JayOh’s case studies show the RevOps, CRM migration, demand gen and GTM data systems we’ve built for B2B SaaS, PE-backed and enterprise teams. Highlights: $7.07M in pipeline from $141K of ad spend, four CRM platforms merged into two in 90 days, and a data stack behind 25% of Ramp’s new-business pipeline.
Eight numbers that summarize the library. Each links back to a documented engagement below; none are survey estimates.
Six full case studies (client type, problem, system, stack, timeline, before/after numbers) plus eleven snapshots. Filter by industry, service and outcome.
JayOh rebuilt a medical-practitioner-focused company’s HubSpot instance and ran integrated LinkedIn, Meta, Search and Display campaigns on top of it.
Read the case study →After a merger left two companies running two Salesforce orgs and two HubSpot portals, JayOh consolidated all four into one Salesforce and one HubSpot instance in 90 days.
Read the case study →JayOh helped Ramp hire its RevOps team and stand up a modern GTM data stack: Snowflake, dbt and Hightouch feeding enriched data into Salesforce, HubSpot and Outreach.
Read the case study →JayOh built a portfolio-wide RevOps framework for Samsung Next across 180 companies: maturity audits, roadmaps, standardized product catalogs and price books, attribution and portfolio dashboards.
Read the case study →JayOh gave PE-backed Vault Verify a working RevOps function instead of a new full-time hire: shared definitions, a marketing–sales SLA, an intake process, Salesforce training and automated data cleaning.
Read the case study →JayOh rebuilt Swank’s multi-market growth engine: unified reporting, restructured Google Ads, new audiences and creative, and attribution restored into Microsoft Dynamics.
Read the case study →Demand gen engine built from scratch: ad platforms, tracking, HubSpot CRM. 3,500+ new leads, cost per lead down 35%, lead-to-customer conversion up 25%.
Related: Demand Gen →Full-funnel analytics engine on Looker and dbt. Cost per lead down 30%, landing page conversion up 25%, 20% faster sales cycle.
Related: BI Reporting →PE portfolio company. Pipeline architecture, real-time sales dashboard and forecast, BDR automation in HubSpot Sales Hub + ZoomInfo, lead routing.
Related: Forecasting Hygiene →Full HubSpot Sales Hub + Marketing Hub implementation and Pipedrive data migration in 6 weeks, with 100% team buy-in.
Related: HubSpot Migration →Investment-team deal funnel in HubSpot and Salesforce with a preliminary due diligence scoring framework and deal-flow dashboards.
Related: GTM Due Diligence →Self-service launch from zero: free trial design, in-app signup, Segment data structure. Form-to-onboarding conversion up 21 percentage points.
Related: Launch a PLG Motion →Account- and contact-level ABM on LinkedIn, Google and Meta. Cost per lead down 68%, MQL-to-SQL conversion from paid ads doubled.
Related: ABM Strategy →Warehouse, Salesforce analytics and Tableau. Conversion 46% → 50.5%, forecast accuracy up 33%, 5.8 hours/week saved per FTE ($3.6M gross margin).
Related: BI Reporting →Deliverability audit: authentication gaps fixed, lists cleaned, content risks removed. Outbound sustained 30%+ opens and 8%+ replies.
Related: Deliverability Audit →Agile search management, A/B-tested landing pages and HubSpot funnel fixes. $225,000 in revenue from $11,460 in Google Ads spend (19.62 ROAS).
Related: Paid Media →Salesforce, Marketo, Bizible, Looker, Snowflake and Fivetran foundation, then recruited and handed off to a RevOps leader who stayed to scale it.
Related: Build a RevOps Function →Start from the symptom, not the service. The first thing to build is usually the piece in the third column.
| If this is your situation | Closest case study | What to build first | Service |
|---|---|---|---|
| Paid media spend can’t be tied to pipeline | HubSpot + paid media: $7.07M pipeline | Lifecycle stages, forms on every paid touchpoint, GA4 + CRM alignment | Paid Media Management |
| You merged or acquired and run duplicate CRMs | Post-merger: 4 platforms into 2 in 90 days | Audit, harmonize definitions, then migrate and re-permission | CRM Migration |
| Metrics disagree and reps research accounts by hand | Ramp: 25% of new-business pipeline | Warehouse + dbt models + reverse ETL into CRM and sequencer | Data Engineering |
| You need comparable GTM data across a portfolio | Samsung Next: 180 companies | Common maturity audit, standardized catalogs and price books, portfolio dashboards | RevOps for PE |
| You need RevOps but can’t justify a full-time hire | Vault Verify: 0 FTEs added | Definitions, SLA, intake, training and automated data quality | The RevOps Pod |
| Multiple markets, falling ROAS, CRM outside HubSpot/Salesforce | Swank: 4.2x ROAS | UTM + lead-source mapping into the CRM, search restructure, market-level reporting | Demand Gen |
Every full case study follows the same six-part format so you can compare them side by side. If a number wasn’t measured, we say so rather than estimate it.
Who they were, how they sell and which systems they ran.
The specific breaks in the revenue system, not generic pain.
Each workstream in order, with the tools named.
Every platform the system ran on.
Phases and duration, only where it was documented.
Before and after, with how each was measured.
Tell us what’s broken in your revenue system. In 30 minutes we’ll point to the closest case above, what we’d build first and how we’d measure it.
We engineer growth systems. JayOh builds the RevOps architecture, GTM execution and data infrastructure that turn messy revenue operations into predictable pipeline for B2B SaaS and PE-backed teams.
