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Case Studies
Specific outcomes from specific engagements. Numbers, tools used, and what the automation actually does — not marketing copy.
450
Connection requests sent
In a 30-day window, our LinkedIn lane sent 450 targeted connection requests, earned 28 accepts, and moved 24 leads into reply stage or beyond instead of dumping effort into vanity activity.
Internal OrchestriAI growth system
1,016
Leads sourced in 30 days
We used the same managed Reddit process we sell to clients to source 1,016 leads, move 246 into active conversations, and push 30 into qualified-or-beyond pipeline stages in 30 days.
Internal OrchestriAI growth system
Eliminated
Manual research per lead
Automated lead enrichment that pulls real-time Meta Ads Library data and generates personalized cold email openers based on each prospect's active ad campaigns.
Marketing agency running outbound for B2B clients
2.5 hrs → 20 min
Prep time per review
87% reduction in review prep time. 90 clients × 70 fewer minutes each = 105 hours reclaimed annually.
Solo RIA, 90 client households
68 → 41 days
Days in AR
Days in AR dropped 40%. Outstanding balances over 90 days reduced by more than half.
Multi-specialty clinic, 8 providers
40% → 71%
Denial recovery rate
Appealable denial recovery rate went from 40% to 71%. The team now handles 3x the claim volume with the same headcount.
Regional medical billing department, 5-person team
2-3 weeks → under 1 week
Onboarding time
Onboarding time cut 65%. The compliance team noted a cleaner audit trail than their previous manual process.
Meridian Financial Advisors, 85 client households
4 hrs → 0
Monthly update time
Monthly portal updates went from 4 hours of manual work to fully automated. Client satisfaction scores improved within one quarter.
Independent RIA, 120 client households, 3 advisors
0 since launch
Missed compliance updates
Zero missed compliance updates since launch. Mock exam auditor specifically noted documentation quality.
Independent RIA, 140 client households