Forward-deployed for sales & revenue
More time selling, with a forecast that holds.
Sellers belong with buyers, not in the CRM. We build AI into account research, call notes, proposals, and the forecast (inside Salesforce, HubSpot, or Dynamics) so reps get their hours back and leadership gets a number it can trust.
Where the hours go
- Research from scratch
- A CRM nobody updates
- RFPs by copy and paste
- Forecasts by feel
What a pod builds
- Account research briefs
- Prospect prioritization
- Call notes into the CRM
- RFPs and proposals
What gets measured
- Seller hours on research and CRM admin
- CRM completeness and next-step coverage
- Forecast accuracy by week of quarter
- Win rate and sales cycle length
I / Where the hours go
What we look for first.
Research from scratch
Sellers rebuild the same account picture before every meeting from LinkedIn, news, old threads, and the CRM, and the work is lost the moment the call ends.
A CRM nobody updates
Notes live in notebooks and inboxes. Next steps, stakeholders, and close dates go stale, so pipeline reviews become interrogations and the forecast rests on memory.
RFPs by copy and paste
RFPs and security questionnaires are answered by copying last year’s responses, chasing experts on Slack, and hoping nothing outdated reaches the buyer.
Forecasts by feel
The commit call is a roll-up of opinions. Nobody checks last quarter’s forecast against what closed, so the same misses recur and the board hears late.
II / What we build
Systems, not slideware.
Account research briefs
Before each meeting, assembles a one-page brief from CRM history, past calls, filings, news, and hiring signals, with a source behind every line so sellers can check before they rely on it.
Prospect prioritization
Ranks accounts by their resemblance to your past wins and by current signals (funding, hiring, and technology changes), and drafts first-touch outreach in your voice for the seller to edit.
Call notes into the CRM
Turns each recorded call into notes, next steps, and field updates in Salesforce or HubSpot for the rep to accept, and marks the calls a manager should hear. The record stays current without the typing.
RFPs and proposals
Drafts RFP answers, security questionnaires, and proposals from your approved library, shows where each answer came from, and routes anything stale to its expert. A named owner signs off before submission.
Deal desk and discount guidance
Assembles quotes and order forms from your price book and approval matrix, shows how similar deals were priced and whether deeper discounts actually won more often, and routes exceptions to the approver your policy names.
Back-tested forecast support
Scores every open deal on its history and activity, flags slipping close dates and single-threaded deals with a suggested next step, and grades each past forecast against the quarter’s result. The commit remains the sales leader’s call.
Win-loss analysis
Reads the calls, emails, notes, and buyer interviews from won and lost deals for what decided each one, and reports patterns by segment, competitor, and stage, with quotes your team can verify.
Renewal and expansion signals
Watches product usage, support tickets, and changes among your champions for early signs of churn or room to expand, and brings each signal to the account owner with its evidence attached.
III / A first vintage
Meeting briefs and call notes
First production deployment, Six to ten weeks
A pod connects your call recorder to Salesforce or HubSpot, drafts a brief before each meeting and the notes and field updates after it, and runs with a single team for four weeks (reps approving every change) before wider rollout.
Judged by
Seller hours on research and CRM admin, field completeness, and next-step coverage on open deals, set beside the same reps’ figures from the Survey.
An illustration of a first deployment, not a description of a past client.
IV / What we measure
Baselined before we build.
- Seller hours on research and CRM admin
- CRM completeness and next-step coverage
- Forecast accuracy by week of quarter
- Win rate and sales cycle length
- RFP and proposal turnaround
- Average discount and quote approval time
- Net revenue retention
Set during the Survey and reported every season after.
Systems we work inside
Your stack, not ours.
- Salesforce Sales Cloud
- Salesforce Revenue Cloud
- HubSpot
- Microsoft Dynamics 365 Sales
- Gong
- Outreach
- Salesloft
- Clari Forecast
- LinkedIn Sales Navigator
- ZoomInfo
- Apollo.io
- Loopio
- PandaDoc
- Docusign
- Slack
Named for familiarity, not partnership. We integrate with what you already run and recommend new tools only when the work requires them.
V / Guardrails
Where people stay in control.
Consent before the recording
Calls are recorded only with the consent the law requires: every party’s, in states such as California, Florida, Pennsylvania, and Washington. The notice is built into invites and dial-ins.
Outreach within the rules
We design sequences to CAN-SPAM, CASL, and GDPR; an opt-out in one tool applies in all. AI-voiced sales calls go out only with prior express written consent, because the FCC treats AI voices as artificial under the TCPA.
A person presses send
A seller approves each email and sequence step before it reaches a buyer. Mail goes out from secondary domains that meet Gmail and Yahoo sender rules, with volume caps and one-click unsubscribe, keeping your primary domain’s reputation separate.
Tested forecasts, independent pricing
No forecast model is relied on until it has been back-tested on past quarters. Pricing guidance draws only on your own deals, never on a shared algorithm fed by competitors’ data, the kind California’s AB 325 now targets.
Related
Work that tends to travel with this.
Marketing
Creative analysis, content operations, and experiments. Tests that conclude, and every claim checked.
Finance & FP&A
Forecasts, variance commentary, cash, and the board pack: sooner, with every number owned by finance.
Customer experience
Triage, agent assist, knowledge, and QA on every conversation, with a person always in reach.
Professional services
Precedent search, proposals, conflicts intake, and billing, with client confidences intact.
Begin with the Survey.
Two to three weeks inside your team, a fixed fee agreed up front, and a ranked plan you keep whether or not we build it together.