Engagements
Case studies
01 · More money
TCGWhere deals slip
+$44k revenue recovered in two weeks. 50 hours of sales time back every week.
- AI reply triage✓
- 50 hours of reps time back per week✓
- Never lose a single deal✓
- Retired unused tools✓
- CRM as single source of truth✓
TOTAL+$44k in 2 wks
Fashion partnerships agency, New YorkRead the case study →
C/OWhere customers come from
Cut $62,961 of marketing spend to make $1.1m in sales
- Redirected spend to highest ROI campaign✓
- Drove $1.1m in sales✓
- One definition of revenue, one quota basis✓
- Tracking marketing to sales handoff✓
TOTAL$62,961 cut
Managed services provider, cloud infrastructureRead the case study →
LunchboxWhere deals slip
14 hours saved per rep, every week.
- Salesforce built from scratch✓
- Auto lead scoring and assignment✓
- Automated deal stage progression✓
- Automated dialing✓
TOTAL14 hrs/rep/wk
Restaurant ordering and marketing platformRead the case study →
D3 InvestmentsWhat the numbers say
No more “how much am I getting paid?”
- Sales process from scratch✓
- Old data migrated and cleaned✓
- Auto comp tracking✓
TOTALLive in two weeks
Real estate investment, multifamily syndicationRead the case study →
Diana Deng LLCWhere customers come from
1.5× conversions from Chinese TikTok. Same content, same spend.
- Mapped video → inquiry conversion path✓
- Fixed how people reach out✓
- Automated comment replies✓
- Team trained to run it alone✓
TOTAL1.5× conversion
Real estate agencyRead the case study →
PatchWhat the numbers say
Automated forecast. AI-driven lead scoring as early as 2023.
- HubSpot → Salesforce migration, end to end✓
- Data pipeline and BI layer from zero✓
- Automated forecast✓
- Quarterly planning: two months → two weeks✓
- LLM lead scoring✓
TOTALPlanning in two weeks
SaaS, Series ARead the case study →
RitualWhat the numbers say
CRM, marketing, billing and in-person bookings on one integration layer.
- Automated CRM ↔ billing: closed-won means paid✓
- Automated Marketing ↔ CRM: one customer, one history✓
- Auto optimize CRM ↔ in-person visits✓
TOTAL4 systems, one record
Restaurant techRead the case study →
More money in, or less money out. Where should I look first?
Let's find out.