Case studies

Real systems, running in real businesses

Name: FirstCoast.ai
Address: Northeast Florida (the First Coast); remote nationwide.

No stock-photo success stories. Every engagement below is a production system we built, shipped, and stand behind, described exactly as it works. Where a client let us share numbers, the numbers are here.

New business launches
New Business Launch Toolkit
A launch-readiness audit built on a 152-item standard: what a new business has in place, what is missing, and what breaks first.
- Covers the seam the attorney, the CPA, the web designer, and the insurance agent each leave to someone else
- Every item scored in place, partial, missing, or unverified, with the evidence behind the call
- Findings grouped by urgency: launch blockers, the first 30 days, the first 90, and triggered later
Productized diagnostic
Business Gap Scanning Service and Deep Dive Audits
A free automated scan of what a stranger, a search engine, and an answer engine can see about a business, plus a paid deep dive that goes where no probe can.
- 45 automated checks for about three cents of compute, each finding named with its evidence
- Reports only what was actually verified: an unrun check is never presented as a finding
- Roughly a fifth of recommendations route to a licensed professional or the owner, not to us
B2B marketing agency
AI Search Visibility Audits
A 21-check audit spanning Search Engine Optimization (SEO), Generative Engine Optimization (GEO), and Answer Engine Optimization (AEO): every check deterministic, every claim backed by evidence.
- Caught a one-character bug in a geo-redirect that hid a client's site from every AI crawler while Google saw it fine
- Fixed the same week: technical readiness moved from 63 to 80 with zero content changes
- A check that cannot run is reported as unmeasured, never passed off as a pass or a failure
Professional services
Automated Inbox Cleanup, Monitoring, and Email Drafts
One inbox, three agents: mail that matters gets a drafted reply, mail that does not gets cleaned up, and sent mail nobody answered gets surfaced.
- Client email in Gmail is classified and answered with a context-aware draft saved in-thread, never auto-sent
- Cleanup runs on per-sender verdicts with a protect list the AI can't overrule; nothing is ever permanently deleted
- Only one-click unsubscribes are automated, and the whole system runs for about a dime a month
Cultural heritage archive
AI Chat Agent for a Historic Art Archive
A painter's complete catalogue of 238 works, with a grounded AI chat agent as its front door.
- Answers only from the archive, cites the work it references, and never offers valuations or authentication opinions
- Invites visitors who know something about a lost painting to contact the family
- Every restoration crop of an irreplaceable scan requires a recorded human decision
Family real estate holdings
Elder-First AI Assistant
A private assistant for a two-property family company whose primary user is a non-technical owner in his eighties.
- The tool list is the guardrail: nothing the assistant can call touches money, accounts, or the outside world
- AI vision identifies photographed household items and flags potentially valuable pieces before they leave the house
- Anything outbound waits for a family approval tap in Telegram; deadline watchers run without AI, so they cannot fail on an API hiccup
Agency lead pipeline
Automated Site Analysis for Inbound Leads
A prospect shares their URL in chat and gets a genuine site review within one business day.
- Checks AI visibility, search fundamentals, page speed, and email deliverability
- The lead files into HubSpot and the reply drafts in Gmail
- A human approves every word before it sends
Mid-sized employer on ADP
Automated Candidate Screening and Multiple Job Site Integrations
ADP, Greenhouse, the careers site, and an outside job board, synced through one AI reasoning pipeline.
- Job postings publish from ADP and Greenhouse to the website automatically, with no duplicate entry
- An hourly XML feed keeps openings current on the RecruitMilitary job board
- Every candidate is scored with written reasoning attached
- Recruiters work a ranked list instead of a pile
Professional services
Text-to-Invoice and Automated Billing
Time logged by text message, invoices drafted in QuickBooks Online.
- One plain-English Telegram message logs hours against the right client
- One tap creates a draft invoice in QuickBooks Online at that client's rate
- Retainer invoices draft themselves on the 1st, and every invoice is human-reviewed
Commercial real estate
AI Leasing Agent for Commercial Real Estate
Created for a large warehouse property: a single-property marketing site with an AI leasing agent on the inquiry desk.
- Answers spec, zoning, and pricing questions 24/7 from the property's own documents
- Recognizes tour requests and LOI conversations and qualifies them
- Routes qualified tenants straight to the broker's inbox with conversation context attached
Contractor, regulated industry
RFP and Proposal Automation
New RFPs arrive pre-drafted from the company's own approved answer library.
- Runs inside their Microsoft 365 environment, with SharePoint and Word in the loop
- Extracts RFP questions with complex tables intact
- Bidding capacity grew without a new hire
Professional services agency
Building an Agentic Operating System
An entire company run on AI agents, with one version-controlled knowledge base as the shared brain.
- Twenty-plus agents cover lead intake in HubSpot, invoicing in QuickBooks Online, Zoom call notes, and a morning brief across every active project
- Every outward-facing email, invoice, and proposal is drafted for one-tap approval in Telegram, never auto-sent
- Total metered AI spend: a few dollars a month

Your business has one of these bottlenecks

Repetitive questions, duplicate data entry, unlogged hours, or an inbox that runs you. The Discovery Audit finds which one is costing you the most.

Book a Discovery Audit

Real systems, running in real businesses

New Business Launch Toolkit

Business Gap Scanning Service and Deep Dive Audits

AI Search Visibility Audits

Automated Inbox Cleanup, Monitoring, and Email Drafts

AI Chat Agent for a Historic Art Archive

Elder-First AI Assistant

Automated Site Analysis for Inbound Leads

Automated Candidate Screening and Multiple Job Site Integrations

Text-to-Invoice and Automated Billing

AI Leasing Agent for Commercial Real Estate

RFP and Proposal Automation

Building an Agentic Operating System

Your business has one of these bottlenecks