The systems that keep the motion running.

Opportunity scoring & enrichment

Sweeps your install base and pipeline for buying signals (web visits, hiring signals, integration changes, intent data), enriches contacts and domains from public and licensed sources, and delivers a ranked, ready-to-action list before reps log in. Same data, same CRM. Just no more list-building tax.

Pre-meeting briefings

A prep workflow reads the account’s email history, prior notes, and CRM activity, then drops a brief in the rep’s inbox before each scheduled call. Past conversations, open issues, agreed outcomes, and emotional context. Five minutes of prep instead of thirty. The rep walks in current.

Meeting capture to action items

Records system audio, transcribes locally on Apple Silicon (no cloud upload of sensitive calls), and uses an LLM to pull decisions, commitments, and next steps into a structured archive your team can actually search. Searchable a week later when you need to remember what you agreed to.

Discovery → qualification brief

Turns a discovery call into a structured qualification sheet in a consistent template: fit, current stack, decision process, budget signals, next step. Sits between SDR and AE; survives the handoff. The AE reads a one-page brief that filled itself in, not a 40-minute transcript.

LinkedIn research & posting workflows

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. The whole loop in one system: research, draft, publish, measure. Reps stop context-switching; marketing gets the data; the pipeline shows the work.

Iterative content generation

A multi-model writing system that drafts, critiques, and iterates against quality and topical signals before publishing. Replaces one-shot prompts with a measurable production loop. Output is your voice, not a generic LLM voice, because the loop scores drafts against your existing best-performing content.

Market & competitive intelligence

Scrapes vendor changelogs, event sponsor lists, analyst notes, and category news into structured feeds. Daily digest, sliced by topic. PMM and demand gen get a real read on the field without manual monitoring, and the team stops missing the moves that matter to positioning.

Content-grade retrieval pipelines

Turn your blog, docs, customer stories, and analyst notes into a vector store your writers and tools can query and cite from with confidence. The infrastructure layer under every content workflow: the writing engine, the chatbot, the internal copilot. Done well it’s invisible. Done badly it’s why your AI says wrong things.

QBR & renewal prep briefings

Before every renewal call and QBR, a workflow pulls the account’s email history, past meeting notes, agreed KPIs, and open issues into a one-pager so the CSM walks in current. No more "let me check with [the AE who used to own this]." The context is on paper before the call.

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 at 4pm on Friday. The exec sponsor stays informed; the CSM stays focused on the work itself.

Quarterly & annual account reviews

Compiles months of account activity into slide-ready bullets with quarterly or thematic structure. Leadership reviews are written by the system, not the team. The CSM edits a draft instead of starting from a blank slide.

Semantic search across account history

Years of email, notes, and call transcripts indexed and queryable by meaning, filterable by account. The third CSM on an account inherits the first CSM’s context. Solves the "what did we promise them in 2024?" question that currently has no answer.

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. Audit-logged. The spreadsheet stops being a black hole; the CRM stops being out of date.

Record deduplication workflow

Resolves duplicate accounts, contacts, or vendors using URL matching plus semantic similarity on descriptions. Every team works from one clean entity. Stops the "is this the same Acme Corp or a different one" question that costs hours in deal review.

Stakeholder attachment automation

Keeps the correct internal team and external contacts attached to every active record. Reviews, handoffs, and renewals never run on stale rosters. The forecast call stops surfacing "wait, who owns this account now?" three minutes in.

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. Your docs, your tickets, your past threads. Answer arrives with citations. Live in days, not quarters.

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. Input: target list (prospects, candidates, partners; same problem). Output: who on your team has a path to whom, ranked by strength of connection.

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. Daily digest, sliced by partner tier. The partner team stops being last to know when their biggest partner ships a competing feature.

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. Replaces the "I should send Tyler an update sometime this month" that always falls off the list.

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, not the team. The QBR-grade reporting that partner leaders need but rarely have time to produce.