Revenue & Sales co-build workshop
Coming soonHalf a day with the people who do the work. You leave with one working agent on your own data, not a slide about one.
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Close more dealsClose deals faster with AI that knows your stack
Surface competitive intel, account history, and winning playbooks in seconds. Your team spends time selling, not searching.
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Deal context without the search
Account history, competitive material and past conversations come back as one cited answer rather than a hunt through tabs.
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Every call properly prepared
Reps walk into meetings with the account's history, the people in the room and the open questions already written down.
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A pipeline you can trust
Records stay current and quiet deals get flagged, so the forecast reflects what is actually happening.
Agents
What your team actually runs
Each agent names what it reads, what it writes, and where a person still signs off. Open any card to see it in full.
01Prospecting & Outreach
Lead list building
Builds a researched prospect list against your ICP, with the evidence attached
- Candidate organisations gathered from approved sources
- Each one scored against your written ICP criteria
- Evidence and source link kept for every judgement
Reads
WritesA rep accepts the list before any record is created or outreach starts
A rep accepts the list before any record is created or outreach startsPersonalised outbound drafting
Drafts outreach for each account from real research, not merge fields
- A short research note per account before any writing
- Drafts in your team's approved messaging
- Every claim about the prospect traced to a source
Reads
WritesThe rep edits and sends every message; the agent never sends
The rep edits and sends every message; the agent never sends02Account Research & Deal Prep
Account research & buying committee
A cited account plan: the organisation, the people, and who has to say yes
- Account overview drawn from your records and public sources
- A map of the people involved and their likely concerns
- Changes at the account flagged as they appear
Reads
WritesThe account owner approves the plan before it is shared with the deal team
The account owner approves the plan before it is shared with the deal teamMeeting prep & call brief
A brief before every sales call: history, open items and the questions to ask
- Prior conversations and commitments summarised
- Attendee roles and what they have engaged with
- Suggested questions and the material worth bringing
Reads
WritesThe brief goes to the rep; anything shared with the customer is sent by the rep
The brief goes to the rep; anything shared with the customer is sent by the rep03Pipeline Health & Forecast Hygiene
Deal risk watch
Flags deals going quiet, single-threaded or stalled, with the evidence why
- Deals with no real contact since your agreed threshold
- Opportunities running through a single contact
- A drafted re-engagement note for the owner to send
Reads
WritesThe deal owner sends any re-engagement message; the agent only flags and drafts
The deal owner sends any re-engagement message; the agent only flags and draftsCRM hygiene & pipeline reporting
Finds duplicates, gaps and rule breaches, then reports on a pipeline you can trust
- Duplicate and conflicting records grouped for merging
- Missing required fields listed by owner
- A recurring pipeline report built from clean records
Reads
WritesRevenue operations approves every merge and field change before it is written
Revenue operations approves every merge and field change before it is writtenConnectors
Every agent runs on systems you already use, through your existing permissions — no new data store, no re-permissioning exercise.
Built for how Revenue & Sales teams work
Every capability is designed around the real workflows your team uses every day.
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Instant deal intelligence
Search across your CRM, Drive, and Slack in one query. Surface winning sales content with proof of effectiveness before every call.
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Cut rep ramp time
AI roleplay for handling objections using your most recent won deals. New reps get up to speed in half the time.
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Prospect intel on demand
Get a full account briefing — previous conversations, open issues, renewal history — before every meeting.
How it works
Events
Co-build sessions for revenue & sales
Working sessions where teams build a first agent on their own data. Dates for the next round are not set yet.
Agent teardown
Coming soonA live session on what the harness has to know before an agent’s output is worth reading.