Case study

Turning Unstructured Data into Strategic Insight

A detailed description of the case study can be found below

s
s
g
u
z
d
d
g
s
r
Company info
Peter Sheahan
services used
AI-driven data science

Project summary

A global consulting firm partnered with New Clarity to analyze how 400 HVAC companies communicate value to their customers.The goal: uncover patterns in messaging that reveal which aspects of value most influence purchasing decisions, without manually reviewing thousands of web pages.

Customer Quote

"The client loved the results of New Clarity's AI analysis, and the 500 CEO in the room was blown away by the insights."
Peter Sheahan

Overview

A global consulting firm partnered with New Clarity to analyze how 400 HVAC companies communicate value to their customers.
The goal: uncover patterns in messaging that reveal which aspects of value most influence purchasing decisions, without manually reviewing thousands of web pages.

Challenge

The client's advisory framework defines six core dimensions of business value. Traditionally, assessing how companies express these values required weeks of manual qualitative analysis.
Our task was to build an automated, AI-driven system that could evaluate hundreds of company websites and produce statistically grounded insights, accurate enough for executive-level presentations and fast enough to deliver inside a week.

Solution

New Clarity designed a custom retrieval and evaluation agent powered by OpenAI and Pinecone.
Using a multi-step pipeline built in n8n, we:

  • Scraped 400 company websites (up to 15 pages each) and cleaned the data for semantic relevance.
  • Embedded every text chunk using OpenAI text-embedding-3-large and stored it in a Pinecone vector database.
  • Queried the corpus against six custom evaluation prompts representing the client’s proprietary value dimensions.
  • Scored each company 0–10 on every dimension, with confidence weighting calculated by the LLM itself.
  • Visualized the distribution of results in histograms and heatmaps, exposing clear industry-wide patterns.

Findings

The analysis revealed striking clarity:

  • “Risk-Free” messaging (guarantees, warranties, service assurances) clustered at the top end (6–9/10) across nearly all companies, showing that de-risking the purchase is a universal emphasis in HVAC marketing.
  • Purpose-driven messaging (mission, community impact) scored consistently low (3-5/10), highlighting an underutilized differentiation lever.
  • Regional variations and brand vs. contractor influence were also quantified, offering nuanced insights previously impossible to surface at scale.

Results

  • 400 websites analyzed in under 3 days
  • 6 dimensions evaluated automatically with contextual examples and confidence scores
  • Generated a 4x return for the partner firm through new client revenue and strategic differentiation
  • Insights praised by the CEO of a Fortune 500 manufacturer for their clarity and strategic value

Impact

The partner firm was able to walk into a high-stakes industry event with data-backed storytelling, turning what was once subjective interpretation into an objective, visualized landscape of market messaging.
The system now serves as a template for future large-scale qualitative analyses, extending the firm’s consulting capability through AI.

Related Case Studies

Queen Anne Pillow

AI Strategic Plan for Pillow Manufacturer

Queen Anne Pillow and Moso Pillow are sister companies that provide specialized pillows and other unique bedding products. Both companies were growing quickly, but operations, inventory planning, and retailer outreach relied heavily on manual work that absorbed a large portion of the team’s week.

Travis L.

The AI audit and strategic plan from New Clarity have been extremely valuable for MOSO Pillow and Queen Anne Pillow. It gave us a transparent view of how much time we were losing to manual tasks and how AI could reduce that workload while protecting our Amazon sales and improving our retailer pipeline. The roadmap made it easy to decide what to do first, what to postpone, and how each project fits into the long term vision for the business.

Iron Bridge Technologies

AI Agent that Automatically Detects Market Moving Events

New Clarity design an AI-powered agent used to monitor real-time news feeds, identify market events likely to trigger stock price movements, estimate the probability of such movements over the next 30 days, and continuously refine its predictive accuracy through feedback-driven machine learning.

Jason U.

The AI stock analysis engine built by New Clarity has given us invaluable insights into our trading strategies and has even improved our offering to clients.

AI-Driven Finance Automation

How AI Reduced Month-End Close Time by 40%

New Clarity designed and implemented a custom Model Context Protocol (MCP) server in Python to streamline one of the financial workflows for a fractional CFO. The solution connected directly to Claude desktop as the LLM client, enabling the AI to intelligently transfer financial data between spreadsheets. This project reduced hours of manual work by automating the matching and population of data fields across models.

Rob K.

New Clarity built a Claude enhancement that automates financial modeling from P&L statements, saving me countless hours of manual data entry.

Wellbeing Clinic

AI Sales Agent For Wellness Company

New Clarity created a custom AI sales agent tailored to guide potential clients through unfamiliar therapies, address their concerns, and convert website interest into real consultations.

Andrea S.

Prior to working with New Clarity, our sales conversion rate was low, and we were losing time spent on calls that ultimately did not lead to revenue. Our new AI sales agent has led to an exponential increase in sales-qualified leads, while actually reducing our overall time spent on sales calls.

Clarity then action.

AI transformation doesn't have to be difficult, even without your own AI champion in the business

Book an intro call