Invoicing & Cash Flow
LA boutique accounting/business management firm (entertainment clients + restaurants/medical); 35+ years
~25 hours/week saved on bill entry; managing partner saves 10–15 hours/week on review; grew client base same headcount; "cleanest statements" for tax prep (as stated)
Paid: Docyt (quote / subscription)✓ Setup guide
Customer Support & Inbox
medical-device ecom (laser hair growth); 34 employees across NA/Asia/Europe; Boca Raton HQ
7,800 support hours saved annually; resolution 60%→73% (+22%); 20K+ conversations automated; 100 new help articles/month
Paid: Tidio + Lyro (~$39/mo+)✓ Setup guide
Scheduling & Appointments
Waiver Consulting Group, healthcare consulting firm (Medicaid Waiver programs; size not stated); built by agency Hanakano (founded 2023)
"25% more consultations"; "Positive ROI after 3 weeks" (booked enough consultations "to offset its entire cost of development")
Botpress (free tier; agency build optional)✓ Setup guide
Marketing & Content
SisterLove, HIV and sexual health advocacy nonprofit, 1-50 staff; one-person digital marketing team
"saved more than 24 business days of work in nine months" (192 hours); content "ranked number one for keywords in organic search"
Paid: Zapier Pro ($19.99/mo, 14-day trial)✓ Setup guide
Scheduling & Appointments
three-person dental office in Scottsdale (~30 patients/day)
no-shows 18%→7% in the first month; 7.5 hours/week recovered (1.5 h/day); $39/month tools; 11 days from problem to live; first 5pm leave in two years
Tidio (chat) + Motion (scheduling), about $39/mo total✓ Setup guide
Scheduling & Appointments
Sunny Dental, Austin TX (3 providers, 12 staff, 4,200 active patients)
no-shows 22%→14% (35% reduction); call answer rate 64%→98%; new-patient bookings 38→61/mo (+60%); ~$127K annual recovered ($78K no-shows, $39K missed-call new patients, $10K after-hours); waitlist fill 4 hours → 12 minutes; text-confirmed patients show 96%
FrontDesk (14-day trial, then paid)✓ Setup guide
Scheduling & Appointments
clinics (Carbon Health, 81 clinics)
texted links converted 40% to appts; >10,000 appts recovered/yr (vendor)
Hello Patient (quote)✓ Setup guide
Customer Support & Inbox
Cabau Lifestyle, Dutch women's health/fitness brand with a "small CX team"
"3x ticket volume handled without new headcount"; "6-9 additional agent hires avoided"; CSAT 4.3 to 4.6; "600% increase in bundle sales ... (from 2% to 14% of all orders)"; AI cleared a "600-question pile-up ... in minutes"
Gorgias + AI Agent (paid)✓ Setup guide
Scheduling & Appointments
Native Physical Therapy, solo PT practice in Annapolis, MD (founded 2025)
"100% booking rate from leads who leave messages through AI Receptionist"; avoided "$1,500 a month" receptionist cost
Smith.ai AI Receptionist (paid plan)✓ Setup guide
Customer Support & Inbox
LUV Health, San Diego DTC adaptogen/functional mushroom brand (co-founder-led; size not stated)
"50% drop in email support volume"; "1 agent handling support, service, and sales"
Chatbase (free tier; paid plans for more messages)✓ Setup guide
Scheduling & Appointments
Results Medical Aesthetics and Wellness, Tulsa metro
55 appointments in 30 days; 38% after hours; 80% faster responses; "we don't have any empty chairs"
Paid: Podium (Core ~$399/mo + AI Employee add-on)✓ Setup guide
Marketing & Content
Innovetive Petcare (70+ vet clinics across 16 US states; 6-person marketing team)
137 social accounts managed; post engagement +65% YoY across Instagram/Facebook/LinkedIn; Facebook followers +108% YoY; clinics post weather/promos/hospital moments themselves when given Hootsuite access
NewHootsuite (plan by seat/accounts)✓ Setup guide