The Boldlytics
◆   CASE STUDIES   ◆

Real clients. Real systems shipped.

Walkthroughs of systems we've shipped. What was broken, what we built, what changed.

ROSM logo
CASE 01

ROSM

Regenerative Orthopedics & Sports Medicine · Washington, DC Area

A scheduling and operations portal for a multi-clinic sports medicine group.

Custom PortalSchedulingOperations

SCREENS FROM THE LIVE SYSTEM · CLICK TO EXPAND

WHAT WAS BROKEN

Rotations, provider schedules, contracts and invoices lived in spreadsheets and email. Every month someone rebuilt the schedule by hand.

WHAT WE BUILT

One portal for providers, clinics, students, contracts and invoices, with a rotation generator that reads each provider's real availability.

WHAT CHANGED

Monthly rotations generate on their own, and the whole team works from one place the clinic owns.

ROAS logo
CASE 02

ROAS

Performance Marketing Agency · Las Vegas, NV

Campaign operations for a 15‑person agency that ran on chat threads.

Campaign OperationsOperationsAutomations

SCREENS FROM THE LIVE SYSTEM · CLICK TO EXPAND

WHAT WAS BROKEN

Campaign requests had no intake. Context stayed buried in chat threads, requests got lost, and nobody knew exactly what a campaign needed.

WHAT WE BUILT

One campaign flow: the intake pulls the client's existing context, AI turns it into a strategy deck the client approves, and the deck generates the tasks.

WHAT CHANGED

Every campaign follows one route, and the team executes from context the client approved upfront.

Wellspring Visionary logo
CASE 03

Wellspring Visionary

Marketing Agency for Float Centers · United States

The internal operating system for an owner-run wellness marketing agency.

Operations HubEOSSOPs

SCREENS FROM THE LIVE SYSTEM · CLICK TO EXPAND

WHAT WAS BROKEN

The agency ran on scattered docs and chat threads. EOS lived on paper and SOPs lived in five places.

WHAT WE BUILT

One internal hub with the EOS system, an SOP library, a task board and a queue for change requests.

WHAT CHANGED

The team opens one place every day, and the owner stopped running the weekly meeting from a document.

Explorer Software logo
CASE 04

Explorer Software

Enterprise Software Company · Canada

A marketing operations portal the team plans the fiscal year from.

Marketing OpsBudget TrackingAccess by Role

SCREENS FROM THE LIVE SYSTEM · CLICK TO EXPAND

WHAT WAS BROKEN

Campaigns, events, budget and inventory lived in spreadsheets nobody fully trusted.

WHAT WE BUILT

One portal for tasks, campaigns, events, budget and inventory, connected to their existing Microsoft system.

WHAT CHANGED

The calendar, the budget and the work live in one place, handed over to their IT with full documentation.

◆ CLIENT PROOF ◆

What US clients actually say.

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REAL DELIVERY · REAL CLIENTS

300+ calls with US business owners.

Discovery calls, delivery calls, weekly calls. Not stock photos, not a pitch deck. The actual rhythm of running systems for US business owners.

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Tell us what's breaking. We'll tell you what to fix first.

A quick 15-minute call. No deck. If we're not the right fit, we'll say so.