Case Studies

Real work for real revenue teams.

Every engagement ships custom AI — apps, agents, and skills — built for how a team actually sells, on top of the CRM they already run. A few of the builds we’ve shipped for mid-market revenue teams: reporting engines, Claude agents, skill suites, and CRM extensions wired into HubSpot through the API and MCP.

One source of truth for pipeline and every shipped order.
01Case study
Mid-market patient positioning manufacturer · International distribution

One source of truth for pipeline and every shipped order.

A reporting engine built in Claude Code, layered on the existing CRM and ERP — no replatforming. First time sales, marketing, and finance agreed on the revenue numbers.

Claude CodeHubSpotFishbowl Inventory
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Hospital prospecting that actually happens — in two minutes, not an hour.
02Case study
Specialty surgical device sales organization · 6-person field team

Hospital prospecting that actually happens — in two minutes, not an hour.

A Claude agent on top of HubSpot: reads the account, writes back the contacts. Every rep on the team uses it before every visit. Before, most didn't.

ClaudeHubSpot MCPClay MCPNPI Registry
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A custom map for a sales model no off-the-shelf tool could handle.
03Case study
Mid-market industrial manufacturer · National distributor channel

A custom map for a sales model no off-the-shelf tool could handle.

A custom app built with Claude and Lovable, with HubSpot as the source of truth underneath. Direct customers, indirect customers, and national distributor footprints — one live view, synced both ways.

ClaudeLovableHubSpotCustom web app
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Routine
signal-scoring · 7:00 AM
Cascade OrthopedicHOT92
Meridian SpineHOT87
Lakeshore SurgicalWARM78
Northpoint AmbulatoryWARM64
04Case study
Specialty surgical device sales organization · Field + marketing teams

Buying-signal research that runs itself, every morning.

A set of Claude skills — not a one-off agent — that score buying signals, write Signal records back to HubSpot, and stage personalized outreach. Scheduled on Claude Routines, so the work happens whether or not anyone kicks it off.

Claude SkillsClaude RoutinesHubSpotClay
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Here's what the first 30 days look like.

Every engagement follows the same rhythm. Specific, fast, and ending with a Claude agent live in your stack.

Free 30-min strategy session
First 30 days
Week 1

We audit your HubSpot + Clay, join your Slack, and ship the first CRM hygiene pass.

Week 2

First outbound campaigns live in Clay. Reports flowing in HubSpot. Sales team briefed.

Weeks 3–4

Custom Claude agent deployed via MCP — enrichment, drafting, and reporting running in your stack.