Writing

Case studies and notes from inside the work. What we shipped, what we didn’t, and what the process actually looked like, written for the operators we build for, not for the conference circuit.

Case study
June 2026 · 8 min read
Two data sources, one clean dataset, and the end of twenty-hour SI prep calls
A Salesforce ISV had years of sales qualification notes sitting unused and a Salesforce instance that told them what happened but not why. Here is the six-step workflow we built to combine them, and what changed when we did.
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Case study
May 2026 · 8 min read
I needed one place for every meeting. So I built a recorder in chat.
Calls happen in Google Meet, Zoom, Teams, phone bridges, and customer links. The work after the call should not depend on which meeting tool hosted it, so I built one local place for transcripts, summaries, and todos.
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Case study
May 2025 · 7 min read
Eleven partners, 815 opportunities, and a scorecard the board could read
An enterprise software company had a large partner program and no way to measure it. Here is the scorecard and the 815-opportunity pipeline analysis we built so leadership could finally see which partners drive revenue.
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Case study
February 2025 · 7 min read
Answers in Slack, grounded in your own docs
A B2B SaaS company needed staff to get accurate, source-grounded answers inside Slack, from internal docs and Salesforce Knowledge. Here is the multi-tenant RAG platform we built and shipped to production.
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Case study
2024 · 10 min read
What it actually takes to launch a net-new ISV on the Salesforce AppExchange
A revenue operations software company had a working product and no Salesforce presence. AppExchange listing, field activation, a strategic ISV reseller partnership, and an SI partner program, built from scratch across two and a half years. What the process actually looked like.
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