Case Studies
Real Businesses. Real Systems. Real Valuation Impact.
We don’t sell theory.
We build systems that remove dependency, reduce costs, and increase what buyers are willing to pay.
CASE STUDY 1
Healthcare Practice – AI-Driven Patient Operations
Industry: Healthcare Services
CHALLENGE
– High call volume overwhelming reception
– Missed after-hours appointment requests
– Manual scheduling and follow-ups
– Owner dependency during peak hours
OKRA SOLUTION
– AI voice system for appointment booking and enquiries
– Automated reminders and follow-ups
– CRM and calendar integration
– Secure, compliant telecoms infrastructure
RESULTS
– 100% call answer rate, 24/7
– 35% reduction in no-shows
– Reception workload reduced by 50%
– Improved patient experience and retention
EXIT IMPACT
Business repositioned as a systems-driven healthcare operation, not owner-dependent — significantly improving buyer confidence.
CASE STUDY 2
Home Services Company – Scalable Call & Booking Automation
Industry: Home Services (HVAC / Trades)
CHALLENGE
– Lost leads due to missed calls
– Manual booking causing scheduling errors
– High labour cost tied to call handling
– No visibility into call performance
OKRA SOLUTION
– AI phone agent for inbound enquiries and bookings
– Intelligent call routing and lead qualification
– Automated job confirmations and reminders
– Real-time analytics dashboard
RESULTS
– Missed calls reduced to near zero
– 30% increase in booked jobs
– Staff redeployed from phones to operations
– Clear data showing conversion and cost savings
EXIT IMPACT
Demonstrated scalability without headcount growth, a key valuation driver for acquirers.
CASE STUDY 3
Professional Services Firm – Lead Qualification & Owner Independence
Industry: Professional Services
CHALLENGE
– Leads going to voicemail
– Slow response times
– Founder heavily involved in first contact
– No consistent qualification process
OKRA SOLUTION
– AI voice and messaging for lead intake
– Automated qualification and routing
– CRM integration with full call context
– Reporting on lead quality and outcomes
RESULTS
– Immediate response to all enquiries
– 60% improvement in lead-to-client conversion
– Founder removed from day-to-day intake
– Consistent, repeatable sales process
EXIT IMPACT
Business shifted from person-led to process-led, reducing key-person risk during due diligence.
CASE STUDY 4
Multi-Location Automotive Business – Unified Telecoms & AI Platform
Industry: Automotive Services
CHALLENGE
– Fragmented phone systems across locations
– Inconsistent customer experience
– Manual appointment handling
– No central reporting
OKRA SOLUTION
– Centralised cloud telecoms infrastructure
– AI scheduling and customer communication
– Unified reporting across locations
– Branded, proprietary platform
RESULTS
– Consistent experience across all sites
– Central visibility into performance
– Reduced admin overhead
– Infrastructure ready for expansion
EXIT IMPACT
Positioned as a platform-ready, multi-location operation, attractive to PE and strategic buyers.
WHAT THESE CASE STUDIES PROVE?
Technology isn’t about “being online”
It’s about removing friction, removing dependency, & proving scalability
Buyers pay premiums for systems, not people
Want Similar Results?
We’ll identify:
– Where your business is leaking value
– Which systems buyers expect to see
– How to move from traditional to tech-enabled — fast