Pipeline architecture, forecasting hygiene, lifecycle attribution, and the underlying data model that makes any of it trustworthy.
- Pipeline schema & stage policy
- Forecast cadence + variance review
- SDR/AE handoff instrumentation
- Quota & comp modeling
S02
AI Workflow Automation
Multi‑step automations that combine retrieval, reasoning, and deterministic actions. Built for stability, not demos.
- Triage, routing & enrichment
- Human‑in‑the‑loop escalation
- Eval suites + regression alerts
- Cost & latency budgets per node
Tooling your team uses every day — admin consoles, ops dashboards, and approval flows that replace shared spreadsheets.
- Admin & back‑office UIs
- Permissions & audit trails
- Service-account & secret management
- Internal API gateway
A CRM that reflects how your business actually operates — accounts, contacts, products, signals, and the routing in between.
- Object model & deduplication
- Signal capture (web, product, intent)
- Territory + round‑robin routing
- Bi‑directional warehouse sync
Inbound, outbound, lifecycle, and partner motions — instrumented end‑to‑end and tied back to revenue, not vanity metrics.
- Lifecycle & reactivation programs
- Outbound sequencing & deliverability
- Programmatic SEO scaffolding
- Experiment review & archive
S06
Customer Support Systems
Tiered support with AI‑drafted responses, escalation paths, and KB feedback loops that actually close. Macros that age.
- L0 deflection & macros
- Sentiment + churn signal routing
- SLA monitoring + paging
- Doc gap → KB authoring loop
Billing models, dunning, revenue recognition, and the operational fabric around chargebacks, refunds, and reconciliations.
- Subscription & usage billing
- Dunning & retry policies
- Tax + invoicing compliance
- Reconciliation & rev rec
S08
Knowledge Orchestration
A canonical place for what your company knows — wired into your tools, kept current by the workflows that read from it.
- Source‑of‑truth taxonomy
- Embedded retrieval into apps
- Drift detection & refresh
- Permissioned agent access
S09
Reporting & Attribution
Multi‑touch attribution that survives an audit — modeled in the warehouse, surfaced in the tools your team already uses.
- Identity stitching
- Channel & campaign modeling
- Self‑serve dashboards
- Board & investor packs
Production agents with guardrails, observability, and clear scope. Built to operate in a specific corner of your business, well.
- Tool & permission boundaries
- Trace logging + replay
- Eval harness & rollouts
- Operator review queue