Case Studies

Real problems.
Real systems.
Real results.

Anonymised from real RevOps engagements — HubSpot rebuilds, CRM cleanups, email infrastructure, and revenue systems built for B2B SaaS teams at $1M–$10M ARR.

CRM Cleanup & Data Architecture
From 63K contacts to a CRM the sales team actually uses.
63,000 contacts accumulated since 2020. Reps back on spreadsheets. Pipeline reviews built on gut feel. Here is how we rebuilt the foundation — in the right order.
63K → 28K
Contacts cleaned
40% → 91%
Lifecycle accuracy
90 → 25 min
Pipeline review time
HubSpot · Clay6 weeksB2B SaaS
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Email Marketing Infrastructure
From broadcast to precision — rebuilding email for 26,000 contacts.
Open rates flat. Bounce rates climbing. Every contact getting the same email regardless of persona or funnel stage. Here is how we fixed the infrastructure underneath.
6% ↓ 1.2%
Bounce rate reduced
+15–17%
Open rate increase
+6%
Click rate increase
HubSpot · NeverBounce · Clay4 weeksB2B SaaS
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CRM Migration · Two-Way Sync
Salesforce to HubSpot — without breaking the business.
Sales lived in Salesforce. Marketing needed HubSpot. The answer was a live two-way sync — but only after fixing what would have broken it on day one.
200K
Records migrated
2 Months
To full team adoption
Zero
Business disruption
Salesforce · HubSpot · PardotTwo-Way SyncB2B SaaS
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AI-Powered CRM Automation
Building enterprise account hierarchy at scale — with an AI agent.
450 contacts. One company. No structure. Here is how we built an agent to detect duplicate associations, validate live URLs, and rebuild enterprise account hierarchies — automatically.
500+
Records fixed automatically
Zero
Incorrect merges
4-tier
Fallback logic built in
HubSpot · AI Agent · Make.comEnterpriseB2B SaaS
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More case studies coming soon.

New engagements being documented — lead routing systems, outbound attribution, and lifecycle automation builds.

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