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Case Studies

Work

Infrastructure, revenue systems, and compliance platforms built at scale.

Global Martech Infrastructure · The Linux Foundation

Designed unified HubSpot + Salesforce architecture supporting a $300M+ ecosystem across 50+ foundations

4.7M Contacts13 Brands1,000+ Projects500+ Forms Audited
Context

The Linux Foundation operates 50+ sub-foundations under a single martech stack — one HubSpot instance managing 4.7M contacts, 900+ audience segments, 800+ forms, and campaign execution across 13 brands.

Problem

Fragmented systems and inconsistent processes across teams created data quality issues, duplicate workflows, and an inability to scale campaign execution without manual intervention at every step.

Solution

Designed and implemented a unified HubSpot + Salesforce architecture with standardized workflows, lifecycle stages, and data governance. Audited 800+ forms for compliance. Built segmentation and attribution systems that could operate across all brands without customization.

Impact
  • Scalable campaign execution across 1,000+ projects
  • Data consistency restored across 4.7M contacts and 13 brands
  • Governance system live post-tenure — built to survive team transitions
  • 500+ forms audited and classified
HubSpot ArchitectureSalesforceData GovernanceMulti-Brand Martech
Full case study available on request →
Revenue System · The Linux Foundation — CNCF

Built the acquisition system that generated $71K in first-ever membership revenue with a 62.5% close rate

$71K Revenue From $062.5% Win Rate100 Email SequencesOrg-Wide Adoption
Context

CNCF had no formal membership acquisition motion. No pipeline, no nurture system, and no defined ICP. Revenue from membership was $0.

Problem

Without a structured acquisition system, the foundation relied on inbound interest and manual outreach — impossible to scale and impossible to forecast.

Solution

Designed a full acquisition system from scratch: ICP and persona segmentation, pipeline forecasting model, nurture architecture with 100 email sequences, and reporting dashboards for leadership visibility. Coordinated across sales, marketing, and product teams.

Impact
  • $71K revenue generated from $0 baseline
  • 62.5% pipeline win rate
  • Org-wide adoption of the acquisition framework
  • Repeatable playbook still in use post-launch
Pipeline ForecastingNurture ArchitecturePersona SegmentationRevenue Systems
Full case study available on request →
Segmentation & Lifecycle · SOCi, Inc.

Rebuilt the segmentation and lifecycle system across a multi-product SaaS platform serving 500+ enterprise customers

500+ Enterprise AccountsMulti-ProductUnified Lifecycle ModelAttribution Clarity
Context

SOCi operated across multiple product lines with disconnected customer data, inconsistent lifecycle definitions, and no unified segmentation strategy — making it impossible to personalize at scale.

Problem

Marketing and sales were working from different data models. Lifecycle stages were undefined or inconsistently applied, creating signal noise and preventing accurate forecasting or targeted engagement.

Solution

Rebuilt the segmentation architecture and defined unified lifecycle stages across all product lines. Created audience models based on product usage, firmographic data, and behavioral signals. Built reporting infrastructure that aligned marketing and sales on a single source of truth.

Impact
  • Unified lifecycle model adopted across marketing and sales
  • Segmentation accuracy improved — reduced audience overlap and duplicate sends
  • Enabled personalized campaign execution at scale across 500+ enterprise accounts
  • Attribution clarity improved quarter-over-quarter
SegmentationLifecycle DesignAttributionHubSpot
Full case study available on request →

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