The Solution

Phase 1: Design Systems & HubSpot Pages

• Brought hapily's brand, product, and mobile design systems into Claude Design as reusable standards
• Structured page briefs that supply business context, messaging, and visual direction for every new page
• Built a custom Claude Code skill that converts approved designs into HubSpot CMS pages for review
• Enabled product teams to build working feature prototypes that serve as clearer engineering specifications

Phase 2: Lenny the Codebase Agent

• Connected Lenny to hapily's GitHub codebase, covering production code and pull requests awaiting review
• Deployed Lenny in Slack so staff can ask how product features work without pulling in engineering
• Configured Lenny to draft bug fixes and small features as pull requests for engineer review
• Gave nontechnical teammates a path to investigate requests without routing every question to the CTO

Phase 3: Customer Intelligence

• Built a workflow that reviews call recordings, email interactions, and CRM context across customer accounts
• Flags customer concerns and routes potential risks and expansion signals to the right account owners
• Weighs each account's lifecycle stage, including onboarding, adoption, and renewal, when assessing signals
• Surfaces signals inside the team's existing workflow so account owners can act without separate reporting

Phase 4: Social Content

• Deployed an agent that mines relevant internal conversations for ideas and subject matter expertise
• Drafts potential social posts from those conversations and routes them to marketing for review
• Gives the marketing team a repeatable source of content ideas grounded in internal team expertise
• Keeps human review in place, with marketing editing every drafted post before anything is published