Turn chaos into clarity.
Our
Expertise
We help you choose the right tools, set up automation, and organize your pipeline to reflect how your business actually sells.
CRM Tool Selection &
Setup
Platform recommendation, setup, and configuration (HubSpot, Salesforce, Pipedrive, etc.).
Custom Pipeline Structuring
Design sales stages, status labels, and workflows that reflect your sales process.
Lead Source Mapping & Attribution
Track where leads come from and how they progress through the funnel.
Deal & Contact Field Customization
Tailor fields, tags, and filters to support segmentation and automation.
Sales Activity
Tracking
Track emails, calls, meetings, and notes across every deal and contact.
Automation & Task Sequences
Build logic to assign reps, set reminders, trigger follow-ups, and move deals.
User Roles & Permissions
Ensure your team has access to what they need and nothing they don’t.
Reporting & Dashboard Configuration
Visualize pipeline health, rep performance, and revenue forecasts in real time.
Featured
Work
From killer branding to performance-driven digital strategies, we help businesses stand out, scale up, and dominate. Our work isn’t about chasing trends; it’s about redefining them.
Lambert and Associates
Accounting
Branding + Identity, Lead Generation, & Sales Enablement
Swym
Leisure
Branding + Identity, Lead Generation, & Sales Enablement
Client Overview
Lambert & Associates is a premium consulting and accounting partner for mid-market businesses, known for delivering transformational insights, operational efficiency, and expert advisory services. Their signature offerings—Operational Analysis, Accounting Launchpad, and Firm Accelerator—turn complex financial roadmaps into actionable business growth strategies.
The Goals
To compete in a crowded market and move beyond referrals, Lambert & Associates needed to:
- Reposition the brand with a modern identity and conversion-focused web presence
- Generate qualified leads for their consulting programs using multichannel outreach
- Set up a CRM-powered sales infrastructure to track, nurture, and close leads
- Build authority and visibility via organic and paid content channels
Our Approach
Strategy & Execution
Branding + Identity:
We redefined Lambert & Associates’ brand with a clean, authoritative identity that reflects their expertise and growth-focused approach. From logo design to a custom UI/UX system, we created a professional yet approachable visual language tailored to mid-market decision-makers. Developed on Webflow, the website was built for speed, clarity, and SEO performance—guiding prospects through personalized service paths with a focus on conversion and credibility.
We redefined Lambert & Associates’ brand with a clean, authoritative identity that reflects their expertise and growth-focused approach. From logo design to a custom UI/UX system, we created a professional yet approachable visual language tailored to mid-market decision-makers. Developed on Webflow, the website was built for speed, clarity, and SEO performance—guiding prospects through personalized service paths with a focus on conversion and credibility.
Lead Generation:
Targeted LinkedIn ad campaigns + organic thought leadership content + SEO-led blog funnel to attract qualified traffic.
Targeted LinkedIn ad campaigns + organic thought leadership content + SEO-led blog funnel to attract qualified traffic.
Sales Enablement:
CRM setup, pipeline mapping, lead scoring, automated follow-ups, and custom playbooks integrated into a unified marketing platform (Brandsbyday All-in-One App).
CRM setup, pipeline mapping, lead scoring, automated follow-ups, and custom playbooks integrated into a unified marketing platform (Brandsbyday All-in-One App).
Tools & Stack
- Development: Webflow
- Marketing Channels: LinkedIn Ads, Google SEO, Email Automation
- Analytics: Brandsbyday App (CRM, automations, sales pipeline)
Visual & Creative Highlights
- Clear, Trust-Centric Web Design:
A minimalist layout, neutral palette, and confident typography reflect the firm’s professionalism and precision - Conversion-Optimized Landing Pages:
A series of eye-catching ad creatives tailored for Meta platforms, spotlighting seasonal offers, user testimonials, and beauty bundles - Lead Magnet Strategy:
High-value downloadable templates and frameworks used to drive inbound traffic and nurture lead pipelines
Results
Quantitative Wins
- From zero to $110,000+ in warm leads within 60 days
- Surge in qualified traffic from both LinkedIn and organic search
- CRM-powered funnel with automated follow-ups and real-time tracking
Qualitative Wins
- A fast, professional site that reflects the brand’s value and authority
- A high-converting, end-to-end digital funnel now driving measurable growth
- Online visibility through consistent content marketing across LinkedIn and Google
Client Overview
Swym is a next-gen dating app that reimagines how people meet—not online, but onsite. Whether it’s a concert, a conference, a game night, or a bookstore meetup, Swym lets users join or create a “pool” and instantly discover others at the same event who are open to connecting. It’s proximity-based dating for shared experiences, not just shared interests.
The Goals
Swym’s mission was to bridge the gap between digital interest and real-world interaction. Our key goals included:
- Build a brand identity and app interface that reflects the dynamic, event-based nature of the platform
- Design a user experience that makes discovery and connection seamless, secure, and socially engaging
- Develop a lightweight, fast-loading mobile app that could handle high user concurrency at public events
Our Approach
Strategy & Execution
Branding + Identity:
We crafted a bold, dynamic brand identity that mirrors Swym’s core value: meaningful, in-the-moment connections. From logo design to a responsive UI/UX system, the interface was built to feel fluid and ambient—whether you’re discovering someone at a concert or connecting quietly at a bookstore. Built in React, the app was optimized for real-time responsiveness, fast performance, and modular scalability. The design centered around the concept of “Pools”—event-based micro-communities—enabling users to join, interact, and connect in a way that feels spontaneous yet safe.
We crafted a bold, dynamic brand identity that mirrors Swym’s core value: meaningful, in-the-moment connections. From logo design to a responsive UI/UX system, the interface was built to feel fluid and ambient—whether you’re discovering someone at a concert or connecting quietly at a bookstore. Built in React, the app was optimized for real-time responsiveness, fast performance, and modular scalability. The design centered around the concept of “Pools”—event-based micro-communities—enabling users to join, interact, and connect in a way that feels spontaneous yet safe.
Lead Generation:
To build early traction and drive installs, we launched a targeted Google Ads campaign focused on interest-based and geo-specific intent. Ad creatives emphasized Swym’s unique event-based discovery model and real-time matchmaking experience, directing users to install-focused landing pages optimized for mobile conversion. We continuously iterated on messaging, audience targeting, and ad formats to boost cost-efficiency and bring in high-intent users primed to explore the app at live events.
To build early traction and drive installs, we launched a targeted Google Ads campaign focused on interest-based and geo-specific intent. Ad creatives emphasized Swym’s unique event-based discovery model and real-time matchmaking experience, directing users to install-focused landing pages optimized for mobile conversion. We continuously iterated on messaging, audience targeting, and ad formats to boost cost-efficiency and bring in high-intent users primed to explore the app at live events.
Sales Enablement:
To support Swym’s growth and retention strategy, we integrated key sales tech and analytics tools to track installs, optimize user activation, and monitor conversion events tied to user engagement. This included attribution setup for granular insight into ad performance, lifecycle journey mapping, and behavioral triggers that inform future outreach and re-engagement flows. These systems laid the foundation for smart remarketing, in-app personalization, and real-time feedback on what drives user adoption.
To support Swym’s growth and retention strategy, we integrated key sales tech and analytics tools to track installs, optimize user activation, and monitor conversion events tied to user engagement. This included attribution setup for granular insight into ad performance, lifecycle journey mapping, and behavioral triggers that inform future outreach and re-engagement flows. These systems laid the foundation for smart remarketing, in-app personalization, and real-time feedback on what drives user adoption.
Tools & Stack
- Development: React
- Marketing Channels: Google Ads, Landing page funnels, Intent-based audience targeting
- Analytics: Attribution tracking, analytics integration, lifecycle conversion insights
Visual & Creative Highlights
- Pool-Based Discovery UI:
Users can join or launch event-specific pools with one tap. The design prioritizes real-time visibility and intuitive filtering within a crowd - Dynamic Vibe-Based Interface:
Color gradients and UI states adapt to the energy of the event (e.g., high-contrast for nightclubs, soft tones for bookstores), adding personality to the app experience - Subtle Motion & Microinteractions:
Animated transitions between user cards, pool join confirmations, and match alerts provide a playful and polished user journey without distraction
Results
Qualitative Wins
- A fast, elegant app experience tailored for live-event environments
- A unique visual language and interaction model that positions Swym as a category-defining dating product
- Positive early feedback from beta testers who praised the "refreshing" and "natural" way to meet people in real life
Ideal
For
Brands that want more visibility, better organization, and smoother sales operations.
Teams
Managing leads manually or across spreadsheets.
Businesses
Scaling outbound or inbound sales.
Leaders
Who need clear reports and accountability.
Organizations
Struggling with CRM adoption or data chaos.
Our
Process
We align your CRM structure with your sales goals so every lead and deal moves smoothly.
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