Case Studies

Proven performance, told straight.

We don't invent testimonials. These are anonymized, role-based use cases showing how buyers configure AIM campaigns — and what changed for their teams.

Home Services

Regional HVAC Contractor

Scaling HVAC demand across a multi-market territory.

The challenge

Referral volume was inconsistent, and previous lead sources delivered prospects outside the service area or after hours, leading to wasted follow-up and frustrated staff.

The approach

AIM set up geo-targeted campaigns matched to each service area, added business-hours and dayparting controls, and combined exclusive form-fill leads with qualified inbound calls under fixed pricing for predictable cost.

Service-area match: Improved lead relevance
After-hours waste: Reduced
Demand steadiness: More predictable

Home Services

Solar Installer Network

Coordinating demand across a solar installer network.

The challenge

Prospects arrived without ownership or location fit and were sometimes sent to multiple partners, creating conflicts and reducing consultation quality.

The approach

AIM configured ownership and geographic filters, used exclusive delivery mapped to each partner territory, and added scheduled appointments to improve consultation readiness.

Prospect fit: Improved ownership match
Territory conflicts: Reduced
Consultation readiness: Improved

Home Services

Home Security Dealer

Streamlining lead flow for a home security dealer.

The challenge

Manual lead handling and after-hours delivery slowed follow-up, and delayed responses were costing the dealer engagement with time-sensitive prospects.

The approach

AIM delivered prospects into the dealer's CRM via webhooks for instant follow-up, added business-hours controls, and used qualified calls to reach ready homeowners quickly.

Speed to follow-up: Improved
After-hours delivery: Reduced
Prospect engagement: Stronger

Home Services

Metro Roofing Contractor

Keeping roofing crews booked between storm seasons.

The challenge

Demand swung sharply with weather events, leaving crews overloaded after storms and underutilized between them, which made staffing and revenue planning difficult.

The approach

AIM built campaigns segmented by repair and replacement project types, applied daily caps and pacing matched to crew capacity, and added scheduled appointments so estimators arrived to prepared homeowners.

Pipeline steadiness: More even
Crew utilization: Improved
Estimate readiness: Better prepared

Insurance

Multi-State Insurance Agency

Aligning insurance call flow with licensed coverage.

The challenge

Agents received calls from states where the agency was not licensed and many connections were too brief to qualify as real conversations, wasting agent time.

The approach

AIM configured call campaigns restricted to licensed states, applied a minimum billable duration and qualification criteria, and captured consent documentation to support responsible outreach.

Licensed-state match: Improved
Call qualification: Higher connect quality
Agent time waste: Reduced

Insurance

Medicare-Focused Agency

Steadying Medicare call volume through enrollment periods.

The challenge

Enrollment-period surges buried the agent floor while off-season weeks ran dry, so licensed agents were either overbooked or idle.

The approach

AIM paced qualified inbound calls and warm transfers with daily caps tuned to seat count, expanded volume during Annual Enrollment, and tightened schedules in the off-season to keep flow consistent with staffing.

Volume planning: Aligned to staffing
Agent idle time: Reduced
Seasonal swings: Smoothed

Insurance

Regional Auto Insurance Team

Sharpening auto insurance targeting for a regional carrier team.

The challenge

Quoting queues filled with prospects outside the team's underwriting appetite and service territory, driving up cost per quoted policy.

The approach

AIM configured filters around geography and coverage intent, delivered exclusive leads alongside qualified inbound calls, and used dispositions feedback to keep targeting tuned to what actually converted.

Quote relevance: Improved fit
Wasted quoting time: Reduced
Targeting refinement: Feedback driven

Insurance

Final Expense Telesales Operation

Bringing consent clarity to a final expense call operation.

The challenge

Compliance reviews found inconsistent consent documentation across prior lead sources, exposing the operation to risk and slowing down sales reviews.

The approach

AIM provided consent documentation and source transparency on every delivered record, screened prospects against qualification criteria before transfer, and kept records available for compliance review.

Consent documentation: Consistent
Compliance questions: Fewer
Review overhead: Reduced

Legal

Personal Injury Practice

Improving intake quality for a personal injury practice.

The challenge

Intake staff were overwhelmed by inquiries outside the firm's case types and jurisdiction, making it hard to focus on viable matters.

The approach

AIM built campaigns filtered by case type and jurisdiction, delivered warm transfers screened against qualification criteria and a minimum billable duration, and captured consent documentation.

Case-type fit: Improved
Intake focus: More viable matters
Mismatched inquiries: Reduced

Legal

MVA Litigation Practice

Focusing MVA intake on treatment and liability fit.

The challenge

Most inbound inquiries lacked treatment or clear liability facts, so intake staff spent their day screening out matters the practice could not accept.

The approach

AIM applied qualification screening for accident recency, medical treatment, and existing representation before delivery, and used scheduled appointments so intake spoke with prospects at committed times.

Screening burden: Reduced
Signable fit: Improved
Intake scheduling: More predictable

Legal

Workers' Compensation Firm

Matching workers' compensation inquiries to jurisdiction rules.

The challenge

Inquiries regularly arrived from states outside the firm's practice area, and claim circumstances often fell outside compensable categories, wasting intake effort.

The approach

AIM restricted delivery to the firm's jurisdictions, applied screening around employment status and injury circumstances, and scheduled call delivery within staffed intake hours.

Jurisdiction match: Aligned
Out-of-state inquiries: Reduced
Intake efficiency: Improved

Legal

Estate Planning Practice

Building a steadier estate planning consultation calendar.

The challenge

Consultations arrived in bursts after seminars and dried up between them, leaving attorney calendars uneven and hard to plan around.

The approach

AIM delivered scheduled appointments screened for planning intent and household fit, paced weekly volume to the number of open consultation slots, and confirmed appointment times before handoff.

Calendar consistency: Steadier
Consultation intent: Clearer goals
Planning visibility: Improved

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