Promptful Consulting provides AI consulting, workflow automation, Zapier/Make.com integrations, and custom AI tools for small and mid-sized businesses. Based in Birmingham, Alabama and serving clients nationwide.
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Case Studies by Promptful Consulting — Real AI automation and custom app projects built for small businesses in Birmingham, Alabama. Featured projects include Plan Compass (insurance plan comparison app), ProTrack (AI-powered job tracking for contractors), and a custom lead generation tool for electrical contractors. Each case study details the problem, solution, and measurable results achieved.

Our Work

Real projects. Real results. Here's what we've built for small businesses like yours.

Plan Compass — Custom Insurance Plan Comparison App

Independent Health Insurance Agent, Birmingham, AL

The Problem

Julie is an independent health insurance agent who was spending hours building manual plan comparison spreadsheets for every client. Each quote required pulling data from carrier PDF brochures and typing everything into a multi-page spreadsheet by hand. A single comprehensive quote could take an entire afternoon.

What We Built

  • PDF upload with AI-powered data extraction — upload a carrier brochure and the app automatically fills in plan details
  • Side-by-side plan comparison across multiple carriers and formats
  • Client management with prospect tracking, renewal dates, and enrollment deadlines
  • Automated birthday, anniversary, and renewal reminder emails
  • Dashboard with at-a-glance widgets for upcoming renewals and client milestones

The Result

What used to take 2-3 hours per client quote now takes about 15 minutes. Julie serves more clients per week with more professional, consistent comparison documents — and the automated email system keeps her in front of clients year-round.

Tech Stack: React, TypeScript, Node.js, PostgreSQL, Claude API, Resend

ProTrack — AI-Powered Job Tracking for Contractors

General Contractor / Remodeling Company, Birmingham, AL

The Problem

A residential remodeling company with multiple crews across different trades was managing everything through handwritten notes and Google Docs. Job details, crew assignments, task lists, and client info were scattered across notebooks and text messages. There was no central system and no accountability trail.

What We Built

  • Job dashboard with status filtering, search, and stat cards
  • Crew management with trade specialty tracking and per-job assignments
  • AI voice commands — say "Tell Marcus to install the shower tile on the Henderson job" and it creates the task, assigns it, and sends a notification
  • Notes and activity log with @mention support and timestamped accountability trail
  • Photo attachments for job site documentation
  • TV dashboard mode for the shop — full-screen view of all active jobs
  • Email/SMS notifications for assignments, mentions, and daily digests

The Result

The team went from managing jobs out of a notebook to a centralized system accessible from any phone. Crew members check tasks on their own instead of waiting for a call. The voice command feature lets the owner update jobs while driving between sites.

Tech Stack: React Native (Expo), Node.js, PostgreSQL, Claude API

Custom Lead Generation Tool

Electrical Contractor, Birmingham, AL

The Problem

The client needed leads for commercial and residential electrical work in the Birmingham metro area. Manual prospecting on Google Maps and directories was eating up hours every week with no organized system for tracking prospects.

What We Built

  • Automated lead scraping from targeted business directories
  • Clean, filterable database of business contacts with name, phone, email, and address
  • Export to CSV for easy import into any CRM or outreach tool

The Result

The client went from spending 5+ hours a week manually hunting for leads to having a steady pipeline of prospects delivered automatically. Delivered for $500 and immediately started generating new business contacts.

Tech Stack: Node.js, custom scraping scripts, CSV export

★★★★★

"Working with this team was one of the best decisions I've made for my business. They built a custom AI app specifically tailored to how we operate, and it has completely streamlined our workflow. What used to take hours now takes minutes."

Louis Aller III

Google Review

Ready to Build Something for Your Business?

Every project starts with a free 30-minute call. No pitch — just a plan.