Three ways we help. One rule for all of them.
AI where judgment is needed. Rules where rules are enough. A system of record under both, or it doesn't ship.
Service 01
AI Implementation. Agents and AI features wired into the system you already run.
Most AI pilots die in the gap between the demo and the CRM. The model works, but nothing carries its output into the record and nobody monitors it. We build the agent, the plumbing that lands its output, and the monitor that tells you when it drifts. In production today: a multi-tenant AI product that turns intake and lab PDFs into a compliant plan in about a minute, and a public support bot audited weekly so it stops leaking dealer pricing and dead links. When AI is the wrong tool, we say so and build the rule instead.
What's included
- An agent or AI feature scoped to one workflow, with a written line on where the model decides and where rules decide
- Integration into your system of record, not a standalone bot
- A reliability layer: health checks, dead-letter retry, anomaly alerts
- A regression test set so the next prompt change can't silently break it
- Your choice after launch: a handoff your team runs, or a monthly managed plan where we host, monitor, and keep improving the agent
Common questions
30-minute call. No pitch deck. Just real answers.
Who it's for: teams with real inbound volume, messy unstructured input (calls, emails, chat, documents), or a bot already in production that nobody is measuring.
Service 02
CRM Implementation & Rescue. New builds, migrations, and orgs someone else gave up on.
Salesforce, Pipedrive, HubSpot, and the tools around them. We build from scratch, move you off a legacy system that's about to be switched off, or take over an org that has drifted so far the team keeps a spreadsheet next to it. Every engagement starts with a read-only audit, so we fix what's measured, not what's rumored. This year: a 29-automation e-commerce sync engine that took a CRM from 13,097 to 96,659 people, and commissions and territory engines that close rep-for-rep.
What's included
- A quantified audit before any change
- Data model, automation, integrations, and dashboards built to your process
- Migrations with dry-run, commit, and per-run rollback logs
- Revenue operations that tie out: commissions, territories, dealer lifecycle status
- Documentation and training built for client independence
Org Health Score
Every rescue engagement starts with our Org Health Score — a structured assessment across data quality, automation efficiency, security, adoption, reporting, and technical debt. You get a scored, prioritized action plan. Not a 90-page PDF that collects dust.
Common questions
30-minute call. No pitch deck. Just real answers.
Who it's for: companies adopting a CRM, migrating between CRMs or off a legacy system, or living with an org that no longer matches how the team works.
Service 03
Fractional AI + RevOps Leadership. An operator who ships, not a deck that sits.
You don't need a strategy document. You need someone who can decide which AI vendor is real, run the monthly close, unblock the founder who builds on weekends, and keep the roadmap honest. We work month to month, inside your systems, with your team. Current engagements include a company-wide AI adoption program and a weekly audit of a public support bot.
What's included
- Roadmap, vendor and model selection, build-or-buy calls
- AI adoption programs for the whole team, not just IT
- Monthly close, territory cutovers, and data-quality sweeps handled
- A builder who pairs with your internal builders and merges their work safely
- Written handoffs every session so nothing lives only in one head
Common questions
30-minute call. No pitch deck. Just real answers.
Who it's for: 20–500 person companies without a full-time RevOps or AI lead, and founders who want a senior partner rather than a ticket queue.
Let's talk about your systems.
Thirty minutes. Bring the tool nobody trusts and the AI pilot that stalled. You'll leave with a read on what's fixable in weeks.
We'll respond within 24 hours.