//Velocity Labs
Stories

Real owners. Real numbers. Real phone numbers.

These aren't case studies polished for a sales deck. They're our clients — small business owners in Utah, with real phone numbers we'll happily share if you ask.

M
Mike Henderson
Henderson Plumbing
Location
Murray, UT
Team size
12 employees
Engagement
Audit + Training + Custom build

The problem

Front desk drowning in calls and emails. Invoicing eating up 3 days a week. Mike had been pitched five different 'AI for plumbers' tools and had no idea which (if any) were worth the money.

What we did

  1. 01Two-week audit: shadowed the front desk, mapped the invoicing flow, traced where the time was actually going.
  2. 02Honest verdict: most of the AI plumbing tools we'd been pitched were overkill. Gmail's built-in AI could handle 80% of the email triage. The other 20% was a custom Zapier flow connecting their dispatch software to QuickBooks.
  3. 03Trained the front desk and the office manager. Built and tested the invoice automation. Ran 90 days of follow-up.

Results

23
Hours saved per week
Down to 0
Front-desk after-hours work
24 → 4 hrs
Time spent invoicing weekly
11
AI tools we recommended skipping

"I thought AI was hype. They spent two weeks mapping our work, then told me we just needed Gmail's AI, not some custom thing. They saved us from buying junk."

S
Sarah Whitmore
Whitmore & Associates · CPA
Location
Provo, UT
Team size
5 employees
Engagement
Training only

The problem

200+ emails a day during tax season, half of them the same five questions. Sarah's team had ChatGPT accounts but used them maybe twice a month — they weren't sure what was safe with client data, so they avoided it.

What we did

  1. 01Skipped the audit — Sarah already knew the bottleneck was email and client onboarding. We went straight to training.
  2. 02Two days of on-site sessions: how to write prompts that actually work, what to never paste into ChatGPT (anything with SSNs or tax IDs), and a library of safe templates for the most-asked client questions.
  3. 03Built them a Gmail-side template system that pulls from a pre-approved response library. Trained the whole team in person.

Results

Down 200
Emails answered/week
Cut in half
Client onboarding time
5 / 5
Team members confident with AI
Zero
Data leaks since training

"They trained my whole team in two days. We use ChatGPT every day now — and we actually use it well. Six weeks in, I'm answering 200 emails less per week."

T
Tom & Linda Park
Park Hardware
Location
Salt Lake City, UT
Team size
8 employees
Engagement
Audit only

The problem

After-hours customer questions going unanswered. A vendor had pitched them a $3,000 website chatbot. They wanted a second opinion before signing.

What we did

  1. 01One-week audit. Looked at their actual after-hours inquiries — the data they'd been collecting all along.
  2. 02The truth: most of the after-hours questions were Saturday calls about Saturday hours. A chatbot would have answered them, but so would a $0 update to their Google Business listing.
  3. 03Real bottleneck: nobody covered the phone Saturdays. Recommended hiring a part-time Saturday person instead. Total cost of our advice: less than 1/10 of what the chatbot would've cost.

Results

$3,000
Saved on wrong-tool purchase
Up 4×
Saturday calls captured
Zero
Chatbot tools we recommended
$2,500
Cost of our advice

"Their audit showed us where AI fit and where it didn't. They didn't try to sell us software we didn't need. Honest people. Rare these days."

Tell us about your work. We'll show you where AI fits.

Book a call. We listen for 30 minutes, then send you a one-page audit with the AI tools worth your time — and the ones to skip. No pitch deck. No homework. Promise.

Book a chatsupport@getvelocitylabs.com
Or just call
(208) 220-8174

Mon–Fri, 9–5 MT. You'll talk to Dane or Allie — the people who actually do the work.