The Operating Layer
The foundation underneath both practices.
Whether you’re B2B or E-com, the operating layer is the same: clean data, connected tools, real margin visibility, and automation that replaces manual work.
Whether you’re B2B or E-com, the operating layer is the same: clean data, connected tools, real margin visibility, and automation that replaces manual work.
Every engagement touches some or all of these. They work together — data flows between them, dashboards aggregate across them, and automation ties them into a single operating loop.
HubSpot, Salesforce, Pipedrive, Close, Klaviyo, Omnisend, Postscript. Custom properties, lead scoring, workflows, integrations.
Margin waterfall analysis. Per-SKU per-channel margin. CAC payback, LTV. Marketplace fees, ad spend, shipping, returns — all the way to net.
GA4, GTM, server-side tagging, Conversion API. Dashboards in Power BI, Looker, Data Studio. Weekly automated reports, monthly executive reviews.
n8n, Make, Zapier. Custom Claude-powered agents for pricing, support routing, lead enrichment, anomaly detection, autonomous reporting.
Each capability has a specific toolset, a clear set of outcomes, and a definition of done that you can hold us to.
Your CRM should be the single source of truth for every customer relationship — B2B pipeline and E-com lifecycle alike. We build it that way.
HubSpot · Salesforce · Pipedrive · Close · Klaviyo · Omnisend · Postscript · ActiveCampaign · Drip
Custom deal/contact properties mapped to your business · Automated lead scoring that reflects real buying signals · Lifecycle workflows (welcome, nurture, win-back, churn risk) · Bi-directional integrations with your ad platforms, billing, and support tools
Every lead, deal, and customer record is clean, enriched, and flowing through automated stages. Your team stops doing data entry and starts selling.
CRM architecture document · Custom property schema · Lead scoring model · Automated workflow library · Integration map · Team training session · SOPs for ongoing maintenance
Revenue is vanity. Margin is sanity. We build the waterfall so you can see exactly where money enters and where it leaks out — per SKU, per channel, per customer.
COGS · Marketplace fees (referral, FBA, storage) · Ad spend by channel · Shipping & fulfillment · Returns & refunds · Payment processing · Overhead allocation · CAC payback period · LTV:CAC ratio
Per-SKU net margin visibility across every channel · Automatic flagging of margin erosion · Pricing recommendations grounded in real cost data · Executive dashboards that show contribution margin, not just revenue
You open one dashboard and see real net margin by product, by channel, updated daily. You stop guessing which products and channels actually make money.
Margin waterfall model · Per-SKU per-channel P&L · CAC payback calculator · LTV model · Automated margin alerts · Monthly executive margin review deck
If your tracking is broken, every decision downstream is wrong. We set up measurement properly — from tag implementation to executive dashboards.
GA4 · Google Tag Manager · Server-side GTM · Meta Conversion API · Google Ads Enhanced Conversions · Power BI · Looker Studio · Dreamdata · Triple Whale
Accurate conversion tracking across all channels · Server-side tagging for iOS resilience · Automated weekly performance reports · Monthly executive reviews with actionable recommendations · Attribution models that reflect your real buyer journey
Your dashboards tell the truth. Weekly reports land in Slack automatically. Monthly reviews have clear actions. Nobody asks “can we trust these numbers?”
GA4 property configuration · GTM container (web + server-side) · Conversion API setup · Power BI / Looker dashboards · Automated report templates · Monthly review framework
Automation is table stakes. We go further: AI agents that make decisions, flag anomalies, and execute workflows autonomously — with human oversight where it matters.
n8n · Make · Zapier · Claude API · OpenAI API · Custom Python scripts · Webhooks · Cron schedulers
Dynamic pricing adjustments · Support ticket routing and triage · Lead enrichment and scoring · Anomaly detection on spend, margin, and inventory · Autonomous reporting and alerting · Data sync between disconnected systems
Your ops team stops doing repetitive work. Agents handle the routine. Humans handle the exceptions. You get Slack alerts when something needs attention — not when everything is fine.
Automation audit & opportunity map · n8n/Make workflow library · Custom AI agent builds · Monitoring & alerting setup · Runbook documentation · Ongoing optimization
The operating layer isn’t a separate product. It’s the shared infrastructure that makes both the B2B and E-Commerce practices work — and work together.
Customer data from your CRM feeds your profit models. Ad spend data feeds your margin waterfall. Inventory data feeds your pricing agents. Nothing lives in a silo.
B2B pipeline and E-com revenue in the same Power BI instance. One executive view, not two vendor portals. Compare CAC across motions. See total margin, not channel margin.
Weekly automated reports cover both practices. Monthly executive reviews synthesize B2B and E-com performance into one narrative. No more stitching spreadsheets from five vendors.
30-minute discovery call. We’ll come back with a sharp read on where the leaks are and what a 2-week Audit would surface for you.
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