How we work

Your AI sales partner.

AI moves faster than any sales team can keep up with.
We keep up for you, and bring your team only what is worth using.

From a discovery call to an agentic sales team.

  1. 01Free discovery call30 minutes

    A 30-minute call about how your team sells, and a first look at where the time goes.

    What we discuss
    • How your team sells today
    • The tools and the CRM you already use
    • Where the admin eats your sellers' week
    You walk away with
    • A first, short blueprint of where your team loses the most time
    • The admin-heavy parts of your process we could automate
    Book your free discovery call
  2. 02Blueprint session1 to 2 hours

    A full working session with your sales leadership, going much deeper than the discovery call. We map your entire sales cycle, from first contact to signed deal.

    What we map
    • Every step of your sales cycle, and how a deal moves through it
    • Who does what, with which tools, and how long it takes
    • Every place admin slows a deal down
    You walk away with
    • A full written and visual blueprint of your sales cycle
    • Where we would start, and the order we would build the agents in
    • A detailed overview of what your workshop would look like
  3. 03WorkshopFull or half day

    A hands-on day for your sellers, built on your ICP, your methodology and the deals they are working right now.

    What we cover
    • Your sales knowledge written up, so Claude knows your business
    • Use cases built live on the deals your sellers are working
    • Claude connected to your email, calendar and CRM
    You walk away with
    • Your sales context pack
    • Your sales playbook in Claude, set up for every seller
    • 30 days of support while it becomes a habit
    See the workshops
  4. 04AI sales agents roll outOne every four weeks

    We build the agent that saves your team the most time first. When one agent is working, we add the next.

    What we do
    • Connect the agent to your tools and teach it your process
    • Test it on your deals
    • Train your team to use it
    • Adjust it until it fits how your team works
    You walk away with
    • Less admin for every seller
    • One dedicated agent per admin task: preparing meetings, writing up notes, drafting follow-ups and keeping the CRM current
    See the AI Sales Agents
  5. Ongoing

    AI keeps moving after your agents are live. We track what is new, filter out what does not help your sales team, and build in what does.

    Everything new in AINew models, tools and features, every week
    Filtered by usOnly what can help a sales team
    Tested in your environmentBefore anyone on your team uses it
    Built into your team
    Every round, one step closer to an agentic sales team.
  6. The goal

    An agentic sales team.

    Agents handle the prep, the write-ups and the admin across your sales process, and your sellers spend their time with customers. From there, agents can take on whole processes.

You stay in control.

What stays out

Before we build anything, we agree with you what the agents never see.

  • HR and staff files
  • Payroll and finances
  • Legal matters and open contracts
  • Sensitive customer details
  • Passwords and logins
  • Board papers
Your data is never mixed with another client's.

Your context

Built from your own material, and checked by you before any agent uses it
Yours to keep, as files you own and can extend

Approvals, access and where your data lives

Set out in full for you and your IT team.

How we handle your data
What stays out

Before we build anything, we agree with you what the agents never see.

  • HR and staff files
  • Payroll and finances
  • Legal matters and open contracts
  • Sensitive customer details
  • Passwords and logins
  • Board papers

Your data is never mixed with another client's.

Your context
  • Built from your own material, and checked by you before any agent uses it
  • Yours to keep, as files you own and can extend
Approvals, access and where your data livesSet out in full for you and your IT team.
How we handle your data

See where your reps lose the most time.

30 minutes on how you sell today, and which admin we would automate first.