Five people plus Claude. One CRM, one vault, one operating model. Everything else — repetitive work, reporting, autoresearch — runs on the AI layer so the team can stay small and move fast.
/ Amplio internal onboarding · use → to advance
/ 01 — Legal entity
One primary contracting entity. Registered in Estonia via Xolo — the team operates from Barcelona. UK and EU clients contract directly with the Amplio entity.
| What | Answer | Detail |
|---|---|---|
| Company | Amplio Data | Trading name across all markets. |
| Base | Barcelona | Spain · where the team works. |
| Registered | Estonia | Via Xolo — legal, tax, invoicing. |
/ 02 — The team
| Seat | Person | Owns |
|---|---|---|
| / 01 | Walter Masseroni — Founder and Head of Analytics | Runs the company from Barcelona. Owns client analytics delivery, sets direction, writes the playbooks. |
| / 02 | Daragh McCarthy — Co Founder and Head of GTM | Owns go to market, the agency partner motion, and the Vault's learning layer. |
| / 03 | Leon Aves — Head of Engineering | Owns server side, pipelines, and the AI interface builds on the Managed tier. |
| / 04 | Alana Rossi — Solutions Specialist | Owns tracking implementations, Consent Mode, and the 72h setup for new clients. |
| / 05 | Jule Albrecht — Project Manager | Owns client cadence, monthly reports, and the recommendations tracker closure loop. |
| / 06 | Claude — AI ops layer | Vault maintenance, reports, outreach, autoresearch, scheduled tasks. Not a person — the automation engine the whole team runs on. |
/ 03 — Client book
End clients contracted via a partner appear under that partner.
| Client | Engagement | Detail |
|---|---|---|
| Certify Education | Direct · Maintained | IELTS prep. Barcelona + Madrid. Monthly retainer, monthly reporting. Active since April 2025. |
| Odisei Music | Direct · Maintained | Barcelona. Retained engagement since September 2025. |
| Code & Wander · Birdie | Direct · Project | Scoped London projects. Code & Wander · Birdie Care Services. |
| The Lily Effect · Cropple | Direct | Lily active; Cropple onboarding, website audit complete. |
| Instalat | Direct · Project | instal·la't — immobiliària, Manresa. Website build in client preview. |
| Rapid Agency | Agency partner | Belfast. Contracts on behalf of Malone Hotel, Devenish, Alternative Energy and Capper Trading. |
| 94N Digital | Agency partner · scoping | Matthew Buck. First engagement in scoping: Sama Gems tracking audit. |
/ 04 — Stack
Run the company. Four tools carry the whole back office.
Run the work. See the Services Methodology deck for the full delivery stack.
Run the outreach. Claude orchestrates the GTM layer end to end.
/ 05 — CRM blueprint
| Object | Key fields |
|---|---|
| P · People | first_name, last_name, email, linkedin, title, seniority, persona (from ICP skill), company (ref), last_touch, next_step |
| C · Companies | name, domain, country, tracking_score (from scraper), cmp_status, gtm_status, opportunity_tier, agency_type, industry |
| D · Deals | name, stage, amount, tier, company (ref), primary_contact (ref), source (direct / agency / referral), close_date, owner, lost_reason |
/ 06 — Client space
_overview.md — status, contacts, tier, Client Health, Signals, Data Sources.
data-context.md — API connected or manual (Rule 13).
recommendations-tracker.md — every recommendation logged: pattern, priority, outcome (Rule 9).
meeting-notes/ · monthly-reports/ · deliverables/ · invoices/ · experiments/ · inbox/
Health score below 70 triggers an alert.
Signals extracted from every client comms.
No data context gaps — the system can't learn from clients it can't see.
Every recommendation closes the loop with a measured outcome.
Scaffolded from client-space-template.md · the onboarding intelligence preloader scans the pattern library for applicable patterns and seeds data-context on day one
/ 07 — Internal areas
Our own marketing, website, GA4, content calendar, positioning. Amplio is not a client.
SOPs and playbooks used across every Ads engagement.
GA4, GTM, server side, consent playbooks and reference implementations.
Outreach templates, ICP, scoring model, agency partner motion.
BigQuery, Looker Studio, automated data pulls, warehouse schemas.
55 Claude skills. Skill creation, curation, performance tracking.
Advisor tool pattern, model tier assignments (Opus, Sonnet, Haiku), prompt engineering.
Contractor bench, rate cards, briefs, onboarding.
/ Next
Deck /08 covers the verified proof points — +37% average ROAS lift, 72h full setup, –90% data back and forth, 100+ teams served, 20 to 40% lost conversions recovered, 34% sessions hidden by consent.