Kaxo Technologies

BACKGROUND

Please describe your company and position.

 I am the General Manager of a financial services company 

Describe what your company does in a single sentence.

Personal Income Tax Preparation

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Kaxo Technologies to accomplish?

• Voicemail Transcription Service

SOLUTION

How did you find Kaxo Technologies?

Referral

Why did you select Kaxo Technologies over others?

• Close to my geographic location
• Pricing fit our budget
• Good value for cost
• Company values aligned

How many teammates from Kaxo Technologies were assigned to this project?

1 Employee

Describe the scope of work in detail. Please include a summary of key deliverables.

We asked Kaxo to transcribe our voicemails into an email format. After inquiring with our VOIP service provider, we were told it could not be done. James quickly implemented and tested the system and it was fully operation in a matter of weeks. It was important to us that we complied with security standards and that client information was kept private. This new system makes our office more efficient and we are very happy with the service provided by Kaxo. 

RESULTS & FEEDBACK

What were the measurable outcomes from the project that demonstrate progress or success?

Improved office effeciency and recorkeeping. Allowed for better communication among staff both in office and remote. Provided a record of communication with the client. Replaced outdated systems.

Describe their project management. Did they deliver items on time? How did they respond to your needs?

Delivered ahead of schedule and exceeded expectations. 

What was your primary form of communication with Kaxo Technologies?

• In-Person Meeting
• Email or Messaging App

What did you find most impressive or unique about this company?

Willingness to work within our budget and strict security requirements. Tight timeline. Follow up at various stages of implementation. 

Are there any areas for improvement or something Kaxo Technologies could have done differently?

None that come to mind. 

BACKGROUND

Introduce your business and what you do there.

I’m the owner of a digital marketing agency for B2B SaaS companies.

OPPORTUNITY / CHALLENGE

What specific goals or objectives did you hire Kaxo Technologies to accomplish for your B2B SaaS clients?

Kaxo Technologies has built AI automations that have saved my business countless hours and increased revenue. I’ll be using them to automate more areas with AI in the future.

SOLUTION

What was the scope of their involvement?

Kaxo Technologies has built AI automations that fit into my existing business workflows. The team has automated outreach and improved my clients' AI visibility benchmarks (AEO/GEO).

What is the team composition?

I’ve worked with one teammate from Kaxo Technologies.

How did you come to work with Kaxo Technologies?

I found Kaxo Technologies through a referral. I chose them over other options because they were close to my geographic location, their pricing fit our budget, they had a great culture fit, they offered good value for the cost, and their company values aligned with ours.

What is the status of this engagement?

We started working with Kaxo Technologies in January 2026, and our engagement is ongoing.

RESULTS & FEEDBACK

What evidence can you share that demonstrates the impact of the engagement?

We’ve seen a 10%+ reply rate from the automated outreach.

How did Kaxo Technologies perform from a project management standpoint?

They deliver on time. We communicate via email and messaging apps.

What did you find most impressive about them?

Kaxo Technologies has structured the deal so that we’re both aligned with the outcome and would win financially if everything worked.

Are there any areas they could improve?

No, there aren’t any.