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Adoption is patchy, output is generic, and the answers never make it into your CRM or your process.
A few power users. Most people never get past basic prompts.
AI doesn’t know your products, customers, voice or definitions.
Answers live in a chat window, not in your CRM or workflows.
We set up the tools, build the data foundations and automate the work, so Claude and ChatGPT deliver results for your whole team.
We set up Claude and ChatGPT for your business: Projects and custom GPTs loaded with your context, prompt libraries by role, connectors to your tools, and hands-on training so everyone, not just the power users, gets faster.
We build your data dictionary: every CRM object, field and metric defined, with owners and sources. Your reports agree, and your AI tools answer from the same definitions your team uses.
We map your processes and automate the repetitive parts, from call notes logged to the CRM to lead enrichment, routing and weekly reporting, with AI steps where they add value and human review where it matters.
Stakeholder interviews and an audit of your AI tools, data and access.
Data dictionary, AI usage policy and workspace setup.
Training by role and a shared prompt library.
Build and launch your top three workflows.
Measure adoption and hours saved, and iterate monthly.
Your HubSpot or Salesforce data dictionary loaded into a Claude Project or custom GPT, so anyone can ask “what counts as an MQL?”
Meeting transcript summarized, next steps logged, deal updated.
Inbound leads enriched and routed, with an AI qualification step.
Weekly pipeline and campaign report drafted automatically from live data.
On-brand drafts for ads, emails and landing pages.
Answers objection and pricing questions on demand.
We’ve run growth, sales and marketing operations for 50+ startups. We know your stack and your funnel, so AI gets built into how you already work, not bolted on.
Both are strong. We help you pick based on your team, tools and security needs, and many clients use both.
We set you up on business plans that don’t train on your data and write a usage policy with you.
The Readiness Sprint takes two to three weeks. Most clients see their first automation live within 30 days.
Find out where AI can save your team the most time.