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CRM

OSI Global

OSI is a B2B enterprise company providing supply chain management, order processing, and sales operations solutions. Metawork designed and built a comprehensive lead enrichment and order processing system that connects HubSpot CRM to multiple data sources (Zerobounce, Apollo, Sales Navigator, landing pages) and custom inventory systems. The platform automates the complete lifecycle from inbound lead capture through enrichment, qualification, opportunity creation, and order processing with dynamic pricing and cost calculation.

Tracked hours
550
Tasks
559

Tracked hours by project, as a share of the client total

Tools used

  • Make
  • HubSpot
  • WordPress
  • Astro
  • GitHub

What we built

  1. 01

    Lead Enrichment Pipeline

    Contact and company enrichment via Zerobounce (email validation), Apollo (company data), Sales Navigator (intent signals)

  2. 02

    Contact Lifecycle

    Contact disqualification logic; automatic lead creation from enriched companies; intent-based workflow routing

  3. 03

    Company Intelligence

    Company enrichment with recommended contact discovery; Last Enriched tracking; deduplication and validation

  4. 04

    Order Processing

    Purchase order parsing; landing cost calculation; inventory/chassis lookup; recurring shipment handling

  5. 05

    Lead Gen Landing Pages

    Custom landing page development; contact form to lead creation workflows; form submission analytics

  6. 06

    Pricing & Costing

    Dynamic pricing rules; drop-ship order filtering; vendor account mapping; line item cost calculation

  7. 07

    Alerts & Monitoring

    Scenario health monitoring; contact enrichment alerts; order processing break notifications; system observability

Projects

  • HubSpot Optimization

    OSI's HubSpot Optimization project is a large-scale initiative delivering a complete lead enrichment and order processing platform. The system combines multiple data sources (Apollo, Zerobounce,…

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  • Website Refresh

    We ripped out OSI Global's legacy WordPress installation and replaced it with a lightning-fast static site. To hit strict performance targets, we scaffolded the core project in Astro and built…

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  • Sales MCP

    The core system is an MCP server that sales reps talk to in chat. It exposes OSI's sales process as a set of tools, skills and playbooks.

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  • Sales Automation

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  • Service System

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  • Pricing agent

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Recently touched

  • 2026-09-10 Per-rep HubSpot sequences are an undocumented prerequisite: only Andy has the AI / Sniper CALLS set Done
  • 2026-09-03 Integrate osi-cowork-pack 2 (Andy, 2026-08-27): new job-change skill, Sales Playbook slot, 08-21/08-27 skill + playbook rules Done
  • 2026-09-02 IQR sync hardening: concurrency-safe workflow C, shared IQR session, error alerting Done
  • 2026-09-01 Enable core context-tracking + skills toolsets (metamcp 0.3.0) Done
  • 2026-08-27 Make the ZeroBounce check findable: keyword the deliverability tool, rename osi_validate_email to osi_validate_email_copy Done