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5.0 from 40+ clients

Permanent AI Systems. Zero Vendor Lock-In.

Permanent AI Systems. Zero Vendor Lock-In.

We run live co-building workshops that turn your software investments into custom AI automations designed to grow revenue, protect retention, and expand margins.

We run live co-building workshops that turn your software investments into custom AI automations designed to grow revenue, protect retention, and expand margins.

Workshops & Alignment | Client-Owned IP | Revenue Acceleration

TRUSTED BY LEADING TECH & ENTERPRISE BRANDS

TRUSTED BY LEADING TECH & ENTERPRISE BRANDS

2-Minute AI Stack Blueprint

Select your stack to reveal high-leverage agent workflows.

Step 1 of 6

YOUR CRM TOOL

INSIDE THE TOOL

INSIDE THE TOOL

What the 2-Minute AI Stack Blueprint Maps for Your Team

What the 2-Minute AI Stack Blueprint Maps for Your Team

What the 2-Minute AI Stack Blueprint Maps for Your Team

Answer six quick questions about your stack. The Blueprint matches your CRM, email suite, meeting platform, AI notetaker, team function, and biggest bottleneck to three AI agent workflows your team can launch in 0 to 14 days.

Salesforce

Salesforce

Example AI agent workflows

  • Meeting-to-Opportunity sync: your AI notetaker writes call summaries, next steps, and stage updates straight into Salesforce Opportunities.

  • Stalled deal agent: flags Opportunities with no recent activity and drafts the follow-up email for the rep.

  • Renewal risk alerts: watches Account and Case activity and alerts Customer Success before a renewal slips.

HubSpot

HubSpot

Example AI agent workflows

  • Call notes to Deals: logs meeting summaries and updates deal stages and properties in HubSpot automatically.

  • Inbound lead triage: scores new contacts, enriches company data, and routes each lead to the right owner.

  • Context-aware follow-ups: drafts personalized follow-up emails from what was said on the call.

Microsoft Dynamics 365

Microsoft Dynamics 365

Example AI agent workflows

  • Teams and Copilot meeting sync: pushes Microsoft Teams meeting recaps into Dynamics 365 Opportunities and Contacts.

  • Approval routing agent: moves quote and discount approvals to the right approvers without long email chains.

  • Unified account view: connects Sales and Customer Service records so every team sees the same customer history.

Pipedrive

Pipedrive

Example AI agent workflows

  • Deal updates from calls: turns Zoom, Google Meet, or Microsoft Teams notes into Pipedrive deal notes and next activities.

  • Pipeline nudges: spots deals stuck in a stage and schedules the next action for the owner.

  • Inbox logging: attaches Gmail or Outlook threads to the right deal and person.

Zoho CRM

Zoho CRM

Example AI agent workflows

  • Meeting notes to Zoho CRM: writes summaries and action items to Deals and Contacts after every call.

  • Lead qualification agent: reviews new leads against your ideal customer profile and tags priority.

  • Manual entry removal: syncs records across Zoho apps so your team stops copying data by hand.

Custom or Other CRM

Custom or Other CRM

Example AI agent workflows

  • Meeting intelligence pipeline: connects your meeting platform and AI notetaker to any CRM with an API.

  • Bottleneck remediation workflow: a multi-step automation built around your biggest operational barrier.

  • Role-specific prompt library: three prompt templates for Revenue, Customer Success, Marketing, or Operations teams.

What the tool asks

  • CRM: Salesforce, HubSpot, Microsoft Dynamics 365, Pipedrive, Zoho, or a custom CRM

  • Email suite: Google Workspace, Microsoft 365, or a dedicated outreach engine

  • Meeting platform: Google Meet, Microsoft Teams, Zoom, or Webex

  • AI notetaker: Gemini for Workspace, Microsoft Copilot, Fireflies.ai, Otter.ai, Fathom, Granola, Read.ai, or none

  • Team function: Revenue, Customer Success, Marketing and Content, or Operations

  • Biggest bottleneck: manual data and workflows, centralized decision approvals, cross-departmental data silos, outdated technology tools, or staffing and skill gaps

What you get back

  • Three recommended AI agent workflows: a Meeting Intelligence and CRM Sync Pipeline, a Bottleneck Remediation Workflow, and a Role-Specific AI Prompt Library

  • Estimated time saved: 4 to 15 hours per week, based on your bottleneck

  • Implementation timeframe: 0 to 14 days on average

  • Your implementation PDF: step-by-step setup links, integration webhooks, and full prompt templates for your stack

THE REAL PROBLEM

THE REAL PROBLEM

THE REAL PROBLEM

The Consultant Trap

The Consultant Trap

The Consultant Trap

You Do Not Need Another AI Tool. You Need Measurable Growth.

You Do Not Need Another AI Tool. You Need Measurable Growth.

You Do Not Need Another AI Tool. You Need Measurable Growth.

Most enterprise organizations fall into one of two productivity traps.

01

First, the subscription trap happens when leadership assigns software licenses, but teams only use them to summarize notes or draft routine emails.

02

Second, the consultant trap happens when external advisory firms deliver high-level strategy slide decks that fail to move core business metrics.

How We Fix It

We start with workshops and AI readiness to map your revenue, retention, and operational workflows. Then, we sit alongside your team to co-build working AI agents directly inside your existing tools so you retain full ownership while driving bottom-line impact.

ALIGN (CRAWL)

Leadership & Process Alignment

Map high-value business workflows, set security/guardrails, and get every department pointed in the same direction.

BUILD (WALK)

Guided System Building

Build working AI agents and custom automations directly alongside your business users during live sessions.

HAND OFF (RUN)

Complete Ownership & Scale

Transition all IP and systems into your environment, train internal builders, and measure hard ROI.

METHODOLOGY

AI Impact Alignment™

A proven crawl-walk-run framework for enterprise AI adoption

METHODOLOGY

AI Impact Alignment™

A proven crawl-walk-run framework for enterprise AI adoption

METHODOLOGY

AI Impact Alignment™

A proven crawl-walk-run framework for enterprise AI adoption

WHAT COMES NEXT AFTER YOUR WORKSHOP

WHAT COMES NEXT

WHAT COMES NEXT AFTER YOUR WORKSHOP

From Initial Alignment to Permanent Internal Capability

From Initial Alignment to Permanent Internal Capability

01

Initial workflow mapping

We guide your team from initial workflow mapping

02

Live agent builds

to live agent builds,

03

Complete handoff

ending with complete handoff into your own environment so your team owns the capability forever.

OUR SOLUTION

OUR SOLUTION

OUR SOLUTION

You’ve invested in AI.

You’ve invested in AI.

Your team hasn’t adopted it.

Your team hasn’t adopted it.

The model works in the demo. What breaks it is the handoff, the data it never had access to, and the sponsor who moved on before it shipped.


Eighty percent of AI initiatives fail to deliver value because they end with a strategy deck or a generic video course. We replace passive training with live co-building workshops that turn your software investments into custom, client-owned AI agents designed to accelerate pipeline, protect customer retention, and expand margins.

The model works in the demo. What breaks it is the handoff, the data it never had access to, and the sponsor who moved on before it shipped.


Eighty percent of AI initiatives fail to deliver value because they end with a strategy deck or a generic video course. We replace passive training with live co-building workshops that turn your software investments into custom, client-owned AI agents designed to accelerate pipeline, protect customer retention, and expand margins.

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