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Stories / notes from the work

Real workflows. Different starting points.

What clients bring us, what we find, and where the work stands. These anonymized engagement notes include early work and a project we declined, not just finished success stories.
A workflow map showing the work between handoffs

Six situations

The problem comes before the technology.

Reported volumes describe the client’s situation. They are not measured savings or promised results.

01 / Early deployment

Membership director, private club, Florida.

“I’m spending half my day copy-pasting the welcome package.”

Welcome drafts in her Outlook since August 24.

Two weeks in: “picking up the inquiries, a couple of hiccups.”

What this taught us

Her members drop by on the way to the car. Email is only half her job.

02 / Audit and mapping

Civil engineering firm, two offices, Michigan.

“I thought of fifty things I’d like to build.”

Five inboxes, one map, a CRM with win rates by the readout.

What this taught us

They were scared to let AI look at their project drive in case it deleted something.

03 / Initial inbox review

Insurance brokerage, owner and ops manager, Detroit.

“I can tell when an email wasn’t written by somebody. I don’t want to lose that.”

Free read of two inboxes, renewals and lapses queued for a human to send.

What this taught us

He said he’d never used AI. He had strong opinions. He’d used it.

Explore insurance workflows →
04 / Discovery conversation

Sleep clinic, Colorado.

15,000 fax pages a month, 1,500 orders, five people typing, half the orders never complete.

A vendor quoted $175,000 to start.

What this taught us

It is a fax, a patient lookup, and a phone call.

05 / Audit scope

Mold remediation, 35 people, Ottawa.

Wants to know which jobs make money.

Two-week audit, then job costing off the inbox.

What this taught us

The numbers were already in the emails.

06 / Not a fit

Private wealth team inside a bank, 20 people.

Three apps on the corporate phone. Copilot picks the model. Nothing leaves the building.

What we did: nothing. Some companies cannot buy this yet, and we say so on the first call.

A repeatable approach

Different businesses. The same first question.

What work keeps repeating, and who is responsible for getting it done? We start there, then decide what is worth building.

Lemonbrand
OpenAI Select Partner

We take the work nobody owns and give it to a robot, then we stay.

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