A custom operations platform for a Massachusetts fire protection company. Three pipelines, an automated renewal engine, QuickBooks sync, an AI receptionist, and a paired marketing site, replacing a stack of disconnected tools and a renewal process that lived in someone's spreadsheet.
Annual fire protection inspections are recurring revenue by definition. Every customer with installed equipment owes one every year, in the same month, for as long as they own the building. On paper, that's a nearly perfect retention business.
In practice, the team was tracking renewals out of a spreadsheet, calling customers when they got around to it, and watching jobs slip to whichever competitor remembered first. The revenue was already earned. It just wasn't being defended.
The renewal volume already exists in the customer base. The build doesn't generate it. It just makes sure none of it leaks. At current volume, a conservative recovery rate on the renewals most at risk projects roughly $119K a year in protected recurring revenue, against $24K of cost in year one.
That math is conservative on purpose. If the numbers don't work, we don't take the project. They worked.
This page is the early sketch of the case study. Once the engagement is live, this expands into a full writeup of the build. Screenshots of the actual configured pipelines, the renewal engine logic, the AI receptionist transcripts, and the real numbers as they come in.
If your business has recurring revenue locked into customer relationships, like annual inspections, contracts, service plans, lease renewals, or recurring deliveries, the same engine ports. Different pipelines, same shape.
Run the math on yours