Your sales team spends 70% of their time not selling. Let's fix that.
We build AI operating models for GTM teams. One connected intelligence layer across lead research, outreach, pipeline management, and account intelligence.
What happens when AI handles the admin work and your reps handle the relationships
These results are from a real GTM team that deployed this exact operating model.
shorter sales cycle because leads move from first touch to close faster
increase in close rate with AI-prepared discovery and outreach
pipeline value from better lead quality and consistent follow-up
per month reclaimed per rep by eliminating research and drafting
Your GTM team is drowning in busywork
Leads rot while reps research
A new lead comes in and your rep spends 15 minutes pulling up LinkedIn, the company website, Crunchbase, and Salesforce before they can even decide if it's worth pursuing. By the time they respond, the lead has already talked to a competitor. Qualification should take seconds, not sessions.
Every call starts from scratch
Before every meeting, reps scramble to piece together CRM history, past emails, Gong recordings, and LinkedIn updates. They walk in half-prepared or over-prepared on the wrong things. There's no system that synthesizes account context into a briefing they can actually use.
Proposals take days instead of hours
After a great discovery call, momentum dies while your rep spends two days building a proposal from a blank template. Pricing, scope, deck — all assembled manually, every time. By the time it lands in the prospect's inbox, the urgency from that first conversation has faded.
Deals stall and nobody notices
A deal goes quiet for two weeks and nobody flags it. Follow-ups slip, next steps get lost, and by the time a manager spots the stall in a pipeline review, the window has closed. There's no system watching deal velocity and nudging reps before it's too late.
An AI operating layer across your entire sales motion
From first touch to expansion, every stage of your sales cycle gets an intelligent layer that researches, drafts, and surfaces insights so your team focuses on relationships, not busywork.
Lead Generation and Qualification
Stop losing leads to slow follow-up and bad routing. Every inbound lead gets automatically captured, enriched with firmographic and behavioral data, and scored. The system identifies the buying persona, matches them to the right sales motion, and routes them to the right rep.
- Automatic capture from forms, events, referrals, and outbound responses
- AI enrichment pulls company size, tech stack, funding stage, and intent signals
- Smart routing based on deal size, industry, and rep capacity
Discovery and Preparation
Your reps should walk into every call already knowing the account. Before each meeting, the system pulls CRM history, recent news, LinkedIn activity, and past interactions into a structured briefing. It even suggests discovery questions based on the prospect's likely pain points.
- Auto-generated company profiles with org structure and key contacts
- Suggested talking points based on industry, stage, and engagement history
- Call structure templates with time-boxed agenda and objectives
Proposal and Deal Construction
Proposals shouldn't take days. After discovery, the system drafts scopes of work, pricing options, and presentation decks tailored to what you learned on the call. Your reps review, edit, and send instead of starting from a blank template every time.
- Auto-generated proposals and SOWs based on discovery notes
- Multiple pricing tiers pulled from your standard offering catalog
- Custom decks with client-specific context and value propositions
Sales and Pipeline Management
Get real pipeline visibility without chasing reps for updates. The system tracks deal health based on activity, engagement signals, and stage velocity. It flags stalled deals, schedules follow-ups, and gives leadership a forecast they can actually trust.
- Deal health scoring based on activity recency, engagement, and stage time
- Automated follow-up reminders with suggested next actions
- Forecasting models built on historical conversion rates, not gut feel
Delivery Orchestration
The handoff from sales to delivery is where deals go to die. Not here. When a deal closes, the system automatically generates project plans, onboarding workflows, and internal briefs so your delivery team hits the ground running with full context.
- Auto-generated project plans with milestones and owner assignments
- Client onboarding sequences triggered on close
- Internal handoff briefs with deal context, expectations, and key contacts
Client Intelligence and Expansion
Your best expansion opportunities are hiding in your existing accounts. The system tracks engagement, satisfaction signals, and usage patterns to surface when a client is ready for the next phase. Your team gets expansion signals before the client even asks.
- Client health scores based on engagement, NPS, and delivery outcomes
- Automatic expansion signal detection from usage and activity data
- Portfolio-level dashboards showing renewal risk and upsell readiness
From discovery to pipeline impact in weeks
We handle the AI complexity. Your team stays focused on selling. Here's what the process looks like.
Discovery & Workflow Mapping
We interview 3-5 reps and map your current GTM workflow end-to-end: lead sources, research process, outreach patterns, deal stages, and handoffs. We identify where time is wasted and where AI will have the biggest impact.
Operating Model Design
We design your AI operating model: what gets automated, what stays human, and how they interact. You get a blueprint showing every workflow, integration point, and escalation rule before we write any code.
Build & Connect
We build the priority workflows first (typically lead research + personalized drafting) and connect them to your CRM, call recording, and communication tools. Each agent is tested against real scenarios from your pipeline.
Deploy, Measure, Expand
We launch with your team, monitor adoption and results weekly, and expand to additional workflows based on the roadmap. Every rep edit, conversion signal, and engagement metric feeds back into the system, so it gets smarter with use.
Stop leaving pipeline on the table
Book a 30-minute discovery call. We'll map your GTM workflow and show you exactly where an AI operating model will drive more pipeline with the team you already have.