From the workbench

Real clients. Real results.

Each one is a system I built inside the client's own accounts. The problem, what I did, and the numbers it produced. No slide decks.

JOB 01 CRE Broker Pro Commercial Real Estate JOB 02 Credo.ai AI Governance · Series A JOB 03 Doppel Cybersecurity · Series B JOB 04 Crowdbox Salesforce data ops
Case
01
SMB Commercial Real Estate

CRE Broker Pro

A 10%+ reply rate and 12 high-ticket opportunities in the first weeks.

Stack installed
Clay OpenAI Instantly
10%+

cold email reply rate, 2x industry average

12

new high-ticket opportunities in the first few weeks

100x

projected ROI on early pipeline traction

The problem

Needed a high-volume cold email campaign targeting executive decision-makers in commercial real estate. Lacked the capacity to mine multiple data sources at scale and verify the right contacts.

What I did

Built customised Clay workflows that identified and verified high-value contacts across multiple providers. Integrated the verified lists into targeted Instantly campaigns and ran them through deliverability checks.

”
Grant Dunn Grant

We had a complex outreach challenge in a niche CRE market. Devon built an AI-powered system using Clay that made it simple to identify and reach top decision-makers. Within weeks, we saw 10%+ response rates and real high-value proposals.

Grant DunnHead of CRE Broker Pro
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Case
02
Series A AI Governance

Credo.ai

30+ meetings booked and $750k in pipeline, at 400% ROI.

Stack installed
Clay Salesfinity
10,000+

new data points enriched into the SDR funnel

30+

meetings booked and $750k pipeline

400%

ROI on SmartBound spend by end of engagement

The problem

Credo.ai's SDR team needed a smarter, scalable way to prospect at the top of the AI governance market. Manual list-building was capping conversation volume.

What I did

Installed Clay and Salesfinity. Guided the SDR team on AI-powered prospecting workflows and data-ops best practices. Built signal-driven lists feeding directly into the dialer.

”
Mike Rogers Mike

SmartBound helped us build a tech stack that produced fast, targeted prospecting conversations. Kevin and Devon made AI easy to integrate and scale.

Mike RogersCRO, Credo.ai
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Two clients in, want this running in your accounts?

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Case
03
Series B Cybersecurity

Doppel

SDR quota attainment lifted from 82% to 112%, with no SDR leader in place.

Stack installed
Clay Nooks Dialer Salesloft
50,000+

data points enriched in Salesloft

82→112%

SDR team attainment against quota

6 SDRs

enabled with Clay & Nooks Dialer

The problem

Doppel needed training and tech expertise to lift SDR output and efficiency, with no SDR leader in place at a critical growth moment.

What I did

Implemented Clay and enriched 50,000+ data points directly in Salesloft so the team could call without leaving the platform. Automated lead generation and list-building for the small SDR team.

”
Mike Ferrari Mike

I was referred to SmartBound at a critical point in Doppel's growth. We did not have an SDR leader and we needed someone to come in with training and tooling expertise. SmartBound did just that and helped us turn our outbound program around quickly.

Mike FerrariHead of Revenue, Doppel
Run this in your accounts
Case
04
Mid-market Salesforce data ops

Crowdbox

223k contacts verified and 165k dead records purged from Salesforce.

Stack installed
Clay Salesforce OpenAI
223k

contacts verified for up-to-date outreach

47k

accounts enriched with accurate firmographics

165k

duplicate / dead accounts removed

The problem

Crowdbox's Salesforce instance was full of duplicate, dead, and missing-field records. The data team couldn't build clean campaign lists fast enough to keep their SDRs moving.

What I did

Implemented Clay alongside Salesforce. Built enrichment workflows that verified LinkedIn URLs, mobile numbers, and core firmographics across the entire database. Deduplicated and merged at scale, with audit trail.

”

Devon helped clean and enrich 47k accounts, verified 223k contacts and removed 165k duplicate accounts. The Clay integration sped up manual processes like phone enrichment and got accurate campaign data to the SDR team much faster.

Rob JefferiesDirector of Sales, Crowdbox
Run this in your accounts
Ready when you are

Want this running in your business?

Hand me a budget and a business unit. I'll come back with a strategy, a working system, and revenue.

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