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Case Studies

The work, and what it actually changed.

A look at the systems we build and the problems they solve. We're refreshing this page with named clients and metrics as engagements wrap.

SaaSSample

Built sales dashboards that finally connected daily activity to closed revenue, giving the founder a forecast they could trust.

The challenge: A lean SaaS team was flying blind: activity lived in one tool, deals in another, and no one could say which behaviors actually produced revenue.

  • Restructured the HubSpot pipeline around the real sales motion
  • Automated activity logging so records stayed current
  • Built activity-to-outcome dashboards refreshed live
HubSpotMake
1
Source of truth for the forecast
Hours
Weekly admin returned to reps
Clear
Line from activity to revenue
ServicesSample

Designed an outbound system with enriched targeting and multichannel sequences to replace an over-reliance on referrals.

The challenge: Pipeline depended entirely on word of mouth. When referrals slowed, so did revenue, with no system to fall back on.

  • Defined a sharp ICP and built enriched lists in Clay
  • Launched multichannel sequences on Smartlead and Lemlist
  • Instrumented deliverability and reply tracking
ClaySmartleadLemlist
Owned
Repeatable outbound system
Targeted
Relevant, enriched outreach
Visible
Clear view of what converts
Healthcare / ServiceSample

Created playbooks and reporting systems that let a lean team run a consistent sales and follow-up process across locations.

The challenge: Every location ran its own process. Follow-up was inconsistent and leadership had no shared view of performance.

  • Standardized the sales and follow-up playbook across locations
  • Automated follow-up and reactivation workflows
  • Built shared reporting for leadership
HubSpotAttioMake
Consistent
Same process everywhere
Shared
One reporting view
Recovered
Revenue from better follow-up
The Offer

Book a Growth Systems Audit

Fifteen focused minutes to review how you capture, follow up, and report, and a clear picture of what to build first.

  • A map of your current systems and exactly where leads and hours leak
  • The three highest-leverage automations for your team, ranked
  • A prioritized build plan you can run with, or without, us
  • Straight answers and real numbers. No pitch deck, no pressure