Viome was expanding into a new market and had brought on an experienced sales consultant to begin outreach. To support this initiative, they needed a system that could capture and organize leads, automate key workflows, and keep operational overhead low while the proof of concept was being validated. This new offering also required coordination with a strategic partner responsible for opening and facilitating the new channel.

Working closely with the sales consultant, we developed a series of forms and automations designed to streamline lead outreach, onboarding, and partner activation within the new channel. We also conducted market research to identify the most effective technology stack for their goals and provided strategic recommendations to ensure the consultant had the tools needed to operate efficiently and scale the initiative.

As part of this build, we implemented Slack notifications to alert the team whenever a new form was submitted and configured Calendly to automatically route incoming leads to the appropriate sales team as the operation expanded. Additionally, we created a webinar system capable of capturing leads, automating follow-up, and driving prospective partners to sign up and promote the offering to their own clients.

As a result, the team successfully built a proof of concept that allowed the new offering to evolve smoothly throughout its early stages. By involving us from the beginning, we were able to identify key requirements, anticipate potential growing pains, and design the system with scalability in mind. When the proof-of-concept phase was complete, the company was fully prepared to scale the new offering and go to market with a reliable, flexible infrastructure that could grow with their needs.