When a B2B SaaS founder came to us, their pipeline was scattered across 8 different tools. Their SDRs were manually copying data between Instantly, HubSpot, and Google Sheets. Signals were being missed. Pipeline felt random.
The Challenge
The team had invested in best in class tools individually, but none of them talked to each other. A prospect could visit the pricing page, open 3 emails, and attend a webinar, yet still receive a generic cold outbound sequence.
Our Approach
We audited their entire stack in Week 1, identified 23 broken workflows, and mapped out the ideal signal to action flow. By Week 4, we had rebuilt their CRM architecture and connected every tool through n8n automations.
The Results
Within 90 days, their pipeline increased by 47%, response time dropped by 3x, and their team saved 15+ hours per week on manual data entry. The system was fully handed over. They own it completely.