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.
Integrations: HubSpot/SFDC · Shopify · Stripe/Chargebee · Slack · SQL
Leverage without chaos
Client names withheld by NDA. Real-world examples of AI operating inside revenue systems with governance and telemetry.
Lead intelligence + routing that Sales trusts
Fit + intent scoring, capacity-aware routing, and decision logs that reduce disputes and speed follow-up.
Attribution Finance can reconcile (spend → pipeline → revenue)
A canonical data model + validated pipelines so leadership stops arguing about numbers and starts acting.
Compliance-aware routing + safe AI summaries
Automation that respects region/consent rules and adds AI leverage without polluting the CRM.
CRM enrichment that improves data (without making it messy)
Normalization + validation gates so enrichment makes routing/segmentation better—not worse.
Browse all 12 anonymized case studies across routing, attribution, compliance, lifecycle, and agent workflows.
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.
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.
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
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
Managed agents that enrich, summarize, route, and automate RevOps work with monitoring included.
- Slack readouts + handoffs
- Automate routing exceptions
- Continuous tuning + safety checks
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
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
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 ServicesEngagement 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.
- Signal + funnel audit
- Scoring/routing v1 in HubSpot/SFDC
- Telemetry + decision logs
- Documentation + handoff
- Next sprint roadmap
- Lead intelligence + routing engine
- Lifecycle orchestration across channels
- Agents for enrichment + ops automation
- Data pipelines + validation
- Governance + security review support
- Executive-ready reporting
- Monitoring + alerting
- Continuous tuning + drift checks
- New agents/plays shipped monthly
- Ops readouts + KPI reporting
- Priority support
- Quarterly roadmap planning
Ready to wire AI into your GTM?
Let’s design your scoring, routing, lifecycle, and agents with the governance and telemetry your team needs.
AI systems, agents, and GTM FAQs
How we build, deploy, and govern AI scoring, routing, lifecycle, and agents for revenue teams.
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.