From week one to an agent factory.
Every engagement below started with one system shipped in days. Some stayed focused. One grew into 25 workstreams across an entire GTM org. Clients stay anonymous by design, so the industries, the systems, and the outcomes tell the story.
An agent factory at portfolio scale.
The GTM org was scaling on manual effort. Reps transcribed their own call notes, marketing tracked competitors by hand, customer success read the news account by account, and leadership waited on weekly status someone had to assemble. Plenty of AI curiosity, zero production systems.
An agent factory built in waves. The first wave was marketing-led: competitive intelligence, executive LinkedIn engagement, brand-voice content skills. The second moved into demand gen with ICP scoring, lead routing, dormant-account re-engagement, and LinkedIn outbound. The third opened the AE, CS, and executive layer: after-call notes, per-rep call prep, account watchers, account planning, and a chief-of-staff brief for the CMO chair.
ICP scoring and routing
Every inbound lead scored on a five-dimension rubric with sanctions and export-control checks layered in. High-value leads skip the queue on a fast-track lane.
After-call notes to CRM
A call recording becomes a structured note in Slack for rep review, then writes back to the CRM. Branches per role, including a SPICED variant for AEs.
Competitive intelligence
A weekly brief covering 11 competitors with urgency-ranked findings, plus just-in-time kill sheets triggered by signals from sales calls.
Executive LinkedIn engagement
Posts worth engaging identified daily, comments drafted in the executive's voice, approved, and published. Running continuously since January.
BDR re-engagement
Dormant accounts filtered from the CRM, researched by parallel agents, and delivered as a Monday hit list with dossiers attached.
Customer success watchers
Daily, weekly, and monthly account briefs across 34 accounts, covering FDA actions, leadership changes, clinical milestones, and funding events.
Account planning
A 2 to 3 page plan per top renewal account, built from CRM data, a year of call transcripts, and public research, rendered for the role reading it.
The executive layer
Weekly reporting, a daily lead-activity pulse, and a chief-of-staff pattern: morning briefs, meeting agendas, decision logs, and an action tracker.
The maturity signal: new asks increasingly land as aggregation skills on top of agents that already exist, instead of requiring new builds. The team owns every system.
An AI SDR motion with a human gate.
Pipeline targets without SDR headcount. Lead lists sat unworked, follow-ups were template blasts, and competitive intel lived in screenshots passed around Slack.
An outbound system that does the research and the writing while humans keep the judgment, surrounded by a weekly competitive scan, visitor intelligence, and an ad engine with brand QA.
The motion runs daily without an SDR hire. Visitor intelligence classifies flagged site visitors as buyer, competitor, or partner, and a Friday report rolls the week up for leadership.
Signal plays, and a Friday report that writes itself.
Re-engagement timing was calendar guesswork, displacement messaging came from static battlecards, and the Friday status report ate someone's afternoon every week.
Four signal-driven plays from the play library run here: closed-lost re-engagement, micro-campaigns, champion tracking with warm intros, and competitor displacement. Stacked signals decide the timing. Reps decide the send. A weekly executive report assembles itself from the week's GTM activity.
Leadership reads one document on Friday instead of chasing five threads, and re-engagement fires when something actually changed at the account.
An SDR director in software.
Outbound had volume tools but no director. Which accounts, which personas, which message, in what order: that judgment lived in nobody's job description.
The direction got encoded into an agent that selects targets, matches personas, sequences touches, and preps the humans. Closed-lost re-engagement and micro-campaign plays run alongside it.
Reps walk into first calls prepared like the best rep on their best day, and the account selection logic survives every personnel change.
Greenfield accounts, enriched and reconciled.
Thousands of greenfield records where the corporate family was a guess. Parents, operating LLCs, aliases, and former names blurred together, and Salesforce disagreed with reality on all of it.
A research and reconciliation pipeline where humans review verdicts instead of spreadsheets.
Account executives prospect against corporate families that are actually correct, and RevOps reviews exceptions instead of everything.
A product marketing asset factory.
Every release meant rebuilding the same launch assets by hand, at every tier, against deadlines that did not move. Brand voice drifted with whoever wrote fastest.
Release tiering decides the deliverable pack, and the pack generates itself against the team's messaging framework and brand voice.
Launches stop being a scramble of rebuilt documents. The team reviews strong drafts instead of writing cold ones.
About these case studies.
Why are the case studies anonymous?
Client names and client data never appear in public work. That is a standing rule, not a styling choice. Industries, systems, and outcomes still tell the story, and anything that would identify a client is removed rather than changed.
Are these real engagements or composites?
Real. Each case study maps to one company and one engagement. Nothing is merged, inflated, or invented, which is exactly why the names have to stay off.
How long do these engagements run?
They start with a single system shipped in week one. Retainers run month to month and recalibrate against what the portfolio needs. The deepest engagement here grew from one workstream to 25 over a number of months. The shape of that arc is on the how we work page.
Can I talk to a reference?
Where a client has agreed, yes. Anonymity on the site does not mean anonymity in diligence. Ask on a call and I will connect you directly.