Client Engagements

Real Businesses.
Practical AI Work.

Explore deployed systems, operating results, and the audit and design work that comes before a build. Each case study explains what SterlingAI delivered and where the engagement stands.

14 Engagements|7 Industries|Design + Implementation

Engagement Index

Explore 14 client engagements.

Real Estate Development · Audit & System Design

One blueprint. From land to long-term holdings.

We mapped a lean developer’s business into one plan: find land, build, sell, and manage holdings.

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1. Find land

→Screen deals, compare prices, and check subdivision potential.

2. Plan the project

→Connect architectural plans, engineering, permits, budgets, and trade scopes.

3. Keep building

→Link schedules, crew text reminders, inspections, and next steps.

4. Track materials & costs

→Match deliveries to work dates. Track receipts and spending by property.

5. Sell the property

→Organize final inspections, realtor handoffs, listing documents, and close-out.

6. Oversee holdings

→Bring self-storage occupancy, rental payments, and held assets into one reporting view.

Audit deliverables

→A clear workflow map with defined handoffs.
→Shared cost-code standards across budgets and books.
→A phased build plan, starting with construction coordination.
→Human approval points and pilot tests before rollout.
Executive Operations · Deal Closing

From two hours of back-office work to a 20-minute review.

Every closed deal used to put the CEO back in the books. SterlingAI prepared the journal entries and payment drafts, cutting his work from 90–120 minutes to 15–20 minutes per deal.

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90–120 min
CEO time per deal before
15–20 min
CEO review time per deal now
250
deals closed last year
292–438 hrs
estimated annual hours freed at 250 deals

Organize the closing

→Sort deposits, trade-ins, payoffs, financing charges, and commissions when a deal closes.

Prepare the financials

→Categorize and label journal entries. Draft checks and wires with the supporting documents.

Review before payment

→The CEO reviews the prepared documents. The system does not send payments autonomously.

Business Impact

→70–105 minutes freed up per deal.
→Journal entries prepared instead of manually assembled by the CEO.
→Checks and wires drafted for review, not sent autonomously.
→The CEO keeps financial oversight without preparing every transaction.
Yacht Brokerage · Customer Reactivation

$27,000 in value from past customers in under 24 hours.

A yacht brokerage wanted to fill winter storage and book seasonal service work. SterlingAI turned existing customer history into personalized outreach, managing the text conversations, CRM, and follow-up cadence.

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$27,000
combined deposits and estimated service value
<24 hours
results from the initial outreach
12
signed winter-storage contracts
15
winter-service agreements

Find the right customers

→Review 18 months of CRM history and identify approximately 175 past boat buyers.

Make the message personal

→Tailor outreach to each customer’s boat and location relative to the marina.

Manage the conversations

→Manage text replies, CRM records, and the follow-up cadence around winter storage and service.

Business Impact

→Approximately $12,000 in winter-storage deposits.
→An estimated $15,000 in service and maintenance work.
→Results came from the initial outreach to past customers.
→Customer context guided the messages and follow-through.
Real Estate Sales · Database Reactivation

Cold leads turned to $9 million in property transactions.

A real estate team had 26,000 leads. We narrowed the database to 1,921 contacts that had been cold for at least six months, then tested automated SMS outreach with about 500. The test reopened 98 real conversations and uncovered 23 interested prospects, including 5 active buyers representing $9 million in property value. One buyer was pursuing a $6.6 million home. The system was then rolled out to the remaining eligible leads as an ongoing reactivation program.

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26K
leads reviewed in the original database
1,921
dormant leads selected for reactivation
~500
leads included in the initial test
$9M
property value uncovered

Automated reactivation

→The 26,000-lead database was narrowed to 1,921 contacts that had been cold for at least six months
→About 500 were selected for the initial test, with texts sent automatically from each assigned agent's number
→The successful test was rolled out to the remaining eligible leads as an ongoing reactivation program

Conversation review

→98 real conversations were reviewed line by line instead of relying on activity data alone
→23 prospects showed genuine interest: 5 active, 8 warm, and 10 with longer timelines
→The 5 active buyers represented $9 million in property value, including one buyer pursuing a $6.6 million home

Accurate handoff

→Each active and warm opportunity was mapped to an agent, buyer criteria, and follow-up timeline
→The automated reply tag surfaced only 13 of the 23 genuine conversations and missed 10 opportunities
→Hot prospects received a 24 to 48 hour follow-up plan while warm prospects moved into dated nurture

Business Impact

→Narrowed 26,000 leads to 1,921 dormant contacts ready for reactivation
→Found 5 active buyers representing $9 million in property value, including one buyer pursuing a $6.6 million home
→Uncovered 8 warm prospects and 10 additional longer-horizon opportunities
→Expanded the successful test to the remaining eligible leads as an ongoing reactivation program
Financial Services · Lead Reactivation

319 lost leads turned into about $49,000 in closed sales.

A debt consolidation company was spending about $25,000 each month on paid leads its sales team could not reach. We moved a test batch of 319 stale leads into an AI-assisted SMS system. It reopened 120 conversations, qualified 87 prospects, and created 75 booked appointments or immediate callback requests. Fourteen closed deals produced an estimated $49,000 in sales, based on deal values of $3,000 to $4,000.

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319
stale leads re-engaged in the test
120
conversations reopened through SMS
75
appointments or immediate callback requests
~$49K
closed sales from 14 deals

Re-engage stale leads

→On day three, 319 leads that had not answered repeated calls moved into an SMS follow-up sequence
→The opening message referenced the original inquiry so the prospect could quickly remember the context
→Conversations continued outside call-center hours, letting prospects reply when it was convenient

Qualify in conversation

→The system asked conversational questions to confirm the prospect's need and fit
→120 leads responded and 87 met the qualification criteria
→Answers were captured and prepared for human sales follow-up

Hand off to sales

→Qualified prospects could request an immediate call or choose an appointment time
→The system created 75 handoffs through booked appointments and instant callback requests
→Human sales representatives handled the final conversation and closed 14 sales

Business Impact

→Recovered revenue from leads the business had already paid for, reducing pressure to buy more leads
→Converted 23.5% of the test batch into a scheduled appointment or immediate callback
→Let prospects respond on their own time, including after the phone team had finished for the day
→Kept salespeople focused on live conversations and closing instead of repeated unanswered dialing
Real Estate · Underwriting

A full underwriting ecosystem.

A private equity firm expanding into a new market faced a familiar constraint: hiring a data processor, underwriter, and additional analysts for a single geography doesn't scale. Instead of growing headcount, we deployed an AI-powered underwriting pipeline on top of the existing team — enabling them to 10x deal throughput without a single new hire.

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Memphis, Tennessee skyline
20x
increase in daily deal throughput — from 5–10 to 100+
0
new hires required for market expansion
Metro-wide
underwriting coverage across an entire city
Minutes
from listing to fully underwritten deal package

Data Acquisition

→MLS scraping agent — continuously scours active and off-market listings across the target metro
→Public records agent — aggregates tax assessments, insurance history, zoning, and lien data per property
→Neighborhood intelligence agent — pulls demographic, crime, school rating, and walkability data for contextual analysis

Underwriting Engine

→Comp analysis agent — identifies and weights comparable sales to generate automated valuations
→Deal scoring agent — underwrites each property against the firm's investment criteria and return thresholds
→Risk flagging agent — surfaces title issues, environmental concerns, and market anomalies before human review

Decision Layer

→Dashboard agent — renders underwritten deals in a single-glance display for rapid analyst triage
→Portfolio fit agent — evaluates each deal against existing portfolio concentration and exposure limits
→Alert agent — pushes high-conviction opportunities to the team in real time via existing communication channels

Business Impact

→Eliminates the headcount-per-market constraint — expand into new geographies without expanding payroll
→Existing team operates at 20x throughput — senior analysts focus on decision-making, not data assembly
→Full underwriting pipeline from MLS to deal memo runs autonomously — speed to offer becomes a competitive advantage
→Directly applicable to any acquisition-heavy firm — multifamily, industrial, retail, or mixed-use portfolios
Digital Manufacturing · Intelligent Quoting

From days to hours. From hours to revenue.

A digital manufacturing company processing CNC production jobs — brake housings, bevel gears, custom components — was bottlenecked at the quoting stage. Every inbound request required manual review of CAD drawings, material analysis, and production planning before a quote could go out. The result: days of turnaround, lost deals to faster competitors, and a quoting team buried in repetitive analysis. We deployed an AI-powered quoting engine that monitors CAD files, analyzes material specifications and production requirements, and generates accurate quotes in hours instead of days.

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Etch digital manufacturing project management dashboard
Days → Hours
quote turnaround time — from multi-day manual process to same-day delivery
3x+
increase in quoting volume — more quotes out the door, faster
Higher
conversion rate driven by speed-to-contact advantage
0
additional headcount on the quoting team — same team, exponentially more output

Intake & Triage

→Lead capture agent — monitors inbound emails, web forms, and RFQs to automatically route new quoting requests
→CAD analysis agent — ingests technical drawings and extracts part geometry, tolerances, and complexity scoring
→Material classification agent — identifies material type, grade, and sourcing requirements from specs and drawings

Quoting Engine

→Production planning agent — determines machine time, tooling, setup, and run estimates based on part analysis
→Cost modeling agent — calculates material cost, labor, overhead, and margin to produce an accurate quote
→Quote generation agent — assembles the final quote package with pricing, lead time, and production notes for client delivery

Pipeline & Conversion

→Speed-to-contact agent — ensures quotes reach prospects within hours, not days, dramatically improving conversion rates
→Follow-up agent — tracks open quotes, sends timely reminders, and escalates high-value opportunities
→Project tracking agent — manages status across categories: analyzing, submitted, in production, quality control, shipped

Business Impact

→Speed-to-quote becomes a competitive moat — the first accurate quote in a prospect's inbox wins the job
→Quoting team shifts from repetitive analysis to exception handling and relationship management
→Directly increases top-line revenue by converting more inbound demand without adding headcount
→Applicable to any job-shop or make-to-order operation — machining, fabrication, injection molding, or contract manufacturing
Enterprise Intelligence · Unified Knowledge Base

The organization's single brain.

Every department generates data. Almost none of it talks to the rest. Operations doesn't see what finance knows. Sales doesn't see what product is building. Customer service resolves issues that marketing is actively promoting. We built a unified intelligence layer — a single brain that ingests context from every department and makes it available to every decision, in real time, across the entire organization.

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Unified enterprise knowledge base architecture
7
departments unified into a single intelligence layer
Real-time
cross-departmental visibility — no more quarterly lag
1
source of truth — visible, editable, owned by the operator
Direct
impact on shareholder valuation through operational clarity

Revenue & Market Intelligence

→Sales intelligence agent — surfaces pipeline data, win/loss patterns, and deal velocity across the org
→Marketing performance agent — tracks campaign ROI, attribution, and content engagement in real time
→Customer service agent — aggregates support tickets, churn signals, and satisfaction trends into actionable insight

Operations & Finance

→Operations agent — monitors workflow efficiency, resource allocation, and bottleneck patterns across teams
→Finance agent — provides real-time visibility into cash flow, margins, and departmental spend against targets
→HR agent — tracks headcount, capacity, attrition risk, and hiring pipeline so leadership plans proactively

Product & Production

→Product intelligence agent — connects roadmap priorities to customer feedback, support volume, and revenue impact
→Production agent — tracks output cadence, quality metrics, and delivery timelines across teams
→Cross-functional synthesis agent — identifies dependencies and conflicts between departments before they surface as problems

Business Impact

→Frees executive bandwidth — leadership makes decisions from live data instead of waiting for department heads to compile reports
→Reduces organizational complexity — one unified brain replaces dozens of disconnected dashboards, spreadsheets, and status meetings
→Advances decision quality — every choice is informed by the full picture, not one department's slice of it
→Improves shareholder valuation — operational transparency, data-driven execution, and reduced overhead signal a well-run business to investors and boards
Healthcare · Agent Ecosystem

Seven agents. One operator. A full healthcare platform.

Olive Health needed a comprehensive resource for individuals and families navigating terminal illness — treatment center databases, research aggregation, educational content, and organic acquisition. Instead of hiring across six roles, we deployed seven AI agents that research, build, optimize, and publish autonomously.

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Olive Treatment Centers Database
80%
reduction in content production cost
7
roles replaced by AI agents
24/7
autonomous operation — no manual triggers
10x
faster page generation vs. traditional dev

Data & Product

→Web scraping agent — aggregates treatment center data across the country
→Research agent — synthesizes clinical studies, care options, and facility reviews
→Page builder agent — generates dedicated landing pages per treatment center

Acquisition & Growth

→SEO research agent — identifies high-intent keywords and content gaps
→Content drafting agent — writes long-form articles optimized for search
→Publishing agent — formats, schedules, and deploys content on cadence

Revenue & Retention

→Lead capture & nurture agent — qualifies inbound traffic and automates follow-up sequences

Business Impact

→Replaces a team of researchers, copywriters, SEO specialists, and a dev — operational savings north of $300K/yr at enterprise scale
→Content pipeline runs daily without human intervention — time your team reinvests in strategy, not production
→Automated lead capture turns organic traffic into qualified pipeline — revenue generation from day one
→Entire system is auditable, editable, and owned by the operator — no vendor lock-in
Executive Operations · Chief of Staff

From copy-and-paster to operator.

Kim runs her own business, supports her husband's business, manages a household, and cultivates a community. Everything lived in Notion, Google, and ChatGPT — disconnected, manual, and scattered. We built her a unified AI-powered operating system: a digital chief of staff that orchestrates her multi-faceted life from a single place.

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Kim — at her craft
5+→1
Notion, Google, ChatGPT, and other fragmented databases — disconnected, manual, and scattered — into one OS
15+
hours/week reclaimed from manual tasks
100%
visibility across business, home, and community
0
copy-paste workflows remaining

The Problem

→Multiple operating systems with no connective tissue
→ChatGPT used as a utility — copy, paste, reformat, repeat
→Household management, community coordination, and two businesses all siloed
→No system of record — just scattered files and manual effort

The System

→Unified operating system connecting business, household, and community workflows
→AI-powered chief of staff that routes, prioritizes, and surfaces what matters
→Integrated tools — no more copying between platforms
→One source of truth across every facet of her life

The Outcome

→Hours reclaimed every week from eliminated manual workflows
→Business and household run from the same system — nothing falls through
→Community engagement scaled without adding headcount
→From reactive to proactive — the system works ahead of her, not behind

Business Impact

→Eliminates the hidden cost of context-switching — your senior operators spend time leading, not formatting
→A single system of record means nothing falls through the cracks across departments, divisions, or personal priorities
→Scales operational capacity without hiring — the digital chief of staff handles coordination your team used to do manually
→Directly applicable to any executive managing multiple business units, teams, or stakeholder groups
Consumer App · Content Engine

Content at scale, every single day.

We built an end-to-end content production system that creates, publishes, and self-optimizes — daily, across platforms, without manual intervention. The system doesn't just produce content. It learns what performs, adjusts targeting by demographic and ICP, and compounds output over time.

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ReApp content grid
10x
content output vs. manual production
Daily
publish cadence — fully autonomous
0
manual steps from creation to publish
Live
auto-optimization based on engagement data

Production Pipeline

→Content generation agents produce TikTok carousels, slide sequences, and captions daily
→Each asset is tailored to specific demographics, product positioning, and ICP segments
→Automated formatting and scheduling — zero manual publishing steps

Auto-Optimization

→Performance tracking agent monitors views, engagement, saves, and shares in real time
→Optimization agent adjusts hooks, visuals, and CTAs based on what's converting
→Audience segmentation agent refines targeting by demographic and ICP response patterns

Scale & Distribution

→Multi-platform publishing agent distributes across TikTok, Instagram, and other channels simultaneously
→Content repurposing agent transforms top performers into new formats automatically
→Cadence management — consistent daily output regardless of team bandwidth

Business Impact

→Replaces a content team's production capacity — 10x output at a fraction of the cost
→Self-optimizing loop means content improves over time without strategic intervention
→ICP-specific targeting ensures every piece of content speaks to the right audience segment
→Applicable to any brand producing volume content — DTC, SaaS, services, marketplaces
Membership Community · Platform Consolidation

Four tools collapsed into one OS.

A 350-member community was being managed across Airtable, Notion, Luma, Gmail, and more — scattered, duplicated, and impossible to scale. We built a single unified database that serves as both the member-facing front end and the operational backend for the team running it.

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WGM HQ Control Panel
5→1
platforms consolidated into one operating system
350
members managed from a single database
100%
pipeline visibility — leads to conversion to nurture
0
time spent jumping between disconnected tools

Member-Facing Front End

→Centralized resource hub — members access everything from one place
→Event management and registration without jumping to Luma or external tools
→Community content and updates surfaced automatically, not manually distributed

Team Operations Backend

→Lead pipeline management — track, score, and convert from one view
→Member nurture sequences triggered automatically on join
→Team-wide visibility into every stage of the member lifecycle

Unified Brain

→One central database replaces Airtable, Notion, Luma, and Gmail
→Every team member sees the same source of truth — no conflicting spreadsheets
→Pipeline, content, events, and member data all interconnected

Business Impact

→Eliminates platform-switching overhead — your team operates from one screen, not five tabs
→A unified brain means every team member has full context without asking or searching
→Pipeline management and member nurturing live in the same system — nothing falls between the cracks
→Directly applicable to any organization managing communities, cohorts, or membership programs at scale
AI Workforce Augmentation · Enterprise Collaboration

The Archer Agent Ecosystem.

Four purpose-built AI agents were deployed directly into an organization's existing Slack infrastructure — integrated alongside human team members with zero workflow disruption. Each agent carries a defined operational mandate, executes autonomously around the clock, and reports through the same communication channels the team already relies on. The architecture was designed around the organization's current operating model, not a replacement of it.

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4
autonomous roles deployed — zero change management required
24/7
operational coverage across content, SEO, outreach, and intelligence
0
new platforms introduced — fully embedded in existing infrastructure
<1 wk
from deployment to production output

Lana — Content Operations

→Produces executive-level content in the organization's voice across LinkedIn, email, and web
→Enforces brand and messaging consistency at scale — eliminates review bottlenecks
→Maintains daily publishing cadence without consuming senior leadership bandwidth

Pam — Search Distribution

→Operates an autonomous SEO distribution engine across high-authority channels
→Identifies and executes placement opportunities that would typically require a dedicated specialist
→Drives organic visibility without incremental headcount

Cyril — Pipeline Development

→Executes personalized LinkedIn outreach daily — on-brand, on-message, at scale
→Generates qualified top-of-funnel activity so revenue teams focus on conversion, not prospecting
→Delivers consistent pipeline coverage independent of team capacity or availability

Framboise — Intelligence & Enrichment

→Enriches every lead and contact with contextual intelligence before engagement
→Ensures sales and partnership conversations begin fully informed — reducing ramp time per interaction
→Operates passively — no manual triggers, results surface automatically in existing workflows

Business Impact

→Extends organizational capacity without extending payroll — four functional roles delivered at a fraction of a single FTE
→Zero adoption risk — agents operate inside existing collaboration infrastructure with no retraining or migration
→Architecture adapts to the organization's operating model, not the inverse — designed for minimal change management
→Scales horizontally across departments and business units — applicable to any team leveraging Slack, Teams, or equivalent
Regenerative Agriculture · AI-Enabled Operations

Let the farmers farm.

A 500-acre operation converted from Monsanto commodity crop to a fully regenerative farm — zero pesticides, zero fertilizers, zero antibiotics. Grass-fed, grass-finished cattle raised the way nature intended. The problem wasn't the farming. It was everything around it: the website, the brand, the e-commerce platform, the direct-to-consumer logistics. We deployed AI agents to handle the business side so the operators could stay where they belong — on the land.

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Bretz Farms regenerative farm hero website
500
acres converted from commodity crop to regenerative agriculture
0
pesticides, fertilizers, or antibiotics — fully regenerative operation
Full stack
website, e-commerce, and DTC platform built by AI agents
100%
operator time returned to farming — not marketing or web development

Brand & Digital Presence

→Website generation agent — built a complete brand presence from the ground up, reflecting the farm's regenerative mission
→Content production agent — creates educational and marketing content around regenerative practices, animal welfare, and sustainability
→Visual asset agent — produces photography-driven layouts, product imagery, and social assets without a creative agency

E-Commerce & DTC Operations

→Storefront agent — built and manages a direct-to-consumer e-commerce platform for regenerative beef
→Product catalog agent — maintains cuts, pricing, availability, and seasonal inventory automatically
→Order management agent — handles fulfillment workflows so the team focuses on production, not logistics

Growth & Community

→SEO and discovery agent — drives organic traffic from consumers searching for regenerative, grass-finished beef
→Email nurture agent — builds relationships with customers through education-first communication
→Impact storytelling agent — translates farm data into narratives that resonate with conscious consumers

Business Impact

→The frameworks aren't only for revenue — they build any deliverable, including the ones that matter most
→Operators stay in their zone of genius while AI handles brand, digital, and commerce — applicable to any founder-led business where the core skill isn't marketing
→A complete DTC channel built and managed without hiring a marketing team, a web developer, or an e-commerce manager
→Proves the model works beyond tech and finance — regenerative agriculture, mission-driven businesses, and social enterprises all benefit from the same architecture

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