Account research and meeting prep, done before the seller asks.
Sales intelligence and follow-up, rebuilt around agents.
Operate doorSales intelligence
Problem
Sellers spending hours per account on research, CRM hygiene, and post-call follow-ups — the highest-paid people in the building doing the most repetitive work.
Approach
Rebuilt the sales-support workflow around agents: account research compiled from public and internal signals, structured meeting briefs, drafted follow-ups, and CRM updates with a human checkpoint before anything leaves the building.
What shipped
- Automated account research and meeting-prep briefs
- Post-call action extraction and drafted follow-ups
- CRM hygiene agents with human-in-the-loop review
The method behind the speed
Each workflow shipped with evals and cost-per-run tracking, so the team could see exactly what the system saved — the numbers did the selling internally.
Your process could be the next case.
One week. A map of where AI pays off in your business, and which door you should walk through.