Engagement options
Scoped to your situation.
Priced on what it takes.
Every engagement is scoped to your specific situation, not forced into a fixed package. You know exactly what you're getting before you commit. One-time engagement fee. No retainer. No lock-in.
Business Partner
We architect it.
You build it.
For B2B teams with an in-house technical resource ready to build. We provide the architecture and oversight.
Per system build
Project-based · Custom scope · Free pre-audit before any commitment
- Architecture design and technical oversight
- Single-stack integration: CRM, sequencer, prospecting tool
- Foundational AI agent integration for core workflows
- Your team executes, we fill gaps and handle complexity
- Weekly 30-min sprint reviews
- Full handoff docs and team walkthrough
- 30-day async support with weekly check-ins
- Shared Slack or Teams with 24-hour response
- Full IP ownership: you own every workflow we build
No commitment required. 30-minute working session.
Enterprise
We build it.
We run it.
For B2B organizations and portfolio companies that need GTM infrastructure fully built and operated, without pulling internal resources.
Multi-system GTM infrastructure
Project-based · Custom scope · Free pre-audit before any commitment
- Full end-to-end build by our team
- Multi-stack and multi-tool integrations
- Custom AI agent infrastructure and multi-agent orchestration
- Full audit trails and compliance-ready documentation
- Weekly 60-min sessions and in-depth roadmap reviews
- Full handoff docs and live enablement sessions
- 30-day support: async and weekly syncs
- Dedicated Slack or Teams with same-day response
- Full IP ownership: every system, workflow, and agent is yours
Optional add-ons: GTM intelligence, data warehousing, and custom AI agents
Both engagements are project-based with no retainer and no lock-in. Some clients continue as ongoing AI Business Partners after launch.
ROI timeline
Typical ROI timeline for B2B clients
Share of B2B teams reporting measurable returns on automation investment, by timeframe, based on industry research.
Within 1–3 months
30%Examples: Pipeline reporting automation, meeting booking flows, email outreach sequences
Within 3–6 months
50%Examples: Revenue ops automation, customer onboarding sequences, lead qualification workflows
Within 6–9 months
15%Examples: Cross-platform data sync, custom reporting infrastructure, multi-department handoffs
Over 9 months
5%Examples: End-to-end operations automation, enterprise-wide data architecture, full departmental workflow redesign
Why us
Why B2B teams work with us
A few things that separate a good engagement from a project that looks good in a debrief.
B2B Operations Focus
We work exclusively with B2B software and tech-enabled companies. That focus means every engagement draws on experience with the same types of stacks, workflows, and failure modes.
Tracked Outcomes
Every automation is measured against baseline metrics. You'll see exactly what changed: hours saved, errors reduced, and revenue impacted.
Security-First Delivery
We build with your security posture in mind from day one. No shortcuts, no workarounds that create technical debt or exposure.
Our process
How we work
No black box AI. Clear systems, documented decisions, and full visibility throughout.
Clear Documentation Throughout
Every automation is mapped with SOPs your team can follow, so you're not dependent on us to understand what we built.
Regular Performance Reporting
Concise weekly reports tracking what's running, what's improved, and what's worth addressing next.
Joint Strategy Planning
We align automation priorities with your business goals, not just what's technically interesting to build.
Honest Scope Management
If something is out of scope, over budget, or unlikely to deliver ROI, we tell you before you commit. Not after.
Ready to talk
See what automation can actually do for your operations.
A discovery call is 30 minutes, focused on your specific situation. Not a sales pitch.
Get in touch
Tell us about your situation
Give us some context and we'll come to the conversation prepared. No generic pitch. No obligation.
We review every inquiry personally and respond within one business day.