Leadbird

112 clients, 4 SaaS products, one centralized brain.

Where Leadbird was stuck

Leadbird was already one of the most operationally sophisticated B2B lead generation agencies in the space — 112 clients, four SaaS products, $200K+ monthly revenue. Nick had built the business around automations himself. But as the team grew, onboarding new hires meant explaining complex workflows across cold email infrastructure, campaign management, and client reporting. Nick needed a visual map of how the business actually ran — something he could hand to a new CSM and have them understand the entire operation.

What we built

We built a comprehensive Company Brain — a visual swim-lane flowchart mapping every process across Leadbird. It shows exactly what's automated vs. manual, which tools handle which steps, who owns what, and how campaigns flow from setup to delivery. Each step links directly into Leadbird's internal training portal, so new hires can click any node and jump straight to the training module for that task. We also audited their existing processes and identified gaps Nick hadn't seen.

What happened next

The Company Brain is now stapled into Leadbird's onboarding software. Every new hire — including a CSM hired the week before the interview — uses it on their first kickoff call. Nick estimated it cut hand-holding time dramatically. The process audit surfaced holes in their flowchart that Nick didn't realize existed, which got passed to his dev team for implementation. Leadbird now has a single source of truth for how the business runs, that grows with the company.