Your team builds the agents. We build the engine they run on. We map your revenue workflow, install the methodology underneath it, and teach your sellers to build AI agents into their day-to-day — with the guardrails your leadership and IT need to say yes.
Every engagement begins by walking your revenue process step by step. Agents go where they remove real work or sharpen real judgment, and they're built on the CRM and AI tools you already pay for.
Research & enrichment
Fit scoring & routing
Call prep & gap analysis
Value case & proposal drafts
Deal risk & mutual close plan
Account health & renewal signals
Each pack defines the agents your team will build, the stack they'll run on, and the guardrails around them. Deployment is scoped and priced as an engagement after the workflow audit.
5–20 sellers. Founder-led or first sales team. Short cycles, high volume, one CRM.
Advisor tier only: agents read and draft, people send and update.
20–75 sellers. Multiple teams, a real pipeline, and a forecast leadership has to trust.
Advisor + Operator tiers. Operator agents act only with human approval. AI Champions named per team.
75+ sellers. Complex buying committees, long cycles, security and compliance review.
Full charter: agent registry, audit logs, data-handling rules, and alignment with your security review.
Whatever your size, every deployment ships with the same six components. They're what make agents last after the engagement ends.
Your revenue process mapped step by step, with every point where an agent can save time or sharpen judgment.
Your ICP, qualification framework, messaging, and stage-exit criteria, written so agents can use them.
Proven blueprints for each agent in your pack, ready to adapt to your tools and terminology.
Who can build what, which tools are approved, where a human must approve, and what data never leaves the building.
Your team builds its own agents in a sandbox on demo data before anything touches a live customer record.
Usage, time saved, and pipeline impact tracked, so you know which agents earn their place.
Six phases, the same for every pack. The timeline scales with the size of your team and stack. Select a pack to see a typical schedule.
We walk your revenue workflow end to end, inventory your stack and data, and confirm the right pack.
Workflow map + pack recommendation
We codify your methodology, ICP, and stage criteria into the knowledge base your agents will run on. An agent built on a vague process automates the vagueness.
Methodology knowledge base
Permission tiers, approved tools, and human-approval rules are set. A sandbox with demo data is stood up for the lab.
Governance charter + lab sandbox
Your team builds the pack's agents hands-on in guided cohorts, then tests them against real scenarios from your pipeline.
Working agents, built by your people
A pilot group runs the agents in production with human approval on every action. We measure, tune, and fix what breaks.
Pilot results + tuned agents
Agents roll out to the full team. AI Champions take ownership, and the scorecard drives 30/60/90-day reviews.
Team-wide rollout + owner handoff
Typical timelines. Your schedule is confirmed in the engagement proposal.
Every deployment is scoped after the workflow audit, so you pay for the agents, integrations, and team size you actually have.
We map your process and stack.
You get a recommended pack, scope, timeline, and price.
We run the six phases with your team.