All case files

Series C, Logistics

Fertility

Fertility

Fertility

Fertility decisions are deeply personal and often complex. Editorial books help communicate a clinic's philosophy, medical expertise, treatment journey, and approach to patient care—giving individuals and their partners a thoughtful resource to understand, revisit, and consider as they explore the path ahead.

48k

accounts scored and tiered

+18%

win rate on Tier 1 accounts

Built with

Clay, Snowflake, Salesforce, Claude

The problem

AEs worked whatever landed in their queue. Territory planning happened in a spreadsheet once a year, and win rates were flat.

What I built

A TAM map of 48,000 accounts in Snowflake, scored on firmographic fit and live intent from web visits, hiring and product signals. Clay handles enrichment, Claude writes a short why-now note per account, and the Tier 1 list refreshes weekly into Salesforce.

The result

AEs now work 400 Tier 1 accounts with context attached. Win rate on those accounts is up 18%, and forecast calls finally argue about deals instead of lists.

P.S.

If your reps spend more time researching than selling, let’s fix that.

Twenty minutes, no deck. Bring your CRM questions and I’ll tell you what I’d build first, even if we never work together.