Business developmentBriefings for outside sales reps
The problem
Reps walked into meetings with little time to research a company's leadership, capabilities and expertise.
What we built
A workflow that gives reps an instant briefing on a target company — leadership, capabilities, expertise and recent activity — before a visit or call.
What changed
Reps prepare in minutes instead of hunting across websites and LinkedIn.
Sales operationsOverdue and off-trend customer alerts
The problem
Periodic order reports were too long to review by hand, so slipping customers went unnoticed.
What we built
Agents that read each order report and flag customers who are overdue or ordering below their usual trend.
What changed
The team gets a short list of who to call, instead of a spreadsheet to dig through.
MarketingA month of social content, approved by people
The problem
Producing steady social content took the marketing team hours every week.
What we built
Agents that draft a month of social posts and send them to the marketing team for approval before anything is published.
What changed
The team reviews and edits instead of starting from a blank page — and nothing goes out without sign-off.
Business development85% less time mining for opportunities
The problem
A large global sales team spent days researching, verifying and planning before acting on a new contact or opportunity — and the pipeline moved at the speed of that homework.
What we built
A tool that lets a rep enter an opportunity and instantly see which conversations to have, where the real business opportunities exist, and what to lead with.
What changed
Opportunity mining time cut by 85% — reps act on new contacts the same day they appear.
Sales operationsIdle machine time turned into a call list
The problem
A manufacturer had extra machine availability for a limited four-week window — a chance to lift revenue — but couldn't tell which current customer accounts had easy opportunities for bigger orders during that period.
What we built
Managers upload any order history report and instantly get a ranked schedule of opportunities for immediate action, right down to the product, quantity and pricing for each account.
What changed
The window opened and the team already knew who to call, what to quote and how much.
Opportunity marketing23% more website traffic in three months
The problem
A small business couldn't outspend competitors in the digital ad market, and the website traffic it had built up over the years kept slipping away.
What we built
Agents that research what's trending in the business's industry and services, then draft the copy, blog posts and articles that match. A marketing director reviews and approves, and with one click the content is published or scheduled on a cadence that keeps relevance growing.
What changed
Website traffic up 23% in the first three months after launch — without an ad budget.