Proven Results

Real Businesses. Real Systems. Real Results.

Every system we build starts with a real problem. Here’s what happens when we solve it.

The Problems Are Always the Same

Two people texting the same prospect. Leads sitting in a spreadsheet no one checks. Three sources coming in with zero system connecting them.

That was Oz Bozeman Coworking. Over 60 untouched leads and a team with no idea who was working what. We audited, built the system, and had it running on day one.

See how we fixed it →

📨
Waypoint · now
New lead assigned to you — Oz Bozeman
9:41
Waypoint Systems
● Live system active
Any new leads come in?
System’s on it. You’ll get a text the second one hits.
Message
AI Operations Center
Live
System 01 · Daily Command Center
7:02 AM Good morning, PollyAnna. Here’s your day.
#1
Sarah Mitchell
Buyer inquiry · 3 days no contact
Call Now
#2
James Thornton
Referred · Follow up due today
Today
#3
Claire Weston
New inquiry · Big Sky listing
New
Lofty Gmail Calendar MLS 1 Briefing
System 02 · Lead Response
New Lead Comes In
Website form submitted
0 seconds
Team Alert Sent by SMS
Full lead details in their pocket
Instant
AI Response Sent + CRM Logged
Professional reply · Task assigned
< 5 minutes
Escalation Armed
Fires automatically if no follow-up logged
Auto-armed
5 platforms connected Responds 24 / 7

A Luxury Broker’s Morning Briefing and Lead Response, Automated

We built PollyAnna (and her team) a system that pulls every platform she uses into a single morning briefing and ensures no new lead goes more than five minutes without a professional response.

The goal was not more tools. It was fewer decisions, less platform-switching, and a team that starts every day knowing exactly who to call and what needs attention.

The result is a brokerage that responds like a team twice its size. When the right systems are in place, leads don’t wait, follow-up doesn’t slip, and PollyAnna can focus on the work that actually closes deals.

Read the full case study →

A Law Firm That Responds Like a Larger One

We built Schulte Law Firm a system that responds to every new inquiry within minutes, moves clients from consultation to signed engagement the same day, and follows up on documents and billing automatically.

The result is zero leads lost to slow response, a client file that is complete in hours instead of days, and a practice that operates without manual follow-up holding it back.

See how we built it →

SCHULTE LAW FIRM P.C.
Personal Injury · Criminal Defense · Missoula, MT
Case No. #2024-1047
Date May 16, 2026
Case Milestones
Inquiry received 09:14 AM
AI response sent 09:17 AM
Digital intake complete 10:45 AM
Engagement signed 02:31 PM
Client file complete 03:58 PM
Total intake time Same day
FILED
E-Commerce Automation Guide
For DTC Brands
Runs Automatically
Off Your Plate
Cart recovery sequence
Post-purchase check-ins
Review requests at day 14
Trade-in trigger at day 90
Repeat buyer outreach
Manually emailing shoppers
Tracking order dates by hand
Chasing reviews one by one
Guessing when gear is outgrown
Hoping customers come back
22%
Cart Recovery
4x
More Reviews
2x
Repeat Purchases
AI
We built the system. Sam just ships the gear.

A Kids Gear Brand That Keeps Selling

We built Morrison Outdoors a system that recovers abandoned carts with a timed three-touch sequence, collects reviews from every delivered order without a single manual email, and triggers a trade-in offer at 90 days that brings customers back before they outgrow the gear.

The result is 22 percent of abandoned carts recovered, four times more product reviews in 60 days, and a repeat purchase rate that doubled without adding a single hour of manual outreach.

See how we built it →

The Tool Was There. But No Training.

Prompts with no context. Output nobody uses. One person on the team figured it out, the rest gave up after the first try. Generic responses that don't sound anything like your business. A subscription nobody's opening. A tool that was supposed to save time somehow creating more of it. A tool the whole team has quietly given up on.

Before we train anyone, we watch how they work. What you see here is what we find in almost every team we sit down with. The case study below shows what happens when we fix it.

See how we trained them →

AI Training Results
Engel & Völkers · Bozeman, MT
15
Agents
Trained
100%
Adoption
Rate
Using AI for
Listing Descriptions
Client Emails
Market Reports
Social Content
Offer Drafting
Lead Follow-Up
AI
Full-Office Rollout · Claude & ChatGPT

READY TO IMPROVE HOW YOUR BUSINESS RUNS?

Let’s Fix What’s
Slowing You Down