Case study · Tax preparation network, United States

32,590 calls nobody had time to make.

A tax network had a client base and a season, and nobody with time to call them all. We built an AI voice layer on Atlas and wrote every outcome into the CRM, so the pipeline stopped living in somebody's head.

6 May to 18 Sep 2026Built on AtlasPublished figures from the account's CRM and call platformDelivered through PTS AI
AtlasAtlasvoice layer and call API
Where it started0No outbound at all.
→
What it reached2,744Unique people contacted.
The problem

The list existed. The hours did not.

A tax practice knows exactly who its clients are. Nobody calls them, because the whole season goes to the returns that already walked in. So the base goes cold quietly.

What was built

The base, worked end to end, without adding a single caller.

01
The call layer on Atlas.Calls that work the list, qualify, and pass a live person over.
02
Deduplication by phone.32,590 attempts became 2,744 real people.
03
Every outcome in the CRM.
04
Two channels, one pipeline.Handoffs by call and by SMS land in the same funnel.
05
Reporting on the Atlas API."What did this produce this month" without a spreadsheet.
The stack
AtlasTwilioZoho CRMn8nClaySmartleadGoogle SheetsClaude Code
The funnel

Every stage, and the rate between them.

2,744contacted
4.2%
115handoffs
19.1%
22contracts sent
36.4%
8signed
37.5%
3closed
What it produced

Where the money stood on 18 September.

$83,860closed won (CRM stage value)CRM stage at 18 Sep; collections not verified for this page
$37,145onboarding5 deals in delivery
$12,055proposal3 deals in the offer stage
$106,905contracts outwaiting on a signature

All four are CRM stage values at the cut-off date. Closed won is a CRM stage, not a verified bank collection. The other three are pipeline.

Call numbers

32,590attempts
23,138connected71.0%
5,327answered23.0%
152meaningful conversations
115handoffs

Unique people reached per month

174May
279Jun
928Jul
1,461Aug
881Sep (partial, to the 18th)
Who did which part

Three people. Same split, different industry.

Status

Reported as running at the 18 September cut. Not re-verified since.

The numbers here are a cut, not an ending. Every month we tune who gets called, at what hour, and what counts as qualified. We build it with Atlas. We are open to running this for other companies.

What this does not prove

The honest edges.

  • This is a base being reactivated, not cold prospecting. These people already knew the business.
  • 8 signed, 3 closed by the cut-off. The other 5 were in onboarding.
  • Closed won is a CRM stage value, not verified collections. The rest is pipeline.
  • Five months shows a season, not a renewal.
The other account

Same system, a different industry.

Case studyZero to 28 branches live, a new one every three days → The peopleWho did the work, in the open →

Start working with us.

Tell us what is breaking and we will tell you straight whether this is even a hire. You keep the map of your own process either way. Free, and nobody calls you unless you ask.

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