Case Studies

Proven Results Across Multiple Industries

20+
Hours Saved Per Week
Average across all clients
40%
Operational Cost Reduction
Within first 90 days
10
Days to Go Live
From first call to production
5x
Average ROI
On deployment investment

Client Success Stories

SE
Summit Electrical
Electrical Services
Problem

Managing 50+ active jobs with manual quote follow-ups, CRM updates, and scheduling coordination. 25 hours/week lost to admin.

Solution

Deployed 4 automation workflows: quote follow-ups, CRM sync, job scheduling notifications, and weekly reporting.

Results
  • 18 hours/week saved
  • Quote-to-close ratio improved 22%
  • $4,200/month in recovered revenue
  • Zero missed follow-ups
CI
Cascade Insurance Group
Insurance Brokerage
Problem

200+ policy renewals tracked manually in spreadsheets. Missed renewals costing $15K+/quarter in lost commissions.

Solution

Built automated renewal tracking, client notification system, and commission tracking dashboard.

Results
  • 12 hours/week saved
  • Zero missed renewals
  • $15K/quarter in recovered commissions
  • 95% client retention rate
AP
Atlas Property Management
Property Management
Problem

150 rental units with manual tenant communications, maintenance tracking, and payment follow-ups across 3 different systems.

Solution

End-to-end operations automation: tenant communications, maintenance dispatching, payment tracking, and owner reporting.

Results
  • 30 hours/week saved
  • Maintenance response time cut 60%
  • Payment collection improved 35%
  • Owner satisfaction score: 9.4/10
MC
Meridian Creative Agency
Marketing Agency
Problem

Client reporting, project status updates, and invoice generation consuming 20% of team capacity.

Solution

Automated weekly client reports, project milestone notifications, and invoice generation from project management data.

Results
  • 15 hours/week saved
  • Client reporting now real-time
  • Invoice accuracy improved to 99%
  • Team capacity increased 20%

What Our Clients Say

I was spending Sunday evenings preparing Monday morning reports. Now they're automatically generated and in my inbox before I wake up.

MR
Marcus Rodriguez
Owner, Summit Electrical Services

We tried three different CRMs before realizing the problem wasn't the tool — it was the manual work. FlowAudit solved the actual problem.

SC
Sarah Chen
Managing Partner, Cascade Insurance

My team went from dreading admin days to barely noticing them. The assistant handles everything we used to do manually.

DO
David Okafor
Operations Director, Atlas PM

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