Proven Outcomes
47 companies. 9 industries. Every one on a structured 90-day roadmap with a dedicated fractional CAIO. No dabbling. No guessing. Just documented outcomes.
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Companies Transformed
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All Case Studies
9 industries. Real challenges. Measured outcomes. See how companies like yours moved from AI confusion to AI advantage.
12-person · Miami, FL
Manual document review consuming senior staff time during tax season.
AI Enablement tier. 90-day focus on document automation and intake.
“Within 60 days our team went from avoiding AI to using it daily.”
38 employees · Charlotte, NC
Quote generation took 3–4 days pulling specs manually across systems.
AI Transformation. Custom quoting workflow integrated with existing ERP.
“Our advisor referred Katalize. The 90-day roadmap stopped the dabbling.”
3 clinics, 45 staff · Tampa, FL
Patient intake averaging 22 min. Staff spending 35% of time on documentation.
AI Transformation. Intake automation and scheduling AI deployment.
“I came to a peer advisory session skeptical. Called Katalize the next morning.”
8 producers · South FL
Producers spending 3+ hrs/day on policy admin and follow-up.
AI Leadership System. Producer-facing automation and communication workflows.
“Our producers now spend their time selling, not filing.”
14 techs · Orlando, FL
Dispatch done manually. Routing inefficient. Customer follow-up inconsistent.
AI Leadership System. Dispatch automation and post-service follow-up sequences.
“I run HVAC trucks. Katalize showed me what I was leaving on the table.”
22-person practice · Atlanta, GA
Ops team managing pre-auth and scheduling manually. Staff AI literacy near zero.
AI Enablement. Operations-first deployment with full team upskilling.
“Katalize gave my team something to work toward. Productivity and confidence are both up.”
28 clients · Dallas, TX
Clients asking AI questions the coach couldn't answer. Credibility risk.
Katalize partner arrangement. Free AI Readiness session delivered to client groups.
“My clients trust me to bring them the best. Katalize made that easy.”
8 clients · Chicago, IL
Client companies asking for AI guidance with no resource to refer to.
Referral partner arrangement. Katalize handles AI; Callahan retains advisory.
“Katalize is the only one that actually stays. The scope was clear and they honored it.”
20-person firm · Denver, CO
Losing mid-market clients to competitors with AI advisory capability.
White-Label Partner. Brightline delivers Katalize's system under their brand.
“We went from losing clients over AI to winning them because of it.”
Client Results
Every company on a structured 90-day roadmap with a dedicated fractional CAIO.
“Within 60 days our team went from avoiding AI to using it daily.”
Patricia Ruiz
Owner, Ruiz & Associates CPA
“Our advisor referred Katalize. The 90-day roadmap stopped the dabbling.”
Marcus Webb
CEO, Webb Industrial Coatings
For Partners
Business coaches, fractional executives, and consultants refer Katalize and earn revenue — without adding service delivery.
“My clients trust me to bring them the best. Katalize made that easy.”
Howard Perkins
Business Coach, Perkins Leadership Group
Dallas, TX · 5 clients referred
Katalize stays in its lane. You refer the client, we deliver the transformation, and you stay their trusted advisor. Scope is always respected.
Ready to Start?
Every company on this page started where you are. A structured roadmap. A dedicated fractional CAIO. Measurable outcomes from week one.