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    Jacob MartinTECHNICAL GROWTH OPERATOR
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    CASE STUDY

    Search Intent and Identity Resolution Systems

    Turning search-intent and identity data into an organized customer-acquisition workflow, with separate territory pipelines, automated qualification, follow-up, and booking.

    IDENTITY RESOLUTION · CRM & INFRASTRUCTURE · GROWTH SYSTEMS
    [CONFIRM: ROLE] · [CONFIRM: TIMEFRAME] · [CONFIRM: SCOPE]
    REDACTED CRM PIPELINE OR AUTOMATION CANVAS · 16:9 · MIN 1600PX · All names, numbers, addresses removed.
    CONTEXT

    The situation.

    Companies running identity-resolution and search-intent campaigns get back large volumes of contact data tied to businesses and individuals showing real buying signals. The data is only useful if it lands in the right place, gets sorted by territory, and is followed up on before it goes cold.

    THE OPPORTUNITY

    What was missing.

    The gap is almost always in the routing. Raw intent data sitting in a spreadsheet or an inbox loses value every hour it is not acted on. The opportunity is to build the system layer that catches the data, sorts it, qualifies it, and moves it toward a booked conversation without manual handoffs.

    WHAT I BUILT

    The system.

    A workflow that sits between the identity-resolution data source and the sales team. It includes field architecture, tagging and territory logic, pipeline structure, qualification rules, automation sequences, booking flow, routing, and reporting. The system makes the data usable instead of leaving it as a list.

    HOW IT WORKS

    The flow.

    Demand signals enter as CRM records, get tagged by source and territory, move through qualification, and then route into the correct pipeline for follow-up, booking, and reporting.

    01
    SIGNAL
    • SEARCH INTENT
    • VISITOR ID
    • PAID ADS
    02
    SYSTEM
    • CRM RECORD
    • TAGGING & TERRITORY
    • QUALIFICATION
    • PIPELINE
    • EMAIL & SMS
    • CALENDAR
    03
    SCALE
    • ATTRIBUTION
    • REPORTING
    MY ROLE

    What I did.

    I designed and implemented the workflow that sits between the identity-resolution data and the sales team: the field architecture, tagging and territory logic, pipeline structure, qualification rules, automation sequences, booking flow, routing, and reporting. I did not build the underlying identity-resolution technology and I do not represent it as mine. My work is the system that makes the data usable.

    IMPACT

    Results.

    [CONFIRM]
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    [CONFIRM]
    [CONFIRM: METRIC, DATE RANGE, SOURCE]
    [CONFIRM]
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    WHAT I LEARNED

    The takeaway.

    The value of intent data decays fast. The system has to be faster than the decay, or the data is wasted. Routing speed matters more than data volume.