Case Study
Opp Builder
Upload a prospect list, assign reps, export a clean, ready-to-import file.
The problem
We had a giant spreadsheet and a manual process that required you to already know what you were doing before you could even start.
You'd build the list of people you wanted to target. Then run them against every open opportunity, every closed-won deal, everyone already in onboarding, and remove the ones that overlapped. Then drop the clean list into a template, format the columns exactly the way the system needed to create an opportunity, clean it again, and load it.
Multiple reports. Multiple formatting passes. Multiple places for something to go wrong.
And it lived entirely in my head. If I was out, it didn't get done.
How to think about this problem
This was never really a spreadsheet problem.
The spreadsheet was just where the missing process showed up.
The real problem was that too much of the logic lived in my head.
Who should be excluded? Which open opportunities already exist? Which closed-won customers should not be touched? Which reps should be eligible? How should assignments balance across industry and capacity? What should the import file look like so the CRM accepts it cleanly?
That is not "just formatting."
That is business logic.
When business logic lives in one person's head, the company does not have a process. It has a dependency.
The tool mattered because it moved the rules out of my brain and into something repeatable.
What it does
Pull one report. Upload it. It dedupes automatically, round-robins assignments by capacity and industry, pulls in the rep IDs, and hands you back a clean, ready-to-import export.
One report. One upload. One export. Done.
How it works
Upload your list. Set the cohort rules. Choose the rep pool. It handles the deduplication against open opportunities automatically and does the round-robin assignment so it's consistent instead of however you were feeling that day.
There are two versions under the hood — one for new prospects, one for existing customers. Same shape, opposite direction. I built the second one the week I caught myself about to do the whole thing by hand again and just pointed it the other way.
- 01Pull one report
- 02Upload
- 03Cohort rules
- 04Rep pool
- 05Round-robin
- 06Export
Why it's helpful
What used to be a few reports, multiple formatting passes, and a lot of careful manual work is now one report, an upload, and an export. It takes seconds. The assignment is consistent. And it's out of my head — anyone can run it now.
See it
Screenshots and a walkthrough coming soon.
Under the hood
Node / Express on Railway. Automatic dedupe against open opportunities; output formatted for direct import. Two siblings — one for new prospects, one for existing customers — sharing one shape.