Revenue Operations Strategy
Operating model, funnel definitions, forecasting cadence.
CRM & Sales Technology
Selection, implementation, routing, dialers.
Marketing Technology
Lifecycle automation, campaign and ad integration.
Data Analytics
Warehouse, pipelines, executive reporting.
Systems Integration
LOS, CRM, telephony, marketing and finance connected.
Software Development
BI platforms, routing engines and middleware built to fit.
+
Technology
/
AI
Claude, put to work inside your revenue operation.
We build AI assistants, agents and automations on Claude that work with your CRM, documents and data, and bring the same approach to other large language models.
Request an assessmentAssistants
Internal assistants grounded in your data.
Agents & automation
Multi-step workflows that act in your systems.
Integrations
Claude connected to CRM, docs and data through APIs and MCP.
Safety & evaluation
Guardrails, testing and review before launch.
What we do in
Claude
The services we deliver on it.
Most engagements combine two or three of these. We scope them together so the systems are built to work as one.
[01]
Software Development
Custom AI applications, agents and MCP integrations built on Claude.
[02]
Systems Integration
Claude connected to CRM, LOS, documents and data sources.
[03]
CRM & Sales Technology
AI copilots for reps and loan officers inside the tools they already use.
[04]
Data Analytics
Clean, governed data that makes AI answers accurate.
Where we go deep ·
Claude
The parts we know inside out.
Assistants
Knowledge assistants
Answers from your playbooks, policies and product docs, with sources.
Assistants
Sales & service copilots
Call prep, account summaries and draft follow-ups inside the CRM.
Agents & automation
Document processing
Extraction and review for applications, contracts and forms.
Agents & automation
Workflow agents
Multi-step tasks that read, decide and update records with approval.
Integrations
CRM & data connections
Claude connected to HubSpot, warehouses and internal tools.
Integrations
MCP servers
Model Context Protocol servers that give Claude governed access to your systems.
Safety & evaluation
Evaluation & testing
Test sets and scoring so quality is measured before and after launch.
Safety & evaluation
Guardrails & compliance
PII handling, access control and human review for regulated work.
Featured case study ·
Series B SaaS
Building a Scalable Growth Engine for a Series B Tech Startup
Following their Series B raise, this company needed to accelerate growth and prove marketing efficiency to investors. We built a highly automated, AI-powered marketing engine that identified leads within the client's ICP and marketed to them via email, LinkedIn, ad platforms, and also phone calls.
450%
increase in qualified leads
300%
increase in web traffic
2
months to a live growth engine