The meeting that files itself
A sales call happens. Ninety seconds later the CRM knows who the champion is, what they need, how urgent it is, and whether it’s worth a deal — and it has opened one, or deliberately not. No rep typed anything.
Recent engagements
What we actually did, and what changed. Some clients are named; others are anonymised, with the detail kept real and the identity removed. NDA available on request.
A sales call happens. Ninety seconds later the CRM knows who the champion is, what they need, how urgent it is, and whether it’s worth a deal — and it has opened one, or deliberately not. No rep typed anything.
Seven hundred and twenty-two properties across three objects. Two hundred and three of them had never been filled in once. No two sibling brands meant the same thing by the word “lead.”
Seven hundred and eight contacts classified one by one against a real ICP. Fifty-five per cent could not be qualified at all. Five per cent were a strong fit. That was the finding.
A HubSpot reworked after a botched Pipedrive migration: dirty data bulk-imported with one field holding many values, a contract sized to the wrong tier, and a pipeline a non-expert had designed around himself — so his team never used it.
Advisory on the platform’s architecture from a revenue-operations standpoint — how Houred collects, tracks and surfaces customer revenue signal. Reworked the marketing site for conversion and automated the processes that live outside the CRM.
The AI backbone powering personalisation and recommendations, plus the entire application backend — data model, services, and the activation/retention loops from first-session habit to month-2 stickiness.