B2B sales · US
Follow-up tracking moved from spreadsheets to a live sales board
A B2B sales-automation company
The problem
The sales team tracked prospects and multi-step follow-ups in spreadsheets, with no shared view of who was where or who needed a call.
What was built
- A central sales board where the team runs structured follow-up steps
- Email webhooks, so every reply and bounce updates the record on its own
- AI enrichment and lead scoring to rank who to call first
What changed
Spreadsheet tracking was replaced with a live board and admin dashboards covering thousands of prospects.
The client's name is withheld. We can walk you through this project on a call.