Energy rebate administrators face a bottleneck: massive demand, complex qualification rules, and paper-heavy workflows. LivSmart went from struggling with application backlogs to processing thousands of qualified leads automatically across multiple states.
LivSmart needed everything rebuilt from the ground up. Here's the complete stack that transformed them from a manual, single-state operation into a scalable, multi-state machine.
Built intelligent browser automation that submits applications directly to government portals. The system handles form filling, data validation, and submission scheduling — eliminating manual data entry entirely. Applications that would take hours now submit in minutes.
Intelligent lead management with automated qualification pipelines, contact segmentation, and real-time status tracking. Full workflow automation from intake through approval — every applicant tracked at every stage.
Automated document submission and validation with OCR technology. The system detects blurry, cropped, or incomplete documents and sends automated correction requests to applicants before submission to government systems — eliminating back-and-forth delays.
Complete visibility into application pipeline, qualification rates, approval status, and state-by-state performance. Decision-makers can see exactly where bottlenecks exist and where throughput can be increased.
"What would normally take us months to scale took days. The system is so intuitive that our entire team adopted it immediately. We went from 'Can we handle this growth?' to 'How fast can we grow?' That's a completely different business posture."
Zero funnels to 400% revenue growth in 90 days — full AI workflow integration for a telehealth practice.
Scalable AI intake deployed across 50+ law firms with complete case-type coverage.
Built a complete HubSpot ecosystem: +800% in purchases and +300% in subscribers.
Book a 30-minute strategy call. We'll map your current workflow, identify where automation can remove the bottleneck, and show you exactly what a built system looks like for your operation.
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