AI Readiness and Opportunity Audit: We review your stack and data, then rank the AI use cases worth doing.
AI for the revenue stack
We connect AI to the marketing and sales systems you already run, so it drives pipeline instead of pilots.
Why most AI projects stall
Most teams do not lack AI tools. They lack clean CRM data, connected systems and a clear first use case. That is the work we have done for 15 years: integrating marketing automation platforms with CRMs, cleaning data, building custom tools and making reporting trustworthy. AI built on top of that foundation works. AI added on top of a messy stack usually does not.
What we do
AI Workflow Automation: AI inside your marketing and sales processes: scoring, enrichment, drafting, summaries, reporting.
Custom AI Agents and Integrations: Assistants and agents connected to your CRM and marketing platforms.
AI Search Visibility: Content and technical structure that helps your company get found and cited in AI-driven search.
AI Governance and Team Enablement: Policies, privacy review and training so your team uses AI well and safely.
How we work
Assess
We map your tools, data and goals.
Prioritize
We pick the use cases with the clearest return and lowest risk.
Build
We implement inside your existing platforms, with people reviewing outputs where it matters.
Measure and improve
We track results against the goals we set at the start.
Built on platforms you already use
HubSpot, Marketo, Pardot, Eloqua, Salesforce,
and the custom APIs and middleware that connect them.
AREAS OF SERVICE
AI for the revenue stack
AI Readiness Audit
AI Workflow Automation
AI Search Visibility
AI Governance and Team Enablement
AI for the revenue stack
Why most AI projects stall
Most teams do not lack AI tools. They lack clean CRM data, connected systems and a clear first use case. That is the work we have done for 15 years: integrating marketing automation platforms with CRMs, cleaning data, building custom tools and making reporting trustworthy. AI built on top of that foundation works. AI added on top of a messy stack usually does not.
What we do
• AI Readiness and Opportunity Audit. We review your stack and data, then rank the AI use cases worth doing.
• AI Workflow Automation. AI inside your marketing and sales processes: scoring, enrichment, drafting, summaries, reporting.
• Custom AI Agents and Integrations. Assistants and agents connected to your CRM and marketing platforms.
• AI Search Visibility. Content and technical structure that helps your company get found and cited in AI-driven search.
• AI Governance and Team Enablement. Policies, privacy review and training so your team uses AI well and safely.
How we work
- Assess. We map your tools, data and goals.
- Prioritize. We pick the use cases with the clearest return and lowest risk.
- Build. We implement inside your existing platforms, with people reviewing outputs where it matters.
- Measure and improve. We track results against the goals we set at the start.
Built on platforms you already use
HubSpot, Marketo, Pardot, Eloqua, Salesforce, and the custom APIs and middleware that connect them.
AI Readiness Audit
What we look at
• Your CRM and marketing automation setup, fields, workflows and integrations
• Data quality: duplicates, missing fields, inconsistent values
• Current processes that are repetitive, slow or error-prone
• Team skills, policies and privacy requirements
• Reporting and how results are measured today
What you receive
• A ranked list of AI use cases with expected impact and effort
• A data readiness summary with the fixes that matter most
• Recommended tools and where each fits in your stack
• A 90-day roadmap with owners and success measures
• A working session to walk your team through the findings
Who it is for
Marketing, sales and operations leaders who are under pressure to “do something with AI” and want to choose well.
How it works
Kickoff call, read-only access to your platforms, stakeholder interviews, analysis, then a findings session. Typically two weeks.
AI Workflow Automation
Examples of what we build
• Lead scoring and routing that uses behavior and firmographic signals and explains why a lead scored the way it did
• Lead and account enrichment that fills gaps in CRM records automatically
• Email and content drafting with brand guidelines built in and human approval before sending
• CRM data cleanup: deduplication, standardization and validation
• Call and meeting summaries pushed into the right CRM records, with follow-up tasks
• Campaign reporting that assembles performance summaries across systems
How we keep it reliable
• A person approves anything customer-facing until the workflow has earned trust
• Every automation has logging so you can see what it did and why
• Clear fallbacks when the AI is unsure
• We test against your real data before launch
Platforms
HubSpot, Marketo, Pardot, Eloqua, Salesforce and the connecting APIs and middleware.
AI Search Visibility
Be the answer, not just a result
More buyers now start with AI-driven search and answer engines. We extend your SEO so your company is easy to find, understand and cite.
What we do
- Audit how your brand and services currently show up in AI-driven search
- Restructure key pages so questions get clear, direct answers
- Add schema markup and fix technical issues that limit visibility
- Build content around the questions buyers actually ask
- Track visibility over time alongside traditional rankings
- Works with your SEO and PPC
This is an extension of our SEO work, not a replacement. Strong traditional SEO remains the base.
We connect AI to the marketing and sales systems you already run, so it drives pipeline instead of pilots.
AI Governance and Team Enablement
Use AI confidently, and safely
Tools are only part of AI adoption. Your team also needs clear rules and real skills
Governance
- Practical AI usage policy for marketing and sales
- Data privacy and vendor review, including what data may be shared with which tools
- Approval and review workflows for AI-generated content
- Guidance on disclosure, brand voice and compliance
Training
- Hands-on workshops using your own tools and examples
- Prompting and workflow design for marketing and sales roles
- Playbooks your team can reuse
- Ongoing support as tools change
TRUSTED BY TEAMS INCLUDING
Find out where AI will pay off first
Request an AI audit and we will follow up within one business day.
Common questions
No. Most of the value comes from adding AI to the platforms you already have.
We design workflows so sensitive data is handled according to your policies, and we review privacy and vendor terms before anything is connected. See AI Governance.
With the AI Readiness and Opportunity Audit, which gives you a ranked list of use cases and a roadmap.
The goal is to remove repetitive work so your team spends more time on strategy and customers. We build review steps into workflows so people stay in control.