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← All case studies
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
553
Tasks
566

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

Tools used

  • Make
  • HubSpot
  • WordPress
  • Astro
  • GitHub
  • MCP

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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  • Sales MCP

    OSI Global sells alternative IT infrastructure and hardware lifecycle management into enterprise accounts, and their sales team runs on HubSpot. We built the OSI Brain, an MCP server that puts their…

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  • Website Refresh

    OSI Global ran on WordPress. We rebuilt their site on Astro — a faster, static site OSI owns outright, with content as Git files editable by their own team or directly through Claude and ChatGPT, a…

    What we built

    • Performance score
    • Largest Contentful Paint
    • First Contentful Paint
    • Total Blocking Time
    • Cumulative Layout Shift
    • Speed Index
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  • Sales Automation

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  • Service System

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Recently touched

  • 2026-10-13 [M01] Support Done
  • 2026-10-13 OSI 2026 Support Done
  • 2026-10-11 Build automated non-intrusive feedback loop for OSI Sales MCP Done
  • 2026-10-10 Role fit: never surface Retired / former people as viable prospects Review
  • 2026-10-10 Feedback: bump core to v0.41.0 and classify validator rejections with rule codes Review