We map how your team works today, then build agents that follow your business rules, run in your own accounts, and ask a person before anything goes to a customer.
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An illustration of the shift we aim for, not a measured result.
We work like forward deployed engineers: inside your systems and alongside the people doing the work, fully remote, instead of handing you a strategy deck and leaving.
We interview the people who own each process and watch it happen through recorded calls and screen walkthroughs. Every task gets sorted: work an agent can own, work it can speed up, and work that stays with your team.
We pick the workflow with the biggest payoff, connect the agent to your CRM, inbox and documents, and test it on your real work before it goes live.
We train your team, watch the results and keep tuning. Once the first agent pays for itself, we move to the next one.
These are made-up companies doing real kinds of sales and marketing work. Pick one and watch the same task without agents, then with an agent taking the first pass and a person checking it.
Without agents. Inbound requests wait for whoever checks the inbox next. Over a weekend that can be days, and the prospect keeps shopping.
With agents. An agent reads every request the minute it lands, does the research and drafts the reply. The rep only has to read it and hit send.
Checked by: The rep who sends the reply
Without agents. Account managers work renewals in the order they notice them. Anything inside a few weeks turns into a rush, and cross-sell conversations never happen.
With agents. An agent watches every renewal date. At 90 days it pulls the policy, claims and contact history into a packet and drafts the client email. The account manager reviews and sends.
Checked by: The account manager
Without agents. The rep forwards call notes to an engineer, digs through old quotes for a similar job and rebuilds the pricing sheet by hand.
With agents. An agent turns the call notes into a draft quote from your price list, schedule and standard terms. The sales manager sets the final price and sends it.
Checked by: The sales manager
Without agents. The video goes up. Someone means to write it up. One blog post ships three weeks later, and the rest never happens.
With agents. An agent drafts the blog post, newsletter, LinkedIn posts, client email and front desk FAQ the day the video is recorded. Marketing edits and the partner signs off.
Checked by: Marketing, then the partner
Without agents. The recruiter takes notes on paper, updates the CRM on Friday if there is time, and whoever picks up the account next starts from scratch.
With agents. An agent turns the call recording into CRM updates and a follow-up email. The recruiter checks the record and sends the email.
Checked by: The recruiter on the account
Illustrations of typical workflows, not client stories or measured results. The numbers are counted from each drawing.
For most companies the fastest return is on the growth side of the business. That's also where we've spent our whole careers.
| Agent | What it does | Who checks it |
|---|---|---|
| Lead research | Researches each target account, finds the right contacts and builds lists your reps can trust. | Your rep |
| Lead response | Reads every inbound lead, researches it, routes it and drafts the first reply. | The rep who sends it |
| Proposals and quotes | Builds a first draft from the discovery call, your pricing and your past proposals. | Whoever owns the deal |
| CRM upkeep | Turns meeting notes, calls and emails into clean CRM updates, so the data stays current. | Spot checks |
| Data quality | Finds duplicates, missing relationships and messy fields using your definition of clean data. | Your admin |
| Reporting | Writes the weekly numbers up as a one-page summary for leadership. | Sales leadership |
Set each slider to your own best guess: hours a week, per person. This only totals the time your team already spends. It is not an estimate of what an agent would save.
For each person that's 7.2 full working weeks a year.
Per person: 6 hours a week. Assumes 48 working weeks and 40-hour weeks. Nothing you enter is saved or sent anywhere.You can answer them yourself right now. If two or more make you wince, an agent can probably help.
Talk them through with usEverything runs in your accounts, so you own what we build. Running HubSpot? See our HubSpot services.
| Step | What happens | Cost |
|---|---|---|
| Process review | Walk us through the work that eats your team's week. You leave knowing what an agent could take over and roughly what it would take. | Free, 30 minutes |
| AI opportunity map | We map your sales, marketing and service processes and rank every task by what an agent can own. You get a prioritized build plan. | Fixed fee |
| First agent build | One workflow, built, tested on your real work and live in your systems. | Fixed quote |
| Agent operations | Monthly support to monitor, tune and add agents as your team gets comfortable. | Monthly |
No. HubSpot is where we've done most of our work, so we're fastest there, but we build on the systems you already use.
You do. Agents run in your accounts and your systems.
The goal is to take the repetitive volume off your people so they can spend their time on customers, decisions and relationships.
No. We work fully remote with teams across the US, through recorded walkthroughs, screen shares and working sessions.
Most first agents go live within a few weeks of the opportunity map.
The process review is free. If there's a fit, it ends with a fixed quote for the first build, so you know the cost before any work starts.
Book a free 30-minute process review. We'll tell you whether an agent can take it over and what it would take.
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