Case Studies

Results, not promises.

Real outcomes from real B2B companies. No vanity metrics — just pipeline, revenue, and operational impact.

Case Study 01Lead Generation

Meridian Analytics

B2B SaaS · 40-person company

The Challenge

Meridian had grown entirely through referrals and word-of-mouth. With no outbound system in place, their pipeline was unpredictable — great some months, dry others. They needed a repeatable way to generate qualified leads without adding headcount.

Our Solution

GetShft built a full AI cold email system with personalized sequences tailored to Meridian's ICP. We integrated LinkedIn touchpoints, automated follow-up cadences, and set up real-time intent signal monitoring to prioritize the hottest prospects. The entire system ran hands-free after the first two weeks of calibration.

The Results

180
Qualified leads in 60 days
22
Discovery calls booked
$280K
ARR added from 4 new clients
Case Study 02Social Media + Content

Clearpath Consulting

Management Consultancy · EU-based

The Challenge

Clearpath had deep expertise but zero digital presence. No LinkedIn strategy, no content calendar, no social proof. Their competitors were getting inbound leads from content while Clearpath relied entirely on in-person networking and conferences.

Our Solution

GetShft took over LinkedIn, Instagram, and X from the ground up. We built a content calendar anchored in thought leadership — weekly posts from the founding team, case study spotlights, and industry commentary. Community engagement was handled daily, and we optimized posting times by platform and audience segment.

The Results

12K
LinkedIn followers in 4 months
3/week
Inbound enterprise inquiries
2
Features in industry newsletters
Case Study 03AI Automation + PM Systems

Vantage CRM

Software Company · US-based

The Challenge

Vantage's client onboarding process was a bottleneck. Each new client took 3-4 weeks to fully onboard, requiring manual document generation, Slack channel setup, milestone creation, and constant follow-ups. The ops team was maxed out, and growth was stalling because they couldn't take on more clients.

Our Solution

GetShft designed and deployed an AI onboarding system that automated the entire flow — from contract signature to day-one setup. Automated Slack workspace provisioning, document generation with pre-filled client data, milestone tracking with auto-notifications, and a self-service onboarding portal for clients.

The Results

4 days
Onboarding time (down from 3-4 weeks)
+3
Additional clients without new hires
81
Client NPS (up from 52)

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