Programs at scale, outcomes you can measure.

What we built

• CRM-integrated trigger from Hubspot contract-signed event
• Multi-recipient deal-team kits with per-recipient personalization
• International customs pipeline with DDP default and country-eligibility logic
• Cohort reporting tied back to product activation metrics

Outcomes

• 30-day activation rate up 9 percentage points in cohort-vs-control
• Time-to-first-value compressed by 22% across kit cohort
• CSAT lift of 8 points at 90-day check-in

What we built

• Workday HRIS webhook integration for new-hire and anniversary triggers
• SKU-stocked inventory enabling 48-hour ship-from-trigger SLA
• Two-box onboarding model (Day-1 universal items, Week-1 sized apparel)
• Four-tier milestone catalog with embossed personalization at higher tiers

Outcomes

• Year-1 retention up 3.5 percentage points in cohort vs prior-year baseline
• Operational cost down 22% vs prior service-awards catalog vendor
• On-time delivery rate at 99.4% across 4,000+ ships

What we built

• Catalog-level FINRA Rule 2210 pre-approval workflow
• Credential-registry integration gating personalization choices
• Per-order audit trail with approval token, content version, recipient data
• Six-year archival meeting SEC Rule 17a-4 retention

Outcomes

• Zero FINRA cited issues across two annual exam cycles
• Per-rep order velocity up 3x with no incremental compliance overhead
• Designation-misuse incidents reduced to zero from prior baseline

What we built

• Three-tier giveaway model (booth, meeting, executive)
• Show-calendar with advance-warehouse cutoff awareness for major venues
• Direct-to-recipient Tier 3 shipping with handwritten notes
• Post-show ROI attribution tied to qualified meetings and pipeline created

Outcomes

• Qualified-meeting count up 31% year-over-year at constant booth budget
• Tier 3 (executive) recipient meeting-acceptance rate at 78%
• Cost-per-qualified-meeting down 24% across program

What we built

• AdvaMed / Sunshine Act compliance gate at gift trigger level
• Tier-aware catalog with automatic substitution for compliance-restricted recipients
• Annual Sunshine Act reporting integration
• Multi-recipient executive gifting at strategic accounts

Outcomes

• Zero compliance incidents across 24 months of program operation
• Strategic-account win rate up 11 percentage points in matched cohorts
• Annual reporting overhead down 70% vs prior manual process

What we built

• E-commerce platform integration triggering on customer milestones
• Recurring brand-program operational model with quarterly catalog refresh
• Branded box packaging with customer-name personalization
• Cohort analysis tied to repeat-purchase rate and NPS

Outcomes

• Repeat-purchase rate up 14% in gift-recipient cohort
• NPS lift of 6 points vs non-recipient control cohort
• Cost-per-incremental-repeat-purchase at 23% of CAC