Intro call
Together, we find where the bottleneck sits in your marketing and sales. And we tell you honestly whether AI is the lever.
- Your goals and bottlenecks
- Where AI could fit first
- A straight answer, even if it’s “not yet”
Every engagement starts with an intro call. From there, we see where AI can move the needle, and whether we’re the right partner to make it happen.
Together, we find where the bottleneck sits in your marketing and sales. And we tell you honestly whether AI is the lever.
Know exactly where AI adds pipeline and gives hours back. With a business case you can say yes or no to.
50% credited toward your build if you sign within 14 days.
We build the agents inside your stack, with your team, and make sure people actually use them.
If the audit doesn’t find at least one use case worth $100,000 a year, on numbers you agree with, we refund the full $5,000. You keep everything we delivered.
Conditions: your team fills in the surveys, and you show up to the interviews, the workshop and the presentation. Claim in writing within 7 days of the presentation.A free assessment is a sales call for one tool. We don’t sell tools. We rank use cases across your whole stack, including the ones where the answer is “don’t use AI here.” And if you build with us within 14 days, half the fee is credited.
Having a license isn’t the same as the work changing. The audit shows which workflows those licenses should run, which need a connection to your CRM, and which need a real agent. Often the answer is: use more of what you already pay for.
That’s what the stack walkthrough and the readiness scorecard answer. If data is the blocker, the first items on your roadmap are data fixes, like enrichment and call notes in the CRM. Those are AI use cases too.
You keep everything: the prioritized use cases, the business case, the roadmap and the deck. It’s written so your team, or another partner, can run with it.
We sign your NDA or ours before kickoff. Read-only access or screen-share only. No client data is used to train any model. We delete what we collected 30 days after the presentation, and confirm it in writing.
It’s short because it’s prepared. The surveys, interview guides, workshop canvas and scoring model already exist before we meet you. Those days go to your specifics.
Let’s book a 30-minute call. You leave knowing where AI fits, and how we can work together.
Book a call