Back

Case Study

9 days.
8 projects.
Production.

CPG / SpiritsSales OperationsForward Deployed

A CPG spirits company with 7 reps, 11 brands, and zero internal tools. We deployed a complete sales operations stack — dashboard, mobile app, CRM, sites, and data pipeline — in 9 days.

“Worker 1 is hardest. Worker 10 is almost templated. The compound effect is real.”

— CFO, CPG Company
+

The Challenge

Excel was the
operating system.

Financial operations across brands — monthly reporting, cash planning, expense analysis — all manual in Excel. Netsuite data required extraction and reformatting every cycle. The CFO was the bottleneck between raw data and every decision.

No CRM. No field app. Reps tracked territories in spreadsheets. Brand sites ran on legacy WordPress. There was no data pipeline connecting depletion reports to sales activity to account health.

The gap wasn't strategy. It was the absence of an execution layer — the systems that turn data into visibility and visibility into action.

+

What We Built

8 projects.
70+ stories executed.

Every project was scoped, built, tested, and deployed to production. Not prototyped. Not demoed. Shipped.

GTM HQ

40

Internal sales dashboard — 5 versions shipped. Rep leaderboards, account detail, pipeline analytics, depletion tracking, brand coverage, AI intelligence panels.

Next.js · Clerk · Attio API · Upstash Redis

Field App

13

Mobile rep tool — territory accounts, visit logging, offline queue, AI menu/shelf scanner, push notifications. Shipped to TestFlight.

Expo · React Native · EAS · Claude Vision

Invest Site

13

Investor-facing site rebuilt from legacy WordPress. Pixel-perfect recreation as modern Next.js with motion design.

Next.js 16 · Framer Motion · Vercel

Brands Site

16

Consumer brand site — pixel-perfect recreation of amassbrandsgroup.com with video hero, brand grid, and motion primitives.

Next.js 16 · Tailwind · Vercel

Newsletter System

4

Weekly rep performance digest and management rollup. AI coaching engine analyzes activity data and generates personalized guidance.

Resend · Vercel Cron · Claude

CRM Migration

1

Zero-to-Attio CRM. 6 company attributes, 7-stage pipeline, 6 rep records, Brand custom object with 11 brands. Idempotent setup script.

Attio API · TypeScript

Nightly Cache

Centralized 24hr TTL across 13 files. Vercel Cron pre-warms 9 Attio caches at 6 AM UTC. Compressed 78MB → 10MB for Upstash limits.

Vercel Cron · Upstash Redis

Distributor Tracking

Tagged 122 Attio companies as distributors from VIP depletion data. Fixed critical pagination bug (500 of 11,727 records). Added Dist. Touches to Rep Hub.

Attio API · VIP Data Pipeline
+

By The Numbers

Raw output.

55,000Lines of codeacross 4 repositories
70+Stories shippedvia orchestrated execution
8Projects delivereddashboards, apps, sites, infra
365Source filescreated or modified
5TestFlight buildssubmitted for internal testing
9Daysfrom kickoff to production
+

The System

End-to-end.
Five layers.

Data flows from source systems through a caching and processing layer into four production applications — with AI embedded at the intelligence layer.

Data Sources
  • Netsuite
  • Ramp
  • Expensify
  • VIP Depletion CSVs
  • Attio CRM
Platform
  • Attio CRM
  • Upstash Redis
  • Vercel (4 projects)
  • GitHub Actions
Applications
  • GTM HQ Dashboard
  • Field App (iOS)
  • Brands Site
  • Invest Site
Infrastructure
  • Depletion Pipeline
  • Nightly Cache Cron
  • Resend (Newsletter)
  • EAS Build Pipeline
AI
  • Claude Vision (Scanner)
  • Claude (Coaching Engine)
  • Account Intelligence
  • Menu/Shelf Analysis
Data → Platform → Apps → Users
+

Timeline

Day by day.

Mar 9Day 1

CRM brainstorm — discovered Amass had no CRM. Researched Attio API. Selected 4 MVP features. Drafted rep onboarding.

Mar 10Day 2

Attio workspace setup — idempotent TypeScript script. 6 company attributes, 7-stage pipeline, 6 rep records, 11 brands.

Mar 11Day 3

GTM HQ v2 + v3 — 17 stories shipped. Rep leaderboards, account views, pipeline analytics, brand multi-select, AI intelligence.

Mar 12Day 4

GTM HQ v4 + Brands Site + Invest Site PRD. Depletion pipeline, rep analytics. 10-story pixel-perfect brand site shipped.

Mar 13Day 5

Heaviest day. Invest site deployed (13 stories). GTM v5 shipped (7 stories). Brands polish (6 stories). Video fix. Multiple PRDs.

Mar 15Day 7

Field App — 13 stories. Redis cache, offline queue, account map, AI scanner, push notifications, branding, EAS + TestFlight.

Mar 16Day 8

TestFlight submission. Fixed 4 EAS build failures. Created 20-page PDF user manual for field reps.

Mar 17Day 9

Distributor tracking (122 companies tagged). Nightly cache infrastructure (20 files). Pagination bug fix. Production deploy.

Mar 18Day 10

Newsletter system (4 stories). Auth overhaul — removed Clerk, simplified to password gate. 5 TestFlight builds. Optimization PRD.

+

From The Client

“Worker 1 is hardest. Worker 10 is almost templated. The compound effect is real.”
CFO, CPG CompanySpirits · 11 Brands · National Distribution
Outcome

Built a complete sales operations stack with a GTM dashboard (5 versions), CRM migration, mobile field app on TestFlight, two brand/investor sites, weekly newsletter system, and nightly data pipeline — all in production within 9 days. Established a post-engagement rhythm for independent system expansion.

+

Your Operation Next

This is what
deployed AI looks like.

Not a proof of concept. Not a roadmap. Production systems, shipping from week one. Start with a conversation.