Portfolio

Real results, real businesses

Our success cases: how companies in Guadalajara and Mexico have reclaimed their time, automated their operations, and scaled their results with Ingeniosa AI.

+38%
Average increase in conversions
70%
Reduction in operational tasks
6+
Industries transformed

Clínica Sonrisa Plus

Dental clinicGuadalajara, Jalisco

The challenge

The receptionist managed over 80 calls per day to schedule and confirm appointments. 35% of patients didn't show up without a prior reminder. Post-consultation follow-up was nonexistent.

The solution

We implemented a WhatsApp AI agent that automatically schedules appointments, sends reminders 48 and 2 hours before each visit, and follows up post-visit to promote continuity treatments.

60%
fewer missed appointments
40%
less burden on reception
+28%
monthly consultations

"Our receptionist stopped answering the phone all day and now focuses on attending to arriving patients. The agent handles the rest."

Medical Director, Clínica Sonrisa Plus

AI AgentsAutomationsWhatsApp Business API

Agencia Impulso Digital

Marketing agencyMexico City

The challenge

Onboarding new clients took 2-3 days of manual work. Monthly reports consumed 2 full days for an analyst. Prospect follow-up depended on someone remembering.

The solution

We automated the complete onboarding flow, report generation, and prospect follow-up with GoHighLevel + Make. Reports now generate automatically and reach each client on the 1st of every month.

2 days → 2h
onboarding time
+40%
sales closing
100%
on-time reports

"In three weeks we automated prospect follow-up. Our sales closing rate rose 40% without hiring anyone new."

General Director, Agencia Impulso Digital

GoHighLevelAutomationsMarketing Automation

ClimaTech Soluciones

HVAC & technical servicesGuadalajara, Jalisco

The challenge

Quotes took 24-48 hours because they depended on an available technician to calculate them. Technician assignment was manual and chaotic. 30% of prospects received no follow-up.

The solution

We implemented an automatic quoting system based on service type and installation size, with intelligent technician assignment by zone and availability, and an automatic WhatsApp follow-up flow.

2h
average quote time
+35%
conversion rate
0
prospects without follow-up

"We used to lose clients because quoting took too long. Now the system responds in under 2 hours and our team only closes the deals."

Founding Partner, ClimaTech Soluciones

AutomationsIntegrationsAI Agents

Despacho Fiscal Monterreal

Accounting firmGuadalajara, Jalisco

The challenge

Clients sent documents through multiple channels and the team wasted time tracking them. Fiscal deadline reminders were done manually. Over 15 clients asked about their declaration status via WhatsApp every month.

The solution

We created a WhatsApp AI agent that answers real-time status questions by querying the internal system, automated critical fiscal deadline reminders, and centralized document reception.

70%
fewer status queries
0
missed fiscal deadlines
+20 clients
without new staff

"I knew nothing about AI. The Ingeniosa AI team guided me every step of the way and today my business works while I sleep."

Principal, Despacho Fiscal Monterreal

AI AgentsAutomationsIntegrations

Osteria Bella Vista

RestaurantGuadalajara, Jalisco

The challenge

Phone reservations overwhelmed staff during peak hours. There was no active loyalty program. Negative Google reviews weren't managed and their rating had dropped to 4.2.

The solution

We implemented a WhatsApp and Instagram AI agent for reservations, an automated loyalty program with points and rewards, and post-visit review request flows for satisfied customers.

80%
reservations without calls
+30%
frequent customer retention
4.2 → 4.8
Google rating

"Since implementing Ingeniosa AI, I stopped checking the phone on Sundays. The agent manages reservations and my team focuses on delivering a great experience."

Owner, Osteria Bella Vista

AI AgentsMarketing AutomationWhatsApp Business API

Desarrollos Pedregal

Real estateZapopan, Jalisco

The challenge

They received over 200 monthly prospects from Facebook Ads and it was impossible to follow up with all of them. Sales agents spent time qualifying unserious leads. Development updates were communicated manually.

The solution

We implemented an AI agent that automatically qualifies prospects based on purchasing criteria (budget, timeline, area), distributes them in the CRM, and sends weekly construction updates to buyers via WhatsApp.

0
prospects without follow-up
+50%
scheduled appointments
-25%
closing time

"We had prospects falling through because we didn't have time to attend to them all. Now the agent qualifies them and only passes us the ones ready to buy."

Commercial Director, Desarrollos Pedregal

AI AgentsGoHighLevelAutomationsIntegrations

Your business could be the next success story

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