No 80-page deliverables. No SOWs that change three times. We tear down the broken process behind your CRM, rebuild it, put an Operator on it, and run it โ updating records, chasing follow-ups, cleaning pipeline every day. You own the outcome.
Real cursor. Real clicks. Real typing. Inside your existing apps. No APIs required.
We map how the process behind your CRM actually runs today โ the stages, the fields, the handoffs, the exceptions โ and put a hard number on what the mess is costing you in dead pipeline and dropped follow-ups.
We rebuild the process before we automate a thing โ stages, fields, and handoffs redesigned to match how your team actually sells, so what gets automated is worth automating.
We put an Operator on the rebuilt process, running inside the CRM you already use โ updating records, chasing follow-ups, cleaning pipeline every day, with a full audit trail and human handoffs where you want them.
We run it, monitor it, improve it. Every month you get outcomes against the metrics we agreed โ records corrected, dead pipeline cleared, hours returned. Cancel anytime. You own the system. We own the result.
The person who runs (or manages) the process today. They're our anchor โ they know the edge cases, the politics, the unwritten rules.
Whatever systems the process touches โ Salesforce, HubSpot, your data warehouse, internal apps. Read-only first; write access only after blueprint sign-off.
Someone who can clear blockers and approve scope changes without three rounds of meetings. Doesn't need to be in every working session.
The success metric we'll be paid against. Pipeline cleaned, follow-ups covered, forecast accuracy regained, hours saved. We help define it if it's not already.
We don't get paid the outcome fee. The build fee is fixed and covers our cost โ but the recurring revenue is tied to results. If the Operator doesn't hit the success metrics from Rebuild, you're not on the hook for the variable component. Cancel anytime with 30 days notice.
Your repo, your cloud, your IP. We deploy in your AWS / GCP / Azure account. The agent code, prompts, and orchestration logic are all yours. If you cancel, you keep running it. We're not a SaaS โ we're a build-and-operate firm.
Bring them to the Teardown. Most of our work is for regulated environments (financial services, healthcare, legal). We design for SOC 2, HIPAA, and audit-trail requirements from day one. Every Operator action is logged, traceable, and reversible. We've yet to hit a compliance review we couldn't pass.
Yes โ that's the entire point. We design for exceptions in Rebuild (the risk + edge case register). For anything outside the defined boundaries, the Operator escalates to a human via Slack or email. Nothing goes silently sideways.
An AI tool is software with one job. An AI Operator is a system tailored to your specific process โ your CRM, your stages, your edge cases, your data. We don't sell software you have to learn. We deliver an outcome you can measure on a P&L.
Anything that requires consistent human judgment with no repeatable pattern. Anything where the cost of an error is catastrophic and unrecoverable. Anything that depends on relationship-building (real sales calls, leadership decisions, hiring). We'll tell you in the Teardown if it's a no.
Build fee: $25Kโ$75K depending on process complexity. Operate fee: outcome-priced โ typically a fraction of the cost of the role(s) being replaced, paid monthly against measurable results. Run the calculator to see what your specific process would look like.
30-minute call. We'll tell you honestly whether the process behind your CRM is a fit, what the build would cost, and how fast we could ship.
Book a teardown call โ