Proven Client Outcomes

Case Studies & Verified Results

Detailed breakdowns of how our custom AI automation systems transformed operational bottlenecks for clinics, law firms, marketing agencies, and e-commerce brands.

Healthcare & Clinics

Apex Dental Network: Automating Patient Intake & 24/7 Scheduling Across 6 Clinical Locations

-42%
Reduction in Patient No-Shows
22 hrs/wk
Front-Desk Phone Time Saved
+$18,000
Monthly Revenue Increase
< 600ms
AI Voice Latency

The Challenge

Apex Dental was losing over $25,000 monthly in missed appointments and unhandled after-hours phone calls. Front-desk staff were overwhelmed with manual phone calls, leading to long hold times and high patient no-show rates.

The Solution Engineered

Sheun Automation engineered an AI Voice Agent integrated directly with Dentrix EHR and GoHighLevel. The voice agent handles inbound phone calls 24/7, schedules appointments based on live chair availability, and triggers automated SMS intake forms.

Deployed Automation Pipeline

Inbound Phone Call
AI Voice Agent Verification
Dentrix EHR Calendar Lookup
SMS Confirmation & Intake Link
Automated Google Review Post-Visit

The AI Voice Agent changed our dental practice completely. Patients love that they can call at 9 PM on a Sunday and book an appointment in under two minutes without waiting on hold.

— Dr. Marcus Vance, Managing Clinical Partner at Apex Dental Network
Professional Services

Sterling Legal Partners: Transforming Client Onboarding with Automated Contract Generation & Document Vaults

5 Days -> 2 Hrs
Client Onboarding Time
$45,000
Annual Admin Payroll Saved
100%
Document Compliance Accuracy
3.5x
Faster Retainer Signatures

The Challenge

Sterling Legal's paralegals spent an average of 5 business days gathering documents, drafting engagement agreements, and manually creating client folders, creating a massive bottleneck in intake velocity.

The Solution Engineered

We built an enterprise AI Workflow pipeline in n8n connecting Typeform, DocuSign, Clio CRM, and Google Drive. Client information automatically generates custom retainer contracts, provisions secure folders, and sends automated SMS upload prompts.

Deployed Automation Pipeline

Client Intake Form
AI Contract Auto-Generation
DocuSign Execution Trigger
Clio CRM & Drive Vault Provisioning
Automated Slack Notification

Our intake process used to be our biggest vulnerability. Sheun Automation built a bulletproof pipeline that cut our onboarding timeline down to hours while impressing our high-net-worth clients.

— Eleanor Vance, Esq., Senior Managing Partner at Sterling Legal Partners
Marketing Agencies

ScaleUp Media Agency: Automating Client Lead Distribution & White-Label Live Dashboards for 40+ Clients

120 hrs/mo
Agency Staff Time Saved
+18%
Gross Profit Margin Increase
< 5s
Lead Delivery to Client Phones
40 -> 85
Client Capacity Scaled

The Challenge

ScaleUp Media was spending 120+ hours per month manually compiling weekly PDF client ad reports and building GoHighLevel client sub-accounts by hand, limiting their ability to scale past 30 clients.

The Solution Engineered

Sheun Automation constructed an automated agency snapshot deployment system via custom Make.com webhooks and built live executive reporting portals that pull real-time data from Meta, Google Ads, and CRMs.

Deployed Automation Pipeline

Lead Ad Capture
Make.com Data Scrub & Scoring
Client GHL CRM Auto-Push
Client SMS Alert Trigger
Live Dashboard Data Sync

Sheun Automation is our secret weapon. They transformed our agency operations so we can onboard 10 new clients a week with zero additional operational stress.

— David Ross, Founder & CEO at ScaleUp Media Agency
E-Commerce

Luxe Apparel & Co.: Recovering $34,000 Monthly in Abandoned Carts with AI WhatsApp & SMS Automation

$34,000/mo
Recovered Abandoned Cart Revenue
-70%
Reduction in WISMO Support Tickets
< 30s
Average Support Response Time
28%
WhatsApp Recovery Click-Through

The Challenge

Luxe Apparel experienced a 72% shopping cart abandonment rate on mobile traffic and was drowning in repetitive customer support tickets regarding order shipping status.

The Solution Engineered

We deployed an omnichannel Klaviyo & WhatsApp automation system with an AI Customer Care Bot that checks order status in Shopify and sends personalized cart recovery sequences.

Deployed Automation Pipeline

Cart Abandonment Trigger
AI Behavior Analysis
WhatsApp/SMS Personalized Recovery
Shopify Discount Auto-Apply
Post-Purchase AI Care Bot

The ROI was instantaneous. The automated WhatsApp recovery sequence alone paid for the entire automation engineering investment within the first two weeks.

— Sophia Chen, Head of Digital Growth at Luxe Apparel & Co.

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