Reference projects
Systems in production, outcomes in numbers
A selection of engagements across CRM architecture, automation and production AI agents. Filter by the platforms involved, then open a project to read the full write-up.
Membership Club · 5 staff
48 Hours to 30 Seconds: AI-Powered Prospect Vetting
An autonomous AI vetting engine for an exclusive membership club that replaced manual applicant background checks with instant web research, compressing 48-hour evaluation cycles down to under 30 seconds and giving reps back 15 hours every week to focus on closing deals.
HubSpot
n8n
Lusha
Mistral
Typeform
- 10 hours saved per salesperson weekly
- 48 hours → 30 seconds to vet
- 100% consistent vetting standards
HVAC Contractor · 30 staff
In Sales, Speed is Everything: How We Went from 7 Days to 30 Seconds to Generate a Quote
Instead of spending hours manually crafting proposals, all a salesperson needs to do is talk to a prospective client. AI handles the heavy lifting instantly, while keeping you in complete control.
Claude
- 7 days to 30 seconds turnaround
- 100% human approval required
- Zero manual admin per call
Membership Club · 5 staff
Self-Learning Outreach Engine
Powered by n8n, this automated engine converts closed HubSpot deals into refined Clay lookalikes and routes them to Dripify for LinkedIn outreach—continuously tightening targeting and boosting conversions with zero manual work.
Clay
Dripify
- Targeting updated on every deal closed
- 100% automated outreach loop
- Precision-matched lead relevance
SAAS · 40 staff
Sovereignty by Design: Building an Enterprise-Grade European Stack for Sensitive Data
A European SaaS platform migrated to an EU-native stack (Attio, n8n, Mistral AI) for full GDPR compliance, upgrading its sales, workflow, and AI capabilities in the process.
Attio
Parabola
OpenAI
- Default GDPR Compliance
- Upgraded Operational Power
- Complete Data Sovereignty
Property Tech · 100 staff
Process Design for Real Estate Certification Product
Through an operational audit, we discovered that faster certification speed directly drives client renewals. We then mapped the process for a custom delivery platform integrated with Salesforce automations, enabling the client to eliminate bottlenecks, accelerate delivery, and boost long-term retention.
Salesforce
Miro
Airtable
- End-to-End Process Mapping
- Streamlined Delivery
- Scalable Workflows
Professional Services · 50 staff
Uncovering the Hidden Friction in a High-Growth Engine
High lead volume means little if revenue leaks through a fragmented customer journey. Discover how a targeted process audit mapped the complete B2B sales lifecycle and transformed siloed operations into a unified revenue engine, combining real-time marketing attribution, structured sales execution, and AI-driven post-sale expansion.
Process Street
- Total Funnel Visibility
- Standardized Sales Process
- AI-Powered Account Expansion
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