Case files № 001 / FEATURED
Featured case study

One system, then AI on top.

Perfect 10 Promotions runs experiential marketing programs — coordinating brand ambassadors at activations across the country. That meant endless manual scheduling, hand-compiled sales numbers, and AI experiments that never stuck. We centralized the work into one structured system — then layered AI on top of data it could finally trust.

The architecture Two layers
Layer 2 · AI on top
AI sales analytics Clean dashboards on retailer sales — products, stores, regions.
Ask-anything chat Query the sales data in plain language, inside the system.
Layer 1 · One centralized system
Scheduling portal Centralized scheduling, full team visibility.
Automation agent Moves scheduling data automatically — roughly half the manual work gone.
~50% less manual scheduling work
Real-time answers from their sales data
1 platform, not scattered tools
Project type Internal platform + AI agents
Year shipped 2025
Scope Scheduling portal · Automation agent · AI sales analytics
Status In production
  1. I Brief

    What stood in the way

    Coordinating brand ambassadors across activations nationwide ran on manual emails, follow-ups, and spreadsheet updates. Sales numbers from those programs were compiled and validated by hand, so no one fully trusted them. And when the team wanted answers from their own data, they were exporting spreadsheets into ChatGPT and hoping — slow, disconnected, and impossible to rely on.

  2. II Approach

    How we built it

    We pulled scheduling and sales into one centralized system — a single source of truth instead of scattered sheets. An automation agent took over the repetitive data work, moving information between systems that used to be copied by hand. On top of that foundation we layered AI sales analytics: clean dashboards on retailer performance and a chat you can ask questions of in plain language. Because the data was finally organized, the AI didn't have to guess — it just returned the right answer.

  3. III Outcome

    The impact delivered

    The automation agent cut the manual scheduling work by roughly half across the team. Sales reporting became real-time, pulled straight from the system — and instead of exporting spreadsheets into outside tools, the team could ask their own data questions and get answers on the spot. The result is one connected platform that lets them scale their programs without the manual overhead growth used to bring.

In her words
Building a large, complex portal takes more than technical skill — it takes strategic thinking, reliability, and clear communication, and they delivered on all fronts. They offered smart solutions we hadn't even considered and executed everything with precision. They truly feel like a partner, not just a vendor.
Christy Greico-Smith Christy Greico-Smith · Founder, Perfect 10 Promotions
Colophon
Scope
Scheduling portal · Automation agent · AI sales analytics
Year shipped
2025
Filed by
Dev Paragon · 2025
Get a Process Teardown like this
logo
Let's talk

Book a free Process Teardown. We'll map one workflow and show you the hours it's draining — no obligation, whether or not you build with us.

Book a free Process Teardown