Find the project right for your team

+15–25% conversion Key outcome

The problem

Reps get feedback on 1 in 50 calls. The other 49 are missed coaching opportunities.

A world-class coach on every BDR call — not 1 in 50. Structured feedback in Slack within minutes.

02 Sales Marketing

Cold Outreach & Prospecting

3–8% reply rate Key outcome

The problem

Outbound is ad-hoc, reply rates are low, and there is no repeatable system.

From 1–2% reply rates to a repeatable outbound system at 3–8% — with AI personalization on top.

03 CS

Customer Health Score

Churn caught early Key outcome

The problem

You find out an account is at risk only when they cancel.

Silent churn risk made visible weeks before the cancellation conversation.

04 CS Finance

Renewals Pipeline

Zero missed renewals Key outcome

The problem

Renewal management lives in spreadsheets and is always reactive.

Stop discovering renewals two weeks before they expire. Structured pipeline, 90/60/30-day alerts.

05 Marketing CS

Customer Journey Emails Audit

Hidden conflicts found Key outcome

The problem

No one knows what emails go to which contacts and when — or if they overlap.

Map every automated email as a 30-day timeline — find the conflicts and overlaps, then fix them.

06 Sales Marketing

Job Change Monitoring

15–30 signals/scan Key outcome

The problem

Champions change jobs and you lose warm relationships without knowing.

Your champion just moved. You don't know yet. Continuous detection + auto-outreach.

07 Marketing Sales RevOps

Lifecycle & Lead Status

Funnel KPIs unlocked Key outcome

The problem

Half your database has no lifecycle stage — so nothing downstream works correctly.

Your best prospects are mislabeled. 30–60% of contacts have no stage. Foundation for everything downstream.

08 Marketing Sales

Contact Scoring

Right contacts first Key outcome

The problem

SDRs waste time on low-fit leads because there is no prioritization model.

Two-dimensional model (fit + engagement) sends SDRs to the right contacts first.

09 Sales RevOps

Pipeline Dashboard

3–4 hrs/week back Key outcome

The problem

Pipeline reviews take hours of manual prep and still lack real-time accuracy.

Pipeline reviews shouldn't take four hours a week. Live forecast, stale-deal flags, realistic vs. committed view.

10 Sales RevOps

Lead Ownership & Routing

Days → minutes to lead Key outcome

The problem

Inbound leads sit unowned for days because routing is manual or broken.

20–40% of contacts have no owner. Auto-routing turns days into minutes for first contact.

11 Sales CS

Real-time Notifications

Live revenue alerts Key outcome

The problem

Revenue-critical events get missed because people don't check the CRM in time.

Real-time Slack alerts for moments that move revenue — with AI-recommended next steps.

12 Marketing Sales

Job Function & Seniority Segments

Targeting foundation Key outcome

The problem

Contacts have no job function or seniority data, so every downstream system is flying blind.

Job function + seniority on every contact — the foundation that scoring, nurture, and ABM all depend on.

13 Sales

Discovery Meetings Dashboard

Live discovery KPIs Key outcome

The problem

No visibility into discovery meeting quality, show rates, or conversion by rep.

Track every discovery meeting: outcomes, conversion to deal, rep performance — live, not in spreadsheets.

14 Finance

Finance Dashboard

Live ARR, no rebuild Key outcome

The problem

Finance lives in spreadsheets rebuilt each week. Numbers are always a few days stale.

Live ARR, billings, collections, churn — without rebuilding the spreadsheet every Monday.

15 Marketing Sales

Inbound Prospects Dashboard

Inbound funnel, visible Key outcome

The problem

Inbound funnel performance is invisible. No one knows what sources convert or where leads drop.

See every inbound lead, source, and conversion rate live — most teams have never had this picture.

16 Finance Sales

Invoices & Quotes Automation

Invoices in minutes Key outcome

The problem

Quotes and invoices are created manually, take days, and are error-prone.

Automated invoice and quote generation, sending, and tracking — straight from HubSpot deals.

17 RevOps

Lead Object

Real funnel reporting Key outcome

The problem

Without a Lead object, prospects and contacts are mixed and funnel reporting is meaningless.

A clean Lead object in HubSpot — separating prospects from contacts so funnel reporting actually works.

18 Marketing RevOps

Lead Source Attribution

Real attribution Key outcome

The problem

Lead source is missing or wrong on most contacts. Attribution is guesswork.

Capture the real first-touch source on every lead, every time — the foundation of attribution.

19 Marketing Sales

Company Scoring

ABM on the right targets Key outcome

The problem

No company-level scoring means ABM and routing treat all accounts equally.

Score companies by ICP fit — so ABM, routing, and prioritization run on the right targets.

20 Marketing

Events Management

Events as a channel Key outcome

The problem

Events run in silos with no pipeline attribution and no automated follow-up.

Run events as a measurable channel: registrations, attendance, follow-up sequences, pipeline, ROI.

21 Sales

Outbound Prospects Dashboard

Outbound, end to end Key outcome

The problem

Outbound activity is scattered across tools. No single view of sequence performance or rep output.

Every outbound prospect, every sequence, every reply — visible in one operational view.

22 Product CS

Product Usage Dashboard

Usage → revenue, bridged Key outcome

The problem

Product and revenue data live in separate systems. CS and Sales can't act on usage signals.

Bridge product usage to revenue: who's adopting, who's at risk, who's ready to upsell.

23 Marketing Sales

ABM Ops

ABM, end to end Key outcome

The problem

Marketing and sales work different account lists with no shared view or coordinated motion.

Coordinate marketing and sales motions on a defined target account list — from selection to revenue.

24 RevOps

AI CRM Enrichment Agent

Clean CRM, no rep effort Key outcome

The problem

CRM data degrades constantly. Reps don't update it. Enrichment runs get stale.

An AI agent that keeps CRM data clean, complete, and current — without rep effort.

25 Sales

AI Deal Intelligence

Every deal AI-scored Key outcome

The problem

Deal reviews rely on rep self-reporting. Risks surface too late.

Every deal gets an AI-written summary, risk score, and rep briefing — no manual updates needed.

26 Sales Marketing

Call Insights & Competitor Intel

Every call mined Key outcome

The problem

Calls get recorded and forgotten. Objections, competitor mentions, and patterns are never captured.

Mine every sales call for patterns, objections, and competitor mentions — automatically.

27 Sales Marketing

Outbound Engine

Outbound at scale Key outcome

The problem

Outbound is limited by manual prospecting and generic messaging. Scale is impossible.

An end-to-end outbound engine: prospecting, sequencing, replies, AI personalization at scale.

28 RevOps CS

Customer 360

Customer 360, unified Key outcome

The problem

Sales, CS, and Finance each have a different picture of the customer. Nobody has the truth.

One trusted customer view across product, billing, support — synced into HubSpot.

29 Marketing Sales

Sequence Optimization

Self-tuning sequences Key outcome

The problem

Sequences are set and forgotten. Nobody A/B tests systematically. Reply rates drift.

Continuously optimize subject lines, openers, and sequences against real reply data.

30 Marketing

Form & Landing Page CRO

Forms → pipeline Key outcome

The problem

Forms convert poorly and inbound leads leak between submission and CRM entry.

Turn form fills and landing page traffic into qualified pipeline — no leakage.

31 RevOps Sales

Notifications & Task Automation Hub

Revenue moment alerts Key outcome

The problem

Revenue-critical moments get missed because the right person gets no signal at the right time.

Real-time alerts for every revenue moment — hot leads, stale deals, at-risk accounts, renewals.

32 RevOps Marketing

Scoring, Routing & Speed-to-Lead

Lead to rep in minutes Key outcome

The problem

Leads come in, wait in a queue, and get contacted hours later. Conversion drops with every hour.

Score, route, and respond to every lead in minutes — never seconds wasted.

33 Marketing CS

Customer Journey Design

Journey by design Key outcome

The problem

The customer journey was never designed — it just happened. Gaps and drops are invisible.

Design the full customer journey from anonymous visitor through onboarding and expansion.

34 Marketing Finance

Attribution & ROI Reporting

Channel ROI, proven Key outcome

The problem

Marketing can't prove its impact. Budget decisions are made without real attribution data.

Prove marketing's contribution to revenue with clean attribution and ROI by channel.

35 Sales

Demo Booking Optimization

Higher show rates Key outcome

The problem

No-show rates are high and nobody is systematically recovering them. Friction kills conversions.

Maximize show rates, reduce friction, and recover no-shows automatically.

36 CS Sales

Post-Sale Automation

Post-sale, automated Key outcome

The problem

Post-sale is entirely manual. Onboarding, renewals, and expansion depend on individual effort.

Automate the post-sale motion: onboarding milestones, renewal pipeline, expansion triggers.

37 Sales Finance

Quote & Proposal Automation

Proposals in minutes Key outcome

The problem

Creating proposals takes days and depends on individual reps copying old versions.

Build, send, and track proposals in minutes — not days of back-and-forth.

38 Marketing Sales

Dead Lead Revival

Cold leads back to warm Key outcome

The problem

Closed-lost and cold leads sit in the CRM forever. No systematic re-engagement exists.

Revive cold and closed-lost leads with signal-based re-engagement campaigns.

39 RevOps Finance

RevOps & Forecasting System

Full RevOps backbone Key outcome

The problem

Forecasting is done in spreadsheets. Pipeline health, attainment, and operating cadence are all manual.

A full RevOps backbone: forecasting, pipeline health, attainment, and operating cadence.

40 Sales

Sales Activity Analytics

Activity → revenue Key outcome

The problem

Nobody knows what activities drive revenue. Coaching is based on gut, not data.

See what reps actually do day-to-day — and where activity translates to revenue.

41 Sales Marketing

Sales Enablement Ops

Collateral on time Key outcome

The problem

Reps use outdated decks and can't find the right material at the right deal stage.

Right collateral at the right stage — automated, searchable, version-controlled.

42 RevOps Sales

Sales Handoff & SLA Routing

Clean handoffs, no drops Key outcome

The problem

SDR→AE handoffs drop leads. Territory routing is manual. SLAs are aspirational.

Clean SDR→AE handoffs, SLA enforcement, territory routing — no leads dropped.