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Our client is a fast-growing Series A, AI startup, who needed help building a self-serve enablement academy for their growing enterprise clientele.

This case study details how we rebuilt the client's entire lead capture, enrichment, scoring, routing, and CRM pipeline in 60 days.

This case study details how we rebuilt the client's entire sales funnel and CRM over a 3-month engagement, introducing Clay as the enrichment and scoring engine, restructuring HubSpot into four distinct pipelines, and automating routing and notifications through n8n and Slack.

Scaling an early stage startup is a race against operational chaos. A Series A digital deals platform was winning on the revenue front but losing ground internally. Their 8-person sales team was trapped in a cycle of manual CRM updates, scattered data, and inconsistent processes.