Field notes · Case studies
Systems in production.
Every engagement below is a system we've built, shipped, and now operate. Numbers are anonymized to respect client relationships — the mechanisms are real.
Case study
Multi-location dental group, Pacific Northwest
+38 new patients per month, no additional staff.
We deployed an AI receptionist across four locations, integrated with Eaglesoft, and rebuilt the recall pipeline. Within 90 days: 100% call answer rate, 38 additional new patients per month at $1,400 average lifetime value, and 62% reduction in no-shows on the hygiene schedule.
Case study
Top-100 team, Sunbelt market
3.2× more appointments booked per lead, ISA headcount unchanged.
We replaced the manual ISA response layer with an AI WhatsApp qualifier connected to Follow Up Boss and their Zillow feed. Within 60 days: 12-second average first response, 3.2× more booked appointments per portal lead, and their ISA team refocused on live-warm handoffs instead of chase calls.