The Intelligence Library

Operational intelligence from real client delivery

Every resource here is extracted from systems we actually shipped — implementations, workflows and measured outcomes, not generic AI content. Free to read, built to be used.

Case Study

13

Case Study

Marketing

Competitor Ads Intelligence

We were losing the thread on what competitors were running. So we built a system that watches every brand on a schedule, keeps every ad it finds, and reads the whole set back as strategy.

The Competitor Ads Spy screen with one brand selected, reading 79 captured ads with 62 likely winners, 58 days average running and a longest running ad of 95 days, above a strategic read badged AI unverified and the captured ads table.
40+brands on the watch list3,030competitor ads captured
Competitor ad intelligence

2026-09-17

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Case Study

Sales & CRM

AI Sales Brain

Every call the floor makes lands in one database with its transcript. We put an AI in front of that database. Now a manager can ask where a rep is losing calls and get the calls themselves back, not a score.

Cover for the AI Sales Brain walkthrough: the client on camera beside the title "AI Sales Memory Brain, Every Call, One Queryable Memory", with a play bar across the foot of the frame.
52calls behind one answer239minutes of conversation read back
Sales call intelligence

2026-09-07

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Case Study

Sales & CRM

Sales Command Center

Ads were working. The backend was not. We reset how the CRM was used, automated the record hygiene, built a trusted data layer on top of it, and only then built the Sales Command Center — so the founder and the sales floor finally read the same live numbers.

The sales team performance dashboard, marked live, on its last-thirty-days range: six headline tiles — revenue generated (masked as a confidential total), six hundred and sixty-nine appointments booked, one day of inbound talk time, eight days six hours of outbound talk time, one hundred and forty-six inbound dials and four thousand and fifty-two outbound dials, each with its change against the previous period. Below them a revenue-by-rep donut totalling the same masked figure, and a detail table ranking each rep by revenue with their appointments, discovery calls, follow-ups, support contacts and assessments.
5source tables feeding one trusted layer6dashboards behind one sign-in
Sales performance system

2026-08-29

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Case Study

Reporting & Dashboards

One Operating View Per Client

You do not have a reporting problem. You have the same reporting problem once per client. This system gives every client their own dashboard, all reading one warehouse, all driven by the same controls. Checking a client becomes a glance instead of a morning.

The cover of the Client Dashboard System walkthrough. A dark title panel on the left reads INSIDE DASHBOARDLIM above CLIENT DASHBOARD SYSTEM and AI-Powered Agency Reporting; a presenter in a light cap speaks to camera on the right; a video progress bar with a one minute one second running time sits across the bottom.
6client dashboards live on one deployment93weeks of history in the trend grid
Multi-client dashboard system

2026-08-28

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Case Study

Reporting & Dashboards

CEO Profit Dashboard

The founder used to build four reports by hand every morning. Now one dashboard answers the only questions that matter. Are we ahead of last month, and what should we change? It reads sixty-nine months of the client's own data, reconciled to the cent, and it replaced a rented tool whose numbers never added up.

The cover of the CEO Dashboard System walkthrough. A dark title panel on the left reads INSIDE DASHBOARDLIM above CEO DASHBOARD SYSTEM and AI-Powered Profitability Reporting; a presenter speaks to camera on the right; a video progress bar with a one minute one second running time sits across the bottom.
69months of history, reconciled to the cent2 hrsof manual reporting each morning, replaced
Profit dashboard

2026-08-25

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Case Study

Operations

Field-Service Logistics Agent

One van, one diary, and a service area 270 km across. Every day was worked out by hand after the last job. We built a scheduling agent that reads the job list, checks where the work actually is, and groups it into days that make sense to drive. Less admin, less driving, and time back on the tools.

Founder-story poster for an Australian field-service business: the owner in high-visibility workwear outside the van bay, titled AI-Powered Customer and Job Management.
176jobs in one shared job list102suburbs the planner can route to
Field-service scheduling

2026-08-22

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Case Study

Marketing

SEO + AI answers: product pages rebuilt, tested, then shipped

Hundreds of product pages needed rewriting for Google and AI search. We rebuilt them, then put the new pages against the old ones on live traffic. The rewritten pet bed page earned 23.75% more revenue per visitor across its full test before it was allowed to go live.

The live testing platform comparing the rewritten product page against the old one: conversion rate up 8.56% and revenue per visitor up 23.75%, with the control and new description bars side by side.
+23.75%revenue per visitor, rewritten pet bed page vs the old one, live split test+13.99%average order value in the same test
SEO + AI answer content

2026-08-21

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Case Study

Reporting & Dashboards

Sales Performance Dashboard

We replaced scattered sales reporting with a single live sales performance dashboard — every deal, stage, agent and automation signal in one screen, in real time.

The live sales dashboard on its Pipeline Funnel tab — 314 deals across a 30-day window, with stage cards reading 166 Discovery, 58 Strategy, 62 Macro and 28 EOI, and the active-versus-no-show bar chart beneath them.
7live dashboard views4pipeline stages tracked
Sales performance dashboard

2026-06-27

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Case Study

Marketing

Marketing Campaign Automation Stack

Campaigns, retailer promotions and stock used to live in different places. Now they work as one system — the calendar stays current, every campaign has an owner, and your team keeps every decision.

Founder story video thumbnail — Sundae Body, "planning campaigns blind" — the client's own account of the operating loop behind the calendar.
112+campaigns & key moments managed on one calendar66+products/SKUs tracked across 8 markets
Marketing operations

2026-06-24

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Case Study

Operations

Founder Inbox OS

Seven inboxes and customer channels were feeding one overloaded team. We built a human-reviewed system that sorts every message, drafts the next reply and escalates anything that needs judgement.

Founder story video poster for Freckleberry: the founder in her shop with a play button, titled Freckleberry, How AI gave us our time back.
7mailboxes triaged81noise messages filtered in one morning
Inbox automation

2026-06-18

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Case Study

Marketing

Meta Ads Creative Pipeline

We run our own Meta program the way we build systems for clients. A real brief. Creative people actually ship. Launches that stay manual. And every lead keeps the record of the ad that earned it.

The CRM lead record from the running Meta program: source Facebook Paid Social with the full campaign, ad set and creative chain, beside the headline every lead keeps its origin. Proof-floor chips: 64+ leads in a month, under A$100 per lead, 0 ads auto-launched.
64+leads in a single month100+ads produced and tested
Paid media operations

2026-06-12

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Case Study

Sales & CRM

AI Sales Call Memory

Every sales and client conversation becomes searchable company memory. Instead of hunting through recordings, notes and CRM history, the team asks the memory and walks into the next call knowing everything.

Founder-story cover for the AI Sales Call Memory System walkthrough: Lim at the interview desk, with the video title and play bar.
841+calls in one searchable memory4,027+searchable memory records
Sales automation

2026-06-05

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Get the DashboardLim Brief

Real systems we've shipped, and the practical AI lessons from building them. Every library addition ships through the Brief first.


Written for operators, drawn from systems we actually shipped. Archived here in full.