A tailored strategy to solve your most critical challenges and unlock growth.
We've taken the time to deeply understand your current situation. Here's what we identified.
Logging calls, summarizing meetings, updating contact fields, drafting follow-ups — it's the work that keeps the CRM honest, but it's also the work that keeps reps off the phone.
Best-fit leads sit in the queue while the team chases warm ones. Without a real signal model, the highest-LTV opportunities are the ones most likely to slip.
Calls don't get logged, emails don't get tagged, deal stages lag a week behind the truth. Forecasts get built on fiction and pipeline reviews turn into archaeology.
I build the AI layer that sits on top of your CRM (HubSpot, Salesforce, GHL, Pipedrive — whichever you run) and handles the work reps shouldn't have to. Inbound leads get enriched and scored in seconds. Calls and emails get summarized and pushed back to the right contact and deal fields. Follow-ups get drafted in the rep's voice. Reps stay on the phone, the CRM stays honest, and the pipeline reflects the truth.
Everything you need — built, delivered, and ready to run.
A clear, phased approach so you always know what's next.
Map your current sales process, CRM, data sources. Lock the AI architecture and the model choices.
Lead enrichment + scoring live, with routing rules wired into the CRM.
Call + email summaries flowing to deal records. Stage moves automated. Inbox triage on.
Forecasting and pipeline digest live. Documentation, training, transition to retainer.
A visual breakdown of your build — from first touch to close.
Send a couple of times you're free this week — 15 minutes is enough for me to ask the right questions and come back with a build plan tailored to your CRM and team.