" "What's still unpaid from last month?" Plain-English questions, answered from the real records, with the source attached.

Briefs that arrive before you ask

A morning brief and proactive alerts: what moved, what stalled, what needs a decision today. The founders stop chasing updates. Updates find them.

One line from inquiry to cash

Lead, survey, proposal, booking, move, invoice, collection. Reports and analytics across the whole journey, not one department's slice of it.

People still make the call

Role-based access, an audit trail on every record, and a human approving anything that matters. Intelligence that advises, owners that decide.

Why it matters to a founder

Most owners run the business on a gut feel and a Friday spreadsheet. The second brain replaces "let me find out and get back to you" with an answer, in seconds, from the records themselves. Fewer surprises, faster decisions, and a company that no longer depends on whoever happens to remember.

Elle's Coaching website, quiz and Haven in chat and voice.
Coaching

Elle's Coaching

A complete lead generation and nurture system for a premium coach. It meets a stranger, understands them, answers them in Elle's own voice, and walks them to a conversation with her, while she coaches.

Where she is on the arc

Find what breaks ✓Plan ✓Execution ✓On the GainTrain

The gap: a coach's time is the product. Every hour spent answering the same first questions, chasing follow-ups and booking calls is an hour not coaching.

The fix: a system that does the first conversation, remembers every person, and follows up with the right message for the right person, at any hour.

  1. LiveWebsiteA premium site built to turn a visit into a first step, with a clear path for individuals and corporate retreats.
  2. LiveQuiz profilerA short quiz that places each visitor in one of seven archetypes and hands them a personal result, so every next message fits who they are.
  3. LiveHaven, chat and voiceA companion agent trained on Elle's own words. Answers questions in chat or by voice, any hour, and guides people to the right next step.
  4. LiveCapture and instant alertEvery quiz result and inquiry lands in Elle's CRM with its archetype attached, and Elle is notified the moment a warm lead arrives.
  5. LiveNurture by archetypeA welcome sequence written for each of the seven archetypes, so people hear something relevant instead of a generic newsletter.
  6. LiveDiscovery call bookingInterested people book a discovery call straight into Elle's calendar, tracked in her sales pipeline from first click to client.
Visit Elle's Coaching ↗
Demos

Click around. Kick the tyres.

Examples to explore. Your business starts with its own GapCheck, not a template.

Companion agentHavenThe companion agent built to sell with Elle.Try it ↗ ClinicDr. Betsy KazemiA clinic website and inquiry experience.Try it ↗ DentalSMILES by CERRAA dental website and inquiry experience.Try it ↗

Delivery summaries, not claims of measured revenue results.

Your business is
next.

Every case above started the same way: find what breaks first. Seven minutes, free.

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