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The shop’s single source of truth for customers, quotes, and jobs — implemented and in production.
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Case 01 — AI Adoption & Automation
An industrial front office that runs itself.
For Georgia’s powder coating specialists, we wired Method CRM, Zapier, and Claude into one connected operation — and rolled out Claude Teams so the crew actually uses it.
A great shop, run from too many places.
The coating work was never the problem. The front office was: quotes, jobs, and customer records living across systems and inboxes, with people re-typing what the shop already knew.
The team was curious about AI but had no adoption path — no connected data for it to stand on, and no one with time to figure out where it fit.
The brief: connect the stack, get the process out of heads, and put AI to work where it earns its keep — without disrupting the floor.
One connected stack, with AI on top.
Zapier integration layer
App connections that move records between systems automatically. Nobody re-types anything.
Claude MCP server
Claude connected directly to live CRM data through a custom MCP server — ask about a job, get the real answer.
Claude Teams rollout
A structured trial for the whole team: accounts, use cases, and the habits that make it stick.
SOPs & runbook
The way the front office works, written down — so the system survives vacations and new hires.
Integration hygiene
Stale accounts found and cut, connections re-pointed, every automation tested against live records.
The CRM is the source of truth. Everything reads from it.
When a record changes in Method, the connected apps react — and Claude reads the same live data through the MCP server, so the team can ask plain-language questions about customers, quotes, and jobs and get answers grounded in reality.
Adoption was treated as part of the build, not an afterthought: a real trial run with Claude Teams, use cases mapped to actual roles, and the connections debugged against live records until they held.
Stack
Method · Zapier · Claude
Rollout
Claude Teams
Status
In production
Plumbing first. Then intelligence.
We stopped asking where a job stood and started asking what to do next. The system already knows where everything is.Front office — Georgia Powder Coating
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