Lead generation and automation case studies
Real client outcomes across sales-ready lead generation, AI follow-up, and CRM automation.
Lead generation case studies
We find sales-ready leads for home improvement and solar. Here are a few of the brands we work with.
Ember Home Pros
Buyer-facing lead generation across 7 home-service categories. Built to connect homeowners with local pros, not to perform installations.
What we did
We built category-specific offers with publishers and buyers, then optimized each funnel around appointment quality, speed-to-lead, and close-ready demand.
Lou's Bathroom
Bathroom remodel leads. We run the ads and funnels; they close the deals.
What we did
We built and optimized lead-gen campaigns and landing pages for bathroom remodels. Leads are delivered in real time.
Verve Solar
Solar lead generation. Sales-ready leads delivered in real time.
What we did
We built and optimized lead-gen campaigns and landing pages for solar. Leads are delivered in real time so the team can follow up while interest is high.
Automation case studies
Systems we've built for lead enrichment, follow-up, and CRM.
Lead Enrichment & CRM Routing
A B2B SaaS startup needed a reliable way to qualify and route inbound leads to their sales team without manual research bottlenecks.
Problem
The existing process was manual and inconsistent. Sales reps spent hours researching leads, and high-intent prospects were slipping through the cracks due to slow response times.
System Built
Built a multi-source ingestion system that captures leads from ads, forms, and partnerships. Implemented layered enrichment using multiple data providers with AI validation to score and qualify each lead. Automated CRM routing with real-time Slack notifications for high-priority leads.
Calendar-Triggered LinkedIn Outreach
An agency founder wanted to maximize the value of every sales call by automating personalized follow-up outreach to meeting attendees.
Problem
Post-meeting outreach was inconsistent. Attendee information wasn't being captured, and follow-up messages were generic or didn't happen at all.
System Built
Created a Google Calendar trigger that detects new meetings and extracts attendee information. Enrichment layer pulls LinkedIn profiles and company data. AI generates personalized connection messages based on meeting context, then queues them for automated delivery via LinkedIn.
Multi-Source CRM Unification
A multi-location service business had lead data scattered across Meta ads, DMs, booking systems, forms, and legacy spreadsheets.
Problem
No single source of truth. Duplicate records, missed follow-ups, and inconsistent data made it impossible to track pipeline health or attribute revenue accurately.
System Built
Built a unification layer that ingests data from all sources via webhooks and native integrations. Implemented deduplication logic and field mapping to normalize records into a single CRM structure. Added automated tagging for source attribution and lifecycle tracking.
Platform we built
Internal systems we built to run our lead marketplace and stay compliant.