AI systems for sales and operations
Sales and AI systems, built before your first sales hire.
We work with early-stage B2B founders who are still the sales team, across the EU, UK and Latin America. We set up a CRM you will use, build sales workflows that a person approves, and test the AI before it reaches a customer.
Strategic Discovery SessionYou leave knowing what to fix first, even if we don’t work together.
If we are not a fit, we say so in the session.
Where you are
Founders call us from one of four places
Pick the one that sounds like you. Each has a different first fix.
“My pipeline is a spreadsheet and my memory. I know the product, I don't yet know who buys it first.”
What it costs you
Every deal depends on you remembering it. In a busy product week, the follow-ups are the first thing to go, and nobody can take any of it off your plate because none of it is written down.
What to fix first
Not a CRM. First, who to sell to and a weekly routine sized to your time. A system can only hold a process that exists.
The next step
Bring your current list, in whatever shape it is in, to a Strategic Discovery Session.
Strategic Discovery Session“We bought it, set it up in a weekend, and stopped filling it in two weeks later.”
What it costs you
The CRM says one thing and reality says another, so you trust neither. The tool you bought to save time became one more thing to maintain.
What to fix first
Repair, not replacement. Fewer fields, stages that match how your deals actually move, an owner and a next action on every account. Automation only where the process has stopped changing.
The next step
We look at your current setup in the session and tell you whether it is worth repairing.
Strategic Discovery Session“Selling happens between product work. Some inquiries sit for a week before I answer.”
What it costs you
The leads you already earned are the ones going cold. A slow reply reads as disinterest, and the moment to answer well does not come back.
What to fix first
One workflow at a time. Inbound qualification against your written rules, and a draft follow-up waiting in your CRM after each conversation, for you to approve, edit or reject.
The next step
Bring two or three real inquiries to the session and we walk through what would have happened to them.
Strategic Discovery Session“They will inherit whatever exists, and what exists is my inbox.”
What it costs you
A new seller spends their first months reconstructing what you already know instead of selling. If it goes wrong, you will not know whether the problem was the hire or the handover.
What to fix first
Write the process down before they arrive. The CRM, the qualification rules, the routine, documented so their first week is selling.
The next step
Tell us the start date in the session and we work backward from it.
Strategic Discovery SessionThe cost of staying put
Where a lead goes cold
How it goes today
- Tuesday, an inquiry arrives
- You read it on your phone
- A product fire takes the week
- “I’ll reply tomorrow”
- The thread goes quiet
With the system
- Tuesday, an inquiry arrives
- Checked against your written rules
- In the CRM, with an owner and a next action
- A draft reply waits for you
- You approve and send
- The call is on the calendar
Nothing is sent without your approval. The system does not sell for you; it holds the moment until you take it.
What we build
Four things we build
Each one works alone. Together they form one system.
GTM decides whothe CRM holds itworkflows act on itevaluation proves it
CRM implementation
1 to 3 weeks
Attio or HubSpot, set up or repaired around how you sell. An owner and a next action on every account.
- Data model. The objects and fields you need, and no others.
- Pipeline. Stages that match how your deals move.
- Enrichment and qualification rules. Written down, so an account qualifies for a stated reason.
- Automations, only where the process is stable. If a step still changes every week, it stays manual.
- Documentation and handover. How it works and why, so you can run it without us.
Which CRM fits: Attio for a small team that wants a flexible model and is starting fresh. HubSpot for a team that also wants marketing and sales tools in one place, or already runs on it. We do not resell licenses.
Sales workflow automation
3 to 4 weeks
One workflow at a time, with tests and a person approving before anything is sent.
- Inbound qualification. We build the qualification step around your written rules, so every new inquiry gets the same first pass.
- Account research. A summary of an account, ready before you call or write.
- Follow-up drafts. A draft in your CRM after each conversation, for a person to approve, edit or reject.
GTM foundations
4 weeks
Who to sell to first, and a routine you can keep.
- Positioning and offer. What you sell, and to whom.
- A ranked account list. With a reason for each account.
- A weekly selling routine. Sized to your time.
We set up the system and the routine you run, and work through the first weeks with you.
AI evaluation and guardrails
2 to 3 weeks
For the day a corporate buyer asks how you know your AI works.
- A golden test set. Written cases, including the ones you expect to fail.
- Deterministic checks and an LLM judge. Code checks what code can check. A model judges the rest.
- A scorecard. Something you can show an enterprise buyer, with the weak results next to the strong ones.
A person approves
Code handles rules, a model proposes, a person decides. Every automated draft is approved by a person before it is sent.
Tested before it ships
We test each workflow against a written test set, and we show you the results that came out weak.
Yours to run
You own what we build, and you can run it without us.
How we work
Diagnose, build, support
Step 1
Diagnose
1 to 2 weeks
We separate facts from assumptions, write the ICP with exclusions, and say where AI should and should not go. You get a go or no-go plan. A no-go is a valid result.
Step 2
Build
A fixed-scope sprint of 1 to 4 weeks, depending on what we build
We build one thing, with an agreed scope and a clear finish. You own what we build.
Step 3
Support
Monthly, optional
A weekly review and adjustments while you run the routine.
FAQ
Questions founders ask
Do you run outreach for us?
We set up the system and the routine you run, and work through the first weeks with you. Outbound at volume for teams with several sellers is handled by our sister company Rumvia.
What does AI do and not do in your work?
Code handles rules, a model proposes, a person decides. A model might draft a follow-up or summarize an account. We test each workflow against a written test set, and we show you the results that came out weak.
Can't I do this myself with a chat model and a few tools?
For drafts, yes. Drafting is the easy part. Deciding who to sell to first, which CRM fields you need, and how to show a buyer that the output is reliable takes longer. If the diagnostic shows you can do it alone, we say so.
Attio or HubSpot?
We recommend one in the session, and we say so if a spreadsheet will do for now.
Where does our data go?
We use Claude (Anthropic) and OpenAI models under business terms. We agree the data scope with each client before work starts.
Which markets and languages?
We work with startups across the EU, UK and Latin America. We work in English, Spanish and German.
How much does it cost?
We share pricing in the session, once we know what you need first.
What does the Strategic Discovery Session cover?
Where selling stands today, who does it, and what you need first. We tell you whether we are a fit and where we would start. If we are not a fit, we say so.
Outbound at volume for teams with several sellers is handled by our sister company Rumvia.
Still the sales team? Start there.
A Strategic Discovery Session covers where selling stands today, who does it, and what you need first.
You leave knowing what to fix first, even if we don't work together.