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Projects & Case Studies

CRM assignments and recruitment case studies, with context for each project.

012023 - 2024

Past collaboration · CRM & acquisition

Pioneer Home Girls

Supported a mortgage brokerage team in Tampa, Florida, helping first-time buyers finance their homes. The team works with more than 70 lending partners.

Instagram & Facebook AdsCRM qualificationInbound journey automation

Launched Meta Ads campaigns, improved forms, and automated inbound lead processing to enrich qualification, streamline the pipeline, and give brokers an actionable client file from the first conversation.

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02Dec 2022 - Dec 2023

Past collaboration · CRM & ABM

ISS Partners

Created multiple ABM sequences targeting multiple ideal customer profiles to support acquisition for an integrator specializing in video surveillance, intrusion detection, access control, and networks.

Small businesses to national networksABM across multiple ICPs

Company context: a portfolio spanning more than 100 locations. Client accounts remain anonymous: private higher education institutions, established retail brands, automotive networks, and organizations in healthcare, real estate, IT, and telecommunications. Target roles included executive leadership, CIOs, procurement, technical operations, and security.

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03Jan 2025

Recruitment case study

PayFit

Intent-based outbound strategy for small and midsize businesses with 10 to 100 employees: segmentation, sourcing, enrichment, and coordinated email, LinkedIn, and phone sequences.

Target audience definition and TAM strategyIntent-based campaigns and multichannel touchpointsPerformance analysis and optimization

Case study developed for an Outbound Growth Manager role, with deliverables that were subsequently reused.

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04May 2025

Recruitment case study

Doctrine

Launch plan for a partnership with the Lyon Bar Association to introduce Doctrine Flow to solo attorneys and two-person law firms: market identification, lead generation, and sales coordination.

Market identification and lead generationMultichannel outbound sequence for Doctrine FlowMarketing and sales coordination2 nurture journeys: product & marketing

Created two nurture journeys: one for product leads who signed up for a trial and one for marketing leads generated by campaigns. Case study developed for a Growth Marketing role, with deliverables that were subsequently reused.

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