Case Studies — Pipeline Forge
CASE STUDIES

Results, formatted for your CFO

AI engagements across B2B and B2C. Every card follows the same format: the challenge, the result, and the two numbers that mattered.

HALCYON HR B2B SAAS · SERIES B

Zero missed calls after the AI receptionist went live

Challenge: a third of inbound calls went unanswered after hours, and callers were booking with competitors.

Fenwick&Co COMMERCIAL INSURANCE

Staff hours returned every week by workflow automation

Challenge: the team rekeyed the same client data across four systems, every single day.

Meridian Logistics LOGISTICS · 3PL

Higher-value contracts after AI qualified every enquiry first

Challenge: long sales cycles clogged with wrong-fit enquiries that never made it past discovery.

VELA SKIN E-COMMERCE · DTC

Acquisition cost cut with AI-run ads and lifecycle automation

Challenge: paid social acquisition costs climbing year over year, with retention flows left underbuilt.

Arbor & Finch PROFESSIONAL SERVICES

Partner calendars filled by an AI chat agent

Challenge: partners selling part-time, with website enquiries going cold before anyone replied.

NIMBEX INDUSTRIAL MANUFACTURING

New-region revenue after a rebuilt site and AI enquiry handling

Challenge: a slow legacy site and no after-hours cover in a region with zero brand recognition.

WHAT CLIENTS SAY

In their words

4.9/5
★★★★★
across our engagements
★★★★★

"They report like a CFO. Every Monday I know exactly what the AI handled, what it saved us, and what they're changing next."

DW
Dana Whitfield
VP Sales, Halcyon HR
★★★★★

"We replaced two agencies and a pile of tools with one AI pod. Output doubled. Cost didn't."

MB
Marcus Bell
Founder, Meridian Logistics
★★★★★

"The first vendor that ever told us to cut spend on a channel. That's when we started trusting the data."

PR
Priya Raman
CMO, Vela Skin

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