Chloe with a growing chart-1

We don’t just implement CRMs—we engineer revenue systems that scale.

From CAC clarity to lifecycle precision—we build so GTM can finally breathe.

Whether you’re pre-Series A or pushing past $50M, Chloe builds RevOps for SaaS teams that need structure, speed, and visibility.

Healthcare ERP Provider

Specialty-Specific Outreach & CRM Enrichment

Engineered 1M audience specialty-specific outreach to physicians.

 

Situation


A healthcare software company serving medical practices struggled to segment leads by specialty or track sales outreach across channels. Their outreach process was entirely manual, limiting growth and visibility.

Solution


We enriched their CRM with NPI registry data, built specialty-specific sales pipelines, and automated multichannel outreach across email, LinkedIn, and phone—fully integrated within HubSpot.

Results


Sales reps now operate with targeted prospect lists, clean lifecycle tracking, and real-time visibility—boosting lead quality and improving conversion rates.

A few of our most impactful projects from SaaS space are under NDA—but the results speak for themselves:

Some Work We Can’t Show

(But You’ll Want to See)
  • 🏡 Real Estate SaaS Platform
    Built full-funnel attribution and custom pipeline automation to track CAC by channel across a multi-touch, long-cycle buyer journey,
  • 📅 NGO Platform SaaS
    Centralized fragmented sales and marketing ops into one CRM, enabling clear lifecycle tracking and team-wide adoption.
  • 📈 Electronic Records Software Provider
    Deployed CRM and marketing systems tailored for healthcare sales—finally aligning sales activity with real attribution data.
  • 🗂 Secure Document SaaS (Healthcare & Finance)
    Split CRM pipelines for SMB vs. enterprise, automated renewal tracking, and uncovered drop-off points across a complex conversion funnel.
Chloe with NDA no bk

“She completely rebuilt our CRM and helped us land the biggest deal we’ve ever closed.”

b63d26ab5e274831ba0595c90b5228c639d6c24f6dfe4996a04b7bf25516da4a-sm– Taylor Benterud, 
CO-Founder @ BetterAMS

Be a Winner

What Our Clients Are Saying

Chloe's lead gen system completely changed how we grow BetterAMS.

We work with 7- and 8-figure Amazon sellers, which is a niche, high-bar market—and her system got us in the door with them, fast. Within 30 days, we booked 3 to 5 sales calls with top-tier sellers doing over $3M/month. One of those turned into the biggest retainer we’ve ever closed—$5K to $6K/month. Her process is structured, repeatable, and super sharp. From custom video outreach to prospecting with tools like Jungle Scout, she built a system that made our outreach actually convert. If you're an agency or service provider in the Amazon space, I highly recommend working with her. It works.

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Taylor Benterud
CO-Founder @ BetterAMS

Chloe's team stepped into the Fractional Director of Marketing role at a critical time for Vitamin.

We needed a new visual identity, and we needed to stand up a marketing team for the first time in the company's history. They demonstrated the ability to start with a blank sheet of paper, and demonstrated the ability to have mature conversations around tough topics, both with me and with my leadership team. She instilled a sense of urgency and a positive energy in the team.

I think Chloe's team contributed the most by hiring. They were able to find us an extremely talented marketer, and an extremely talented lead gen specialist.

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Andrei Ismail
CEO of Vitamin Software

Chloe helped us set up a creative G2M strategy that led to 2 new Enterprise client acquisitions and raised brand awareness in the first 3 months.

She also helped us train our sales team and prepare for new leads to close the opportunities. We went from an empty pipeline to a scalable outreach process with an 80% response rate. They are so easy to work with, and everything she says makes SO MUCH SENSE! She is also highly organized and goal-oriented. Highly recommended!

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Nina M.
Co-Founder & COO, Organination

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Want to unstuck your GTM engine?

Marketing blames Sales. Sales blames the CRM.

We fix the system — so everyone starts pulling in the same direction.