Most GTM problems aren't strategy problems. They're execution problems. We build the AI-native systems that connect Marketing, Sales, and Ops into something that actually compounds.
// How we work
This is how we can help
What are you trying to fix?
Pick one. We will show a real result from the matching tool, run on seeded test data.
Built revenue infrastructure at
Finch
OH.io
Proton.ai
Hanzo
GovOS
As featured in
// The Engine
A continuous flywheel
Every RevOps function we've built runs on the same engine. Intelligence sharpens execution. Execution generates data. Data improves intelligence. The compounding is the point.
RESULTS
Intelligence
Execution
Optimization
Intelligence
ICP definition, buyer signal research, and competitive positioning. The foundation every motion is built on.
Execution
Outbound engine, sequences, CRM workflows, and rep enablement. The system that generates pipeline.
Optimization
Attribution, health scoring, and analytics that surface what's working. Each cycle gets more efficient.
// What This Looks Like in Practice
Not theory. Results.
The data going into the system determines everything coming out. Most teams skip that step. That's why their AI looks generic and ours doesn't.
Finch
First RevOps Hire
The Situation
The CRM had no consistent definition of a customer. Deals closed, but no one could describe who was buying or why. The data existed. It just lived in five disconnected systems telling five different stories.
What We Built
Built the data infrastructure to surface patterns across closed-won deals. Identified the ICP hiding in the noise. Aligned Marketing, Sales, and leadership on a single customer definition.
OH.io
RevOps Director
The Situation
A portfolio-level mandate: deploy AI-native GTM infrastructure across multiple companies simultaneously, with no existing playbook and no runway for slow iterations.
What We Built
Led the build-out from scratch. Deployed tooling end-to-end: from integrations to CRM architecture to operational workflows, across the full portfolio without breaking anything.
// Tech Ecosystem
Messy CRM? Data integrity issues?
Seen it. Fixed it.
Deep expertise in HubSpot and Salesforce. Comfortable in Attio, Lightfield, and whatever you're running. From pricing strategy and ICP definition through launch execution, outbound, and revenue reporting: we've run the full GTM lifecycle. CPQ, commission architecture, AI-native enrichment pipelines, and everything in between.
You don't need to change your tools. You need someone who knows how to make them work together.
Explore the full stack as a graph →→ HubSpot Enterprise admin since 2019
→ Salesforce CPQ + commission architecture
→ Clay enrichment pipelines at scale
→ AI tools deployed to live CRM instances
→ Multi-touch attribution across 3 CRMs
→ CRM integrity: deduplication and object consolidation
// You stay in control
Your data stays yours
Giving a consultant access to your CRM should come with clear limits. These are ours.
Your credentials
Every tool runs against your CRM using your own credentials.
Your AI instance
Tools run through your own AI instance, not ours.
Nothing copied or stored
We don't copy, store, or retain your data.
Access ends when we do
When the engagement ends, access ends with it.
See exactly what a tool touches
Three tools that only read, and one that writes, so you can see the difference and every safeguard on the one that changes records.
Tool
Deal Runway Auditor
Reads
- Deal name
- Stage
- Stage entered date
- Deal status
- Expected close date
Writes to your CRM
Nothing
You get
A report on which deals have enough time left, and which close dates keep moving.
Tool
Qualified CPL Auditor
Reads
- Spend by campaign
- Lead ID
- Campaign
- Identified or anonymous
- ICP score
Writes to your CRM
Nothing
You get
A cost per qualified lead for each channel, beside the blended number.
Tool
GTM Stack Renewal Auditor
Reads
- Tool and function
- Annual cost
- Paid and active seats
- Renewal date and notice period
- Dependent workflows
Writes to your CRM
Nothing
You get
A renew, renegotiate, consolidate, or retire call for each tool, with cancel-by dates.
A tool that writes
Deduplication
What it changes
Merges records it identifies as duplicates, keeping the best one and carrying missing values onto it from the others.
What it never overwrites
Email addresses, domains, record IDs, and system dates. HubSpot merges cannot be undone, which is why every safeguard here exists.
Safeguards
- Dry run first. Nothing in your CRM changes until you have reviewed the report and approved the run.
- Only high-confidence matches merge on their own. Anything uncertain goes to a review queue for a person to decide.
- A full backup of every affected record is saved before any merge happens.
- A hard cap on merges per run, and a log of every merge, so each run stays small and traceable.
- Records you flag as do-not-merge are never compared at all.
// Let's Build
Stop paying for
strategy decks.
You don't need another slide deck telling you what to do. You need a team that builds the system that runs your revenue operations. Let's talk.
Get in Touch