B2B logistics · Growth Engineer Lead · 2025

Internal tools for Sales, CS and Finance

IN PRODUCTION

Each team was waiting on another team for information that could simply be shown to them.

Trigger

Handover delays were being solved by messages instead of by data.

SALESCSFINANCEMARKETINGOPSLEADERSHIPTOOLING
  1. 01

    CS quota tool

    Shows Sales the current CS bandwidth, so onboarding timing is visible instead of negotiated over chat.

  2. 02

    Bonus management

    Replaces the finance-side reconciliation work with a single reviewed view.

  3. 03

    Quote creator

    A guided internal tool that removes the manual assembly step from quoting.

  • Lovable
  • Supabase
  • HubSpot
  • n8n

3 TEAMS

working from one reconciled source of truth

What I'd do differently

I built the CS capacity tool from what Sales said they needed, without sitting with the CS team first. The real bottleneck was not visibility of bandwidth, it was how onboarding slots were assigned. I rebuilt most of the tool after two weeks of use. Now I watch the manual process end to end before writing anything.

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