AI automation case studies
Specific outcomes from specific engagements. Numbers, tools used, and what the automation actually does, not marketing copy.
Proof, not promises
Every study follows the work from problem to outcome.
Problem
System
Outcome
Industry
Service
450
Connection requests sent
LinkedIn outreach that actually gets replies
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 study · Internal OrchestriAI growth system
1,016
Leads sourced in 30 days
How we turned Reddit into 30 qualified opportunities 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 study · Internal OrchestriAI growth system
Eliminated
Manual research per lead
Cold Email Personalization Using Live Meta Ads Data
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.
Verified client engagement · Marketing agency running outbound for B2B clients
2.5 hrs → 20 min
Prep time per review
Annual Review Prep: From 2.5 Hours to 20 Minutes
87% reduction in review prep time. 90 clients × 70 fewer minutes each = 105 hours reclaimed annually.
Verified client engagement · Solo RIA, 90 client households
68 → 41 days
Days in AR
Automated AR Follow-Up: Days in AR Dropped from 68 to 41
Days in AR dropped 40%. Outstanding balances over 90 days reduced by more than half.
Verified client engagement · Multi-specialty clinic, 8 providers
40% → 71%
Denial recovery rate
Tripling Claim Denial Recovery with a Multi-Agent System
Appealable denial recovery rate went from 40% to 71%. The team now handles 3x the claim volume with the same headcount.
Verified client engagement · Regional medical billing department, 5-person team
2-3 weeks → under 1 week
Onboarding time
RIA Onboarding: From 3 Weeks to Under a Week
Onboarding time cut 65%. The compliance team noted a cleaner audit trail than their previous manual process.
Verified client engagement · Meridian Financial Advisors, 85 client households
4 hrs → 0
Monthly update time
Automating Client Portal Updates for a 120-Client RIA
Monthly portal updates went from 4 hours of manual work to fully automated. Client satisfaction scores improved within one quarter.
Verified client engagement · Independent RIA, 120 client households, 3 advisors
0 since launch
Missed compliance updates
Compliance Documentation That Holds Up: An Independent RIA
Zero missed compliance updates since launch. Mock exam auditor specifically noted documentation quality.
Verified client engagement · Independent RIA, 140 client households
Browse every case study
The complete set of client engagements and internal OrchestriAI studies.