Case Studies
Systems we built. Results they delivered.
We don't just run ads. We engineer the entire infrastructure — CRMs, automations, dashboards, AI integrations — that turns operations into a growth engine.
HVAC Services · Stamford, CT
Airmax Heating & A/C
Built a complete business operating system from scratch — CRM, invoicing, AI chatbot, email drip campaigns, SEO pages, Google Ads, and an outreach dashboard — transforming a traditional HVAC contractor into a digitally-native operation with 10 custom dashboards.
10
Custom Dashboards
87
SEO Pages
6
Automation Flows
8
Pipeline Stages
System Architecture
Website
Cloudflare Pages
→
AI Chatbot
Aria · Claude AI
→
CRM
Workers + KV
→
Invoicing
Stripe API
→
Email Drip
Resend API
→
Analytics
GA4 + GSC
CRM Dashboard — 10 Modules
Active Customers
247
↑ 12% this month
Open Invoices
$18.4K
23 pending
Jobs This Week
34
↑ 8 vs last week
Lead Response
< 2h
avg first reply
Recent Customers
| Customer | Service | Status |
|---|---|---|
| Rodriguez Family | AC Install | Complete |
| Chen Residence | Heating Repair | In Progress |
| Patel Office | Maintenance | Scheduled |
| Williams Home | Duct Cleaning | Complete |
Revenue · Last 7 Days
Mon
Thu
Sun
What We Built
Custom CRM
Full customer lifecycle management — intake, job tracking, service history, notes, and multi-user role-based access. Built as a serverless SPA.
Cloudflare Workers + KV + Pages
Invoice System
Generate, send, and track invoices with automatic payment collection. Stripe-integrated with email receipts and payment reminders.
Stripe API + Resend + Workers
AI Chatbot (Aria)
AI chat assistant trained on HVAC services, pricing, and service area. Handles scheduling inquiries and estimate requests 24/7 with conversation handoff.
Claude AI + Custom Prompt Engineering
Email Drip Engine
Automated follow-up sequences for leads, post-service reviews, seasonal maintenance reminders, and re-engagement campaigns.
Resend API + Cron Scheduler
87 SEO Pages
Programmatically generated service+location landing pages covering every HVAC service across Fairfield County CT and Westchester County NY.
Template Engine + Cloudflare KV
Outreach Dashboard
Real-time pipeline tracking for cold outreach campaigns, connection tracking, response rates, and conversation threading.
Custom Dashboard + Workers
Lead Monitor
AI-powered lead monitoring that scans incoming inquiries, classifies urgency, and triggers instant Slack alerts for hot leads.
AI Classification + Slack Webhooks
Estimate → Invoice Pipeline
Full quote-to-payment lifecycle. Field estimates with "Pay Now" + "Pay 50% Deposit" Stripe buttons, auto-conversion to invoices on deposit, and remaining balance tracking.
Stripe API + Workers + Email
Google Ads Setup
Full campaign architecture with branded, service, and location-targeted ad groups. Conversion tracking tied into the CRM pipeline.
Google Ads + GA4 + Tag Manager
Men's Health Telehealth · Nationwide
HeydayMD
Engineered a full-stack patient acquisition and content engine for a men's health telehealth platform — from a quiz-based lead funnel that drives 70% of conversions, to an AI-generated podcast with 25 episodes, automated YouTube Shorts pipeline, and a real-time lead tracking dashboard.
70%
Leads from Quiz
35
Total Leads
11%
Conversion Rate
25
Podcast Episodes
120+
YouTube Shorts
Patient Acquisition Architecture
Content
YouTube · TikTok · FB
→
Quiz Funnel
10-step qualifier
→
UTM Tracking
Full attribution
→
Checkout
Stripe + Worker
→
Leads Dashboard
Real-time pipeline
→
Nurture
Email drip + follow-up
→
Care Portal
Patient messaging
Quiz-Based Lead Funnel
10-step medical qualification quiz with symptom analysis, lifestyle assessment, and eligibility determination. Progressive disclosure design with Hayden character guide. Captures UTM parameters at entry, preserves through checkout, and passes to Convex database for full attribution tracking.
Leads Pipeline Dashboard
Total Leads
35
↑ 4 this week
Converted
4
11% rate
Active
31
in pipeline
Recent Leads
| Lead | Source | UTM | Status |
|---|---|---|---|
| J. Martinez | Quiz | youtube/shorts | New |
| K. Thompson | Quiz | tiktok/organic | Active |
| R. Patel | Direct | google/organic | Converted |
| M. Davis | Quiz | facebook/post | Follow-up |
AI Content Engine Architecture
AI Research
TRT Pulse · daily scan
→
Script Gen
Claude AI
→
Podcast
AI voice (Bill V4)
→
Video
YouTube Shorts
→
Distribution
TikTok · FB · X
AI Podcast — 25 Episodes Live
Fully AI-generated men's health podcast with clinically accurate scripts, realistic voice synthesis, and a custom podcast player. Each episode is generated from medical research, reviewed for accuracy, and stored in Cloudflare KV with RSS feed generation for Apple Podcasts and Spotify submission.
25 EPISODES
115 MINUTES
5 TOPICS
RSS + KV
What We Built
Quiz Lead Funnel
10-step medical qualification quiz with branching logic, symptom analysis, and seamless handoff to checkout. Drives 70% of all patient leads.
Custom SPA + Convex Database
Leads Dashboard
Real-time lead pipeline with status tracking, UTM attribution, source analytics, and automated follow-up triggers. Accessible at leads.heydaymd.com.
Cloudflare Pages + Convex + Workers
UTM Attribution Pipeline
End-to-end tracking from ad click to payment. UTMs captured at entry, preserved through quiz and checkout, stored in Convex for full-funnel attribution.
JS SDK + Payment Worker + Convex
AI Podcast Engine
25-episode podcast with AI-generated scripts, realistic voice synthesis (Bill V4), custom player, category filtering, and RSS feed generation.
Claude AI + Voice API + Cloudflare KV
YouTube Shorts Pipeline
Batch video production system — 120+ Shorts across 4 batches. Auto-scheduled uploads via YouTube API with Google Cloud OAuth in Production mode.
YouTube Data API + Batch Scheduler
Multi-Channel Content
Automated content distribution across TikTok, YouTube, Facebook, and X. Daily engagement monitoring with AI-powered comment responses.
Platform APIs + AI Agent
Payment + Checkout
Stripe-integrated checkout with lab kit selection, subscription management, coupon support, and post-purchase email sequences.
Stripe API + Cloudflare Workers
TRT Pulse (News AI)
Daily AI scan of men's health news, research papers, and industry developments. Surfaces trending topics for content creation and patient education.
Web Scraping + Claude AI + KV
Weekly Organic Reports
Automated Monday morning reports with GA4 sessions, GSC clicks/impressions, social engagement metrics, and lead pipeline status.
GA4 + GSC APIs + Cron Agent
Patient Care Portal
Secure patient messaging and care management portal at portal.heydaymd.com. Encrypted message threads between patients and care team with admin dashboard.
Cloudflare KV + Workers + Auth
Email Drip + Newsletter
Multi-stage nurture sequences for leads — welcome, education, follow-up, and re-engagement. Exit-intent popup captures emails and auto-subscribes to newsletter.
Resend API + Cron Scheduler
SEO Content Engine
AI-generated blog articles, FAQ schemas (158 Q&As), HowTo schemas, speakable markup, and inline health articles. Full robots.txt allowing all AI crawlers.
Claude AI + Schema.org + Workers
Medical Facility · Bronx, NY
Metropolitan AIC
Built a bilingual medical practice website with an AI Prior Authorization Request generator, encrypted document archive, automated document parsing, attorney outreach system, and HIPAA-conscious infrastructure — serving a NYS Article 28 licensed facility specializing in personal injury diagnostics and care.
2
Languages (EN/ES)
AES-256
Doc Encryption
4
PAR Procedures
AI
Doc Parser + PAR Gen
System Architecture
Bilingual Site
EN/ES · Responsive
→
Doc Parser
AI demographics fill
→
PAR Generator
WCB auth letters
→
Doc Archive
AES-256 encrypted
→
Attorney Portal
Referral tracking
→
AI Chat
Bilingual support
Compliance-First Design
Every component was designed with medical compliance in mind. The document management system uses AES-256 encryption for patient records, the intake forms are structured for no-fault insurance workflows, and the attorney referral system provides secure access to litigation-ready documentation.
HIPAA-CONSCIOUS
AES-256
NO-FAULT WORKFLOW
48H REPORTS
AI Prior Authorization System
Procedure
ESI
CPT 62323
Patient
Auto-filled
from parsed doc
Carrier
Detected
insurance lookup
MTG Compliance
✓ Pass
NYS WCB standards
Supported Procedures
| Procedure | CPT Code | Type |
|---|---|---|
| Epidural Steroid Injection | 62323 | Active |
| EMG / Nerve Conduction | 95912/95886 | Active |
| SPG Block | 64505-50 | Active |
| SI Joint Block | 27096 | New |
AI Pipeline
1. Upload clinical notes / PDF → Doc Parser
2. Auto-extract demographics, carrier, Dx → NLP Engine
3. Generate Statement of Medical Necessity → Claude AI
4. MTG criteria checklist + authorization → Output
5. Encrypt + archive → AES-256 KV
What We Built
Bilingual Medical Site
Full EN/ES website with service pages, specialist profiles, condition guides, location pages, and insurance/no-fault information.
Cloudflare Pages + i18n
Encrypted Doc Archive
AES-256 encrypted document management for medical records, imaging reports, and litigation documentation. Role-based access control.
AES-256 + Workers + KV
Attorney Outreach
Automated attorney referral tracking, outreach email sequences, and a portal for PI lawyers to access 48-hour diagnostic reports.
Resend API + Custom Dashboard
AI PAR Generator
AI-powered Prior Authorization Request system for WCB. Auto-generates Statements of Medical Necessity from clinical notes, supporting ESI, EMG, SPG Block, and SI Joint Block procedures with NYS MTG compliance.
Claude AI + Medical NLP + Workers
Document Parser
AI document intake that auto-extracts patient demographics, insurance info, carrier details, and clinical data from uploaded PDFs — auto-filling PAR and invoice forms.
Claude AI + PDF Parsing + Workers
Patient Referral System
Streamlined patient referral intake with automatic routing to the correct specialist, no-fault insurance verification, and same-day scheduling priority.
Form Engine + Worker Routing
Bilingual AI Chat
24/7 AI-powered chat in English and Spanish. Handles appointment inquiries, insurance questions, and specialist routing with human escalation.
Claude AI + Language Detection
Medical Invoice System
Email-based invoice generation with patient/carrier details auto-filled from parsed documents. Tracks payment status and integrates with the encrypted document archive.
Resend API + AES-256 + Workers
Location SEO
Optimized for local search with structured data, Google Business Profile integration, condition-specific landing pages, and borough-level targeting.
Schema.org + GBP API