See how teams are improving reporting, routing leads, and finding useful answers—then hear from the people putting AI into practice.
Case studies
Practical changes. A clearer way to run the business.
From daily reporting to customer follow-up, these projects show what putting AI into practice can look like.
Waste services · Reporting & reconciliation
Give finance numbers it can use.
Billing, fleet, and accounting records lived in separate systems. Teams needed a clearer picture of revenue and unmatched bills.
What changed
Related projects brought billing and fleet data into an operating dashboard and matched operating records with accounting exports in a Power BI prototype.
What it makes possible
The dashboard’s revenue total and billing query differed by just $2 on approximately $8 million. The reconciliation prototype gave an analyst a daily view of billed jobs without matching payables.
“Having that accuracy around the revenue… having accurate numbers, I think is huge.”
Company CEO · On the operating dashboard
Delivered dashboard and daily-use prototype across related engagements. Agreement between system totals is not a financial audit; margin checks and the broader cloud foundation remained in progress.
Real estate brokerage
Keep new leads moving.
Incoming leads needed routing, and manual handoffs could leave them waiting.
What changed
An AI routing system assigns leads, with a separate monitor checking each run.
What it makes possible
Routing failures can be flagged for attention instead of going unnoticed.
Demolition contractor
Bring the labor picture together.
Crew information and labor hours lived in two disconnected systems.
What changed
A combined view brought 19,500 weekly labor hours into one place.
What it makes possible
Leadership can read the week’s labor across both systems. These are hours made visible, not hours saved.
Services company
Find the answer—and its source.
Board questions meant searching through decks and investor materials.
What changed
A searchable assistant answers from those materials and cites its sources.
What it makes possible
People can check the document behind an answer before relying on it.
Team engagements
More ways to put AI into practice.
Examples of collaborative projects, from operational reporting to research and team resources.
Propane distribution
Turn market data into a prospecting plan.
Analysis identified 443,540 potential propane households in the service footprint and produced a pool of 892 former customers for reactivation outreach.
Research and target lists delivered. These are potential households and outreach candidates, not customers won or realized revenue.
Industrial & environmental services
Research acquisitions and customers together.
Two research engines screened and classified 96 companies, surfacing 7 acquisition targets and 8 priority potential clients.
Research outputs delivered. Targets are candidates for human review, not completed acquisitions or signed customers.
Specialty contracting
Give a team a clear place to start.
A branded AI resource center went live on day one, bringing the roadmap, resources, contacts, and onboarding steps together.
Resource center delivered. Operational dashboards and automations remained scoped pending data access; modeled savings are not presented as achieved results.
“I love the whole concept. I love how we walk through it and all that.”
Sylvia HickeyWestern Arkansas Counseling & Guidance Center
A conversation with Jordan Hardgrave
Hear it in his own words.
Business owner Jordan Hardgrave shares his reaction just after Tal sets up an AI assistant on his computer. He describes the possibilities he sees for his business.
LevelUp video testimonial · 45-second excerpt · Initial setup reaction
“This has already saved me $30,000 just from that alone. Those are real hard numbers.”
The operator described costs associated with an assistant and a planned hire, then explicitly invited Tal to share this message as a testimonial.
Customer-reported estimate, not independently audited. The $30,000 total has no stated time period. This is one person’s account, not a typical or guaranteed result.
Text message · April 2026 · Name withheld
Another operator’s message
A fresh look at recurring costs.
“You just save me over $26,000 a year in 2 days!”
A workshop operator compared AI-generated website drafts with a service costing $2,200 a month, then shared this estimate.
Customer-reported estimate of annual costs, not an independently audited saving. The message does not establish that a full year of savings had already occurred. Individual experience; not a typical or guaranteed result.
Text message · April 2026 · Name withheld
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The reviews behind the words.
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