DIAGNOSE
Coherence Diagnostic
You know pipeline is leaking but don't trust the usual explanations, and you want the truth before spending on a fix.
A structured assessment of your positioning, CRM architecture, signal flow, sales motion, marketing handoffs, and feedback loops. The output is a Coherence Report: where incoherence is costing you speed, trust, and revenue, with a dollar estimate and a prioritized order to fix it.
Includes
- ✓Stakeholder and systems intake
- ✓PIAAF coherence score across five dimensions
- ✓Key audit findings and active failure nodes
- ✓Revenue leak estimate in dollars
- ✓Competitive benchmark
- ✓Prioritized action sequence
- ✓Three AI agents scoped for fast impact
ARCHITECT
System Architecture
You're ready to build the operating layer in Attio, not buy another disconnected tool.
We design and build your CRM and RevOps system end to end: data model, lifecycle, pipeline, automation, and a single source of truth your team actually trusts. We build in Attio, where we are an Expert Partner. If you're not in or moving to Attio, we'll say so on the call rather than after you've paid.
Includes
- ✓CRM and RevOps architecture
- ✓Data migration
- ✓Lifecycle and pipeline model design
- ✓Automation and workflow buildout
- ✓Dashboards and a single source of truth
- ✓Tech stack integration
- ✓AI agent design and deployment (up to 3 included)
AUTOMATE
AI Implementation
Your signal is clean enough to automate, but you don't have the internal AI expertise to do it well.
We deploy targeted AI agents that sit on top of your existing stack, reason across your GTM data, and take over work your team is doing manually, slowly, or inconsistently: qualification, enrichment, routing, follow-up, and more.
Includes
- ✓Agent impact hypothesis
- ✓Market signal analysis
- ✓MCP and API integration
- ✓Agent configuration and testing
- ✓Human-in-the-loop review paths
- ✓30-day iteration window