Meshed Cover

The Company

Meshed is an AI-enabled insurance broker helping SMEs find competitive coverage with lower fees and ongoing support. Their model relies heavily on introducer partners—primarily accountants—who refer clients to Meshed in exchange for revenue share.

The Challenge

Meshed's CRM had grown organically without a data model suited to their business. Sales pipelines had fragmented into multiple disconnected views. Key fields were missing. And critically, the introducer relationships that drive much of their revenue weren't represented in the system at all—meaning partner performance was effectively unmeasurable.

What We Built

We rebuilt the CRM from the ground up, consolidating scattered pipelines into a single unified deals flow with proper stage tracking and the fields needed for accurate reporting. We introduced a new data structure for introducers, linking partners to the deals they originate and enabling Meshed to track partner-sourced revenue for the first time.

Initial deployment took just one to two days. From there, we iterated on fields and workflows to improve usability—automated reminders for upcoming renewals, streamlined data entry, and views tailored to how the team actually works.

The Results

Partner revenue is now fully reportable. With 208 introducers tracked in the system, Meshed can identify which relationships are driving growth and invest accordingly. The unified pipeline gives leadership clear visibility into deal flow and forecast accuracy. And automated renewal reminders ensure no customer lapses through inattention.

"Dom actually onboarded us onto Attio when we first got it last year. So it was a full circle moment having Dom take our set up to the next level."— Jake Wells, Founder

What's Next

The data foundation is in place. Future work will focus on identifying opportunities to layer AI automation onto this structure—surfacing high-priority renewals, flagging at-risk accounts, and reducing manual work for the operations team.