Case Studies
Portfolio-style examples: the problem, what I changed, and what it unlocked.
Click a category to filter the case studies.
Short, practical examples with the “what” and the “why.”
B2B SaaS • Workflow + scoring rebuild
Problem: Overlapping workflows + scoring that didn’t reflect intent.
Fix: Consolidated enrollment, removed conflicts, rebuilt scoring rules + documentation.
Outcome: Cleaner automation, clearer prioritization, and maintainable ownership.
What changed
Workflow + scoring rebuild
Artifacts
Change log + SOP
Timeline
1–3 weeks
Membership • Attribution + revenue reporting
Problem: Re-subscribes overwrote original attribution, breaking revenue reporting.
Fix: Each subscription keeps its own attribution snapshot (history-safe).
Outcome: Consistent reporting + clean lifecycle history without losing context.
Multi-brand • Governance + dashboards
Problem: Lifecycle + pipeline drifted. Dashboards didn’t match reality.
Fix: Standardized definitions + enforced required fields + rebuilt dashboards by role.
Outcome: Defensible reporting and better adoption through simpler rules.
Services • Lifecycle + routing
Problem: Leads got stuck; owners/lifecycle were inconsistent.
Fix: Single routing source of truth + lifecycle governance.
Outcome: Faster follow-up and cleaner reporting.
Integrations • Data reliability
Problem: Integration created duplicates and pushed invalid values.
Fix: Identifier strategy + mapping guardrails + exception paths.
Outcome: Cleaner CRM and fewer manual fixes.
Enablement • Adoption + hygiene
Problem: Reps weren’t consistent; managers couldn’t trust activity reporting.
Fix: Role-based views + dashboards + simple usage SOPs.
Outcome: Better adoption and cleaner pipeline hygiene.
New portal • HubSpot implementation
Problem: “We need HubSpot live” but no shared definitions or structure.
Fix: Built the data model, lifecycle rules, pipelines, required fields, and handoff logic.
Outcome: Teams adopted faster because the system matched the business.
Enterprise • Re-implementation
Problem: Years of drift: duplicated fields, inconsistent stages, dashboards nobody trusted.
Fix: Rationalized properties + rebuilt lifecycle/pipeline logic + refreshed dashboards.
Outcome: Forecasting and KPI reporting became defensible.
Platform Architecture • Integrations
Problem: Multiple systems syncing into HubSpot with conflicting IDs and mappings.
Fix: Defined unique identifiers, mapping rules, and exception handling paths.
Outcome: Stable syncs and cleaner data at scale.
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