Engagement options
Scoped to your situation.
Priced on what it takes.
We don't apply fixed packages to situations that don't fit them. Every engagement is scoped after a proper discovery conversation, so you know 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 internal person ready to build. We provide the architecture and oversight, and step in wherever it gets complex.
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, custom AI agents, and more
Both engagements are project-based with no retainer and no lock-in. Some clients continue as ongoing AI Business Partners after launch. That's a separate conversation based on what makes sense.
ROI timeline
Typical ROI timeline for B2B clients
When most businesses start seeing measurable returns on their automation investment.
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. Every engagement benefits from that accumulated context.
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
Ready to 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.