What we have built so far.

Before. A staff of 7 and 20+ students could not keep up with about 30 calls and 100 emails a week from prospective families, so requests were handled by hand and many were missed. Each enrolled student is worth about $24K a year to the school, and about 4 in 10 tours turn into an enrolled student.

What we built. Agents built with the school’s own context: a voice agent and a chat bot that answer prospect requests, so staff can stay on teaching during school hours. We also rebuilt the website with clearer calls to action to capture more inbound traffic.

2 → 7

tours booked per week

+39%

enrollment, measured over the first 3 months

~20 hrs

of staff admin saved per week

What we built. We defined the ideal customer profile, then reached the right stakeholders on LinkedIn, timed to public buying signals read from 250+ sources. Run end to end for the client.

~500

connection requests a week

~5%

reply, about 25 conversations a week

5–10

meetings booked a week

Before. Members only learned whether they paid contract prices after pulling a monthly supplier report and comparing it to their agreed pricing by hand. It was slow, and supplier prices moved with market conditions, so the comparison was often stale before it finished.

What we built. A procurement agent trained inside each member’s environment. It connected read-only to their ERP and supplier accounts and checked spend line by line, SKU by SKU, against contracted pricing. It flagged off-contract and maverick spend and showed procurement leaders which contract each item should move onto. A learning loop kept pricing current on both sides as it changed. It ran across five categories: maintenance repair operations, office supplies, small parcel, information technology, and waste management.

150+

analyses and counting

~18 min

average per analysis

2×

faster maverick-spend tracking than the manual process

How we connect to ERP and supplier accounts safely

1. Read-only by design. A dedicated service account with read-only permission on only the tables or reports needed.
2. Your credentials. You create the account and can revoke it. OAuth or narrow-scope tokens where the system supports them.
3. Least data. Only the fields needed: SKU, quantity, unit price, supplier, date.
4. Locked-down transport. Encrypted connections. For an on-premises ERP, a route you approve (VPN, IP allowlist, or a scheduled secure export). Secrets in a vault, never in code or email.
5. Audit trail. Every pull is logged and visible to you. A person approves anything that changes a recommendation.
6. Easy exit. Revoke the account and access ends. Data is deleted or returned on request.

Turns audience research into approved posts, video and landing pages, so you save hours each week and become a recognized voice in your industry, which brings in more leads. A person approves everything before it goes out.