A working system,
built the way you need it.

I build the handoffs between marketing and sales teams so lean B2B SaaS teams stop losing pipeline in the cracks.

Choose where I step in.

From form fill
to the right
follow-up.

New qualified lead

Maya Chen

Northstar Labs

80 employees · B2B SaaS
Why it qualifies:
Company fit + demo request
Assigned to:
Alex Rivera
Next step:
Reply to Maya’s demo request

Lead record ready

What happens between submit and send.

  1. Website intake

    Maya Chen submits a demo request on your website.

  2. Enrichment

    We enrich the lead with company and firmographic context.

    Northstar Labs
    80 employees · B2B SaaS

  3. Qualification

    We confirm intent and fit.

    Existing CRM match checked
    Strong fit

  4. Routing

    We route to the right owner based on fit and capacity.

    No clear owner? Hold for review and notify the team instead of assigning blindly.

  5. Notification

    Alex gets a clear summary and the next best action.

    Next step
    Reply to Maya’s demo request

Discuss a workflow
Kyle

The person behind the work

Hi, I’m Kyle

I’ve spent over a decade building marketing and sales workflows for B2B businesses.

My work connects the steps from a first inquiry to a sales conversation, so teams have the context they need and know what happens next.


You work directly with me, from mapping the workflow to building, testing, and handing it over to your team.

Let’s talk through your workflow.

Tell me what you’re working on and where you could use a hand.

Your message goes directly to Kyle.

Your inquiry is sent.

Want to schedule a call?

Pick a time below, or skip this step. Your inquiry is already with Kyle.

Loading available times…