Annual revenue
- 2024 $2.2M
- 2025 $3.5M record
- 2026 $5M on track
Results / Case study
West Bay Pools
A pool builder with real demand, and deals quietly dying in the CRM. $2.2M became $3.5M in 90 days, the biggest year in company history, and 2026 is tracking toward $5M.
$3.5M
From $2.2M in 90 days, the biggest year in company history
$400K
Owner profit taken home from the record year
$1.7M
Proposal, render, and contract-stage value surfaced inside the existing CRM
$5M
2026 trajectory, second year of the engagement
Jonathon Dunford
Owner, West Bay Pools •
Hilton Head, SC
About West Bay Pools
West Bay Pools is an owner-led pool construction company in Hilton Head, South Carolina. High-ticket projects, long buying cycles, and a real brand in its market. When the engagement began in May 2025, demand wasn’t the problem: leads were arriving, and a valuable opportunity base was already sitting in the CRM. What was missing was everything after the lead.
The problem
Follow-up, deal stages, ownership, and management visibility were inconsistent, and more leads alone would not repair conversion. A CRM analysis made it concrete: $1.716M in proposal, render, and contract-stage value was already inside the pipeline, going untouched. One sampled week showed a rep logging nine calls and seven texts against roughly 300 open deals.
The work
Nick helped hire and build the new sales team, then built the system around it: Pipedrive deal stages with rot-date discipline, scripts, and recovery plays so deals couldn’t die quietly; a 16-email, five-month nurture sequence for buyers who weren’t ready yet; a value-first offer built around a free in-home site assessment; Meta advertising management; quarterly strategic reviews; and an AI accountability layer that plans each rep’s day and verifies every claimed call against real phone data.
The outcome
Revenue moved from $2.2M to $3.5M in 90 days after the new sales team landed, roughly double the prior year and the biggest year in company history, with $400K in owner profit. By late July 2026, 31 pools were sold or on the build schedule, four away from matching the entire prior year with five months to spare, $300K contract weeks are now routine, and the year is tracking toward the 40–45 pool, $5M target. And the record year happened in the same season Jonathon and his wife welcomed their first baby, a business strong enough to grow while its owner’s life did too.
Everything built, May 2025 to today
One fractional executive. The entire revenue stack.
Signature build
An AI sales manager that never sleeps. Six scheduled agents run the pipeline every day. Four more stand guard around the clock.
8:00
Scheduled daily
Consolidated Morning Brief
A full pipeline inspection delivered to the rep as a prioritized, no-guesswork plan: who to call, in what order, and why, with the week pre-planned every Sunday and capacity-loaded at 70%.
The rep walks into a pre-built day.
Grounded in real phone data, not self-reporting: if it's not in the phone system, it didn't happen. Re-architected so heavy AI routines cost ~99% less, which means it runs indefinitely without adding headcount.
Evidence contract
How to read the record.
Select an evidence view. Every record keeps its unit, period, baseline, source, and context attached.
2026 trajectory
- Sold or scheduled 31 pools
- Contract weeks $300K routine
- Average deal size $120K
- Annual target 40–45 pools
Revenue operating system
- System inventory 7 connected operating layers
- Pipeline standard Evidence-backed weekly inspection
- Ground truth CRM and phone-system records
AI agent day
- Active agents 10 scheduled or continuous workflows
- Cadence 7:00 through weekly review
- Processing cost About 99% lower after re-architecture
Annual revenue
BeforeEngagementOn track
2024
$2.2M
$2.2M
2025
$3.5M record
$3.5M record
2026
$5M on track
$5M on track
The engagement began May 2025. 2025 closed at roughly 2x the prior year, the biggest year in company history.
2026, as it stands
From the weekly calls, late July 2026
31
Pools sold or scheduled
$300K
Contract weeks, routine
$120K
Average deal size
40–45
Pool annual target
Four pools from matching the entire prior year, with five months still on the calendar. All 49 Google reviews remain five stars.
Whatever you think we should do.
Jonathon Dunford, Owner, West Bay Pools, handing Nick full strategic trust on funnel direction
“Right now there’s 31 on, and so that means if we sell four more, then we matched last year.”
Jonathon, weekly call, July 2026, with five months left in the year
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Figures are drawn from client dashboards, CRM exports, and recorded working sessions, shared with client permission; team, market, and product context contributed to every outcome. Periods are stated with each figure. See the disclaimer for how results should be read.