Portfolio

Work that shipped
and produced results.

Three representative projects — each one a different service pillar, different industry, different problem. Real clients, real constraints, real metrics.

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73%
Less qualification time
2×
Demo bookings
95%
Pipeline visibility
40%
Faster deal velocity
10s
vs. 2-day wait
+34
NPS improvement
AI Automation B2B SaaS · Series B

Lead Qualification Engine

GPT-4 + n8n workflow that qualifies and routes inbound leads automatically — before a human touches them.

Problem Sales team was spending 3–4 hours per day manually reviewing, scoring, and routing inbound leads. High-value leads got lost. Demo capacity was the constraint — not lead volume.
Solution Built a GPT-4 scoring layer inside n8n that reads form submissions, enriches contact data, scores against the ICP, and routes to the right rep — all within 90 seconds of submission.
Result 73% reduction in manual qualification time. Demo bookings doubled within 6 weeks. The two reps who were doing qualification are now running discovery calls instead.

Outcomes

73%
Less manual qualification time
2×
Demo bookings within 6 weeks
90s
Avg. lead-to-routed time (was hours)

Technologies

GPT-4 n8n HubSpot Clearbit Slack Webhook API
Read full case study → Download PDF summary
HubSpot Fintech · Series A

RevOps Architecture Rebuild

Full HubSpot CRM teardown and rebuild — data model, lifecycle stages, Breeze AI agents, and dashboards that actually reflect reality.

Problem 400+ unused HubSpot properties, workflows contradicting each other, and pipeline reports that gave three different answers depending on who ran them. Sales reps kept their own spreadsheets because the CRM was untrustworthy.
Solution Six-week rebuild: full audit, new data model, lifecycle stages with documented entry/exit criteria, Breeze AI deal summaries configured, and a reporting suite rebuilt from scratch on the correct data.
Result Pipeline visibility went from near-zero to 95% in the first week after cutover. Deal velocity improved 40% the following quarter. Breeze AI saves reps ~45 minutes per day on pre-call prep.

Outcomes

95%
Pipeline visibility (from ~0)
40%
Faster deal velocity
280
Dead properties removed

Technologies

HubSpot Sales Hub Breeze AI Custom Objects Python Notion
Read full case study → Download PDF summary
Front-End Private Equity · $280M AUM

Investor Data Portal

React-based fund reporting portal that replaced email + spreadsheet workflows — instant investor access instead of 2-day wait times.

Problem LP document requests came via email, required manual PDF assembly from multiple spreadsheets, and took 2+ days to fulfill. Investor relations was a bottleneck and a liability — with no audit trail.
Solution Built a React portal with role-based access, real-time data sync from existing infrastructure, document management, and an audit log. LPs log in and see their current positions, past statements, and fund updates without emailing anyone.
Result Document access time dropped from 2 days to under 10 seconds. IR team reclaimed ~8 hours per week. Investor NPS improved +34 points in the first quarter after launch.

Outcomes

10s
Document access (vs. 2-day wait)
+34
Investor NPS improvement
8h
IR time reclaimed per week

Technologies

React Node.js PostgreSQL Auth0 AWS S3 Tailwind
Read full case study → Download PDF summary

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