Real Challenges.
Measurable Results.

/ Challenge

EnergyAid was scaling fast but hitting operational walls — customer support, reporting, CRM management, and field operations were spread across disconnected systems, creating friction that threatened to cap their growth.

/ Solution

Jay Slaten led Salesforce administration, operational process optimization, reporting automation, workflow automation, and technology infrastructure — building the systems backbone that supported rapid, sustainable scaling.

/ Results

• Scaled annual revenue from approximately $2M to over $25M
• Built reporting infrastructure that gave leadership real-time visibility
• Automated operational workflows to eliminate manual bottlenecks
• Supported a successful, publicly reported $16.6M acquisition
• Created scalable systems that survived rapid headcount and revenue growth

/ Challenge

A growing logistics company was managing inventory, warehousing, reporting, customer communication, and operational processes across multiple disconnected systems — creating blind spots, manual data entry, and no single source of truth.

/ Solution

Implemented centralized operational infrastructure, inventory management systems, analytics dashboards, reporting automation, and process standardization — replacing manual work with automated, connected systems.

/ Results

• Centralized operational reporting into a single, real-time dashboard
• Improved inventory visibility across all warehouses and regions
• Reduced manual administrative work by an estimated 40%
• Increased operational efficiency through automated workflows
• Created scalable infrastructure to support continued growth

/ Challenge

A regional HVAC and plumbing contractor was losing jobs to faster competitors. Missed after-hours calls went to voicemail, inbound leads sat unanswered for hours, and there was no system to follow up with past customers for seasonal maintenance — leaving steady recurring revenue on the table.

/ Solution

Built a CRM-driven lead engine with instant auto-response on every inquiry, an AI voice agent to answer and book after-hours calls, automated seasonal maintenance reminders to the existing customer base, and a reporting dashboard that showed exactly which leads converted and where revenue leaked.

/ Results

• Grew annual revenue from $1.1M to $3.7M within 12 months
• Captured 92% of inbound leads with sub-2-minute response
• Recovered an estimated 30% of after-hours calls previously lost to voicemail
• Reactivated dormant customers with automated seasonal maintenance campaigns
• Gave ownership a single dashboard showing lead-to-revenue conversion

/ Challenge

A solo auto detailer was earning roughly $24,000 a year — talented at the work but with no systems to capture leads, follow up, or rebook past clients. Every job came from word of mouth or a missed social media message, and there was no way to grow beyond what one person could manually chase.

/ Solution

Built lightweight, low-cost automation tailored to a small business: instant lead follow-up from social and web inquiries, automated booking confirmations and reminders, a rebooking sequence for past customers, and a simple CRM to track every client. No enterprise tools — just the right systems for a one-person operation ready to scale.

/ Results

• Grew annual revenue from approximately $24K to over $180K
• Turned scattered word-of-mouth leads into a captured, followable pipeline
• Automated booking confirmations and reminders to cut no-shows
• Rebooked past customers with automated detailing follow-up sequences
• Proved the same systems work for small businesses, not just enterprises