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Recent work.

A few examples of what we've delivered for trades, service businesses, and nonprofits — the problem each team brought us, what changed, and the outcome they walked away with.

Trades CRM & customer list

From filing cabinets to a working customer list

The problem. A signage company had two decades of estimates, invoices, and client records sitting in PDFs and filing cabinets. They couldn't pull a list of past customers, couldn't see who they hadn't spoken to in a year, and couldn't follow up on quotes that had gone cold.

What changed

We pulled 8,000 records out of legacy PDFs, cleaned and deduped them, and stood up a working CRM with the team's pipeline stages and follow-up sequences. Old quotes were tagged so the team could re-approach customers who'd gone quiet.

Outcome

  • One searchable customer list, used daily by the office
  • Follow-up campaigns running on past quotes that were sitting cold
  • Owner can pull a list of past customers by service or year in seconds
  • Foundation for adding scheduling and review requests next
Nonprofit Paid social & community

Active social and ad campaigns for a major nonprofit

The problem. Quiet pages, irregular posting, and no clear sense of what was driving event registrations. They were spending on social ads but couldn't tell which campaigns were working, and the organic side felt off-brand and inconsistent.

What changed

We took over the content calendar across Facebook and Instagram, ran event-driven paid campaigns with attribution back to registrations, and started a monthly readout the team and the board could actually use.

Outcome

  • Consistent posting across IG and FB the team can keep up with
  • Multiple event-driven ad campaigns tied to actual sign-ups
  • Monthly numbers reported on followers, reach, and registrations
  • Clearer picture of which content drives community growth
Nonprofit Ongoing social & video

Lean social and video for a peace-building nonprofit

The problem. The team supports veterans through retreats with breathwork, surf therapy, and equine therapy — and they needed a steady social presence to fill those programs. No budget for a production crew, no agency, and posting was sporadic.

What changed

We built a lean monthly content engine — scripts, shot lists, real-people footage from the retreats — and now run their Instagram and Facebook with content drawn from the actual work. Volunteers and staff can shoot a few clips and we turn them into a month of posts.

Outcome

  • Consistent monthly posting across Instagram and Facebook
  • Content rooted in real participants and staff, not stock
  • Retreat-specific campaigns supporting each enrollment cycle
  • A steady social presence for a fraction of agency cost
Nonprofit Fundraising document

$1M campaign offering, ready in one working session

The problem. A disability-innovation nonprofit had a $1M fundraising document going out to 25 family offices. The draft was text-heavy and prospects couldn't tell where the money would go. Time was short — they needed something board-ready they could send.

What changed

We rebuilt the offering with a clear hero, structured allocations of where the funds would go, and added a 1-page ROI leave-behind aimed at family-office decision-makers — all inside a single working session with the team.

Outcome

  • A 4-page campaign offering the team could send the next day
  • 1-page Family Office ROI summary that wasn't in the original ask
  • Much clearer answers to the obvious "where does the money go" question
  • Pitch ready for distribution to all 25 prospects
Acquisitions Targeted lead list

A targeted prospect list for a self-storage acquirer

The problem. A buyer wanted to acquire self-storage facilities that fit a specific profile — same owner for 10+ years, no website, low online presence — inside defined regions in Illinois and Florida. Brokers couldn't filter this tightly, and the buyer was wasting time on poor-fit properties.

What changed

We built a prospecting workflow that researched ownership tenure and digital presence in the right geographies, scored properties against the buyer's profile, and delivered a list of facilities that actually matched.

Outcome

  • A short, qualified list of acquisition-ready facilities
  • Owner-tenure and digital-presence signals built into each profile
  • Tight geographic filtering to the buyer's two target regions
  • A repeatable process the buyer can run again in new markets
App build Accessibility

CallForMe: a phone assistant for deaf & hard-of-hearing users

The problem. Phone calls are still a daily barrier for deaf and hard-of-hearing users, older adults, and anyone who finds them stressful. Existing relay options are clunky. The founders needed to get a working app in front of real users quickly to validate the idea.

What changed

We built and shipped a working iOS app where users type what they want to say, an AI voice agent makes the call on their behalf, and responses come back as live text. A small group of beta testers started using it on real calls within weeks.

Outcome

  • A live iOS app in the hands of real users
  • Active beta group making real phone calls through the assistant
  • A simple credit-pack pricing model in production
  • Validated demand for an accessibility-first phone product

Want a quick look at your situation?

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