Research hours saved
Account research your reps no longer do by hand, counted per play.
Workflows we run, and ones we build for you.
17 sales and marketing workflows, ready on day one or built around how your team sells. AI coworkers run them every week; your team approves.
Clean data, signals, then plays.
Every sales workflow builds on the one before it.
- 1 · Clean data
Know what's in your CRM
We read your CRM, read only, and suggest fixes for duplicates, missing fields and stale deals. Your team makes the changes.
- 2 · Signals
Spot who's ready
Hiring, funding, a rival's move or a visit to your pricing page, matched to companies like your best customers.
- 3 · Plays
Act on it this week
A play for each signal: who to contact, why now and what to say. Your team approves and reaches out.
The workflows, by team.
Ready on day one, or built for you in setup week. Don't see yours? We can usually build it.
Sales and RevOps
Accounts, signals and plays for your reps, from your CRM and the market.
Lookalike accountsCompanies like your won deals, refreshed every week.Ready on day oneLeads and plays- Why-now playsHiring, funding or a rival's price change, matched to a fit account, with who to contact.Ready on day oneLeads and plays
Competitor deal notesWhat a rival changed, and what your reps can say about it.Ready on day oneCompetitor intel
Signal digests in Slack or TeamsEach rep's accounts and this week's signals, where they already work.Ready on day oneTeam lead- CRM health checkDuplicates, missing fields and stale deals, with suggested fixes for your team to make.Built for youLeads and plays
- Inbound lead scoringNew sign-ups and demo requests scored by fit, so the best go to a rep first.Built for youLeads and plays
- A brief before every demoThe account's news, website visits and past emails, ready for the rep.Built for youTeam lead
- Missed-meeting follow-upsA new time and a short note drafted when a prospect misses a call.Built for youTeam lead
- Call recapsThe facts from each sales call, with suggested CRM updates for your rep to make.Built for youTeam lead
- Event invite listsTarget accounts near your next event, with who to invite.Built for youLeads and plays
- Website visitor playsCompanies reading your pricing page, matched to a play while interest is high.Built for youLeads and plays
Marketing and growth
Pages, content and partners that bring buyers in.
Content gaps into pagesWhat buyers search and ask AI assistants, turned into pages.Ready on day oneContent
Influencer and partner sourcingCreators and partners your buyers already follow, checked for fit.Ready on day oneSocial and video- Competitor ads and pricing watchEvery change on their sites and in their ads, with what it means for you.Ready on day oneCompetitor intel
- A newsletter from the month's workDrafted in Mailchimp from what went live, for your team to send.Ready on day oneLeads and plays
- Sign-up scoringNew trials and sign-ups scored, and the ones worth a sales touch flagged.Built for youLeads and plays
- A case study from every won dealFrom the deal notes and kickoff call, for marketing to approve.Built for youContent
How a custom workflow gets built.
- Setup week
We map it with your team
What starts it, the data it needs, who does the work and who approves.
- Before it runs
We build and test it
On your real accounts and data, until your team is happy with what comes out.
- Every week
It runs, and you approve
Nothing goes out without a yes. What works gets more of the team's time.
How you'll know it works.
Every number comes from your own tools.
Plays sent
How many plays your team approved and used each week.
Meetings and pipeline from plays
Read from your CRM, so every number has a source.
What's working
Which signals turn into meetings, so next week's plays follow them.
The First-Month Guarantee
Try your first month. 30‑day money-back guarantee.
Expect 30 approved deliverables in your first month. If it isn't right for you, we refund the month. You approve every deliverable, so the quality bar is yours.
*Conditions apply.
Questions, answered.
What's the difference between ready and built for you?
Ready workflows run from your first week. Built-for-you workflows are designed with your team in setup and tested before they run.
Can you build a workflow that isn't listed?
Usually, yes. If a job repeats and follows clear steps, we can build an AI coworker for it. A strategist scopes it with you on the call.
Do you send emails or messages for us?
No. Your AI coworkers do the research and the drafts. Your team approves and reaches out.
Do you change our CRM?
No. We read it, read only, and flag what needs fixing for your team.
How do we know a workflow is working?
Each one reports from your own tools: plays used, meetings and pipeline from your CRM, and research hours saved.
Your first month, planned on one 30-minute call.
A strategist shows you what we set up first, built from your market and your competitors. Backed by our 30-day money-back guarantee.
Book a call