Clover Financial (Financial Advisor)
Services Provided: AI automation for lead qualification, onboarding, client engagement, appointment scheduling, and follow-ups. Integrated with Charles Schwab and platforms like DocuSign.
Results:
⚡ Reduced time spent on manual lead qualification and booking
🎯 Accurate lead-to-rep assignment based on investment size
📈 Increased client engagement through automated nurture campaigns and reviews
✅ Streamlined onboarding via API integrations with automated document collection
🔁 Automated appointment rescheduling and follow-up workflows
🧠 Improved efficiency and scalability across client management processes
Key Takeaway: Automating lead handling, onboarding, and client engagement allowed Clover Financial to scale operations without sacrificing personalization, freeing the team to focus on strategic growth.
Dr. Shane Swatts (Optometry)
Services Provided: CRM implementation, client segmentation, automated email marketing, appointment workflows, and performance tracking for myopia and dry eye services.
Results:
👁️ Increased conversions for myopia and dry eye evaluations
🧩 Streamlined appointment scheduling with automated rebooking sequences
📬 Personalized nurture emails based on segmented interest levels (YES, MAYBE, NO)
📊 Introduced performance tracking for optimization and data-driven decisions
🚀 Positioned the clinic to scale marketing efforts without additional manual labor
Key Takeaway: With automation and smart segmentation, Agape AI transformed client engagement and allowed the clinic to scale without overwhelming staff—laying a strong foundation for future growth.
Andre Lassiter (Insurance Broker / Financial Services)
Services Provided: AI chatbot for real-time lead engagement, automated follow-ups, smart nurturing, appointment scheduling, human handoff logic, and long-term client communication workflows.
Results:
🤖 Increased lead conversion through AI-powered, real-time engagement
📅 Automated scheduling and rescheduling of appointments
🗣️ Human handoffs at key points ensured high-value lead conversion
🔁 Continuous client nurturing with personalized newsletters and check-ins
💼 Reduced manual workload, enabling staff to focus on relationship-building
📈 Scalable system positioned the firm for expansion without added costs
Key Takeaway: This hybrid AI-human system empowered Andre Lassiter’s firm to engage leads instantly, nurture relationships over time, and scale client services efficiently—without losing the personal touch.
Services Provided: Paid Social Media Strategy, Campaign Management, Performance Analysis
Results:
🚀 First to prove direct profitability with paid social media ads
🛍️ Black Friday campaign with a $60k budget drove over $350k in revenue
📊 Demonstrated incrementality of paid social ads within the broader paid marketing mix
Key Takeaway: Successfully proved the direct profitability and incremental value of paid social within a multi-channel marketing strategy.
Assure Dental (Dental Practice)
Services Provided: Search Engine Optimization (SEO), Google Ads Campaign Management, Social Media Marketing (Facebook & Instagram Ads), Website Development & Optimization
Results:
📈 120% increase in organic website traffic
📞 85% boost in new patient inquiries
💲 40% reduction in cost-per-lead (CPL)
👍 75% higher engagement on social media platforms
Key Takeaway: A multi-channel digital strategy significantly improved online visibility and patient lead generation.
Unfinished Furniture of Wilmington (E-Commerce)
Services Provided: Google Ads Campaign Management, Social Media Marketing (Facebook & Instagram Ads), Landing Page Optimization, E-Commerce Advertising Strategy
Results:
🛒 150% increase in total e-commerce sales
🔍 200% growth in Google Ads conversion rates
📲 90% increase in Facebook & Instagram engagement
💳 25% higher average order value (AOV)
Key Takeaway: Data-driven Google Ads and optimized landing pages drove substantial e-commerce growth.
Tinsley Surgical (General Surgery & Vein Care)
Services Provided: Search Engine Optimization (SEO), Google & Bing Ads Campaign Management, Website Optimization & Landing Page Development
Results:
🔍 150% increase in organic search traffic from SEO optimization
📞 75% increase in patient inquiries & appointment requests
💲 40% reduction in cost-per-lead (CPL) from Google Ads
🧠 Higher engagement with patient education blog content
Key Takeaway: Strategic SEO and PPC efforts improved lead quality while reducing costs.
All About Energy Solutions (Home Services – Attic & Crawl Spaces)
Services Provided: SEO & Content Strategy, Google Ads (PPC Campaigns), Social Media Marketing (Facebook & Instagram Ads), Website Optimization & Lead Generation
Results:
🔍 170% increase in organic search traffic
📞 90% more booked energy audits & consultations
💲 45% lower cost-per-lead (CPL) from Google Ads
🔧 Higher engagement & conversions from Facebook & Instagram ads
Key Takeaway: Improved website content, paid search, and social media strategy boosted leads and consultations.
Cape Fear Cleaning Solutions (Home Services – Carpet Cleaning)
Services Provided: Custom Website Design & Development, User Experience (UX) Optimization, Search Engine Optimization (SEO), Conversion Rate Optimization (CRO)
Results:
🌐 140% growth in organic search traffic
🛠️ 85% increase in online quote requests
📉 50% reduction in bounce rate
📞 More direct service calls from website visitors
Key Takeaway: A modern, optimized website design led to higher traffic and conversions.
Husek Brothers Fencing (Home Services – Fencing)
Services Provided: SEO, Google Ads Campaign Management, Social Media Marketing (Facebook & Instagram Ads), Email Marketing, Connected TV (CTV) & OTT Advertising, Internet Radio Ads, Display Advertising
Results:
🚀 200% increase in organic traffic from SEO optimization
🎯 51% lead conversion rate, up from 41.58%
💲 35% reduction in cost-per-lead (CPL)
💬 80% higher engagement on social media platforms
Key Takeaway: Diversifying digital ad channels resulted in higher-quality leads and improved cost-efficiency.
Kleen Breeze (Home Services – Mold Remediation)
Services Provided: Google Ads (PPC Campaigns), Local Search Engine Optimization (SEO), Landing Page Development & Optimization, Conversion Tracking & Analytics
Results:
🌿 150% growth in organic search traffic
🛠️ 70% increase in service bookings
💲 40% decrease in Google Ads cost-per-lead (CPL)
🌟 Higher Google My Business rankings with more positive reviews
Key Takeaway: Improved Google Ads and SEO strategies resulted in higher-quality HVAC service leads.
Salt Air Heating, Cooling & Electrical (HVAC Services)
Services Provided: SEO & Blogging, Google Ads (PPC Campaigns), Social Media Marketing (Facebook & Instagram Ads), Connected TV (CTV) & Internet Radio Advertising, Web & Banner Advertising
Results:
🔥 120% growth in organic website traffic
🌬️ 80% increase in booked HVAC & electrical service calls
🔄 40% boost in Salt Air Membership plan sign-ups
📺 Higher brand recall through CTV & radio advertising
Key Takeaway: A full-funnel digital marketing strategy expanded brand awareness and increased service bookings.
La Belle Vie Plastic Surgery
Services Provided: SEO, Google Ads (PPC Campaigns), Social Media Marketing (Facebook & Instagram Ads), Email Marketing, TV Streaming Advertising (CTV/OTT Ads)
Results:
💆 180% increase in organic traffic from SEO optimization
📞 70% boost in consultation requests
💲 50% decrease in cost-per-lead (CPL) from Google Ads
💖 95% higher engagement on social media
Key Takeaway: An SEO-focused strategy combined with targeted ads improved patient inquiries and brand recognition.
Milam Plumbing
Services Provided: SEO, Google Ads (PPC Campaigns), Social Media Marketing (Facebook & Instagram Ads), Public Relations (PR) Strategy, Connected TV (CTV) Advertising
Results:
🚰 200% increase in organic website traffic
🛠️ 120% growth in booked plumbing service appointments
💲 35% lower cost-per-lead (CPL) for Google Ads
👷♂️ Successful recruitment campaign with new plumber hires
Key Takeaway: Targeted digital marketing efforts led to increased leads and successful recruitment campaigns.
KodeKloud
Services Provided: Video editing, content repurposing, YouTube Shorts creation
Results:
📈 Managed video editing for a 200K+ subscriber YouTube channel
🎯 Turned complex DevOps concepts into engaging Shorts with clear, animated visuals
🔍 Achieved high engagement by simplifying technical content into accessible, engaging short-form videos
Key Takeaway: Ability to simplify technical content into accessible, engaging short-form videos with clean animations and smooth transitions.
Muay Fly Rich
Services Provided: Podcast editing, content strategy, social media management, short-form video creation
Results:
🔄 Transitioned content strategy from real estate → men’s topics → Muay Thai
📺 Achieved over 5 million views on Instagram Reels
🤝 Secured sponsorships with brands like RDX
Key Takeaway: Proven expertise in evolving content strategy across different niches while generating viral content and brand sponsorships.
Lewis Mendoza
Services Provided: Content strategy, social media management, video editing
Results:
🚀 Grew social presence to over 60,000 followers across Instagram and TikTok
🎬 Created engaging content that led to acting roles on Hulu and Telemundo
👥 Built a recognizable online presence with consistent branding and content themes
Key Takeaway: Ability to create engaging content that converts online success into real-world opportunities.
Evolution Performance Center
Services Provided: Social media strategy, video editing, content creation
Results:
🎯 Increased TikTok following by 12,000 in just two weeks
👀 Generated 500,000+ views through strategic, engaging short-form content
📈 Helped the gym become one of the fastest-growing in the area through Instagram growth
Key Takeaway: Demonstrated success in driving growth for a local business through short-form content and platform-specific strategies.
The Optimized Women Podcast
Services Provided: Podcast editing, content creation, social media strategy
Results:
📈 Grew Instagram following to nearly 12,000 through consistent, branded content
🎙️ Created content that resonated with a highly engaged, niche audience
🤝 Built a dedicated community centered around women’s health and wellness
Key Takeaway: Ability to foster organic growth for educational and community-focused podcasts.
💬 Stacy, STAEWYNN - Luxury Travel
💬 Andrew, East Bay Vending Machines
💬 Michael, KodeKloud - YouTube Channel
💬 Feliks, Feliks Investigations Group
💬 Richard, MuayFlyRich - Influencer
💬 Gretchelle, PowerWithG - Podcast
Let’s Scale Your Business