← All case studies

Shopify
gave every rep back a full day, every week.

Four AI workflows replaced the research, prep, and CRM admin that used to eat into selling time.

EQUIVALENT CAPACITY ADDED4.0 full-time sellers

160+ hrs returned per week across ~20 reps — 8,300+ hrs/year.

01Challenge

Selling time kept losing to admin.

  • Every account needed research before the call.
  • Notes and Salesforce updates after every meeting.
  • None of it counted as time with customers.
02Approach

Systems thinking, not a tool drop.

01

Systems, not tools.

Mapped how work actually moved through Shopify's sales stack before building anything.

02

Built for adoption.

Power users identified and onboarded first, so the rollout had internal champions from day one.

03

Hands-on training.

Live workshops with the sales team, not a how-to doc dropped in Slack.

03Execution

Four workflows, rolled out to ~20 reps — connected into one system.

01Account
research
→
02Post-call
follow-up
→
03CRM
admin
→
04Deal
intelligence
→
More time
selling

Same rep, same account — research feeds the call, the call feeds CRM and deal visibility, automatically.

04Impact

4 full-time sellers' worth of capacity — without hiring.

8hrs/week
per rep
×20 reps
160hrs/week
team-wide
×52 wks
8,300+hrs/year
annualized
→
4.0FTEfull-time sellers,
equivalent

Want this for your team?

Book a call