Cleaned up and restructured the CRM, enriched the database, and rebuilt lead scoring with the C-suite so sales and marketing worked from one source of truth.
Challenge
HubSpot and Salesforce had drifted apart. Records were duplicated or incomplete, lifecycle stages meant different things to different teams,...
Result
Sales and marketing got one restructured HubSpot–Salesforce system to work from: cleaned and enriched records, scheduled CRM hygiene audits,...
Built HubSpot automation and sales routing, connected the GTM stack, and stood up GA4/GTM dashboards so every lead had an owner and every campaign had a number.
Challenge
Inbound leads needed to reach the right rep quickly, and campaign data was spread across several tools with no single view of performance.
Result
Inbound leads are routed automatically to the right sales owner, and campaign and funnel KPIs are tracked in GA4/GTM dashboards instead of...
Designed HubSpot workflows with AI integration for complex lead journeys, wired in Bombora intent data, and tightened lead scoring and email performance.
Challenge
Lead journeys were complex, with many segments, stages, and handoffs, and needed to react to buyer intent rather than run on fixed timers.
Result
Lead journeys use Bombora intent signals alongside HubSpot and Salesforce data, with lead scoring, A/B-tested email, and campaign...
Built Iterable workflows across email, in-app, and push with built-in experiments, and tracked cross-channel attribution for lifecycle and B2B growth programs.
Challenge
Lifecycle messaging ran across several channels, and the team needed to know which messages actually moved users, not just which got opened.
Result
Lifecycle programs ran as structured experiments across email, in-app, and push, with cross-channel attribution showing which messages...
Designed and built a fast, search-ready Laravel website with a blog, case studies, and Cal.com booking, so every page leads to one action: book a discovery call.
Challenge
MRD needed a home on the web that practices what it preaches. Until then, the main online presence was a personal portfolio page: good for...
Result
MRD now has a production-ready website where every page leads to a discovery call, with no login or admin area to maintain or secure. The...
