Interchangeable building blocks. No vendor lock-in. Future-proof RevOps infrastructure.
Interchangeable infrastructure components that eliminate vendor lock-in and enable future flexibility.
Case Study
Building Block
Infrastructure / Backend
Standalone data enrichment layer for lead qualification
Enrich inbound leads with firmographic and technographic data to enable accurate routing and prioritization without coupling enrichment logic to CRM infrastructure.
Challenge
CRM native enrichment tools provided insufficient data coverage for ICP scoring
Manual research consuming 45+ minutes per qualified lead for sales team
Enrichment costs difficult to control with per-contact CRM add-on pricing model
Future CRM flexibility constrained by deep integration of enrichment workflows
Results
92%
Lead coverage with automated enrichment across 12 firmographic and technographic attributes
~40 min
Sales research time saved per qualified lead with pre-enriched contact records
CRM-agnostic
Architecture allows CRM switching without rebuilding enrichment infrastructure
Pluggable buyer intent scoring independent of CRM platform
Implement sophisticated lead scoring combining behavioral signals, firmographic fit, and buying intent data without being locked into CRM vendor's limited native scoring capabilities.
Challenge
CRM native lead scoring lacked multi-signal sophistication for accurate prioritization
Intent data from third-party sources couldn't be effectively integrated into CRM workflows
Sales team ignored CRM scores due to low accuracy and lack of explainability
Planned CRM migration risk: rebuilding scoring logic from scratch in new platform
Results
3.2x
Improvement in lead-to-opportunity conversion by prioritizing high-intent accounts
7 signals
Integrated into unified score including website behavior, email engagement, intent data, and firmographics
Platform-independent
Scoring engine syncs to any CRM via API with portable business logic
Implement intelligent qualification to route 200+ monthly inbound leads accurately without coupling AI logic to CRM platform or limiting future flexibility.
Challenge
Manual lead qualification consuming 15-20 minutes per lead for BDR team
Inconsistent qualification criteria applied across different team members
CRM vendor AI capabilities insufficient for complex B2B buying committee analysis
Risk of vendor lock-in by building qualification workflows in CRM native automation
Results
87%
Qualification accuracy with AI analyzing lead form data, firmographics, and intent signals
~18 min
BDR time saved per lead with automated qualification and routing recommendations
CRM-portable
AI qualification block connects to any CRM via webhook with no proprietary dependencies
Architecture
Claude APIQualification LogicWebhook IntegrationRouting Engine
Interactive tools designed to generate awareness, drive engagement, and accelerate conversion.
Case Study
Marketing App
Frontend / Engagement
Interactive data visualization tools for strategic insights
Transform complex industry data and organizational assessments into engaging interactive experiences that demonstrate expertise while capturing qualified leads.
Challenge
Static industry reports fail to engage decision-makers or demonstrate differentiation
Lead magnets require compelling value proposition to justify contact information exchange
Complex datasets difficult to communicate effectively in traditional content formats
Personalization needed to make broad industry insights relevant to individual prospects
Results
4.3x
Engagement time vs static content with interactive radar charts and real-time data updates
67%
Lead capture rate through PDF export gating of personalized assessment results
+42%
Qualified leads generated via interactive AI usage statistics dashboard demonstrating market positioning
Enable prospects to self-quantify potential value with interactive simulators that combine industry benchmarks with their specific operational parameters.
Challenge
Abstract value propositions fail to resonate with CFO-level stakeholders demanding quantification
Generic ROI claims lack credibility without prospect-specific contextualization
Sales cycles prolonged by inability to establish compelling economic case early in buying process
Lead quality suffers when prospects can't self-assess fit before engaging sales team
Results
3.8x
Increase in sales-qualified leads through self-selection of high-ROI scenarios
58%
Reduction in early-stage qualification time as prospects arrive with quantified business case
Live comparison
Dynamic charts showing cost breakdown between current state and optimized architecture
AI-curated intelligence feeds for thought leadership
Establish expert positioning through automated delivery of curated, high-signal insights that demonstrate deep domain knowledge and future-focused thinking.
Challenge
Manual content curation consuming 6+ hours weekly for quality signal extraction
Inconsistent publishing cadence undermining thought leadership positioning
Generic industry news aggregation failing to differentiate from commodity sources
Regulatory and enforcement updates scattered across multiple sources requiring constant monitoring
Results
~6 hours
Weekly curation time eliminated through AI-powered filtering and prioritization
100% automated
Weekly regulatory compliance digest delivered every Monday with zero manual intervention
Daily delivery
Growth insights with AI curation maintaining consistent quality and relevance filtering
Built with
PythonClaude APIGitHub ActionsAutomated Workflows
Custom tools synchronized with existing tools, to enrich process, eliminate data silos and streamline information transfers between systems.
Case Study
Custom Micro-Tool
Internal Ops
Centralized campaign and initiative orchestration platform
Centralize and efficiently manage all commercial initiatives and marketing campaigns across multiple acquisition channels from a single operational hub.
Challenge
Campaign planning scattered across spreadsheets, email threads, and individual tools
No unified visibility into initiative status across acquisition channels
Cross-functional collaboration hampered by lack of centralized workflow management
Resource allocation and priority conflicts invisible until execution phase
Results
Single hub
Centralized campaign management eliminating fragmentation across 6 previous tracking systems
Real-time visibility
Campaign status and resource allocation transparent across marketing, sales, and product teams
+48% efficiency
Campaign execution speed improvement through workflow automation and status tracking
Built with
Work Management PlatformCustom WorkflowsAutomation RulesDashboard Views
Case Study
Custom Micro-Tool
Internal Ops
Automated internal request management and ticketing system
Centralize all internal team requests to marketing with automated ticket creation, owner assignment, status updates, and stakeholder notifications.
Challenge
Internal requests arriving via email, Slack, and hallway conversations creating chaos
No systematic tracking of request status or owner accountability
Manual triage and assignment consuming 4+ hours weekly for team leads
Missing visibility into team workload and request backlog metrics
Results
100% automated
Ticket ID generation, owner assignment, and notification workflows eliminating manual routing
Gantt tracking
Visual project timeline with real-time status updates across all active requests
Performance metrics
Average resolution time, backlog trends, and per-owner performance dashboards
Client-facing portals for support and validation workflows
Centralize client request flows, validation processes, and support interactions while automating owner notifications and action recommendations.
Challenge
Client support requests scattered across email, phone, and direct messages
Validation workflows requiring multiple manual handoffs between teams
No systematic tracking of client request resolution or SLA compliance
Reactive support model creating unpredictable workload spikes
Results
Centralized hub
Single portal consolidating support, validation, and information requests
Automated routing
Owner assignment and action recommendations based on request classification
Real-time tracking
Client-visible status updates and resolution progress without manual status emails
Built with
Web PortalWorkflow EngineNotification SystemStatus Tracking
Case Study
Custom Micro-Tool
Internal Ops
Internal knowledge hub for cross-functional enablement
Centralize strategic documents, practical templates, and tool guides to enable sales, marketing, and product teams with consistent, accessible resources.
Challenge
Critical documents scattered across shared drives, email attachments, and individual folders
New team members spending days hunting for templates and best practice documentation
Version control issues creating confusion about current brand guidelines and messaging
Tool knowledge trapped in individual team members rather than systematically documented
Results
Single source
Centralized repository for strategic docs, templates, and tool guides eliminating fragmentation
Phased platform transitions that maintain business continuity while modernizing your tech stack.
Case Study
Stack Migration
Platform Transition
Legacy CRM replacement without pipeline disruption
Migrate from an outdated CRM system to a modern platform while maintaining business continuity across sales, marketing, and customer success operations.
Challenge
Critical sales pipeline operations could not tolerate downtime during migration
Complex integrations with existing marketing automation and billing systems
Historical data preservation requirements for compliance and analytics
Team resistance to workflow changes and learning curve concerns
Results
Zero
Pipeline disruption during 6-week phased migration with parallel running systems
100%
Historical data migrated with full integrity across 8 years of customer interactions
3 weeks
Team adoption time with modular training approach focusing on unchanged workflows first