Sales Intelligence
Signal Tool

Wali Works × Boldyn Networks

Turning leadership changes into revenue signals —
before your competitors even notice.

Prepared for George & the Boldyn US Leadership Team
March 2026  ·  Confidential
Context

We Did Our Homework

Boldyn isn't just integrating Apogee — you're building the operating model for the largest campus connectivity provider in North America. That creates a sales challenge no off-the-shelf tool was designed to solve.

350+
Higher Ed Customers
1M+
Students Served
300+
Stadiums & Venues
2
Sales Motions to Unify

The Apogee Story

Founded Austin 1999. Majority US market share in outsourced campus connectivity. Acquired by Boldyn (fka BAI Communications) May 2024. Now the backbone of Boldyn's US higher ed strategy — and a treasure trove of tribal knowledge.

🔀

The Post-Acquisition Challenge

Two sales motions, two relationship histories, and decades of tribal knowledge that lives in people's heads — not in systems. The team that knew every CIO by first name is now part of a global org. That knowledge needs to be systematized before it walks out the door.

The Challenge

The Problem Worth Solving

Every new CIO is a 90-day window. Right now, your team is finding out about leadership changes weeks after they happen — if they find out at all.

The Problem
  • Leadership changes at universities go undetected for weeks
  • Sales team manually cross-referencing ZoomInfo, LinkedIn, Salesforce
  • No unified scoring — reps guess which signals matter most
  • Apogee's tribal knowledge isn't systematized post-acquisition
  • Enterprise platforms quoted ~$1M+ implementations — George said no
Our Solution
  • Automated monitoring of IT leadership moves across HED institutions
  • AI-scored lead signals: role seniority × institution value × timing
  • Salesforce-native integration — zero new tools for reps
  • Configurable outreach triggers based on signal type and strength
  • Chat/RAG interface for every level of the organization
Expected Impact
  • 5–10× faster signal detection vs. manual process
  • 30%+ increase in qualified pipeline from existing market
  • Zero new tools — lives inside Salesforce
  • Fraction of $1M+ enterprise platform cost
🎯

This is the #1 problem George flagged. Every week a leadership change goes undetected is a week your competitor gets the first meeting. The cost of doing nothing is measured in lost contracts, not software licenses.

The Solution

Sales Intelligence Signal Tool

A possibility landscape — not a fixed product. Every capability gets validated against Boldyn's actual workflows during discovery. Here's what we see as possible.

📡

Automated Signal Tracking

Continuous monitoring of leadership changes across 350+ institutions. New CIO at a Big Ten school? Your team knows within hours, not weeks.

🧮

AI-Scored Leads

Interactive scoring with adjustable weights. Role seniority × institution value × signal timing × contract status. No more guessing which accounts matter most.

🔗

Salesforce-Native

Lives where your team already works. No new logins, no new tabs. Signals flow directly into existing workflows with configurable outreach triggers.

💬 Chat / RAG Interface

"Show me new CIO appointments at Big Ten schools this quarter." Natural language queries against your entire pipeline.

  • Juniors get coaching and quick pipeline checks
  • Seniors get shortcuts to strategic account planning
  • Executives get board-ready summaries on demand

🏢 Enterprise-Ready

Built for how large teams actually operate — not as an afterthought bolted on later.

  • Admin dashboards with team management views
  • Role-based access (Rep / Manager / Executive)
  • Integration health monitoring across all data sources
Prototype — Live

What We've Already Built

We didn't wait for approval to start. There's a working prototype you can touch today — this isn't a slide deck, it's a working system.

📊

Executive Dashboard

Real-time signal tracking, pipeline health, and team activity at a glance. The leadership view George needs.

🎯

Lead Pipeline

28 scored universities ranked by signal strength. A prioritized queue — not a spreadsheet.

💬

Chat / RAG Interface

Natural language queries against pipeline data. Ask anything, get instant answers.

🔌

Integration Health

Real-time status of all data source connections. See what's flowing and what needs attention.

⚖️

Interactive Scoring

Adjustable weights for signal importance. Tune the algorithm to match your team's priorities.

👥

Role-Based Views

Rep, Manager, and Executive views — each sees exactly what they need to act on.

Impact

Expected Impact

The numbers that matter — measured against how your team operates today.

5–10×
Faster Signal Detection
30%+
Pipeline Increase
Zero
New Tools for Reps
⏱️

Speed to Signal

Leadership changes detected in hours, not weeks. Your team gets the first meeting while competitors are still checking LinkedIn manually.

📈

Qualified Pipeline Growth

30%+ increase from your existing 350+ customer market. No new territory — just systematically finding the signals you're currently missing.

🔄

Unified Sales Motion

Standardized process across legacy Apogee and Boldyn teams. One scoring system, one pipeline, one source of truth — regardless of which team originated the relationship.

💰

Fraction of Enterprise Cost

Custom-built for Boldyn at a fraction of the $1M+ implementations George already rejected. Better fit, lower cost, faster deployment.

💡

The math is simple: one additional contract from a detected leadership change pays for the entire tool. Everything after that is pure upside against a market of 350+ institutions.

Our Approach

Growth Lever Framework

Iterative, not fixed-scope. Pay-as-you-go, not fixed price. Every phase has a natural exit point — you're never locked in.

1

Discovery

Deep dive into your data, workflows, and team dynamics. Map the real process — not the documented one.

3–5 Days
2

Rapid Prototype

Working software in your hands. Not wireframes — a functioning tool tested against real scenarios.

1–2 Weeks
3

Iterative Build

Your feedback shapes every sprint. We coach your team through the build so they own the logic, not just the login.

4–8 Weeks
4

Harden & Deploy

Production hardening, documentation, team training, and clean handoff. No vendor lock-in. It's your system.

2–3 Weeks

Decision Gates at Every Phase

Every phase ends with a working deliverable and a decision point. Pause, pivot, or stop — the work done to that point is yours to keep. Zero penalty, zero lock-in.

When We Leave, You Don't Need Us

Client coaching built into every sprint. Your team understands the "why" behind every decision. We build alongside you — not behind a curtain.

Why Us

Why Wali Works

We're not a staffing agency or a slide factory. We're operators who build AI tools that move revenue — fast.

Speed as a Feature

Working prototypes in 2 weeks, not 2 months of requirements gathering. The Boldyn prototype already exists — we're ahead of schedule before we start.

🧠

AI-Native Thinking

We don't bolt AI onto legacy processes. We redesign the workflow around what AI makes possible — that's where the 10× gains live.

🔧

Build-to-Transfer

Every system we build is designed for your team to own. Full documentation, training, and clean handoff. No vendor lock-in, no recurring dependency.

👤

Same Team, Pitch to Production

Humza leads discovery through deployment. No bait-and-switch with junior resources. The person who understands your problem builds the solution.

About the Lead

Humza Wali — 10+ years spanning software engineering, process design, and executive leadership across enterprise and startup environments. Specializes in identifying the specific operational lever that unlocks disproportionate growth, then building the AI-powered tool to pull it.

Investment

Investment

Time & materials — fully transparent, with natural exit points. You pay for value delivered, not promises made.

Engagement Model
$150–170/hr
Time & Materials — Full Transparency
  • Estimated monthly: $30–40K depending on sprint scope
  • Every hour tracked and reported — no surprises
  • Decision gates after each phase — pause or stop anytime
  • All code, documentation, and IP is yours from day one
  • No long-term contracts — the work earns the next sprint
Phase Breakdown
$100–150K
Total Estimated Range
  • Discovery: $10–15K (3–5 days)
  • Rapid Prototype: Included in discovery sprint
  • Iterative Build: $30–40K/mo (4–8 weeks)
  • Harden & Deploy: $20–30K (2–3 weeks)
  • Every phase is a natural exit point — zero risk lock-in
📊

Competitive vs. the alternatives: Enterprise consulting rates run $175–250/hr. Salesforce and ServiceNow implementations George already rejected were ~$1M+. This delivers a better-fit solution at a fraction of the cost — and you own every line of code.

Next Step

Let's Build Your
Unfair Advantage

The prototype is live. The approach is proven.
Let's build the system that gives your team
the signals before anyone else.

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Confidential — Wali Works × Boldyn Networks