Your GTM runs on five systems. Nobody runs the work between them.

For Series A–C SaaS teams: we build and run the closed-loop system between them. AI agents do the legwork, so buying signals get an owner, handoffs carry the call notes, and your CRM learns why you win.

Get a pipeline teardown See how it works

30 minutes. You get a one-page write-up on where your pipeline leaks, whether we work together or not.

CRM

Hooli stage 2 · thu
J. Ortiz owner
Initech closed-lost
reason other??
Pied Piper new VP · pricing ×2
owner none

no owner · 6 days

Sales engagement

Dunder Mifflin replied: pricing
in CRM no
Hooli still in sequence
demo booked

Call recorder

Hooli discovery · 42m
notes missing
Vandelay Industries renewal · 18m
risk flagged

Billing

Acme Corp +40 seats
renews 60 days
Vandelay Industries invoice late
CS not told

Support

Dunder Mifflin 3 tickets
sales unaware
Acme Corp SSO request
plan upgrade?

Swipe for all five systems →

Every system saw part of it; nobody owned it.

A signal fires and nobody works it. A deal closes and CS gets a Slack thread.

Most Series A–C teams already have the go-to-market (GTM) systems. Nobody owns the work between them, and that’s where pipeline you already earned goes missing.

  • Pied Piper new VP · pricing ×2
    owner none

    6 days, nobody

    Signals sit unworked

    A new VP of Sales, two pricing-page visits, a ticket about seats. Three systems saw it. Nobody acted that week.

  • Hooli handed to CS
    notes none

    kickoff from a Slack thread

    Handoffs drop the context

    The AE re-asks what the SDR learned, and the call notes never reach the CRM.

  • Initech closed-lost
    reason other??

    and plenty more like it

    The CRM never learns

    Lost reasons say "other," and scoring runs on rules written two years ago, not on the deals you won.

Another tool won’t fix it, and neither will AI on its own. Each tool stops at its own edge. We close the loop between them, on your data.

Finding the account is step one. Closing the loop is where it pays off.

Once the foundation is solid, AI agents work every step. Your team approves what they write until it’s proven, and every result feeds back into step one.

  1. Signals in

    Funding, hiring and leadership changes, plus your own product, web and support signals.

    AI agentWatches your CRM, product, web and support data, and flags what changed.

  2. Score and route

    Each account goes to the right rep in your CRM, with an owner and a reason.

    AI agentScores each account against deals you've won, and writes the reason in plain English.

  3. most tools stop before this

    Work the handoffs

    The AE gets what the SDR learned. CS gets the whole story at kickoff.

    AI agentReads the call, fills the CRM fields and drafts the handoff note.

  4. Outcome captured

    Won, stalled or lost, and why. Every time, not when someone remembers.

    AI agentPulls the real loss reason from calls and emails, so “other” stops being an answer.

  5. Re-weight

    The system gets sharper on your own deals, not on a database everyone buys.

    AI agentProposes new weights from what converted. A person signs off.

AI is only as good as what it’s built on.

Most AI projects in sales fail on messy data and fuzzy process, not on the model. So we build the system in order.

  1. First The foundation

    Clean data on the fields that matter, clear stages, and handoff rules your team agrees on. AI on a messy CRM just makes mistakes faster.

  2. Then The agents

    They read calls, emails and tickets, fill CRM fields, score accounts, draft handoffs and sort lost reasons, across all five systems.

  3. Throughout Your team decides

    Everything an agent writes waits for a person's approval in Slack until it's proven accurate. Autonomy comes one workflow at a time, and you can take it back.

  4. From day one The proof

    Tested on your past calls and deals before launch. Every value logged with its source. Accuracy and results reported against your baseline.

the model is the easiest part to change.

Outbound agencies rent you pipeline. We build the system that keeps it.

Agencies stop at the booked meeting. Point tools cover one system. The AI features in your CRM only see your CRM. None of them own what happens when a deal crosses from one system to the next.

Starts with
Your closed-won history and the signals you already own
Typical: A list and a sequence
Stops at
The outcome, which then feeds the next cycle
Typical: The booked meeting
After launch
We run and tune it. Take it in-house whenever you want.
Typical: A playbook and a goodbye

Built by operators who carried a quota first.

We’ve rebuilt outbound, the CRM and the handoffs as in-house RevOps teams at SaaS companies from Series A to publicly traded, after more than eight years in sales.

That’s why our systems get used: we know which fields reps actually fill in, and which ones they skip. You work directly with the team that builds your system, not an account manager.

Prove it small, build the loop, then keep it running.

Fixed fees to build it, a monthly fee to run it. You pay data vendors directly; we add no markup.

  1. Signal sourcing pilot

    Accounts showing buying signals, scored on the deals you've already won and routed to an owner.

    from $8K

    3–4 weeks, fixed fee
    • Baseline captured before launch
    • Signals scored against your closed-won history
    • Routed into your CRM with an owner and a reason

    CRM not ready? It becomes a data health sprint.

  2. Closed-loop GTM system

    Signals, handoffs and outcomes connected across your CRM, sales engagement, call recorder, billing and support.

    from $15K

    4–8 weeks, starts with a paid diagnostic
    • Diagnostic: where deals leak, and how healthy your CRM data is
    • Cleanup limited to the fields the system relies on
    • Call notes in the CRM, clean handoffs from SDR to AE to CS, every outcome recorded
    • Nothing acts on its own until a person has approved it and it's proven accurate

  3. Run and tune

    We keep it accurate as your team and process change, and show you what moved each month.

    from $4K / mo

    3-month initial term, then month to month
    • Monthly report against your baseline
    • Tuning as your team, territories and sales process change
    • A new workflow added each quarter

  4. Take it in-house

    Your team takes the system over, fully documented.

    from $5K

    2–4 weeks, fixed fee
    • Full documentation and a recorded walkthrough
    • Handover period with your new RevOps hire
    • Optional lighter support afterwards

We’re measured on what the system does (signals routed, fields complete, handoffs on time), not on meetings or revenue. If a pilot doesn’t move your baseline, you’ll know, and you’re not committed to anything else.

What teams ask before they start.

More questions, answered
Is this AI, or automation?

Both, each where it fits. Plain integrations move data reliably. AI agents handle the judgment calls: reading calls, scoring accounts, writing handoff notes, working out why deals were lost. A person checks what the AI writes until it's proven.

Can't we just add AI to what we already have?

You can, and that's where most AI projects stall. If your fields, stages and handoffs aren't reliable, the AI learns the wrong lessons and writes them back faster. We fix the foundation first, scoped to what the system needs, then add agents.

Our CRM data is a mess. Can we still start?

That's the most common starting point, and it's why a pilot can begin as a CRM data health sprint. Nothing else works until that's fixed, so we fix it first.

We're about to hire a RevOps lead. Why not wait?

Then they start with a working system instead of a cleanup project. Everything is documented, and we can hand it over whenever you want.

Built for teams that have the systems and no one owning the gaps.

Good fit

  • You're a B2B SaaS company with a sales team past the founder
  • Your GTM team is big enough to have handoffs, and too small to have a RevOps department
  • You run HubSpot or Salesforce, plus tools like sales engagement, a call recorder, billing or support
  • You have someone who owns pipeline and reads the numbers
  • You want results measured, not promised

Not a fit yet

  • You're pre-revenue or don't have a sales team yet
  • You want AI bolted on without fixing the basics
  • You want outsourced SDRs or more email volume
  • You want guaranteed meeting or revenue numbers
  • You'd need board approval for an $8K pilot

Every signal, at the right moment.

In 30 minutes we trace one of your recent deals across your systems. You get a one-page write-up on where it leaked and what we’d fix first, whether we work together or not.

Get a pipeline teardown