Case Studies
Real systems. Documented outcomes.
Three engagements. Three different industries. The same underlying pattern every time.
Lead Generation
OGC Electrical · San Diego, CA
Result
$43,000+
in new pipeline, 90 days
- +Zero additional ad spend
- +Zero additional headcount
- +System still running
This result represents a specific client engagement and is not a guarantee of typical outcomes.
Problem
OGC Electrical had a consistent lead flow but nothing systematic to capture, qualify, or follow up with them. Opportunities went cold not because the business failed to deliver, but because no one followed up within 24 hours. The revenue was there. The system to recover it was not.
System Built
Automated lead capture and follow-up system. New inbound leads trigger a qualification sequence immediately. Qualified leads are routed with context attached. Unresponsive leads are re-engaged on a schedule. The system runs continuously without requiring staff time.
Result
$43,000+ in new pipeline within 90 days. Zero additional ad spend. Zero additional headcount.
Why this matters for dental: The same engine that captured contractor leads captures dental patients. A missed call, an unqualified lead, a no-show without follow-up. The industry changes. The bottleneck does not.
Outcome verified. System still running.
Operations Automation
MexLog · Otay Mesa / Tijuana
Scale
200+
drivers, two countries
- +Bilingual: English and Spanish
- +US-Mexico corridor
- +System in active operation
Problem
MexLog runs cross-border drayage with 200+ drivers across Otay Mesa and Tijuana. Coordination was happening through phone calls and WhatsApp groups. Dispatch information got lost between shifts. Compliance documents went missing at the wrong time. The operation ran in two languages, across two countries, and needed a system that could handle both without requiring a dedicated coordinator for information flow.
System Built
Bilingual operations automation system covering dispatch coordination, compliance documentation, and driver communication. Built to run on both sides of the border without requiring staff to manage the information flow. The kind of environment most automation vendors walk away from.
Result
The system is still running. 200+ drivers. Bilingual. High-volume. No dedicated coordinator required for the flows it handles.
Why this matters for dental: If a system holds up across 200 drivers in two countries and two languages, it holds up across your locations. Scale, complexity, and bilingual volume are what this was built for.
Outcome verified. System in active operation.
Dental Reception
Multi-Location DSO · San Diego, CA
Status
Active Integration
2026
Problem
A multi-location dental group in San Diego was losing patients through after-hours voicemail, inconsistent follow-up on cancellations, and limited bilingual coverage. Front-desk staff could not absorb the call volume across locations, and no system existed to handle what fell through after hours.
System Being Built
Full dental reception system. After-hours call handling, appointment booking with direct schedule access, bilingual intake in English and Spanish, no-show recovery, and staff-facing call summaries. Integrated with the practice management system across locations.
Outcome
We will publish verified call volume, booking rates, and recovery metrics once the pilot window completes.
If you operate a dental practice and want to discuss inclusion in the next deployment window, reach out directly.
What These Have in Common
Each of these operations had a bottleneck that was costing them money every day. Not because they lacked good people. Because no system existed to handle the volume, the timing, or the complexity.
In every case, the fix took weeks, not months. The return was measurable before the pilot ended.
See what this looks like for your operation.
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