Case Studies
Problem, approach, outcome — a curated set of revenue-critical systems shipped across CRM, conversion, lead routing, and operations.
National Debt Relief · Partner Channels
Problem
Partner acquisition was priced with static, manually negotiated bids — leaving margin and volume on the table on every channel.
Approach
Designed and shipped a real-time pricing engine that bid each lead against expected lifetime value, integrated directly into the lead API and CRM funnel.
Outcome
Enrollment lift, month 1
CPA reduction (NerdWallet)
Conv. match-rate, paid channels
National Debt Relief · Conversion Infrastructure
Problem
A legacy lead intake stack pulled duplicate credit, ran ~2.5s per request, and capped funnel throughput across paid channels.
Approach
Rebuilt the lead API with proper dedupe, async credit pulls, and a contracts-first integration layer connecting MarTech, CRM, and contact center systems.
Outcome
API latency (~2,500ms → 500ms)
Daily duplicate credit pulls
Enrolled debt supported, 2025
National Debt Relief · Enrollment
Problem
Enrollment was fragmented across legacy screens with high abandon rates and minimal instrumentation for product or operations.
Approach
Led a full redesign of the application flow as the foundation for digital enrollment, automation, and AI integration — with shared components, instrumentation, and operational tooling.
Outcome
Enrollment volume from redesign
Consolidation loan lift, single UX change
with $1M+ annual cost reduction
National Debt Relief · Operations & ML
Problem
Sales and operations were running on manual workflows, undifferentiated lead handling, and disconnected analytics.
Approach
Shipped ML lead-scoring, document automation, and LLM-assisted workflows embedded into the CRM and contact center stack — paired with new operating cadences.
Outcome
SDR conversion lift via ML scoring
Clients & 2,500+ users supported
Annual eng. investment directed