Case Studies

Real results from real clients. Every project below was built by our team — with measurable outcomes, not marketing claims.

CRM Follow-Up Automation

Professional Services — Jacksonville, FL

Challenge

Leads sat for hours before receiving follow-up. Manual CRM updates caused missed opportunities.

Solution

Automated lead routing, instant AI follow-up messages, and CRM pipeline automation with real-time notifications.

Result

Response time dropped from 4+ hours to under 60 seconds. Follow-up consistency reached 100%.

They automated our CRM follow-ups and lead routing. Before this, leads would sometimes sit for hours before anyone responded. Now everything happens automatically.

Robert B., Jacksonville, FL

SaaS Platform Optimization

Technology — Tampa, FL

Challenge

SaaS platform had backend performance issues causing slow load times and frequent errors.

Solution

Full backend audit, database optimization, API restructuring, and caching layer implementation.

Result

Page load times reduced by 60%. Error rates dropped significantly. User satisfaction improved measurably.

Our SaaS platform had some performance issues and BroadBuilder helped optimize the backend. The site runs faster and errors dropped significantly.

Derek V., Tampa, FL

AI Customer Support Agent

E-Commerce — Jacksonville, FL

Challenge

Support team overwhelmed with routine questions. Response times inconsistent, especially after hours.

Solution

Custom AI chatbot trained on product data, FAQ library, and order tracking — with smart escalation to human agents.

Result

Routine support emails reduced by 45%. 24/7 coverage achieved. Team redirected to complex issues.

BroadBuilder built an AI tool that answers common customer questions automatically. It reduced the number of support emails we receive each day.

Dylan P., Jacksonville, FL

Reporting Automation

Operations — Orlando, FL

Challenge

Morning reporting required an hour of manual data compilation from multiple systems every day.

Solution

Automated data collection across CRM, billing, and project management tools. Report generated and delivered at 7 AM daily.

Result

1 hour saved daily (5+ hours/week). Reports more accurate and available before the workday starts.

BroadBuilder helped automate several reporting tasks we were doing manually. What used to take an hour every morning now takes about two minutes.

Victor S., Orlando, FL

Internal Tool Replacement

Operations — Denver, CO

Challenge

Team managing projects and client data across multiple spreadsheets. No single source of truth.

Solution

Custom web application replacing spreadsheet workflows with a unified dashboard, automated alerts, and role-based access.

Result

Eliminated 4 separate spreadsheets. Data accuracy improved. Onboarding new team members went from days to hours.

We needed a custom internal tool built and BroadBuilder handled the entire project. They built a simple web app that replaced several spreadsheets we were juggling.

Mike R., Denver, CO

Lead Processing Automation

Services — Jacksonville, FL

Challenge

New leads from multiple channels landed in different inboxes. No consistent intake or routing process.

Solution

Centralized lead intake automation — all channels funneled into CRM with auto-assignment, qualification tags, and instant notification.

Result

Zero leads lost to inbox chaos. Consistent intake process across all channels. Response time under 5 minutes.

BroadBuilder automated our lead processing system so new inquiries are organized immediately. Nothing slips through anymore.

Jason P., Jacksonville, FL

Systems Audit & Modernization

Operations — Tampa, FL

Challenge

Growing team running outdated tech stack. Manual processes slowing operations as headcount increased.

Solution

Comprehensive technology audit identifying inefficiencies, followed by targeted automation of highest-impact workflows.

Result

Team saves 10–15 hours per week. Processes standardized. Tech stack modernized without disrupting operations.

We hired BroadBuilder to review our systems because things were starting to feel messy as we grew. They found several processes we could automate.

Chris M., Tampa, FL

Customer Onboarding Automation

Professional Services — Boston, MA

Challenge

Manual onboarding process for new clients. Inconsistent experience depending on who handled the account.

Solution

Automated onboarding flow — welcome sequences, account setup, resource delivery, and check-in scheduling — all triggered on deal close.

Result

Onboarding time reduced by 50%. Consistent experience for every client. Support requests during onboarding dropped.

They automated our customer onboarding process. New clients now receive instructions, account setup, and follow-ups automatically.

Patrick O., Boston, MA

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