Case studies.
How we scope a workflow: the decisions inside it, where the autonomy line sits, and what we stay responsible for once it is running. All four are client engagements, anonymised.
Account research and scoring for a 25-rep mid-market team, built in four weeks and operated from there.
Two decisions every rep was making without context — which account is worth my quarter, and what to know before the call — mapped, built into a coworker, and wired into the HubSpot the team already used. Pipeline 1.5x the next quarter, then a quarter 2.3x the motion's previous best; over $2M in mid-market revenue by year-end.
Inbound leads qualified, researched and routed in four minutes, with every reply still approved by a rep.
Form submissions used to wait hours for an SDR to read them; now four minutes, a cut of roughly 98% in the time a buyer waits. A coworker filters the spam, identifies the buyer, researches the company, scores fit and routes to the right segment's rep with a brief attached. Prospect emails are drafted, and a person sends them.
Competitor intelligence every week, already read, with the decision about what to do left where it belongs.
A Series B SaaS team was tracking competitors whenever someone remembered to. A coworker now reads six areas per competitor across 15+ sources, writes the weekly report and tracks trends up to twelve months. Manual research down about 90%. Pricing, roadmap and messaging calls stay with leadership.
MEDDPICC deal notes that update themselves after every call, and a follow-up that waits for the AE.
A sales team ran the method properly and paid for it in about a day per AE per week, by our estimate. After every call a coworker now reads the transcript, notes, email and CRM, updates the eight MEDDPICC fields, writes a next-step playbook and drafts the follow-up. The AE approves every email before it goes.
Bring us the workflow that is costing you the most and we will map it the same way.
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