AUTOMOAT — FILED ON THE RECORD
CASE STUDIES

What the work looks like once it's running.

The numbers, the workflows, the timelines. Filter by the kind of business that sounds like yours, the vertical you run in, or the workflow that's hurting most.

COMPOSITE = DRAWN FROM REAL ENGAGEMENTS; IDENTIFYING DETAILS CHANGED. NAMED FOUNDING-COHORT CASES REPLACE COMPOSITES AS THEY SHIP.

AUDIENCE
VERTICAL
WORKFLOW
10 STORIES · OF 10 TOTAL
CPA · ESTABLISHED FIRMCOMPOSITE SCENARIO
12 → 5 days
35 PARTNERS, 140 STAFF

Monthly close from 12 days to 5 at a 35-partner CPA firm

Monthly close from 12 days to 5. $1.2M annualized capacity recovered. CAS service line live in month 6.

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HVAC · OWNER-OPERATORCOMPOSITE SCENARIO
$94K recovered
22 TRUCKS, 38 STAFF

$94K of inbound recovered at a 22-truck HVAC operator

$94K of inbound recovered, annualized. Owner took a two-week vacation in month 6 — business grew 18% during it.

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Law · ESTABLISHED FIRMCOMPOSITE SCENARIO
3.2× throughput
14 ATTORNEYS, 22 STAFF

Discovery throughput 3.2× at a 14-attorney boutique litigation firm

Discovery review throughput 3.2× in 9 weeks. Realization +18 points. Two new attorney practices onboarded without adding overhead.

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Dental · OWNER-OPERATORCOMPOSITE SCENARIO
14% → 4% no-shows
6 CHAIRS, 11 STAFF

No-show rate 14% to 4% at a 6-chair general dental practice

No-shows 4% in 30 days. Chair utilization +9 points. $140K annualized revenue lift by month 6.

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Consulting · ESTABLISHED FIRMCOMPOSITE SCENARIO
$420K capacity
22 STAFF

$420K of capacity recovered at a 22-person boutique consultancy

$420K of annualized capacity recovered. Win rate up 11 points. Knowledge layer reduced senior-partner time on proposals by 70%.

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Marketing · ESTABLISHED FIRMCOMPOSITE SCENARIO
2.4× throughput
18 STAFF

Production throughput 2.4× at a 18-person marketing agency

Production throughput 2.4× in 60 days. Senior-creative time on revisions down 65%. New retainer capacity sold within 90 days.

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Auto Repair · OWNER-OPERATORCOMPOSITE SCENARIO
28 hrs → same-day
8 BAYS, 14 STAFF

Quote turnaround 28 hrs to same-day at an 8-bay auto repair shop

Same-day quote turnaround in 30 days. Conversion up 18 points. $52K annualized recovered.

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Veterinary · OWNER-OPERATORCOMPOSITE SCENARIO
31% → 64% recall
3 VETS, 9 STAFF

Recall workflow rebuilt at a 3-vet small-animal clinic

Recall response rate 31% → 64%. Patient retention up 12 points. Wellness-plan signups doubled in 90 days.

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Coaching · Promoat brand-family · BRAND FAMILYPROMOAT BRAND-FAMILY
1 → 4 coaches
SOLO FOUNDER → 4-COACH PRACTICE

From founder-led to advisory-team-led: a Promoat client scaling a coaching practice

Founder-led practice scaled from 1 to 4 coaches in 9 months. Founder's direct-coaching hours down 60%.

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Creative Services · Promoat brand-family · BRAND FAMILYPROMOAT BRAND-FAMILY
Owner-extracted
OWNER-OPERATOR, ~$2M ARR

From owner-as-everything to owner-as-CEO: a Promoat client in creative services

Owner extracted from 80% of daily delivery work in 12 months. Practice revenue up 65% on flat headcount.

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These could be your numbers in 90 days.

The Founding Cohort is the first five clients on preferential terms — in exchange for a public case study and quarterly check-ins. Once it fills, the cohort closes.

Apply to the Cohort →