Real Results.
Real Impact.

Problem

• 12 SDRs spending 60% of time on manual research
• Inconsistent prospect quality across team
• 4-6 months ramp time for new SDRs
• Manual email sequencing limiting scale
• High cost per qualified lead

Solution

• Automated prospect research from 15+ data sources
• AI-generated sales dossiers with personalized insights
• Dynamic email cadences with smart personalization
• Seamless Salesforce integration and workflow
• Continuous A/B testing and optimization

Outcomes

Problem

• No content calendar or strategy
• No newsletter or consistent outreach
• Company leadership inactive on LinkedIn
• Marketing efforts siloed, manual, and reactive
• Brand voice undefined and inconsistent

Solution

• Defined company mission, vision, values, and brand voice
• Deployed scalable content engine with human-in-the-loop
• Automated workflow from curation to publication
• Built content playbooks and knowledge base
• Enabled smart personalization for vertical outreach

Outcomes

Problem

• Entirely manual processes with zero documentation
• Inconsistent workflows across 3 locations
• No systematic training or scaling approach
• Limited pipeline visibility and bottleneck identification
• No strategic framework for market expansion

Solution

• Complete process documentation from lead to payback
• 48 automation opportunities identified and prioritized
• Comprehensive training framework and certification
• Short, mid & long-term strategic roadmap
• New office expansion strategy and protocols

Outcomes

Problem

• 3.2 email exchanges per order on average
• 72% of requests missing key details initially
• 2.5 days average resolution time per order
• Two-person team overwhelmed with clarification emails
• Clinical staff frustrated by ordering delays

Solution

• Intelligent email agent intercepts all requests
• Automated follow-up questions to gather missing details
• Zero behavior change required from medical staff
• Only complete orders forwarded to inventory team
• 100% adoption from day one implementation

Outcomes

Problem

• Weekly manual reconciliation between systems
• $500K-$1M annual revenue leakage from missed charges
• 7-day delay between service and billing
• Labor costs at 60% of revenues above industry norms
• 23% of charges captured 5+ days late

Solution

• Real-time cross-referencing of doctors’ notes, estimates & billing
• Automated gap identification and charge reconciliation
• Same-day billing completion upon patient checkout
• Integration between Instinct and Cubex systems
• 100% automated processing of routine charges

Outcomes

Problem

• No documented processes
• 3.6/5 customer satisfaction
• 82% staff not familiar with AI
• No visibility into call patterns

Solution

• Analyzed 5,500+ calls and 1,781 reviews
• Deployed “VetAssist” AI agent with real-time call support
• Centralized SOPs through internal knowledge base
• Trained 100% of reps with peer support model

Outcomes