Case Study

NDA / Revenue Copilot

Category: Revenue

Role

Revenue ops + sales

Timeline

4 weeks to first team

Stack

Next.js, Typescript, OpenAI, HubSpot API

Challenge

Give reps trusted briefs without leaking sensitive data or over-writing fields.

Approach

Shadow-mode briefs, approvals for writes, and evals on data freshness.

Build

Brief generation, call prep, CRM update suggestions.

Outcomes

Higher prep adoption and consistent updates.

Next steps

Add multilingual support and scoring.

CTA

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