Industry:
Home Services
Location:
4 US Locations
Team Size:
30+ staff
Timeline to Live:
38 days
Services Used:
AI Customer Support + AI Workflow Automation
Primary Goal:
Design, standardize, and automate core business processes across all locations
About the Client
The same multi-location home services company as the workflow automation case study — focusing specifically on the business process redesign and standardization that underpinned the automation. Before any system could be automated, the processes themselves needed to be rebuilt.
The Challenge
The core problem wasn’t just manual workflows — it was that each location had evolved its own version of every process over years of informal operation. Before automating, the processes themselves needed to be mapped, standardized, and redesigned. You cannot automate four different versions of the same process effectively.
- Four different quoting processes — no consistency in pricing, format, or timeline
- Four different scheduling approaches — coordination between locations nearly impossible
- Invoice and payment processes unique to each location — errors and delays routine
- Client experience entirely dependent on which location handled the enquiry
- Owner as the primary point of consistency across all four locations — fragile and unsustainable
The business needed a single operational blueprint — one designed correctly, documented clearly, and then automated so it ran identically across every location without anyone holding it together.
Our Approach
We ran a structured process discovery phase across all four locations — interviewing managers, shadowing operations, and documenting every core workflow in detail. Only once we had a complete picture of how things actually worked did we design how they should work.
What We Built
A complete, standardized, automated operating system — one process blueprint running identically across all four locations.
The Results
Full deployment across all four locations in 38 days. Results measurable from the first week of operation.
78%
Admin Hours Saved
$67K
Annual Savings
One
Standard Across 4 Sites
5hrs
Quote-to-Booking
“Every location was doing things differently and I was the one holding it all together. Now there’s one system, one standard, and I’m not getting operational calls every day. We could open a fifth location now and know exactly how it would run.”
— Owner, Multi-Location Home Services Company
Related Case Studies
The system went live on day 24. Within the first 30 days, results were measurable across
every part of the pipeline the agency previously had no visibility into.
Business Process Automation · AI Workflow Automation
Quote-to-Booking Time Reduced From 3 Days to Under 5 Hours Across 4 Locations
WHAT & HOW WE AUTOMATED:
A multi-location home services company with four separate manual processes, an overwhelmed admin team, and an owner fielding daily operational problems. After automation, admin hours dropped 78%, quote-to-booking fell from 3 days to 5 hours, and the business saved $67K annually.
Boutique Commercial Law Firm — US Practice
Client Onboarding and Matter Management Running on Automated Workflows
WHAT & HOW WE AUTOMATED:
A boutique commercial law firm with partners spending hours every week on document production, onboarding coordination, and approval routing. After automation, contract turnaround dropped by 83% and partners reclaimed 22 hours monthly for billable work.
Your Operations Should Work the
Same Way Everywhere — Automatically.
Book a consultation and we’ll map your most complex operational challenge. We’ll design the standardized,
automated version together.
Process design before automation — always. We fix the process before we automate it.
