HomeServicesPortfolioAbout UsBlogContact Me
← Back to portfolio
Business Growth Platform
CASE STUDY · B2B SALES AGENCY, 40+ REPS

Business Growth Platform

A fast-growing sales agency was running its entire pipeline out of shared spreadsheets - deals, quotas, and client health all tracked by hand and updated a day late. We built a single platform around the metrics that actually drove decisions: pipeline value, rep quotas, and account health, all in one live view.

RESULTS
  • ✓Pipeline reporting went from a weekly manual export to a live dashboard
  • ✓Sales leadership caught at-risk accounts days earlier
  • ✓Onboarding for new reps dropped from a week to a single afternoon
Start a similar project