Client Outcomes & Case Studies

These are real funnels, real budgets, and real unit economics from brands we’ve worked with — not theoretical screenshots. Each case shows how we use Simply Digital OS and an AI Revenue Engine to turn high-intent demand into booked revenue with clear CAC, ROAS, and payback.

We work across four main proof bands: home & local services, clinics & high-ticket health, events & education, and audience & demand engines. The systems are different, but the math is the same: owner’s math on what to Cut, Fix, and Double.

Proof at a glance

Home & Local Services

  • HVAC brand – ~140–160 leads/week, 50+ jobs/week, $50K–$100K weekly revenue on ~$20K–$23K ad spend (2.5–4.5× ROAS).
  • Home services provider – scaled from ~234 to ~667 leads/month in 4 months at ~$32 CPL and ~2.3× platform ROAS.
  • Tree removal – 14 → 66 leads/month in 6 months; 155 leads in one month at ~$47 CPL with ~4–5× ROAS.

Clinics & High-Ticket Health

  • Regenerative clinic – 250–350 leads/month, 95–125 consults/month, $42–$67 CPL, $140–$190 per consult, ~$250K+/month revenue from ~$12K/month ad spend (15–20× ROAS).
  • Functional medicine – event funnel driving 200–300 leads/week, 20–35 consults/week, and 5–6 figure weekly revenue from 4–5 figure weekly ad budgets.

Events & Education

  • National scientific conference – mid–4-figure to low–5-figure ad spend producing low–mid 6-figure ticket revenue (~10× ROAS) on paid registrations.

Audience & Demand Engines

  • Naturopathic brand – organic audience grown from ~4K → 100K+ followers with steady 5-figure monthly revenue and a fully booked clinic calendar.

Home & Local Services

HVAC · Google Ads + CRM

$10M+ HVAC Brand Growth

  • 140–160 leads/week across HVAC & plumbing service lines.
  • 50+ booked jobs/week at $55–$72 CPL and ~$125–$160 per booked job.
  • $50K–$100K weekly revenue on ~$20K–$23K weekly ad spend (2.5–4.5× ROAS).
  • Powered by Google Ads, service-line landing pages, and ServiceTitan CRM workflows.

System: service-line search campaigns, conversion-ready pages, ServiceTitan routing, and weekly Cut / Fix / Double decisions by service and ZIP.

View HVAC case study →

Home Services · Search + PMax

From 234 to 667 Monthly Leads in 4 Months

  • Scaled from ~234 to ~667 qualified leads/month in 4 months (~185% lift).
  • 2,090+ HubSpot-tracked leads on ~$67K ad spend (~$32 CPL).
  • Platform revenue of ~$157K (≈2.3× platform ROAS; blended CAC ~mid-$90s).
  • Guardrails: CPL ≤ ~$33, CAC ≤ ~$95, <90-day payback; we only scaled when guardrails held.

System: service-line search, brand + non-brand structure, PMax for incremental reach, HubSpot routing, and weekly pruning.

View home services case study →

Tree Service · Google Search

Tree Removal Leads at ~20% of Breakeven CPL

  • 14 → 66 leads/month over 6 months as budget ramped and queries were pruned.
  • Breakout month: 155 leads on ~$7.3K spend (~$47 CPL, ~11% conv. rate, ~7.7% CTR).
  • Program-to-date: 409 leads on ~$23K spend (~$57 blended CPL), modeled ROAS ~4×.
  • Breakeven CPL ≈ $240; we operated at ~20% of breakeven while building an exclusive-lead engine.

System: phrase-match only, RSAs with DKI + location, strict negatives, and weekly asset tests.

View tree removal case study →

Additional home & local services case studies available on request (plumbing, ISPs, foundation repair and more).

Clinics & High-Ticket Health

Regenerative Clinic · Facebook + Google + Webinars

$250K+/Month Regenerative Funnel

  • 250–350 qualified leads/month and 95–125 booked consults/month.
  • $42–$67 CPL and ~$140–$190 per consult.
  • 15–20× ROAS: ~$250K+ monthly revenue from ~\$12K/month ad spend.
  • System combined Facebook & Google ads, weekly seminars/webinars, and automated CRM nurture.

System: compliant messaging, education-first funnels, and automated follow-up from lead → event → consult → plan.

View regenerative clinic case study →

Functional Medicine · Event Funnel

$100K+/Week Functional Medicine Funnel

  • 200–300 leads/week feeding live events and virtual workshops.
  • 20–35 consults/week with 5–6 figure weekly revenue from 4–5 figure weekly ad budgets.
  • ROAS often in the 10–40× band when offer and operations were dialed in.
  • Full-funnel measurement from ad click through show-up rate, consults, and plan acceptance.

View functional medicine case study →

Events & Education

Nonprofit Conference · Google + Meta

$175K+ Event Funnel

  • Flagship scientific conference with paid in-person registrations (>~$400 per ticket).
  • Google Search + PMax captured intent; Meta remarketing and awareness warmed new audiences.
  • Actual spend slightly above plan as we pushed more budget into proven PMax segments.
  • Outcome: mid–4-figure to low–5-figure ad spend produced low–mid 6-figure ticket revenue (~10× ROAS).

View event funnel case study →

We apply similar economics-first funnels to summits, workshops, and recurring education programs where ticket revenue and backend offers both matter.

Audience & Demand Engines

Naturopathic Brand · Social + Offers

Followers That Convert

  • Grew an audience from ~4K to 100K+ followers with content built around symptoms, stories, and proof.
  • Shifted from vanity follower growth to predictable consult and program revenue.
  • Generated steady 5-figure monthly revenue from organic and low-paid amplification while keeping the clinic calendar full.
  • Launched and sold out new offers (programs, products) into the existing audience base.

View naturopathic case study →

Audience engines plug directly into Simply Digital OS: we track how posts, emails, and launches translate to consults, customers, and LTV — not just views and likes.

Want this level of clarity on your numbers?

The AI Revenue Engine doesn’t care about vanity metrics. It cares about CAC, ROAS, payback, and LTV/CAC by channel, offer, and language. The Revenue Decision Review is how we plug into your stack, run the math, and come back with a Cut / Fix / Double plan grounded in your reality.