UYB
Built a custom AI-driven automation platform and internal tools that scaled UYB’s high-touch coaching and legal services across international markets, reducing manual overhead and improving response consistency. Delivered automated lead capture, end-to-end sales funnels, compliant legal workflows, and dashboards that enabled measurable growth and safer expansion.
The Challenge
UYB operates across multiple international markets and delivers high-touch coaching and complex legal and business services. Their processes for client intake, legal review, sales outreach and customer support were highly manual, creating bottlenecks that limited growth, increased overhead and introduced operational risk. The organization needed a way to scale without losing the personalized, legally sound experience their clients expect.
Our Approach
Our award-winning team designed a tailored automation and AI strategy to reduce manual work while preserving quality and compliance. We developed custom conversational AI trained on UYB’s domain knowledge as first-line customer support, built automated pipelines for lead capture and end-to-end sales funnels, and implemented cold email sequencing with analytics. Internal tools were created to streamline legal workflows and approvals, and we embedded compliance checks and review gates into every automated flow by working closely with UYB’s legal stakeholders.
The Outcome
UYB gained a scalable, repeatable operations model that maintained the firm’s high-touch service. Response times and consistency improved, outreach and funnel performance became more predictable, and administrative and legal overhead fell significantly. Leaders received a single source of truth through dashboards and analytics, enabling continuous optimization and safer expansion into new markets.
What We Delivered
Custom AI-driven customer support agents, a bespoke internal automation platform for onboarding and legal workflows, fully designed sales funnels and cold-email campaign systems, performance dashboards and analytics, comprehensive documentation and training, and an ongoing roadmap for incremental improvements.
