Case Study 01
ABM signal architecture tied to pipeline influence
A B2B GTM team needed to move from intent visibility to operational action. The work connected account intent, fit, buying stage, segment membership, Marketo audience logic, Salesforce visibility, and reporting structure.
- Built a clearer signal-to-action model
- Aligned marketing and sales on account priority
- Supported pipeline influence reporting tied to ABM activity
Case Study 02
Campaign operations redesign to reduce launch friction
Campaign launches were slowed by inconsistent templates, unclear QA expectations, field dependencies, and manual review loops. The solution standardized operational assets and clarified the campaign production path.
- Improved launch consistency
- Reduced rework and avoidable QA issues
- Created durable documentation for future campaigns
Case Study 03
Lifecycle and scoring modernization
Lead lifecycle and scoring logic had become difficult to explain and harder to trust. The work mapped the current state, clarified assumptions, identified risk, and built a better model for stage movement and prioritization.
- Reviewed stage definitions and dependencies
- Improved explainability of scoring logic
- Strengthened sales handoff confidence
Case Study 04
AI-assisted operations workflow design
Operations work contained repeatable tasks that could be accelerated without handing control to unmanaged automation. The approach focused on human-in-the-loop support for QA, documentation, campaign briefs, and data review.
- Reduced manual documentation burden
- Supported faster campaign production
- Kept final judgment with the operations team