Featured Case Studies

Building Sales Enablement and AI Tools for Sonet

Sonet needed sales teams to be able to show real savings numbers quickly, without relying on abstract claims or waiting for a technical evaluation to begin.

I built an AI-assisted TCO calculator and executive summary workflow that let sellers model cost of ownership and business impact in plain language — helping prospects understand value faster and supporting progress on stalled deals.


What this work included

  • TCO calculator and cost-of-inaction modeling
  • AI-generated executive summaries tailored to each prospect
  • Buyer-friendly business case design
  • Sales enablement support for complex deal cycles

Outcomes

  • Helped unstick stalled deals by making the value case concrete
  • Gave sales teams a plain-language way to communicate cost and ROI
  • Created a reusable, AI-powered asset that improved sales readiness

Repositioning Aizon for Growth in a Global Market

Aizon needed more than incremental marketing support. The company was navigating a major brand shift, building new growth infrastructure, and operating across geographies during a highly disruptive period.

I led the strategic global rebrand from Bigfinite to Aizon, helping reshape the company’s market identity around a stronger, more future-facing story. At the same time, I built out the marketing and sales infrastructure needed to support growth, including ABM, CRM-connected demand generation, data enrichment, video, automation, and sales enablement.

What this work included

  • Global rebrand strategy and launch
  • GTM and demand generation infrastructure
  • CRM-connected ABM and lead generation
  • Sales enablement and partner support
  • Analyst relations, thought leadership, and PR

Outcomes

  • 10x increase in lead generation
  • 36x increase in marketing-driven meetings
  • 6x increase in pipeline
  • 266x increase in quarterly revenue from initial pilots
  • 10x rise in marketing influence
Aizon
Joint Aizon Honeywell webinar

Helping Saama Shift from Services to SaaS

Saama needed to evolve from a services-led business into a more scalable SaaS story while increasing credibility in a competitive market.

I helped support that transition by launching the company’s first account-based marketing program, building strategic partnerships, expanding communications, and supporting the go-to-market motion around the Life Science Analytics Cloud.

What this work included

  • ABM program design and launch
  • SaaS repositioning and market messaging
  • Strategic partner development
  • Multi-channel communications
  • Sales enablement and thought leadership

Outcomes

  • Supported $40M in Round B funding
  • Helped launch the Life Science Analytics Cloud
  • Increased target-account engagement significantly
  • Contributed to Saama’s positioning as a credible SaaS provider
  • Supported a story later featured as a Kellogg School of Management case study
Saama Azure Partner Page

Modernizing Demand Generation and Lead Processes at APTARE

APTARE needed to modernize its messaging, sharpen how the team communicated value to enterprise buyers, and rebuild lead generation and enablement programs ahead of a changing market.

I was brought in to help modernize the brand, overhaul demand generation, and build the sales enablement infrastructure the team needed to convert more effectively and support a stronger channel strategy.

What this work included

  • Brand and messaging overhaul across web, corporate identity, and portal
  • Demand generation rebuild including syndication, webinar strategy, and email
  • Sales enablement: scripts, training assets, and channel partner programs
  • Marketo and Salesforce integration and business systems alignment
  • Global channel strategy expansion ahead of acquisition

Outcomes

  • 500% improvement in event conversion rates
  • 300% increase in click-per-lead
  • 70% reduction in cost per click
  • 200% increase in email click-through rates
TechTarget download program

Building a 7-Channel Campaign Dashboard with Claude Cowork

The goal was 30 meetings in 60 days. Seven platforms were running simultaneously. Every morning the team was reconciling data across seven different tabs before a 15-minute standup.

I used Claude Cowork to write Google Apps Script that pulled live data from all seven channels into a single Google Sheet — updated nightly, zero manual prep. Cowork didn’t just write the code. It steered me away from vibe coding toward the right tool, introduced me to Apps Script (which I didn’t know existed), and then helped build a diagnostic test layer so we could catch data issues before they corrupted our numbers.


What this work included

  • Google Apps Script built by Claude Cowork from a plain-language description
  • Nightly auto-refresh pulling from HubSpot, Propensity, Google Ads, LinkedIn, Facebook, Instantly, and AiSDR
  • Goal tracker: 30 meetings in 60 days, paced weekly
  • Diagnostic test layer for data integrity and API error detection
  • Structured for a 15-minute daily standup with no manual data prep

Outcomes

  • 36,245 leads reached · 27,705 emails sent · 1,060 LinkedIn touches · 45 demos booked · 4 pilots · pacing 64.3 — on track
  • Surfaced a Propensity API endpoint change, HubSpot logging inconsistency, and Instantly throughput drop before standup
  • Propensity flagged the work as a customer case study and began making platform changes based on it
  • Dashboard compressed build time from weeks to one afternoon
Daily 5-Minute Standup dashboard
Google Apps Script code

Additional Selected Work

Accelerating Agency New Business with Custom GPT Workflows

For a marketing agency, I designed custom GPT workflows in ChatGPT to support deep prospect research, synthesize transcripts and notes, and speed up slide creation using research, frameworks, and internal inputs.

This reduced the time between research, synthesis, and polished output dramatically, helping the team move faster on new business opportunities.

What work this included

  • Custom GPT design for repeatable research workflows
  • Transcript and note synthesis
  • Slide creation support
  • Workflow acceleration across business development steps
Automating Company Enrichment for Better GTM Execution

I built an automation workflow in n8n that triggered new companies entering HubSpot to be enriched through Clay automatically.

This gave teams better firmographic context earlier in the process, reduced manual research, and improved readiness for segmentation, prioritization, and outreach.

What work this included

  • HubSpot workflow design
  • n8n orchestration
  • Clay-based company enrichment
  • Better data support for GTM execution
Keeping Lead Data in Sync Across HubSpot and Mailchimp

I created an n8n automation to keep lead data synced automatically between HubSpot CRM and Mailchimp.

This reduced manual cleanup, improved consistency across systems, and helped support more reliable marketing execution without adding operational drag.

What work this included

  • CRM and email platform integration
  • Automated lead sync
  • Reduced manual data maintenance
  • Improved marketing list reliability
Keeping Lead Data in Sync Across HubSpot and Mailchimp

I created an n8n automation to keep lead data synced automatically between HubSpot CRM and Mailchimp.

This reduced manual cleanup, improved consistency across systems, and helped support more reliable marketing execution without adding operational drag.

What work this included

  • CRM and email platform integration
  • Automated lead sync
  • Reduced manual data maintenance
  • Improved marketing list reliability
Making Tax Savings Tangible at Live Events

For a tax company, I helped create an ROI calculator that allowed the team to show real savings numbers live at a trade event.

This made the value proposition more concrete in the moment and gave prospects a clearer way to understand financial impact instead of relying on abstract claims.

Ways I Typically Help

Across these engagements, the through-lines are consistent:

  • Clarifying positioning in complex markets
  • Aligning marketing, sales, and RevOps
  • Equipping teams with better sales and decision-support tools
  • Building GTM systems that support growth
  • Creating practical AI workflows that save time
  • Turning complexity into something buyers can actually understand

Looking for Similar Support?

If you need help sharpening go-to-market, improving execution, building smarter systems, or applying AI in more practical ways, let’s talk.