Carlos Castro
B2B Research, Data & Revenue Operations
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This portfolio demonstration shows how I use AI assistance within a human-led workflow: synthesize research, develop copy and concepts, create original visual assets, plan short-form experiments, and prepare a structured production calendar. All scenes, ads, and brand references are fictional. No client, spend, conversion, reach, CTR, ROAS, sales, or views are represented.
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I designed a sales operations system for a fictional B2B SaaS company using Google Sheets, Apps Script, and a human-reviewed AI workflow. The demo captures leads from a form or spreadsheet, normalizes and validates data, applies lead scoring, assigns priority, creates prospect summaries, prepares personalized email drafts, schedules follow-ups, and updates a lightweight CRM with an operational dashboard.
The case study includes 24 fictional intake records, 20 valid leads processed, 4 data-quality exceptions, 1 duplicate flag, and a 1.8-second reference run. It does not represent real client, sales, conversion, or revenue results.
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This self-initiated portfolio case study shows how I turn inconsistent sales data into a reliable, auditable reporting layer and an executive revenue dashboard. I designed the synthetic source, documented each cleanup rule, and built the reporting outputs so executive insights can be traced back to the underlying records.
All data, organization context, analysis, findings, and recommendations in this project are fictional and created solely as a portfolio demonstration. This is not client work and does not represent external business results.
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Self-initiated go-to-market case study for a fictional European B2B SaaS entering Latin America. I built the market-entry strategy, competitor analysis, market-sizing model, buyer personas, a 100-account lead system with scoring, outreach sequences, and an editable CRM pipeline using public company information and clearly labeled assumptions.
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