Signal-triggered account research
A funding round fires the research agent. Brief lands in Salesforce 90 seconds later. SDR opens the prospect's call with a personalized hook that took zero prep time.
Research agents, classifiers, composers, scorers, summarizers — eval-gated, observable, integrated with your CRM and warehouse. We don't sell you an "AI platform." We build the agents you need and run them in production.
Your CRM and warehouse, agreeing on what an account is. Daily. We tag every account in your TAM with state (funding, leadership), behavior (visits, content), intent (third-party + first-party), and relationship (prior engagements, references). Single schema. Single source of truth. Agents read from here — never from 14 different SaaS tools.
Each agent does one thing, runs on a trigger, produces a typed output, and stops. Not chatbots. Not 12-month "platform" projects. Small, well-tested functions with prompt templates, model choices, cost budgets, and eval harnesses. Most are a 2-week build.
Given an account, produces a cited one-page brief in <15s.
Routes inbound signals (lead, email reply, support) to the right queue.
Given brief + play, drafts a multi-touch sequence in voice.
Returns a 0–100 score on an account or deal, with explanation.
Takes a long thread (email, Gong, Slack) and returns SDR-ready notes.
Fills in missing CRM fields from public sources + your data.
Where most "AI for sales" tools quietly fail. Real orchestration handles routing (which SDR), cadence (when), throttling (global limits), and escalation (back to a human, exactly which human). You don't need a fancy framework — a few thousand lines of Python, a queue, and your sequencer. The point is that somebody owns the dispatch logic.
Every agent run is logged: input, output, model, latency, cost, eval score, downstream outcome. You can answer "what did the system do this hour, with what data, at what cost, with what result." If you can't, you can't tune. If you can't tune, you're running on vibes.
Every agent we ship has a rubric, a golden dataset, and continuous sampling. A small evaluator model + 5% human-reviewed samples catches hallucinations, tonal drift, and off-positioning before they hit your prospect.
A funding round fires the research agent. Brief lands in Salesforce 90 seconds later. SDR opens the prospect's call with a personalized hook that took zero prep time.
Every inbound email reply is classified (interested / not now / unsubscribe / OOO / referral) and routed to the right SDR with a one-line summary of the thread.
Every active deal is scored 0–100 weekly on its likelihood to close, with the top 3 risks explained. Forecast accuracy up 31% in 90 days.
Every sales call gets summarized post-recording with action items and a draft follow-up email. AE approves; it sends. Saves 40 min per call.
Closed-won and closed-lost deals analyzed monthly. The ICP segment definitions auto-refine; the result is reviewed and pushed back into paid + outbound targeting.
For a fintech client: every outbound email pre-checked against their compliance policy (FINRA, FCA). Caught 14 violations before they shipped.
$7.5Kfixed · 2 weeks
Where AI helps, where it doesn't, what to build first. 90-day roadmap with named owners and per-agent estimates.
$28K+scoped · 8–12 wks build
3–5 production agents shipped, plus eval harness, observability, and 6-month operate retainer for tuning.
Quote· bespoke
RAG over your docs, fine-tuned models, custom evaluators, regulated-industry workflows. Scoped to the problem.