Case studies / Systems in practice
AGI / FIELD NOTES 002What we built and what changed
Each case study shows the inputs, workflow, decisions and observed result, including what the evidence does not establish.
Explore selected workSelected work / 02
See the system in motion
Each case study shows the logic behind the build, not just a list of tools. Where outcomes have limits, we state them.
A clearer next move for 354,000 contacts
How four customer segments, research and visitor-intent signals, Clay contact discovery and HubSpot scoring became one explainable sales-priority system.
More contacts met the agreed qualification criteria during rollout
A qualification-classification result, not verified pipeline or revenue growth.
Explore the systemFrom account research to negotiated opportunities
Clay sourced and researched US accounting firms state by state. Website and blog findings informed four tailored HubSpot outreach paths; a separate Clay–custom-CRM system enriched lead records.
Sales opportunities reached negotiation monthly during three measured months
Negotiation-stage opportunities, not signed deals or verified revenue.
Explore the systemHow we tell the story
Evidence in context
A useful case study should make the work legible to the team that might build something similar.
What had to change
The commercial problem, the constraints and the decision the system needed to improve.
How the pieces work
Inputs, qualification rules, tools, handoffs and the feedback that keeps the system useful.
What the evidence says
The observed outcome, its scope and any boundary on what can reasonably be claimed.
Start with one decision
Find the next workflow to improve
If leads, signals and CRM data are scattered across tools, we can identify the first workflow worth connecting and the decision it should improve.