Case study
Sales Performance Compass
Psychometric and AI Systems Consultant (contract). Sole architect and engineer.
An enterprise SaaS platform that pairs psychometric assessment with AI sales coaching. I designed the instruments and wrote all of the software.
The client needed assessment, team dashboards and AI coaching in one product.
One platform: two instruments I designed, team dashboards, and GPT-4 coaching agents.
Problem
Ramerman Leadership Group needed its assessment and coaching work delivered as a single product. Leaders had to see how each member of a team sells, how they themselves lead, and what to do about the match between the two, across several teams with separate admin access.
What I built
I designed both instruments: an 8-archetype sales personality assessment and a 4-style leadership assessment. On top of them sits an AI compatibility analysis that matches leaders to the people on their teams.
Then I wrote the full stack alone, about 66,000 lines. A Python and Flask REST API runs on PostgreSQL. Leaders and admins work in React and Tailwind dashboards, behind JWT security with role-based access and multi-team admin portals. The platform syncs with HubSpot CRM.
A multi-agent GPT-4 system writes three kinds of output: team analyses, individual coaching, and deal strategies. Responses are cached so repeat requests come back fast and cost less.
Result
The Compass was built for and deployed to Ramerman Leadership Group. I maintain it and keep adding features.
~66,000lines of code, written alone2assessment instruments designedStack
- Python
- Flask
- PostgreSQL
- React
- Tailwind
- JWT and role-based access
- HubSpot CRM
- GitHub Actions CI/CD
- AWS Elastic Beanstalk
- S3 and CloudFront
- Multi-agent GPT-4
- Response caching
Psychometric design: an 8-archetype sales personality instrument and a 4-style leadership instrument, plus a leader-to-member compatibility analysis.
Visuals
Team dashboard: the team's profile across the eight sales archetypes. Sample data. 
AI Coaching Hub, team analysis. Text blurred: it holds client data. 
Sign-in screen. Assessment items, scoring logic, prompts and source code belong to the client and are not shown here. There is no public demo.