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Case Study — WEB

Client Pilot AI

Opportunity Intelligence: Powering Software Agencies with AI Recommendations

AI-powered Opportunity Intelligence platform designed to identify high-potential business opportunities and deliver data-driven software recommendations.

ClientClient Pilot AI – Opportunity Intelligence
IndustryArtificial Intelligence / Business Intelligence
OutcomeAutomated lead analysis and proposal generation, reducing time-to-recommendation by 80%.
Timeline
6 weeks
Platform
Web (React / Node.js)
Status
Deployed & Live
Project Overview

What We Built

Client Pilot AI is an innovative AI-driven platform designed to scan, analyze, and identify high-potential business opportunities. It provides agencies with data-backed, personalized software recommendations and custom proposal structures to boost sales success rates.

Desktop View

Client Pilot AI Desktop View

Mobile View

Client Pilot AI Mobile View
The Challenge

Problem Statement

Manually vetting client requirements, researching technical solutions, and crafting bespoke project proposals is a time-consuming process that often delays initial agency responses.

Our Solution

How We Solved It

We engineered Client Pilot AI with an advanced RAG (Retrieval-Augmented Generation) pipeline. The Node.js and Express backend ingests opportunities, retrieves matching templates, and yields optimized technical roadmaps on a Postgres database with Supabase integrations.

Capabilities

Key Features

AI Opportunity Identification & Scoping Engine
Retrieval-Augmented Proposal Builder
Vector DB integration for historical project matching
Agency Dashboard with analytics & success tracking
Multi-model LLM integration
Outcomes

Measurable Results

-80%
Time-to-Proposal
+45%
Lead Vetting Accuracy
1.5x
Agency Conversion Rate
6 weeks
Delivery Time
Engineering

Tech Stack

Frontend / UI
React · TypeScript · Tailwind CSS
Backend / API
Node.js · Express
Database / ORM
PostgreSQL
Authentication
Supabase Auth
Hosting / Deployment
Vercel (Frontend) · Railway (Backend)
Value Delivered

Client Benefits

Reduce manual qualification time from hours to seconds
Generate personalized, highly accurate technical proposal structures
Data-driven software recommendations matching actual client needs
Unified dashboard for analyzing lead pipelines
Ready to Scale?

Let's Build Together

Want a similar solution tailored to your business? Let's talk. Our engineers will walk you through the architecture, timeline, and investment — no fluff, no sales pitch.

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