SCS - Prospect to Client Onboarding with Boo

One-pager showing how Boo automates the prospect-to-client onboarding workflow at SCS: meeting capture, Salesforce entry, prospect research, task sequencing, and client onboarding.

Boo for SCS - Workflows and Scenarios

Pitch deck for SCS Advisory showing seven real-world workflows where Boo saves time across retirement plans and wealth management. Tailored for Ryan Baumgartner, Investment Directo

SCS Advisory - Meeting Prep Brief

Client brief for the SCS Advisory meeting. Company overview, key people, seven demo workflows, objection handling, and demo strategy.

Boo Inside Oracle: Workflows by Discipline

A comprehensive map of 48+ workflow opportunities across all 12 Oracle business disciplines, from OCI to Oracle Health, with specific automation examples for each.

Costco Grocery Shelf-Stable: Buyer Operations & Workflow Opportunities

Breakdown of how Costco grocery buyers operate for shelf-stable items, mapped to concrete AI-assisted workflows and optimizations.

Boo for Accenture: Workflows and Scenarios

Tailored workflows and scenarios showing where Boo would be a game changer for Accenture: proposals, client intelligence, knowledge management, global delivery, compliance, and mor

Rustic Fern Estate Marketing Strategy

Marketing strategy for 32255 NE 197th St Duvall WA - a 9.74-acre estate with the Rustic Fern Barn wedding venue, listed at .75M

Safety, Training, and Compliance for Sequoyah Electric

How Boo can automate certification tracking, safety documentation, and training for Sequoyah's field workforce

Preconstruction and Estimating Acceleration for Sequoyah Electric

How Boo can accelerate bid preparation, historical data retrieval, and vendor coordination for Sequoyah's preconstruction team

Field Operations Intelligence for Sequoyah Electric

How Boo can streamline daily reporting, crew coordination, and field intelligence across Sequoyah's job sites

Claremont Ave S: LIHTC, QCT & Capital Stack Analysis

Breakdown of LIHTC and HUD QCT programs applied to the Claremont Ave S development site in Seattle, including capital stack strategies and adjacent lot analysis.

Boo for Special Group: One-Pager

One-page pitch showing five problems Boo solves for Special Group's CFO in the first month.

Boo for Special Group: AI-Powered Resource Management

Pitch document showing how Boo can streamline resource management, utilization tracking, and financial oversight for Special Group, a 300-person global creative agency.

Boo for Cascade Engineering Services

Pitch deck showing Boo's value to Cascade Engineering Services with before/after workflow visuals for test intake, FA reporting, calibration tracking, and project updates.