What does your AI GTM stack include?

AI scoring, routing, lifecycle orchestration, and agents wired into HubSpot/SFDC + SQL. Every decision is logged with reasons and outcomes for auditability.

What’s the difference between SEO and AEO (Answer Engine Optimization) / GEO (Generative Engine Optimization)?

SEO improves your rankings in traditional search results. AEO/GEO (Answer/Generative Engine Optimization) focuses on getting your pages selected and cited in AI answers (e.g., Google AI Overviews and LLM-based search). In practice we do both: technical SEO + content architecture + schema, plus answer-first page structure and entity clarity so the right sections are easy to retrieve, quote, and trust.

Is AEO the same thing as building an AI chatbot?

No. AEO/GEO is about visibility in AI answers across the open web. A chatbot is a first-party assistant on your site (or inside tools like HubSpot/Slack) that answers from your approved knowledge base with guardrails, logging, and human-in-the-loop workflows when needed.

How do you handle PLG vs. sales-led motions?

We separate motions at the routing layer with fit/intent scoring, rep capacity checks, and milestones that trigger nurture or sales-assist journeys.

How fast can we ship the first AI win?

Typical first sprint delivers a scoring/routing improvement or a working agent within 2–3 weeks, with telemetry to measure impact.

What is Agents-as-a-Service?

Custom agents that enrich, summarize, route, post to Slack, or trigger workflows. Delivered as a managed service with monitoring and logging.

How do you ensure security and governance?

We use least-privilege access, environment scoping, audit logs for every AI decision, and align to your security review and compliance requirements.

Can you work with our existing RevOps and data teams?

Yes. We partner with RevOps, Sales, and Data to design signals, wiring, and dashboards. We document every signal and route for shared trust.

Audit-ready AI systems for GTM, RevOps, and Marketing teams

Lead scoring/routing, lifecycle orchestration, and managed agents—built with reasons, telemetry, and guardrails so ops, sales, and marketing can trust the outcomes.

Book an AI Systems Call View Case Studies

Integrations: HubSpot/SFDC · Shopify · Stripe/Chargebee · Slack · SQL

AI GTM Control Room

Decision logs, routing telemetry, and monitored automations—built so Ops, Security, and Finance can audit outcomes.

Lead Intelligence

Fit + intent scoring with reason codes and capacity-aware routing inside your CRM.

Telemetry enabled

Lifecycle Orchestration

Milestone and intent-triggered plays across email, in-app, and sales-assist—with QA gates.

Guardrails on

Data & Attribution

Canonical model + validation so spend → leads → pipeline → revenue reconciles cleanly.

Finance-trust

What gets logged

• Inputs: fit + intent, lifecycle stage, capacity

• Decisions: score, route, exception, next best action

• Outcomes: SLA compliance, meeting rate, pipeline quality

AGENT ROSTER

The GTM operating roster

Five operators with explicit inputs, decisions, and outputs. They work as a system, not as chatbots.

Operators, not mascots. Each agent ships with monitoring, reason codes, and guardrails.

Agent interaction map

Signal Agent

The One That Listens

Intent Agent

The One That Judges

Routing Agent

The One That Decides

Lifecycle Agent

The One That Remembers

Governance Agent

Enforces consent, compliance, and explainability before action. It spans every handoff and enforces policy gates.

Telemetry loops back to Signal. Reason codes travel with every decision.

Signal Agent

The One That Listens

Upstream observer that normalizes messy behavior into a trusted signal stream.

Oath

Convert raw activity into verified signals before meaning is assigned.

Inputs

Ad + web engagement
Form friction + email response
CRM history + timing patterns

Decisions

Validate + dedupe events
Score signal quality
Flag missing telemetry

Outputs

Reliable signal feed
Telemetry QA alerts
Unified activity timeline

Hire Signal Agent View profile

Intent Agent

The One That Judges

Classifies intent states so teams act on reality, not vibes.

Oath

Distinguish curiosity from commitment with cold, consistent logic.

Inputs

Signal feed + firmographics
Behavior sequences
Reply + demo history

Decisions

Assign intent state
Detect shifts or stalls
Set confidence thresholds

Outputs

Intent labels
Priority queue
Reason codes

Hire Intent Agent View profile

Routing Agent

The One That Decides

Routes every lead to the right motion with zero latency.

Oath

Route by fit, capacity, and timing without waiting for meetings.

Inputs

Intent + fit scores
Sales capacity + SLA rules
Partner or product motion rules

Decisions

Route, delay, suppress
Escalate exceptions
Set timing + ownership

Outputs

Assigned owner + queue
Suppression lists
Decision logs

Hire Routing Agent View profile

Lifecycle Agent

The One That Remembers

Tracks narrative across every stage so context never resets.

Oath

Preserve history and prevent repeating what already failed.

Inputs

Stage history
Product usage + campaigns
Outcomes + objections

Decisions

Advance, recycle, or expand
Trigger plays
Protect against repeats

Outputs

Lifecycle timeline
Next-best-play cues
Churn + expansion flags

Hire Lifecycle Agent View profile

Governance Agent

The One That Says No

Enforces consent, compliance, and explainability before action.

Oath

Allow only actions that are consented, compliant, and auditable.

Inputs

Consent + privacy state
Policy constraints
AI confidence levels

Decisions

Allow, block, or review
Log exceptions
Throttle high-risk actions

Outputs

Audit trail
Compliance gates
Explainability records

Hire Governance Agent View profile

Hire a single operator or staff the entire roster. We build, monitor, and maintain the system.

Staff the roster Browse agent marketplace

CASE STUDIES

Leverage without chaos

Client names withheld by NDA. Real-world examples of AI operating inside revenue systems with governance and telemetry.

B2B SaaS (PLG + sales-led)

Lead intelligence + routing that Sales trusts

Fit + intent scoring, capacity-aware routing, and decision logs that reduce disputes and speed follow-up.

HubSpot/SFDCPostgres/SQLOpenAI toolsSlack

Read case study

Enterprise services (multi-region)

Attribution Finance can reconcile (spend → pipeline → revenue)

A canonical data model + validated pipelines so leadership stops arguing about numbers and starts acting.

HubSpot/SFDCShopifyStripe/ChargebeeWarehouse/SQL

Read case study

Regulated GTM (privacy/compliance constraints)

Compliance-aware routing + safe AI summaries

Automation that respects region/consent rules and adds AI leverage without polluting the CRM.

CRM workflowsRole-based accessLogging/telemetryLLM guardrails

Read case study

High-volume inbound (messy CRM data)

CRM enrichment that improves data (without making it messy)

Normalization + validation gates so enrichment makes routing/segmentation better—not worse.

HubSpot/SFDCEnrichment APIsRules + agentsMonitoring

Read case study

Browse all 12 anonymized case studies across routing, attribution, compliance, lifecycle, and agent workflows.

Lead intelligence + routing that Sales trusts Attribution Finance can reconcile (spend → pipeline → revenue)Compliance-aware routing + safe AI summaries CRM enrichment that improves data (without making it messy)Lifecycle orchestration from product signals (nurture + sales-assist)AI sales-assist inside existing tools (no new app)AI campaign workflows with approvals and compliance checks Agent-driven anomaly detection for spend + pipeline Support triage agent with human-in-the-loop guardrails Billing → CRM workflows that drive lifecycle and renewal plays Account research agent that drafts outbound plays with approvals SLA workflows for leads, deals, and tickets (no spreadsheet ops)

View all case studies Book an AI Systems Call

AI ADVANTAGES

Built for AI GTM outcomes

Systems, agents, and governance designed for revenue teams that need AI they can audit and iterate quickly.

Audit-Ready AI

Reason codes and logs for every score, route, and trigger so Ops and Security can trust the system.

Agents-as-a-Service

Custom agents for enrichment, routing, sales-assist, and ops automation with monitoring included.

Full-Funnel Orchestration

Lead intelligence, lifecycle journeys, and expansion signals across channels with measurable lift.

Data Reliability

HubSpot/SFDC + SQL pipelines with validation, attribution, and cohort insights.

Fast Delivery

Ship AI improvements in weeks, not quarters, with telemetry to prove impact.

Enterprise Friendly

Controls, documentation, and governance that satisfy SMB and enterprise requirements.

SYSTEMS

What I build (and own) end-to-end

Production AI for revenue teams: scoring, routing, orchestration, and agents wired into your stack with clear telemetry.

Lead Intelligence & Routing

Fit + intent scoring, PLG vs. sales-led separation, and capacity-aware routing inside your CRM.

Reason codes for every decision
Routing exceptions + guardrails
Feedback loops with Sales

Lifecycle Orchestration

Adaptive journeys that trigger nurture and sales-assist plays from milestones and intent spikes.

Email + in-app + sales-assist plays
Expansion + churn risk signals
Measurable lift with telemetry

Agents-as-a-Service

Managed agents that enrich, summarize, route, and automate RevOps work with monitoring included.

Slack readouts + handoffs
Automate routing exceptions
Continuous tuning + safety checks

Data Reliability & Attribution

Signal pipelines across HubSpot/SFDC + SQL so teams trust what the AI is acting on.

Validation + lineage
Cohort + attribution views
One source of truth for GTM

Telemetry & Dashboards

Decision logs, KPI tracking, and outcome reporting that RevOps and Finance can audit.

Score distributions + drift
Routing SLA + speed-to-lead
Meeting rate + pipeline quality

Search Visibility (SEO + AEO/GEO)

Technical SEO + Answer/Generative Engine Optimization (AEO/GEO) so your content ranks and gets cited in AI answers.

Schema + answer-first page structure
Content architecture + internal linking
Measure impact across search + AI Overviews

Want deeper examples of the systems and deliverables? Explore the AI services page.

Explore AI Services

Engagement

Engagement models that ship outcomes

Start with a sprint, scope a build, or run it as a managed service. Each option is designed for measurable GTM lift.

Sprint

2–3 week sprint to ship the first measurable win

Signal + funnel audit
Scoring/routing v1 in HubSpot/SFDC
Telemetry + decision logs
Documentation + handoff
Next sprint roadmap

Book a Call

Ready to wire AI into your GTM?

Let’s design your scoring, routing, lifecycle, and agents with the governance and telemetry your team needs.

Book a Call

AI systems, agents, and GTM FAQs

How we build, deploy, and govern AI scoring, routing, lifecycle, and agents for revenue teams.

AI STACK

Platforms I wire into production

From AI providers to your CRM, billing, and data layer, I ship systems that your RevOps, Security, and Finance teams can trust.

OpenAI

Google Gemini

Anthropic Claude

LangChain & function calling

Pinecone / Weaviate

HubSpot

Shopify

Salesforce

Stripe

Chargebee

Supabase

Postgres & SQL

Next.js / Node.js

Python

AWS / GCP