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.
Book a free 30-minute process reviewHubSpot Solutions Partner, in marketing automation since 2013. Just need HubSpot fixed? See our HubSpot services.
name matches and street address matches. A different suite or street means a different location, so leave it alone.| Company | Street address | Agent's call |
|---|---|---|
| Bayview Equipment | 120 Main St | Review: likely duplicate |
| Bayview Equipment Inc. | 120 Main Street | Review: likely duplicate |
| Bayview Equipment | 120 Main St Ste B | Keep: separate location |
| Bayview Equipment | 88 Ocean Ave | Keep: separate location |
What that one agent did on the client's real database:
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. This is the shift we're after.
Selling squeezed between research, notes and data entry.
Agents do the prep. The rep reviews and sells.
An illustration of the kind of shift we aim for, not a measured result.
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.
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 |
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.
Book a free process review