From messy requirements into working CRM, automation and AI workflows.

Case 01 · Retail · Voice AI

The flower company: from random calls to a revenue-generating voice robot

One of my clients, a flower company, had no call scripts at all. Their managers were handling incoming calls completely randomly, without any structure.

I developed a professional sales and service script for them, integrated it into a voice robot, and set up full automation between the robot and their CRM — including logging call results and automatic follow-ups.

The system didn't just standardize every conversation — it uncovered customer needs the company had never noticed before. One direct outcome of those insights: they started selling balloons as an additional product line.

• Voice robot
• Sales & service scripts
• CRM automation
• Call-outcome logging
• Follow-ups

A chaotic process turned into a scalable, data-driven system that improved service quality and opened a new revenue stream — with the first line of communication fully automated.

Case 02 · Healthcare education · AI chat agent

Prenatal support platform: from a 3-day callback to a one-minute qualification

A company in prenatal education and support for expectant parents came to us because their managers couldn't keep up with incoming leads. Everything was getting stuck, and they assumed the problem was simply low conversion.

I started by reviewing their traffic channels and how they handled them — then went through the process as a real customer. The finding: it took 3 business days from the moment a lead submitted a request until a manager actually called. In their industry, that's far too slow.

We proposed an AI agent for messengers that immediately qualifies the lead and answers questions in real time — literally within a minute.

• Messenger AI agent
• Lead qualification
• Traffic review
• Customer-journey walkthrough

Managers stopped wasting time on spam, junk and non-target inquiries and focused on warm, high-intent leads — a slow, overloaded first line became a fast automated qualification layer that improved both conversion and team efficiency.

Case 03 · Healthcare · CRM rebuild

Dental clinic: rebuilding a CRM that four contractors left broken

A dental clinic came to us after trying 3–4 CRM contractors over a couple of years. Those vendors made daily operations slightly easier but never thought about marketing, conversions, CRM hygiene or analytics. As a result the CRM had become a messy notebook: to pull anything useful out of it you first had to clean the data — and even then you couldn't really trust it.

The project was handed to me with full ownership. I started simple: simplified the funnels, cut the fields to the minimum, made everything as straightforward as possible. Simplification wasn't convenience for its own sake — it was how you minimize human error.

The whole system became highly automated. Operators only fill in 3–4 required fields and choose from short lists of 5–6 values. Managers can't move deals through the pipeline manually, can't create duplicates, and can't leave a deal sitting unqualified for an extra day — because if a patient with a toothache isn't contacted within minutes, they're gone.

Marketing channels were set up correctly, analytics were connected, and everything is reconciled with the clinic's medical software: when a visit happens and generates revenue, it shows up both in the sales CRM and in the final analytics.

• CRM rebuild
• Error-proof automation
• Marketing channels
• Analytics reconciliation

Trusted data instead of a messy notebook — and the client is now considering two more projects with us to improve work with existing patients.