Case studies · Haven Lifestyles

Nine internal tools, every number measured.

Built during a year embedded with a real-estate and lifestyle publisher operating in 25+ North American markets.

Checkout add-ons step with Annual Partnership selected

Branded checkout and upsells

Every closed deal gets its own checkout page on the client's domain. The customer pays and upgrades in one visit, and Salesforce, Xero and Stripe update themselves.

$2.7M collected in 11 months →
2025–26
n8n
Gmail
Gemini
Salesforce
Slack
OpenAI
Claude

AI sales inbox

A $30K-a-day email funnel moved off a $4,000-a-month black box onto self-hosted n8n with Claude, in about a week.

85,000 conversations at $150/month →
2026
Advertiser insights report header and performance overview

Advertiser results reports

A results page per advertiser, built automatically from Meta and Issuu, so proof of value arrives before the renewal call does.

Hundreds of reports per issue, no manual step →
2026
Eight ad layouts rendered with the customer's own photos

Self-serve design portal

Eight layouts rendered from the customer's own photos, each editable in place, ending in a proof they approve themselves. Late material stopped costing pages.

Approvals from one link, print-ready proof →
2026
SlateFlow slate view: every deal in an issue with stage, channel, last activity, idle time and risk

SlateFlow: every deal on one screen

SlateFlow puts a rep's whole magazine issue on one screen: every advertiser, every message, and the next move already drafted. Deals stop slipping between Gmail, Salesforce and the phone.

Stage turnaround 6 days → 1.5 days →
2026
Main sales pipeline, Apr–Oct 202665,441 threads · every figure script-generated and independently verified
Replies
49,921100%
Engaged
19,60539% of previous
Deals
4,36922% of previous
Closed
3,11671% of previous
15.9%engaged → closed
28.5% vs 10.7%best vs weakest market close rate
$1.41Mdeal value on AI-handled threads

Rep performance and growth study

85,000 conversations, 240,000 CRM tasks and 420,000 emails turned into ranked experiments with dollar values.

Seven levers, $1.3M sized →
2026
New Haven site home page on Next.js

Website migration: WordPress to Next.js

100,000+ posts and their media moved from WordPress to a new Next.js site on Payload CMS, with the same URLs, a new editorial design, and a CMS the team already knows how to use. In staging now, production next.

100,000+ posts migrated, same URLs, new design →
2026, in staging
Published article on the new Haven site

Content and ads pipeline

Every advertised property gets an article, a page on the site and a Facebook ad, with one human step in the middle: the editor's read.

Hundreds of articles and ads per issue, one editor review →
2026
ProcessesBilling · Ad material · Shipping · Content · Leads · Reporting
Runs on
Zapiern8nClaude Code
Governed byOne map, one change process, one error channel

The automation layer

We built the automation layer behind billing, ad material, shipping, content, leads and reporting on Zapier and n8n together, with Claude Code to build and change it in hours, and the monitoring that lets a small team trust it.

300+ automations across 6 processes, one change process →
2024–26