Examples & Case Studies

The Problem

The sales team was spending too much time enriching leads, stitching together outreach context, and manually updating the CRM after every sequence touchpoint.

The Solution

We built a workflow that enriched inbound and outbound leads, generated personalized openers, synced activity back into HubSpot, and kept Slack alerts tied to real engagement signals.

The Problem

A service business was handling intake across forms, inboxes, and referrals, but there was no consistent round-robin or escalation logic when a lead sat untouched.

The Solution

We wired the intake sources into a single routing layer with assignment logic, Slack escalation if a lead sat unclaimed, and automatic CRM updates for every handoff.

The Problem

A brokerage was losing intent because Zillow leads hit a shared inbox first and agents responded hours later, often after the prospect had already moved on.

The Solution

We scored each lead, matched it to the right agent by geography, created the CRM record, and triggered a personalized voicenote follow-up within seconds of the inquiry landing.

The Problem

The team had thousands of stale records with no practical way to personalize outreach or prioritize which accounts were worth reviving first.

The Solution

We built an AI-guided reactivation workflow that segmented dormant opportunities, generated tailored messages by segment, and dropped follow-up sequences into the existing CRM process automatically.

The Problem

The business was losing subscription and invoice revenue because failed charges triggered manual follow-up at best and no follow-up at worst.

The Solution

We built an escalating recovery sequence across email and SMS, synced every payment event back into the CRM, and surfaced exceptions to the finance team only when manual action was actually needed.