Project 01
Ask, Ask, Ask Initiative
Turning a simple sales behavior into a measurable pipeline engine
The Challenge
Client referrals and upsell opportunities were happening, but there was no standardized process to capture, track, and measure the impact.
What I Built
I designed an end-to-end referral workflow connecting Salesforce, SharePoint, reporting, and sales enablement materials. This included:
The Impact — within the first month
668
leads generated
124
client referral accounts
133
meetings booked
38
verified opportunities
$1.33M
commissionable pipeline created



