Case studies

Real work.
Real results.

Three recent engagements with the full picture: the problem, what we built, the tools we used, and the numbers that moved.

3
Engagements detailed
9
Key metrics moved
100%
Delivered on time
Enterprise SaaS · Series CCase · 01 / 03

Forecasting alignment across a 200-rep org

Challenge

Three forecasting systems disagreed every Monday. CRO meetings opened with reconciliation, not strategy.

Solution

Re-architected the HubSpot / Salesforce contract, deployed a versioned object model, and shipped bi-directional sync with a single forecast surface.

Stack
HubSpotSalesforcen8nSnowflakePower BI
pipeline · 16-week view
live
100%
Forecasting alignment across regions
72%
Reduction in manual reconciliation
4.2s
End-to-end sync latency
Pipeline trend
USD normalized
MQL
SQL
Opp
Won
HubSpotSalesforcen8nSnowflakePower BI
synced live
100%
Forecasting alignment across regions
72%
Reduction in manual reconciliation
4.2s
End-to-end sync latency
02 / 03
Fintech · Series BCase · 02 / 03

Outbound automation across 3 GTM motions

Challenge

Manual enrichment, fragmented sequences, and no signal layer meant reps spent 60% of their week on list-building.

Solution

Built a Clay waterfall feeding Apollo sequences, routed via intent signals and scored by an OpenAI layer with hand-off into Salesforce.

Stack
ClayApolloSalesforceOpenAISlack
pipeline · 16-week view
live
3.5×
Meeting booking rate
+62%
Rep selling time recovered
48%
Cost per qualified meeting reduced
Pipeline trend
USD normalized
MQL
SQL
Opp
Won
ClayApolloSalesforceOpenAISlack
synced live
3.5×
Meeting booking rate
+62%
Rep selling time recovered
48%
Cost per qualified meeting reduced
03 / 03
AI Startup · Series ACase · 03 / 03

Intent-driven lead routing engine

Challenge

Lead response time over an hour. Hot demo requests landing in shared inboxes and going stale.

Solution

Designed a routing engine with intent enrichment, AI prioritization, and Slack-native escalation that paged the right AE in under 90 seconds.

Stack
HubSpotOpenAIMakeSlack
pipeline · 16-week view
live
+22%
SQL conversion lift
<90s
Hot-lead response time
+38%
Demo show rate improvement
Pipeline trend
USD normalized
MQL
SQL
Opp
Won
HubSpotOpenAIMakeSlack
synced live
+22%
SQL conversion lift
<90s
Hot-lead response time
+38%
Demo show rate improvement
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