est. 2026
All work.
Revenue systems, planning models, and the AI layer underneath them. Most of this shipped into production and is still in use.
Case studies
7
In use
Sales Command Center
B2B SaaS · An analyst for every rep
A Claude Project per salesperson, wired to their own CRM login. Thirteen skills behind one plain-English prompt, reading the live CRM and call transcripts, writing back only what the rep approves.
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Solo · August 2026 · Claude Projects, Skills, MCP
Live prototype
ValueDriver OS
An operating system for PE value-creation teams
Built as a spec prototype for a PE firm's portfolio model. Twelve surfaces covering dashboard, pipeline, projects, playbooks, cross-portfolio patterns, and more. Claude-native throughout.
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Solo · Built in days · Claude Code
In use
Pipeline Diagnostic
Education services · Seven views over one CRM
Built to answer questions the reports could not. Separated wins the team actually sold from wins it merely recorded, and found that six years of reported growth came entirely from recording. Also surfaced 1,284 lapsed accounts and how few were still reachable.
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Solo · August 2026 · React, HubSpot
In production
Daily and weekly sales briefs
B2B SaaS · Read by the CRO and CEO
Two scheduled briefs that pull the CRM, call recordings, and documentation into a written read on the business. Cohorts kept separate so retention cannot mask new business, and data artifacts explained rather than plotted.
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Solo · July 2026 · Claude, Salesforce, call intel
In use
Teaching a company to use Claude
B2B SaaS · Company-wide rollout
A ten-page internal curriculum and a live workshop that moved an organization from writing emails in Claude to building skills, projects, and scheduled tasks. Written for sales and ops, no technical background assumed.
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Solo · July 2026 · Confluence, live session
Complete
Services → SaaS transition
Market research · 30K accounts, 100 users
From inception to cutover. Rebuilt the Salesforce pipeline to support three product tiers across AI depth, research discounts, and service level. Re-classified millions in service revenue as SaaS, substantially raising company valuation.
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Led SF implementation · ~6 months · Salesforce · 2 dev freelancers
In production
Revenue dashboards, rebuilt as an app
Ecommerce · 0→1 sales + marketing measurement
Defined metrics with sales and marketing, stood up the flow (HubSpot out via Coefficient, processed in Sheets, visualised in Looker Studio), then rebuilt it as a Claude Code app that pulls from HubSpot automatically. One pane across the funnel, no weekly manual sync.
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Solo · HubSpot, Coefficient, Looker Studio, Claude Code
Also shipped
Account universe rebuild in ClayB2B SaaS · July 2026 · Feeds sales and marketing
A full TAM and SAM scrape that materially expanded the addressable account universe now worked by both teams, paired with an enrichment pass that made dormant, uncategorized records actionable: rules-based Enterprise vs Commercial segmentation, plus a Clay agent that visits each company's site to check for the service lines that define ICP fit. A similar cleanup ran at an education services client.
Topline KPI dashboard
Market research · With the COO
Defined the cross-org metric set with the COO, stood up the data inputs from each department head, and built the weekly Databox dashboard that auto-distributes to the exec team.
CPQ modernization
Market research · Salesforce
Overhauled the cash-to-quote process. Unified data definitions across revenue platforms and rebuilt the CPQ flow in Salesforce. Measurably faster time-to-quote.
NPS → Trustpilot auto-forwarding
Education services · Claude Code
Onboarded HubSpot Service for NPS, then hit a wall: HubSpot cannot forward promoters to Trustpilot natively. Custom-built the flow in code with Claude Code and scaled it across four brands, unblocking a standing company priority on online presence.