Our Process
We fix Your Sales system.
Then we layer in AI.
We don't bolt AI onto broken systems. We refine what works, eliminate the bloat, and build a sales system your reps are excited to use — then layer in custom AI where existing tools fall short.
01
The Problem
Sales teams have too many tools they barely use. Most of them think AI will make things easier, but only 19% actually use it.
Sales teams have too many tools they barely use. Most of them think AI will make things easier, but only 19% actually use it.
Sales teams have too many tools they barely use. Most of them think AI will make things easier, but only 19% actually use it.
"The problem isn't the technology, it's that no one built the system to support it."
Blair Bouchard
Founder
02
The Solution
We turn your bloated tech stack into a single connected system
We do this in four phases. Each one has a clear start, a clear end, and a clear deliverable. You always know where we are and what's next.
Week 1-3
Audit
We audit your sales function end-to-end and map workflows, tool usage, and blind spots. You get a list of fixes and a list of optional AI builds — each tied to time, cost, or revenue outcomes.
Week 3-5
Design
We lay out the full system architecture: what stays, what goes, what's added, and how it all connects with detailed workflows. You sign off on the architecture before a single thing gets built.
Week 5-13
Build
We build the system and conect it all together. Your data is migrated. Your tools are conected. Your custom AI solutions are built. Everything is tested end to end and ready to be deployed.
Week 13-21
Launch
Your new sales system goes live. We provide training material for you and your team, monitor adoption, and calibrate over a 60-day enablement window. Reps start selling from a single unified system.
Week 1-3
Audit
We audit your sales function end-to-end and map workflows, tool usage, and blind spots. You get a list of fixes and a list of optional AI builds — each tied to time, cost, or revenue outcomes.
Week 3-5
Design
We lay out the full system architecture: what stays, what goes, what's added, and how it all connects with detailed workflows. You sign off on the architecture before a single thing gets built.
Week 5-13
Build
We build the system and conect it all together. Your data is migrated. Your tools are conected. Your custom AI solutions are built. Everything is tested end to end and ready to be deployed.
Week 13-21
Launch
Your new sales system goes live. We provide training material for you and your team, monitor adoption, and calibrate over a 60-day enablement window. Reps start selling from a single unified system.
03
The Architecture
What a unified system actually looks like.
Most sales teams are running on disjointed, outdated, and unmanageable sales systems. We streamline your sales stack, so every manager and rep work from a single unified system.
Before
Scattered tools. Manual handoffs. No single source of truth.
After
One connected system. Clean data. AI where it actually moves deals.
04
CUSTOM AI
Designd For How Your Sales Team Actually Works
Every solution is scoped from your workflows, built to solve a specific problem, and tied to a real outcome. You own every line of code.
These are four example use cases. Yours will look different, because your team needs unique solutions.
Pipeline Enrichment
Reps know what deals to chase
Live firmographic, intent, and buying-signal data layered into every deal. Reps stop chasing ghosts and start working accounts that actually move.
Outcome: Less wasted prospecting. Higher win rate on real opportunities.
Pipeline Enrichment
Reps know what deals to chase
Live firmographic, intent, and buying-signal data layered into every deal. Reps stop chasing ghosts and start working accounts that actually move.
Outcome: Less wasted prospecting. Higher win rate on real opportunities.
Pipeline Enrichment
Reps know what deals to chase
Live firmographic, intent, and buying-signal data layered into every deal. Reps stop chasing ghosts and start working accounts that actually move.
Outcome: Less wasted prospecting. Higher win rate on real opportunities.
Coaching Copilot
Get every rep selling like your best
Per-rep briefs that surface what's working, what's slipping, and what to coach on next — built from real call data, pipeline activity, and outcomes. Ready before every 1:1.
Outcome: Consistent coaching across the whole team. Faster rep development.
Coaching Copilot
Get every rep selling like your best
Per-rep briefs that surface what's working, what's slipping, and what to coach on next — built from real call data, pipeline activity, and outcomes. Ready before every 1:1.
Outcome: Consistent coaching across the whole team. Faster rep development.
Coaching Copilot
Get every rep selling like your best
Per-rep briefs that surface what's working, what's slipping, and what to coach on next — built from real call data, pipeline activity, and outcomes. Ready before every 1:1.
Outcome: Consistent coaching across the whole team. Faster rep development.
Sales Rep Assistant
An AI teammate for every rep
Drafts emails, preps meetings, surfaces next steps, tap into product knowledge. Pulled from your real data, not a generic model.
Outcome: Gives every rep 5–10 hours a week back.
Sales Rep Assistant
An AI teammate for every rep
Drafts emails, preps meetings, surfaces next steps, tap into product knowledge. Pulled from your real data, not a generic model.
Outcome: Gives every rep 5–10 hours a week back.
Sales Rep Assistant
An AI teammate for every rep
Drafts emails, preps meetings, surfaces next steps, tap into product knowledge. Pulled from your real data, not a generic model.
Outcome: Gives every rep 5–10 hours a week back.
Customer Support Agents
Autonomous support in your voice
Triage inbound, resolve the repetitive, route what needs a human. Trained on your documentation, tuned to sound like your team.
Outcome: Frees your team for the work that actually needs them.
Customer Support Agents
Autonomous support in your voice
Triage inbound, resolve the repetitive, route what needs a human. Trained on your documentation, tuned to sound like your team.
Outcome: Frees your team for the work that actually needs them.
Customer Support Agents
Autonomous support in your voice
Triage inbound, resolve the repetitive, route what needs a human. Trained on your documentation, tuned to sound like your team.
Outcome: Frees your team for the work that actually needs them.
05
Pricing
Fixed fees. Fully scoped.
Fixed fees. Fully scoped.
Fixed fees. Fully scoped.
One fee for the full build. AI solutions priced per project. No surprises.
One fee for the full build. AI solutions priced per project. No surprises.
Sales System
The full build — from diagnostic to launch.
Fixed Fee
Fixed Fee
Small Teams
~10 reps
$15K–$25K
Half-day diagnostic workshop
Full sales architecture blueprint
Tech stack integrations, testing, and launch
Small Teams
~10 reps
$15K–$25K
Half-day diagnostic workshop
Full sales architecture blueprint
Tech stack integrations, testing, and launch
Small Teams
~10 reps
$15K–$25K
Half-day diagnostic workshop
Full sales architecture blueprint
Tech stack integrations, testing, and launch
Mid-Size Teams
~75 reps
$30K - $50K
Up to 2.5-day diagnostic workshop
Full architecture blueprint with cross-functional mapping
Tech stack integrations, testing, and launch
Mid-Size Teams
~75 reps
$30K - $50K
Up to 2.5-day diagnostic workshop
Full architecture blueprint with cross-functional mapping
Tech stack integrations, testing, and launch
Mid-Size Teams
~75 reps
$30K - $50K
Up to 2.5-day diagnostic workshop
Full architecture blueprint with cross-functional mapping
Tech stack integrations, testing, and launch
Large teams
~150+ reps
$60K–$100K+
Multi-day diagnostic across teams and functions
Full architecture blueprint with complex integration mapping
Tech stack integrations, testing, and launch
Large teams
~150+ reps
$60K–$100K+
Multi-day diagnostic across teams and functions
Full architecture blueprint with complex integration mapping
Tech stack integrations, testing, and launch
Large teams
~150+ reps
$60K–$100K+
Multi-day diagnostic across teams and functions
Full architecture blueprint with complex integration mapping
Tech stack integrations, testing, and launch
Custom-Built AI
scoped after the diagnostic.
built and delivered as a standalone project.
Fixed Fee
Typically $5K–$50K per solution
06
After Launch
Built to evolve with your team
Once the 60-day enablement window ends, you have a choice. Take the system and run it yourself, or keep us on to evolve it with you.
We stay engaged
We don't drop off after launch. We monitor adoption, review the architecture quarterly, and step in when your business changes — new hires, new tools, new territories, new priorities.
We stay engaged
We don't drop off after launch. We monitor adoption, review the architecture quarterly, and step in when your business changes — new hires, new tools, new territories, new priorities.
We stay engaged
We don't drop off after launch. We monitor adoption, review the architecture quarterly, and step in when your business changes — new hires, new tools, new territories, new priorities.
WE EARN ON OUTCOMES
Continued engagement is a small monthly retainer plus a performance bonus tied to real resutls, adjusted to your baseline — revenue lift, rep capacity, cost reduction. If the system doesn't deliver, we don't earn the upside.
WE EARN ON OUTCOMES
Continued engagement is a small monthly retainer plus a performance bonus tied to real resutls, adjusted to your baseline — revenue lift, rep capacity, cost reduction. If the system doesn't deliver, we don't earn the upside.
WE EARN ON OUTCOMES
Continued engagement is a small monthly retainer plus a performance bonus tied to real resutls, adjusted to your baseline — revenue lift, rep capacity, cost reduction. If the system doesn't deliver, we don't earn the upside.
YOU OWN EVERYTHING
Minimum 6-month commitment, but you have a thirty day notice to exit. No matter when you leave, the system is yours — built, integrated, documented. No vendor lock-in, ever.
YOU OWN EVERYTHING
Minimum 6-month commitment, but you have a thirty day notice to exit. No matter when you leave, the system is yours — built, integrated, documented. No vendor lock-in, ever.
YOU OWN EVERYTHING
Minimum 6-month commitment, but you have a thirty day notice to exit. No matter when you leave, the system is yours — built, integrated, documented. No vendor lock-in, ever.
07
Frequently Asked Questions
FAQ
FAQ
FAQ
01
How is this different from hiring a consultant or implementation partner?
Consultants hand you a deck and leave. Implementation partners configure one tool. We architect your entire sales infrastructure, build the platform that sits on top of it, and stay on as your ongoing platform team. You're not buying advice or a setup — you're buying the system and the people who run it.
02
Do we have to rip out our existing tools?
No. We start by auditing what you already have. Most of our clients keep their CRM and core systems — we remove what's redundant, fill the gaps, and unify everything into one system. The goal is fewer tools, not different ones.
03
What does the total investment actually look like?
A fixed fee for the build, scoped after the diagnostic. AI solutions are priced per project based on complexity. No per-seat licensing, no long-term contracts. Most teams land between $15K–$40K for the initial engagement, with custom AI priced separately.
04
Is there a contract? What happens if we cancel?
Month-to-month, cancel anytime after the 60-day enablement window. If you leave, you keep your data, your tools, and everything we built — it's yours. You'd just be walking away from ongoing support and optimization.
05
How long until we actually see results?
From signed agreement to launch is roughly 8–13 weeks depending on complexity. Then a 60-day enablement window where we embed with your team. Real pipeline impact usually shows up during enablement, not after.
06
We already spend a fortune on sales tech. Why add another line item?
In most cases, we reduce your total sales tech spend. Consolidation removes overlapping tools, and the custom solutions we build replace several SaaS subscriptions you're already paying for. There's no per-seat fee on top — just the build. We'll show you the math during the diagnostic.
07
What if our reps won't adopt it?
Adoption is the entire point of the 60-day enablement window. We don't drop a login and walk away — we train, sit in on calls, and tune the platform to how your team actually works. If reps aren't using it, we haven't done our job.
08
What size team is this built for?
Sales teams roughly 10–150 reps. Smaller than that and the ROI math gets tight. Larger than that and we scope it as an enterprise engagement.
09
What happens after the 60-day enablement window ends?
You move into ongoing system management, monitoring, and support. We're there when you need us, and we keep an eye on things so you don't have to.
01
How is this different from hiring a consultant or implementation partner?
Consultants hand you a deck and leave. Implementation partners configure one tool. We architect your entire sales infrastructure, build the platform that sits on top of it, and stay on as your ongoing platform team. You're not buying advice or a setup — you're buying the system and the people who run it.
02
Do we have to rip out our existing tools?
No. We start by auditing what you already have. Most of our clients keep their CRM and core systems — we remove what's redundant, fill the gaps, and unify everything into one system. The goal is fewer tools, not different ones.
03
What does the total investment actually look like?
A fixed fee for the build, scoped after the diagnostic. AI solutions are priced per project based on complexity. No per-seat licensing, no long-term contracts. Most teams land between $15K–$40K for the initial engagement, with custom AI priced separately.
04
Is there a contract? What happens if we cancel?
Month-to-month, cancel anytime after the 60-day enablement window. If you leave, you keep your data, your tools, and everything we built — it's yours. You'd just be walking away from ongoing support and optimization.
05
How long until we actually see results?
From signed agreement to launch is roughly 8–13 weeks depending on complexity. Then a 60-day enablement window where we embed with your team. Real pipeline impact usually shows up during enablement, not after.
06
We already spend a fortune on sales tech. Why add another line item?
In most cases, we reduce your total sales tech spend. Consolidation removes overlapping tools, and the custom solutions we build replace several SaaS subscriptions you're already paying for. There's no per-seat fee on top — just the build. We'll show you the math during the diagnostic.
07
What if our reps won't adopt it?
Adoption is the entire point of the 60-day enablement window. We don't drop a login and walk away — we train, sit in on calls, and tune the platform to how your team actually works. If reps aren't using it, we haven't done our job.
08
What size team is this built for?
Sales teams roughly 10–150 reps. Smaller than that and the ROI math gets tight. Larger than that and we scope it as an enterprise engagement.
09
What happens after the 60-day enablement window ends?
You move into ongoing system management, monitoring, and support. We're there when you need us, and we keep an eye on things so you don't have to.
Your Current Sales Function Isn't Working. Let's Fix It.
We'll map out what's broken and tell you if we can help you fix it.
Your Current Sales Function Isn't Working. Let's Fix It.
We'll map out what's broken and tell you if we can help you fix it.
Your Current Sales Function Isn't Working. Let's Fix It.
We'll map out what's broken and tell you if we can help you fix it.