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Case Studies

See how agency CEOs are transforming their businesses with Powerline

Jim Sheldon

Jim Sheldon, Executive Consultant

Company: Private Consulting Group (Healthcare & Professional Services)

Industry: B2B, specializing in field sales enablement for medical, dental and legal clients

Team Size: 11+ distributed employees and contractors

"I can't overstate it—Spark is the difference between me forgetting half my calls and me staying 2–3 steps ahead."

— Jim Sheldon

Challenge:

Overwhelming meeting load, field reps spread across multiple locations, and countless follow-up items prone to slipping through the cracks.

Results:

  • • Daily voice check-ins keep priorities front-and-center
  • • Post-meeting recaps highlight actionable "quick wins"
  • • End-of-day Slack summaries ensure nothing gets missed
Asbed

Asbed, CEO of Alena Solutions

Company: Alena Solutions (Tech & Agency Services)

Industry: Technology and agency services, specializing in product development and launches

Team Size: Global team across multiple time zones

"If you shut this down tomorrow, I'd be really upset. Powerline is the first tool I've tried that truly acts like a real-time 'chief of staff'—and I've canceled a bunch of other apps because of it."

— Asbed, CEO

Challenge:

Visibility gaps in client conversations, missed upsell opportunities, and the constant worry of missing critical updates when not present in meetings.

Results:

  • • Unlocked a $50K marketing retainer from a casual conversation
  • • Prevented major client issues by catching early warning signs
  • • Achieved true peace of mind with daily AI-powered briefings
David Raskin

David Raskin, CEO

Company: Multi-Location Medical Dermatology Practice

Industry: Healthcare, specializing in dermatology services

Location: Los Angeles

"We're definitely benefiting from Powerline's insights—it's acting like a true thought partner."

— David Raskin, CEO

Challenge:

Managing diverse meeting formats across multiple locations, preventing tasks from slipping through cracks, and maintaining operational clarity with limited bandwidth.

Results:

  • • Created financial policies in seconds instead of hours
  • • Improved employee recognition and morale
  • • Uncovered revenue opportunities in billing processes
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