The work behind every service we offer

The situation

A senior sales team where every seller has 10+ years of experience and wins through relationships, not cold calls. Their HubSpot held thousands of quality accounts that nobody was working, and there was no ops support to make sense of it. Leadership wanted to do more with the team they had instead of adding headcount.

Why Foundations first

Adding reps would have meant pointing them at messy, unranked data. Cleaning, tiering, and automating the CRM first means anyone working those accounts, whether their own sellers or future SDRs, starts with the right ones.

What we're building

1. Clean the CRM

   Deduplicate and standardize roughly 163,000 contacts so the data can be trusted.

2. Enrich

   Fill in missing firmographic and contact data through an enrichment tool connected to HubSpot.

3. Tier accounts and contacts

   Fit plus engagement scoring that ranks accounts for Sales and contacts for the Content team, all living inside HubSpot.

4. Automate the busywork

   HubSpot automation for data hygiene, record updates, task creation, and handoffs between Sales and Content, so the CRM stays clean and nobody does it by hand.

5. Build AI agents

   Agentic workflows for Sales and Content in HubSpot, plus agents reps can use in Claude or ChatGPT for research and admin.

The situation

A growing software company whose AI agent answers venue inquiries, follows up, and books tours. Their buyers are owners and sales managers at wedding venues, catering companies, hotels, and event spaces, a market that runs on relationships and busy seasons. They needed consistent outbound pipeline without building and managing an SDR team themselves.

Why Outbound first

They had a clear product, a defined buyer, and a need for meetings now. Putting dedicated reps in market first gets pipeline moving, and what the reps learn shapes any automation that comes later.

What we're running

1. Dedicated SDRs

   Nile Edge reps working only on this account, never shared with another client.

2. Venue focused playbook

   Target lists, sequences, and messaging written for venue owners, event sales managers, and caterers.

3. Coaching and leadership

   Our SDR leader coaches the reps every week and reviews calls, sequences, and results.

4. Regular reporting

   Activity, replies, and meetings booked, reviewed with the client on a regular cadence.