Proof

Built, not presented.

Three engagements, described by industry and outcome.

Personal injury law firm

Before: Intake ran through Google Sheets, voicemails, and inboxes. Follow-up was manual and inconsistent. Attribution was anecdotal. Staff spent 35 to 50 hours a month on tasks that could be automated.Source: ABA Legal Technology Survey 2024
What we built: A unified intake and communication hub on a HIPAA-compliant CRM, medical records and billing, checklist workflows that auto-assign by role, settlement and financials tracking, and a litigation transition module. Delivered in three phases.
What changed: Every prospective client seen, scored, and followed up automatically. Consultations auto-scheduled. Partners see which channels drive signed cases.
What they own: The platform, the data, the workflows. A firm ready for multi-location or private-equity-backed growth.

Enterprise technology services, premier IT symposium

Before: Premier sponsorship assets, boardroom sessions, a meeting suite, session cards, and no system to fill them with the right decision-makers or to connect what happened across them.
What we built: Audience construction across the full buying group, 21-step enrichment, invitation-first outreach, at-show capture into one record per contact, daily leadership briefs, and qualified post-show handoffs. Delivered through the client's event agency, with no touch on production systems.
What changed: Attributable, meeting-ready opportunities that did not exist in the pipeline before the program built them.
What they own: The engagement instance, its data, and its workflows, ready for the next event.

Growth company, eight-figure target accounts

Before: A small number of must-win accounts, a CRM that had not been modernized, and a leadership team planning the next fiscal year.
What we built: A strategic account program: account plans, battle cards for the two largest targets, event orchestration, a modernized revenue intelligence dashboard, and a facilitated annual planning process.
What changed: One program, one team, one number. A commercial function that now runs against a $100M qualified pipeline target.
What they own: The playbooks, the dashboard, and the plan.

The pattern

Three industries. One method.

Start with what exists. Find the leverage. Build the system. Hand over the keys.