Home Services How It Works Case Studies About Book a Call
Fresh Restaurants
Labor
⚠️ THE PROBLEM
Fresh Restaurants struggling with manual labor scheduling across 400 staff members. Managers spent hours pulling historical data and using spreadsheets, leading to overstaffing/understaffing.
✅ THE SOLUTION
Implemented 7shifts integrated with Micros POS. Real-time sales data now automatically adjusts labor schedules and sets strict targets based on projected revenue.
0%
Reduction
Labor Cost Reduction
Before: Manual After: Automated
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Georgia Foods
Cost Saving
⚠️ THE PROBLEM
Burger King franchisee with 46 locations drowning in accounting chaos. Legacy systems couldn't handle intercompany transactions; generating one P&L took 30 minutes.
✅ THE SOLUTION
Deployed Restaurant365 to automate accounting backend. Automated intercompany transfers, AP invoice processing, and daily sales/food cost ingestion directly into GL.
$0K
Saved
Annual Savings
Before: 70hr weeks After: Real-time
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Ezra & Gil
Speed
⚠️ THE PROBLEM
Manchester cafe faced bottlenecks between front-of-house ordering and kitchen using stationary terminals. Staff queuing at tills caused service delays and errors.
✅ THE SOLUTION
Automated order-to-kitchen workflow using Square Terminal handhelds and KDS. Servers fire orders directly from tables, bypassing stationary tills entirely.
0%
Faster
Queue Time Reduction
Before: Traffic jams After: Mobile orders
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McConnell's
Growth
⚠️ THE PROBLEM
Struggled with customer retention despite high volume. Manual generic email blasts failed to capitalize on purchase behaviors or loyalty status.
✅ THE SOLUTION
Implemented automated marketing flows integrated with Toast POS. Automation segments customers based on purchase history and triggers personalized offers.
0x
ROI
Marketing ROI
Before: Manual email After: Targeted flows
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Little Italy
Time Saved
⚠️ THE PROBLEM
Payroll took management 3+ hours per period. Manual calculation of hours, tips, and overtime was time-consuming and prone to errors.
✅ THE SOLUTION
Implemented 7shifts' integrated payroll automation. Syncs time-clock data directly to payroll, auto-calculating wages, tips, and overtime.
0%
Faster
Payroll Time Reduction
Before: 3+ Hours After: Minutes
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Taco John's
Cost Saving
⚠️ THE PROBLEM
Struggled with controlling food costs due to delayed reporting. Variance issues (waste/theft) were identified weeks late, making corrective action impossible.
✅ THE SOLUTION
Automated ingestion of supplier invoices and sales data via Restaurant365. "Theoretical vs Actual" analysis now runs continuously for real-time insights.
0.0%
Reduced
Food Cost Reduction
Before: Weeks delay After: Real-time
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Frontier AC
Revenue
⚠️ THE PROBLEM
Family-owned HVAC business capped at $1M revenue. Legacy CRM crashed daily, causing data loss. Missed critical leads after-hours and had inconsistent manual follow-ups.
✅ THE SOLUTION
Migrated to Housecall Pro for automated lead nurturing and dispatch. Implemented AI Phone Tool for after-hours capture and automated "set it and forget it" follow-up emails.
0x
Growth
Revenue Growth
Before: $1M After: $6M
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Sonlight Services
Profitability
⚠️ THE PROBLEM
Septic & Plumbing business operated on paper slips pinned to a board. Techs selected their own jobs causing route chaos. Zero customer history or follow-up system.
✅ THE SOLUTION
Digitized dispatch with Housecall Pro. GPS-optimized routing, automated post-job reviews, and AI Call Answering for 24/7 responsiveness without a dispatcher.
0x
Profit
Profit Increase
Before: $9K After: $1.8M+
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J&D Heating
Growth
⚠️ THE PROBLEM
Relied on legacy system requiring manual sync. Techs couldn't generate quotes in the field, limiting upsells. Manual tracking of service agreements.
✅ THE SOLUTION
Migrated to FieldEdge for mobile workforce automation. Techs now build multi-tiered (Good/Better/Best) quotes instantly on tablets. Automated agreement renewals.
0%
Growth
Revenue Increase
Before: Manual After: Automated
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Crystal Clear
Time Saved
⚠️ THE PROBLEM
Owner managed business with disjointed stack (Calendar, MapQuest, Spreadsheets). Spent evenings/weekends manually mapping routes for recurring jobs.
✅ THE SOLUTION
Implemented Jobber to automate recurring job scheduling years in advance. Daily routing and time tracking are fully automated, eliminating manual planning.
0hrs
Saved
Saved Per Week
Before: Weekends After: 1.5hr Admin
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Royal Oak
Sales
⚠️ THE PROBLEM
Struggled with lower average ticket sizes due to manual paper quotes. Admin burden of manually tracking service memberships limited recurring revenue growth.
✅ THE SOLUTION
Utilized FieldEdge to automate "Good, Better, Best" mobile proposals. Automated the sales process for techs and handled membership billing/renewals automatically.
0%+
Conversion
Conversion Rate
Before: Low ticket After: Upsells
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Get It Done
Customer Value
⚠️ THE PROBLEM
Faced high acquisition costs and relied on manual referrals. No systematic way to incentivize or track word-of-mouth growth.
✅ THE SOLUTION
Leveraged Jobber's automated referral program. Automatically prompts satisfied customers, tracks lead sources, and applies referral credits without intervention.
0%
Higher
Higher Avg Sale
Before: Manual After: Automated
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Kids United
Growth
⚠️ THE PROBLEM
Managing 22 franchise locations using Excel was "impossible." Manual admin of memberships and payments meant staff were buried in paperwork. No visibility into lead sources.
✅ THE SOLUTION
Centralized all locations onto Zen Planner Studio. Automated tuition collection, failed payment recovery, and attendance tracking with absentee alerts.
0%
Growth
Membership Growth
Before: Manual After: Automated
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M3 Studio
Retention
⚠️ THE PROBLEM
Struggled with "summer slump." Managed a challenge via pen and paper with 500 cards taped to a wall. Zero real-time visibility into student activity.
✅ THE SOLUTION
Digitized the challenge using Mariana Tek's Gamification Suite. Automated tracking of activity and a real-time digital leaderboard to encourage engagement.
0%
Increase
Visit Increase YoY
Before: Paper cards After: Digital
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Wolfhound Fitness
Revenue
⚠️ THE PROBLEM
Founders bogged down by admin tasks, preventing focus on community. Lacked insights into member behavior and had no automated booking/payment system.
✅ THE SOLUTION
Implemented ABC Glofox to automate the member lifecycle: lead capture, recurring billing, and renewals. Automated communications for at-risk members.
0%
Growth
Revenue Increase
Before: Manual After: Scalable
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Tokyo Joes
Retention
⚠️ THE PROBLEM
Managing 200 students manually was a "fire drill." Retention was 26% because students fell through cracks. Staff stayed until 11 PM managing paper logs.
✅ THE SOLUTION
Automated lead follow-up and absentee automations. Implemented Flex Fees to automatically bill for belt testing and late payments.
0%
Retention
Retention Rate
Before: 26% After: 48%
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Spartans Boxing
Scale
⚠️ THE PROBLEM
Transitioning to a franchise model required a standardized OS. Manual management of franchisees would have required massive corporate headcount.
✅ THE SOLUTION
Utilized ABC Glofox for a "business in a box" automation suite. Centralized royalty billing, performance dashboards, and lead conversion workflows.
0%
Growth
Revenue Growth
Before: 1 Studio After: 15 Locations
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Studio Integral
Growth
⚠️ THE PROBLEM
Launched without a plan for growth. Manual booking and payment processes became bottlenecks. Lack of data prevented schedule optimization.
✅ THE SOLUTION
Implemented full ABC Glofox suite, automating bookings, payments, and reporting. Branded member app allowed for self-service, reducing friction.
0%
Increase
Revenue Increase
Before: Manual After: Automated
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Nancy Chandler
Scale
⚠️ THE PROBLEM
Burdened by data entry errors and paper processes. Manual leasing and maintenance paperwork prevented portfolio growth. Capped by admin throughput.
✅ THE SOLUTION
Transitioned to fully paperless office with AppFolio. Automated workflows for leasing (online apps), maintenance (tenant portal), and owner reporting.
0%
Growth
Portfolio Growth
Before: 400 units After: 730 units
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Common Cents
Efficiency
⚠️ THE PROBLEM
Managing HOA violations for 1,500 units was a time sink. Manual letters, postage, and board reporting felt impossible without adding staff.
✅ THE SOLUTION
Overhauled violation process with Buildium automation. Automated generation of letters, fees, and batch reporting for board packets.
0%
Saved
Time Saved on Violations
Before: Hours/report After: Instant
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Omaha's Elite
Productivity
⚠️ THE PROBLEM
Team leader worked 6 days/week with no work-life balance. Needed a system to handle high volume without burying agents in paperwork (Industry avg: 250:1 admin ratio).
✅ THE SOLUTION
Built "Virtual Back-Office" with Dotloop for Teams. Automated compliance and document flow, integrating seamlessly with BoomTown CRM.
0:1
Ratio
Transactions per Admin
Before: 250:1 After: 700:1
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D'Angelo Realty
Scale
⚠️ THE PROBLEM
At 50 units, fielded daily accounting usage calls. Manual reporting was confusing. Maintenance calls constantly interrupted business development.
✅ THE SOLUTION
Automated accounting reporting via Buildium owner portal. Used Maintenance Contact Center to automate 24/7 maintenance intake and routing.
0x
Growth
Unit Growth
Before: 50 doors After: 400 doors
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Market Street
Efficiency
⚠️ THE PROBLEM
Processes fragmented across 3 platforms, causing constant screen switching and duplicate data entry. Significant productivity drag.
✅ THE SOLUTION
Consolidated into AppFolio's all-in-one platform. Automated payments and maintenance, establishing a single source of truth for all data.
0%
Efficiency
Process Efficiency Increase
Before: 3 Platforms After: Unified
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We Are Era
Time Saved
⚠️ THE PROBLEM
Fragmented communication across departments created redundant briefings and lost info. Managing 2,500 annual projects required immense manual coordination.
✅ THE SOLUTION
Standardized workflows in Asana. Used Automation Rules to trigger tasks based on status and Forms to standardize campaign intake.
0 days
Saved
Saved Per Year
Before: Fragmented After: Automated
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VertoDigital
Efficiency
⚠️ THE PROBLEM
Drowning in repetitive tasks (50+ hrs/week). Manual LinkedIn audience research took 4-5 hours per campaign to sift through 25,000 job titles.
✅ THE SOLUTION
Implemented "AI-First" model using n8n and Claude/GPT. Automated audience research scores all job titles objectively without human bias in minutes.
0x
ROI
ROI on Tech Stack
Before: 50+ hours After: 30 mins
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Morningstar
Cost Saving
⚠️ THE PROBLEM
Managed hundreds of requests via a Word doc, leading to a clogged backlog and unclear scopes. No structured way to prioritize incoming requests.
✅ THE SOLUTION
Automated intake/triage using Asana Forms and AI Studio. Automatically analyzes requests, assigns stakeholders, and routes work to correct teams.
$0K
Saved
Annual Cost Savings
Before: Word doc After: AI Triage
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Toyota Orlando
Automation
⚠️ THE PROBLEM
Received 200+ daily leads in inconsistent formats. Manual entry was slow. Ransomware attack disabled CRM, treating to halt operations.
✅ THE SOLUTION
Built a 38-step Zapier workflow to extract, clean, and route leads. AI parses email content to categorize and route to specific teams.
0
Routing
Leads Routed Monthly
Before: Manual entry After: Zero-touch
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M Booth
Output
⚠️ THE PROBLEM
Struggled with managing volume of deliverables. Manual tracking of status led to bottlenecks and reduced capacity.
✅ THE SOLUTION
Adpots Monday.com to visualize and automate creative pipeline. Automated status updates streamline handoffs between creative and account teams.
0%
Increase
Deliverables Increase
Before: Bottlenecks After: Automated
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Seer Interactive
Time Saved
⚠️ THE PROBLEM
Manual project setup and status meetings consumed valuable time. Needed to standardize planning across teams.
✅ THE SOLUTION
Implemented standardized project templates and automated dashboards. Allows "one-click" project setup and real-time health visibility.
0.0hrs
Saved
Saved Per Person/Week
Before: Manual setup After: One-click
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About These Case Studies

These are real results from real companies, compiled through research of vendor case studies, press releases, and industry reports. As high school students building our automation skills, we present these to show what's possible with workflow automation—not to claim credit for this work. Our goal is to help YOUR business achieve similar results, completely free, while we build our portfolio.

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