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AI Automation

Smart Workflow Automation For Business Growth

We implemented AI-powered automation solutions to help a growing business streamline repetitive tasks, improve operational efficiency, and enhance customer interactions. The objective was to reduce manual workload while creating faster, more reliable processes across key business functions.
By integrating intelligent workflows, automated responses, and data-driven systems, we helped the business save valuable time, increase productivity, and focus on strategic growth. The result was a more efficient operation, improved customer experience, and scalable processes built for long-term success.

Services Provided:

  • AI Workflow Automation
  • Process Optimization
  • Automated Customer Support
  • Lead Management Automation
  • CRM & Third Party Integrations
  • Business Process Automation

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Case Studies

How We Helped BIP Insurance Generate 298 Leads and 66 New Policyholders at a 22% Conversion Rate

Leads
0
Cost Per Lead
$ 0
New Policyholders
0
Days
0 %
  • The Challenge
  • Ad account had multiple ad sets running with no consolidated strategy
  • Inconsistent lead volume and cost per lead across different audiences and ad sets
  • No clear visibility into which ad sets were actually driving quality, affordable leads
  • Needed a streamlined system to scale lead volume without driving up cost per lead
  • ✓ The Solution
  • Audited all active ad sets and identified top vs. underperforming delivery
  • Reallocated budget toward the best performing lead form campaigns
  • Refined targeting and creative to bring down cost per lead across the account
  • Integrated instant lead alerts through GoHighLevel CRM so no service call requests get missed

What We Delivered

Full Ad Account Audit

Ad Set Consolidation and Budget Reallocation

Lead Form Ad Creative Optimization

Ongoing Performance Reporting

The Results

Leads Generated

0

Average Cost Per Lead

$ 0

New Policyholders Enrolled

0

Conversion Rate

0 %

Reach

0

Impressions

0
Digitaz helped us generate consistent, high-quality health insurance leads while lowering our acquisition costs. Their team was proactive, transparent, and focused on delivering measurable results.
Michael JohnsonLos Angeles, CA
Our campaigns performed far better after working with Digitaz. They optimized our advertising strategy, improved lead quality, and maintained excellent communication throughout the entire project.
Sarah MitchellChicago, IL
Digitaz developed a highly effective digital marketing strategy that brought us qualified insurance leads and increased client inquiries. Professional service, fast response times, and outstanding results.
Robert MartinezDallas, TX
Book Your Free Strategy Call

Case Studies

How We Helped Apex Heating & Air

Leads
0
Avg CPL
$ 0
New Clients
0
Days
0
  • The Challenge
  • No properly set up Facebook page for the business
  • No Business Manager or pixel tracking in place
  • No system for capturing or following up on incoming service call leads
  • Needed a real lead generation engine built from scratch
  • ✓ The Solution
  • Built the Facebook marketing system from scratch
  • Optimized the Facebook page for lead generation
  • Set up Meta Business Manager
  • Installed pixel tracking
  • Integrated instant lead alerts through GoHighLevel CRM so no service call requests get missed

What We Delivered

Facebook Page Optimization

Business Manager Setup

Pixel Tracking Installation

GHL Instant Lead Alerts

Ongoing Campaign Management

The Results

Leads Generated

within 60 Days
0

Average Cost Per Lead

$ 0

New Clients Closed

0

Total Ad Spend

$ 0
Digitaz helped us generate consistent, high-quality health insurance leads while lowering our acquisition costs. Their team was proactive, transparent, and focused on delivering measurable results.
Michael JohnsonLos Angeles, CA
Our campaigns performed far better after working with Digitaz. They optimized our advertising strategy, improved lead quality, and maintained excellent communication throughout the entire project.
Sarah MitchellChicago, IL
Digitaz developed a highly effective digital marketing strategy that brought us qualified insurance leads and increased client inquiries. Professional service, fast response times, and outstanding results.
Robert MartinezDallas, TX
Book Your Free Strategy Call

Case Studies

 How We Helped Find Health Insurance Generate 408 Leads and Messaging Conversations at a $4.08 Cost Per Lead 

Health Insurance, North America

Leads
0
Cost Per Lead
$ 0
New Policyholders
0
Conversion Rate
0
  • The Challenge
  • Needed a scalable way to generate both lead form submissions and direct messaging conversations
  • No structured multi campaign testing approach in place to see what actually converted
  • No unified way to track performance across lead form ads and messaging ads
  • ✓ The Solution
  • Built and tested 3 parallel campaigns combining lead form ads and Instagram/Meta messaging ads
  • Combined form leads and messaging conversations into one unified lead pipeline
  • Optimized budget allocation across ThruPlay, messaging, and lead form placements
  • Refined creative and targeting to bring down blended cost per lead across all campaign types

What We Delivered

Multi Campaign Meta Ads Build (Lead Forms + Messaging Ads)

Cross Campaign Performance Tracking and Reporting

Creative and Audience Testing Across Campaign Types

Ongoing Optimization and Budget Reallocation

The Results

Leads + Messaging Conversations Generated

(155 Form Leads + 253 Messaging Conversations) over 31 Days (Oct 18 to Nov 18, 2025)
0

Blended Average Cost Per Lead

$ 0

Total Ad Spend

0

New Policyholders Enrolled

$ 0

Conversion Rate

0 %

Impressions

0
Digitaz helped us generate consistent, high-quality health insurance leads while lowering our acquisition costs. Their team was proactive, transparent, and focused on delivering measurable results.
Michael JohnsonLos Angeles, CA
Our campaigns performed far better after working with Digitaz. They optimized our advertising strategy, improved lead quality, and maintained excellent communication throughout the entire project.
Sarah MitchellChicago, IL
Digitaz developed a highly effective digital marketing strategy that brought us qualified insurance leads and increased client inquiries. Professional service, fast response times, and outstanding results.
Robert MartinezDallas, TX
Book Your Free Strategy Call

Case Studies

How We Turned Apex Heating & Air's Empty Pipeline Into a Fully Booked Schedule

Leads
0
Avg CPL
$ 0
New Clients
0
Days
0
  • The Challenge
  • No Facebook page
  • No Business Manager
  • No pixel tracking
  • And no system for capturing incoming leads.
  • ✓ The Solution
  • Built the entire Facebook marketing system from scratch
  • Business Manager
  • Pixel tracking
  • A lead gen optimized page
  • And instant GoHighLevel lead alerts so nothing falls through.

What We Delivered

Facebook Page Optimization

Business Manager Setup

Pixel Tracking Installation

GHL Instant Lead Alerts

Ongoing Campaign Management

The Results

Leads Generated

within 60 Days
0

Average Cost Per Lead

$ 0

New Clients Closed

0

Total Ad Spend

$ 0

David Miller, Dallas, TX

“Working with Digitaz was a great experience. They improved our online presence, managed our advertising effectively, and helped us attract more residential HVAC customers.”

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Case Studies

How We Turned One Failed Boosted Post Into Coastal Comfort HVAC's Best Lead Source

HVAC,, North America

Leads
0
Cost Per Lead
$ 0
New Clients
0
Revenue Added
+$ 0
  • The Challenge
  • One unstructured boosted post, with budget wasted on maintenance package upsells instead of new leads.
  • ✓ The Solution
  • Rebuilt the entire Meta Ads campaign around lead generation, not upsells — new targeting, new creative, real structure.

What We Delivered

Campaign Audit and Diagnosis

Full Meta Ads Campaign Build

Lead Focused Ad Creative

Ongoing Optimization

The Results

Leads Generated

within 60 Days
0

Cost Per Lead

$ 0

New Clients Closed

0

Pipeline Value

$ 0

New Revenue Added

+$ 0

Sarah Thompson, San Diego, CA

“The Digitaz team delivered a modern website and optimized our online marketing campaigns. Our local visibility improved, and we’re receiving more qualified HVAC inquiries than ever before.”

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Case Studies

How a Brand New HVAC Business Went From Zero Marketing to a Full Pipeline in Weeks

HVAC Services, United States

Leads
0
Cost Per Lead
$ 0
New Clients
0
Revenue Added
+$ 0
  • The Challenge
  • No website
  • No ad accounts
  • No lead system
  • And no prior marketing experience
  • ✓ The Solution
  • Weekly consulting calls to guide the owner, plus a complete system built from scratch website, Facebook ads, and a lead generation funnel.

What We Delivered

Website Development

Facebook Ads Campaign Build

Lead Generation Funnel

Weekly Strategy Consultations

The Results

Leads Generated

within 60 Days
0

Cost Per Lead

$ 0

New Clients Closed

0

Pipeline Value

$ 0

New Revenue Added

+$ 0

Michael Anderson, Los Angeles, CA

“Digitaz built a professional website and helped us generate high quality HVAC leads through Google Ads. We’ve seen a noticeable increase in service calls and booked appointments.”

Book Your Free Strategy Call