Turn scattered outreach activity into a system the team can act on.
The problem was not “build a dashboard.” It was fragmented operating state: outreach activity, manually researched leads, ownership, stages and campaign context lived in places that were hard to trust or inspect. I connected that workflow into one structured decision layer.
- Modeled the information the team actually needed to know: who, owner, stage, timing, campaign and next move.
- Designed a path for both automated activity and high-intent leads researched by a person.
- Made performance and handoffs inspectable without forcing the team to reconstruct the story across spreadsheets.