Real operations work — what was broken, what we built, what changed. No stock stories.
An e-learning provider distributed leads to sales agents by hand — once a week, full of judgment calls. We automated it on real-time data: 15 minutes per market instead of two to five hours.
Every quote was a hunt across files, every report a hand-built table for the CEO. One Google Sheets layer took quoting to 15 minutes and reporting to a glance — conversion up 23% in the first months.
Manual QC heard 2–7% of sales calls, and no two reviewers scored alike. An AI evaluation layer took coverage to 30–40% at ~$0.30 a sales call — one rubric, scores and examples in the team's reports.
Every market counted its numbers differently, and the head of sales got data a week late. One metrics standard in Power BI — 16+ hours per market saved monthly across eight markets, updated daily.
Younger customers don't pick up the phone. Native WhatsApp inside the CRM — piloted in two markets, rolled out to all six — added $100k+ of revenue in the first six months of tracking.
A teacher-placement company ran sales from memory — the founder alone, no system, lost leads. A full setup — CRM, funnels, scripts, training — built a four-person team on one system: deals ×3, close rate ×2.
An outsourced sales and support provider lost know-how every time someone quit. Structured onboarding plus a real knowledge base cut ramp-up from five months to two.
The company paid for CRM reporting nobody used. We simplified the workflows and built the dashboard suite — activities, pipeline, lost-deal reasons, forecasts.
Leadership drew one hard line — a new paying user has to cost less than the point where a cohort pays back. We built the buying system that holds it at scale: 828 first deposits in a month, cost kept inside a $150–170 corridor.
Paid search on a fixed-payout model, where plenty of combinations lose money and only a few pay. Cutting the losers fast and scaling the winners turned ~$111k of ad spend into ~$139k of revenue — $29k net in about two months.
On a fixed-payout model, most users install, look around and leave without paying. Instead of writing them off, the funnel keeps them and brings them back with push: $22.6k of spend into $38.8k of revenue in a month — $16k net, 72% ROI.
Lead routing, campaign data sync, ticket assignment — repetitive work moved from people to Make and Zapier workflows across three departments.
Lead assignment by geography and deal size, automated follow-up reminders, and performance reports that land in leadership inboxes on schedule.
Lead capture from every channel, scoring, automated sequences, and dashboards built around the team's real workflow — not the CRM's default one.
Segmented nurturing flows plus Data Studio dashboards — open rates, conversions, and campaign ROI visible without manual exports.
Deduplication, scheduled syncs, GDPR-compliant lead scraping, and data-health dashboards — Pipedrive kept as a source of truth instead of a junk drawer.