Agentic workflows for B2B teams
We design and build AI agents that take repeatable work off your team and turn it into a system you own.
Custom agentic workflows built on your data and your stack, engineered to lift throughput, decision quality, and conversion without adding headcount.
What we build
Five GTM pillars. Twenty production workflows.
Modern GTM teams organize around five roles: Sales, Marketing, Customer Success, RevOps, and Partnerships. We build agents inside each one, drawn from four underlying workflow families that compose across the org.
Pipeline & CRM · Meeting Intelligence · Knowledge & Copilots · Outbound & Content
01 · Sales
Move deals faster with less manual work.
Reps spend half their week on work the system should do: building lists, writing recaps, hunting for context. Sales agents take that work off the rep and give the time back to selling.
Pipeline & CRM
Opportunity scoring & enrichment
Sweeps your accounts and pipeline for buying signals, enriches contacts and domains, and delivers a ranked, ready-to-action list before reps log in.
Meeting Intelligence
Pre-meeting briefings
A prep agent reads prior email and notes with the account, then drops a brief in the rep’s inbox covering past conversations, open issues, and agreed outcomes. Five minutes of prep instead of thirty.
Meeting Intelligence
Meeting capture to action items
Records system audio, transcribes locally, and extracts decisions, commitments, and next steps so nothing gets lost between calls or in the gap before a CRM update.
Knowledge & Copilots
Discovery → qualification brief
Turns a discovery call into a structured qualification sheet in a consistent template (fit, current stack, decision process, next step), so handoffs from SDR to AE stop losing context.
02 · Marketing
Build demand with engines, not campaigns.
Modern demand creation runs on signal and content, both of which are now solvable with narrow agents. Marketing teams stop firefighting the calendar and start compounding a research-and-publish loop.
Outbound & Content
LinkedIn research & posting agents
Find the right people based on your ICP, draft in your brand voice, schedule the cadence, and sync activity back to your CRM and spreadsheets.
Outbound & Content
Iterative content generation
A multi-model writing system that iterates drafts against quality and topical signals before publishing, replacing one-shot prompts with a measurable production loop.
Outbound & Content
Market & competitive intelligence
Scrapes vendor changelogs, event sponsor lists, and category news into structured feeds so PMM and demand gen get a daily read on the field without manual monitoring.
Knowledge & Copilots
Content-grade retrieval pipelines
Turn your blog, docs, customer stories, and analyst notes into a vector store your writers and agents can query and cite from with confidence.
03 · Customer Success
Renew, expand, and report without retyping.
CS teams own the most context-rich relationships in the company, and spend the most time retyping that context. Account-aware agents convert it into the briefings, recaps, and reviews you’d otherwise build by hand.
Meeting Intelligence
QBR & renewal prep briefings
Before every renewal call and QBR, an agent pulls the account’s email history, past meeting notes, agreed KPIs, and open issues into a one-pager so the CSM walks in current.
Meeting Intelligence
Recurring executive updates
Synthesizes a window of email, calendar, and system activity into a brand-voice update sent to the exec sponsor on a cadence you set. Not a chore the CSM has to remember.
Meeting Intelligence
Quarterly & annual account reviews
Compiles months of account activity into slide-ready bullets with quarterly or thematic structure, so leadership reviews are written by the system, not the team.
Knowledge & Copilots
Semantic search across account history
Years of email and notes indexed and queryable by meaning, filterable by account, so the third CSM on the account inherits the first CSM’s context.
04 · RevOps
Clean systems. Clean data. Internal copilots.
The work nobody sees that everybody depends on. RevOps agents handle the hygiene tax, keep records correct, and put internal knowledge in the channel the team already lives in.
Pipeline & CRM
Spreadsheet ↔ CRM sync
Bidirectional sync between sheets and your CRM so non-technical teams manage records in a sheet while changes round-trip in real time. Rate-limited and audit-logged.
Pipeline & CRM
Record deduplication agent
Resolves duplicate accounts, contacts, or vendors using URL matching plus semantic similarity on descriptions, so every team works from one clean entity.
Pipeline & CRM
Stakeholder attachment automation
Keeps the correct internal team and external contacts attached to every active record, so reviews, handoffs, and renewals never run on stale rosters.
Knowledge & Copilots
Slack assistants for internal knowledge
Production-grade Slack copilots on a tuned retrieval stack so support, enablement, and operations questions get answered in the channel they’re asked.
05 · Partnerships & Ecosystem
Co-sell, co-market, and report on partner motion as a system.
Partnerships generate the largest deals and the least clean data. Agents make the ecosystem motion legible: who you know, what partners are doing, and how every relationship is performing.
Outbound & Content
Warm-path co-sell mapping
Cross-references your team’s combined network against a partner’s target account list to surface warm intros and turn cold co-sell into a connection-led plan.
Outbound & Content
Partner ecosystem intelligence
Scrapes marketplace listings, partner directories, and vendor changelogs into structured intelligence on who’s moving in your category and where the white space is.
Meeting Intelligence
Recurring partner updates
Synthesizes the week’s joint pipeline, meetings, and deal momentum into a brand-voice update for your partner contact. Automated recaps that keep the relationship warm.
Meeting Intelligence
Annual partner reviews & board summaries
Compiles a fiscal year of joint activity into slide-ready bullets with quarterly or thematic structure. Board-ready partnership summaries written by the system.
How to work with us
Three ways in.
A free hour to test the idea. A four-week cohort to design it. A private workshop to bring it to your whole team. Pick the one that fits where you are.
01 · Free, monthly
Agent Design Hour
60 min · live
Free
A live workshop where you map a real workflow and walk away with a one-page agent spec and a sense of what it would take to ship.
Learn more →
02 · Paid cohort
Agent Design Cohort
4 × 90 min · weekly
$1,000 / seat
Four weeks. One workflow. By week four you have a ready-to-build spec, a real cost estimate, and a 30-day go-live plan.
Learn more →
03 · Private engagement
Agent Design Workshop
1 day or 4 weeks · private
From $10,000
Bring your whole team. Map the workflow inventory, design the top agents, leave with a prioritized roadmap.
Learn more →
How we work
Operator-led. Engineered to ship. Designed to be owned.
Built on your stack
Salesforce, Slack, Google Cloud, AWS, Microsoft, the inbox you already use. Workflows fit your data and your team’s ergonomics, not the other way around.
Owned by your team
Code, prompts, and data stay yours. We deliver versioned systems with documentation and a retirement plan, not opaque black boxes.
Practical, not theatrical
We ship narrow agents that earn back hours every week before we widen scope. Pilot in weeks, measurable lift before quarter-end.
Start the conversation
Thinking about an agent and not sure where to start? The free Design Hour is the easiest place.
Sixty live minutes, twelve seats, no commitment. You bring one workflow from your team; you leave with a one-page spec and a sense of what it would take to ship. If you’d rather skip the group format and talk 1:1, that’s fine too.