Field Notes Ai is a Seattle-based tech startup leveraging groundbreaking CRM artificial intelligence. Their goal was to qualify for Series A/B funding within 12 months.
They needed sales organizational infrastructure to drive revenue and validate market fit for potential future investors. Their biggest challenge was executing within their own target timeline.
Velocity was the result of a rebranding and restructuring initiative from Smart Choice Payments out of Tigard, Oregon. Their goal was to conduct a new product launch and combat previous negative press.