AI workflows for revenue and operations teams, live in thirty days.
Call prep, CRM hygiene, rep onboarding, support triage, weekly reporting, internal knowledge search. Built inside the tools you already pay for, measured for adoption.
Who this is for
A good fit if
- B2B SaaS or healthtech, 15 to 200 reps
- A CRM your team actually uses, ideally HubSpot or Salesforce
- A company-approved AI platform in place, or willingness to pick one
- Leadership that wants adoption measured, not assumed
Not a fit if
- No CRM, or a CRM nobody updates
- You want a vendor evaluation
- Your procurement cycle is longer than the engagement
- You need staff augmentation
Workflows we build
- Pre-call research briefs pulled from your CRM, LinkedIn, and the news
- Post-call summaries, next steps, and CRM updates written automatically
- Follow-up email drafts in the rep's own voice
- Objection handling coach trained on your own win/loss data
- Discovery call scoring against your methodology, MEDDIC, Gap Selling, or Challenger
- New hire ramp assistant that answers product and process questions
- Support ticket triage that tags, prioritizes, and drafts the first reply
- Weekly ops report written from your dashboards in plain language
- Customer onboarding plans drafted from the signed contract and CRM record
- Internal help assistant that answers policy, tooling, and process questions from your docs
Pricing
AI Sales Build
$9,500 fixed, 30 days
Three to five workflows deployed in your stack. Week one audit with live call shadowing and rep interviews. Weeks two and three build and test with real reps. Week four rollout with a live team session and a manager coaching guide. Thirty days of Slack support after launch.
Deliverables: deployed workflows, rep playbook with prompts, manager adoption scorecard, recorded onboarding walkthrough, written handoff document.
Build Plus
$16,500 fixed, 45 days
For teams above 60 reps or with more than one selling motion. Six to eight workflows, two rollout sessions, segment-specific playbooks, sixty days of support.
Enterprise Build
$25,000 fixed, 60 days
Multi-region or multi-org. Adds stakeholder alignment, security and legal review support, a train-the-trainer session for your internal enablement team, and a ninety-day adoption review.
Also available
AI Selling Lab
$4,500 virtual, $6,500 in person plus travel
Single-day team workshop building AI fluency and practical agents. Best for SKO and RKO.
The Coaching Cadence
$3,500 virtual, $5,500 in person plus travel
Half-day intensive for frontline managers on reinforcing adoption after kickoff.
Keynote
$2,500 virtual, $5,000 in person plus travel
Tuning retainer
$3,000 per month, three-month minimum
New workflows and tuning. Optional, and most teams do not need it.
Workshops without a build tend to produce excitement that fades by the next quarter. The build is what changes daily behavior.