A MarTech operating system rebuilt from CRM taxonomy to activation

Two iterative engagements spanning HubSpot architecture, enrichment, campaign execution, cross-platform measurement, and an agentic outbound roadmap.

3,385 → 8,028enriched contacts in one quarter

30K+contacts in the campaign audience

26%+open rates on warm segments

5analytics and activation platforms unified

01 · The challenge

What had to change

Growth work was spread across disconnected acquisition, CRM, lifecycle, and product analytics systems. Before adding more automation, the organization needed canonical definitions, identity stitching, and a campaign operating model.

02 · The system

Architecture and operating components

ARCHITECTURE VIEWVerix.io operating system

01CRM taxonomyLifecycle + scoring

HubSpotVerix

02Enrichment3,385 → 8,028

03Orchestration30K+ audience

Customer.io

04Unified signalsEvents + identity

Mixpanel

05Agentic outboundTested workflows

LinkedIn Learning

Open the implementation sequence

01
Rebuilt HubSpot data architecture, canonical taxonomy, lifecycle stages, segmentation, and contact enrichment using Clay, Apollo, and LinkedIn Sales Navigator.
02
Designed a multi-wave, persona-and-geo campaign program for an AI course audience exceeding 30,000 contacts.
03
Standardized event semantics and identity handling across Customer.io, GA4, Mixpanel, HubSpot, and CleverTap.
04
Mapped an agentic outbound workflow—tag, search, setup, optimize—with prompt libraries, testing logic, and implementation guardrails.

03 · The outcome

What became possible

Expanded the usable contact base from 3,385 to 8,028 enriched records in one quarter.
Delivered four campaign waves with 26%+ open rates on warm segments and a reusable campaign playbook.
Created a unified measurement blueprint and a scale-up path for AI-assisted outbound operations.

Forward signal

Automation became credible only after the taxonomy, lifecycle definitions, and event model were made explicit enough to govern.

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