Company System / BlueBox + BoiseBox
Two storage brands connected from demand to completed work.
I connected two websites, lead generation, quoting, checkout, Salesforce, customer follow-up, analytics, and dispatch into one broader business system.
Business scale
1,800+
Rentals supported across the BlueBox and BoiseBox operating system.
My role
Website, growth, CRM, automation, analytics, and operations system ownership
System state
Live customer systems plus internal operating tools
What I built
A shared, brand-aware operating path from marketing demand through delivery and reporting.
Complete system
How the work connects.
Create demand
Website or quote
Checkout or sales
Salesforce handoff
Follow up
Revenue and dispatch
System views
Public-safe examples from the workflow.
Problem
- Two brands needed distinct websites, offers, phone paths, attribution, and CRM values without creating two disconnected systems.
- A quote or payment still needed durable follow-up when outside services were slow or temporarily unavailable.
- Leadership needed a way to connect traffic, leads, opportunities, collected revenue, and completed delivery work.
What I Built
- Two mobile-first brand websites and local landing pages
- Quote capture and five-step self-checkout
- Salesforce Lead and Opportunity workflows
- Phone, text, email, and manager follow-up tools
- Traffic-to-revenue analytics and Ask AI evaluation
- Dispatch planning, audit history, and safe publishing controls
Solution
- Built two brand-aware websites with campaign pages, location content, quote paths, and first-party attribution.
- Connected quote and checkout data to durable storage, Salesforce work, staff alerts, and customer communication workflows.
- Created source-backed analytics and operating tools for sales coaching, lifecycle follow-up, dispatch, and leadership review.
Business Impact
- Supports more than 1,800 rentals with a clearer customer path and fewer disconnected handoffs.
- Keeps each brand's source and customer context attached as work moves into Salesforce and operations.
- Creates a closed loop from marketing demand to collected revenue, delivery, follow-up, and future lifecycle marketing.
Lessons
- Shared infrastructure works best when brand attribution remains explicit at every handoff.
- The real conversion is not the form submit; it is the completed business outcome after the form.
Detailed examples
Open the specific systems behind this company story.
Quote-to-Checkout Automation
The customer, payment, attribution, and CRM handoff in detail.
AI Sales Manager Assistant
How reviewed call activity and CRM outcomes become coaching priorities.
Leadership Analytics + Ask AI
How operating sources become source-backed answers and decisions.
AI Dispatch Scheduler
How completed sales move into safer route planning and dispatch review.