Case Study: Boutique Tax Advisory Firm & High-End Kitchen Designer

Tax Firm Problem: Partners billed at $600/hour but spent 10+ hours per week on manual client onboarding—chasing ID documents, sending contracts, and setting up client files.

Kitchen Designer Problem: Their sales team wasted hours writing custom quotes and proposals for each client, and their website generated zero organic leads because they had no technical content.

What we did: For the tax firm, we deployed an automated client intake portal with AI document verification and e-signature routing. For the kitchen designer, we built an AI content engine that generated weekly “Ultimate Guide” blog posts (e.g., “Marble vs. Quartz for Kitchen Islands”) and an automated proposal generator that pulled product specs and pricing into polished PDFs in under 2 minutes.

The result: Tax firm cut onboarding time from 2 days to 20 minutes, freeing up $6k/week in billable capacity. Kitchen designer saw organic traffic triple in 4 months and reduced proposal turnaround from 3 hours to 15 minutes, closing 20% more deals.