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STRATEGIC PARTNERS, NOT JUST SERVICE PROVIDERS

Reliable Automation AI & CRM Solutions

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Case Studies

Helping SMBs Streamline Operations and Scale Efficiently since 2019

 

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Businesses Served
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Our Services

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Automation AI Workflows

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GoHighLevel CRM setup & support

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Dedicated Automation & CRM experts

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AI Voice Agent

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1-1 Consultation with Sam

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Most Of Our clients Are From

USA
Australia
UK
Germany
Dubai

Most Of Our clients Are From

USA
UK
Australia
Germany
Dubai

Case Studies

CosmeticRx

Automated influencer onboarding and communications to handle 10x campaign volume without increasing headcount

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White City Logistics

Replaced repetitive recruiting and safety calls with automated qualification and AI-driven workflows, reducing HR workload & response time

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DHCS

Eliminated manual Medicaid remittance processing by automating PDF and spreadsheet workflows, cutting processing time across high-volume reports

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Empower Psychotherapy

Built a centralized CRM and automated recruiting workflows to scale licensed provider onboarding across multiple states

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Book Call

Case Studies

CosmeticRx

Automated influencer onboarding and communications to handle 10x campaign volume without increasing headcount

chart

White City Logistics

Replaced repetitive recruiting and safety calls with automated qualification and AI-driven workflows, reducing HR workload & response time

chart (3)

DHCS

Eliminated manual Medicaid remittance processing by automating PDF and spreadsheet workflows, cutting processing time across high-volume reports

chart

Empower Psychotherapy

Replaced repetitive recruiting and safety calls with automated qualification and AI-driven workflows, reducing HR workload & response time

chart (7)
Book Call

Supporting Success Across All Industries

200+ businesses served so far understanding their unique challenges each faces

Real Estate
E-commerce
Marketing Agencies
Coaching & Consulting
Tech & SaaS
Roofing and Solar
Healthcare & Wellnesst
Media & Creators
More

We’ve seen What Breaks at Scale, and How to Fix It

After implementing automation and CRM systems across 200+ companies, we know where bottlenecks, failures, and inefficiencies actually show up. Our systems are designed to prevent them before they cost you time or revenue
Talk to the Team

What our
‍customers say

There are things you an do for yourself, and things that it makes sense to find someone already equipped (like an oil change). That was Sam. They knew what we needed and, rather than spend hours and hours getting my workflow set up and tested, Sam and his team did it in a few days. I would 100% use them again!

Nate Heldman United States

Sam is truly a gem in the software development world! His work is BUG-FREE, showcasing incredible code expertise and profound professionalism. Working with Sam is a joy due to his timely deliveries, deep understanding, and unwavering politeness. 👋

Mike Richards, Mehow United Kingdom

I have NEVER, EVER experienced service like I had with Sam, Omar, and the rest of his team. If I could give them 100 stars, I would. If you need help purchasing and setting up a CRM or any related services (check out all of their gigs because I believe they can do ANYTHING), stop searching and buy a gig NOW! Thank you!

Sherrine Washington United States

Sam and his team were outstanding to work with. They delivered excellent customer service, communicated clearly throughout the entire process, and showed deep knowledge of Zapier and automation tools. Very professional, responsive, and efficient. Highly recommend them for anyone looking to streamline their workflows.

Ivan Číhal United States

Sam and his team are outstanding professionals - attentive, reliable, and truly great at what he does. The automation work he completed for me has been running perfectly, and I couldn’t be happier with the results. He pays attention to every detail, communicates clearly, and makes sure everything works just as promised. I highly recommend his works to anyone looking for quality, efficiency, and professionalism.

Nicolas Mendonca Evolution Pro Builder

Get in touch

Tell us what is breaking or slowing your operations?

Or reach us directly

Sam

CEO, Founder

sam@drivenstack.com

Support

tech@drivenstack.com

CosmeticRx — AI-Powered Influencer Automation

  • Telehealth & Skincare • n8n • OpenAI • Airtable • Gmail API • Fillout

The Challenge

CosmeticRx’s influencer campaigns scaled rapidly, but their email workload didn’t.
Hundreds of creators emailed daily with interest, questions, and rate requests.
Manual replies, sorting, and onboarding created delays, inconsistent communication, and lost opportunities.
The team couldn’t keep up — and growth stalled.

Our Solution

1

Automated influencer intake & classification

Incoming emails were instantly categorized (Interested / Fee Request / Q&A / Declined) and logged in Airtable.

2

Sent brand-consistent replies automatically

Influencers received fast, personalized responses inside the same Gmail thread — without human involvement.

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Streamlined onboarding with prefilled forms

Interested creators received prefilled Fillout forms to submit payment details, affiliate codes, and onboarding info.

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Created full visibility for the team

Airtable tracked every step: first reply → onboarding form → code received → campaign status.

White City Logistics — AI Voice Recruiting & Safety Automation

  • Trucking & Logistics • Vapi • Make.com • Google Sheets • Twilio • OpenAI

The Challenge

White City Logistics struggled to keep up with daily recruiting and safety calls.
HR repeated the same driver qualification questions over and over.
Safety teams spent hours each week checking on maintenance issues — often missing details or follow-ups.
When inquiry volume spiked, calls were inconsistent, notes were incomplete, and the entire workflow broke under pressure.

Our Solution

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Implemented AI voice agents for recruiting & safety

Created two natural voice agents (Roxy & Ray) to handle driver qualification and weekly safety checks automatically.

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Automated outbound calling with dynamic question flows

Each call pulled updated questions from Google Sheets and logged structured answers back into Sheets.

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Added intelligent follow-ups and escalation routing

Integrated SMS, email, and critical-issue escalation through Make.com and Twilio.

4

Synced all call outcomes to HR & Safety systems

Every interaction now updates in real time, creating full visibility across teams.

DHCS — Automated Medicaid Remittance & Invoice Processing

  • Healthcare • Zapier • Google Sheets • PDF Parsing • DocsAutomator

The Challenge

DHCS relied on manual spreadsheets and PDF scrolling to process Medicaid remittances — often 500+ pages long.
As providers grew from 20 to 150+, the team faced:

  • Hours of manual parsing every billing cycle
  • Frequent Medicaid ID mismatches
  • Inconsistent invoices for DHCS staff vs. staffing agencies
  • No centralized visibility across finance or operations
  • Denials buried deep inside PDFs with no structured tracking

The process became slow, error-prone, and unscalable.

Our Solution

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Automated Medicaid remittance parsing

Extracted Medicaid IDs, CPT codes, units, EOBs, paid/denied values, and mapped them directly into structured data.

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Matched data to provider roster automatically

Clean mapping for DHCS staff, staffing agencies, emails, and team leads — eliminating ID mismatches.

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Converted units into accurate billable hours

Applied the 4 units = 1 hour logic consistently across all providers.

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Generated invoices instantly in DocsAutomator

Created individualized invoices for 150+ providers from a single PDF.

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Extracted denials into a clean follow-up repor

Centralized denial visibility for faster recovery and accountability.

Empower Psychotherapy — Automated Recruiting Pipeline

  • Mental Health & Teletherapy • Zapier • LinkedIn • PhantomBuster • RocketReach • OpenAI (ChatGPT-4o)

The Challenge

Empower Psychotherapy needed to recruit licensed mental-health providers across Arizona and California.
Manual sourcing on LinkedIn and Indeed was slow, repetitive, and often restricted by platform limitations.
Finding verified emails, screening credentials, and sending outreach took hours — and consistency dropped when volume increased.
Recruiting couldn’t scale beyond a few candidates per day.

Our Solution

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Automated LinkedIn search & data extraction

Used PhantomBuster to run scheduled searches and export targeted provider profiles directly into Google Sheets.

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Enriched profiles with verified contact details

Integrated RocketReach to automatically add accurate emails and professional data.

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AI-powered candidate screening

Used ChatGPT-4o to filter providers by license type, eligibility, and location (AZ & CA).

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Launched personalized outreach workflows

Qualified candidates received tailored emails with Calendly links, while Zapier handled follow-ups for non-responders.