// The Toolkit
Production modules we've built and shipped, connecting directly to your CRM instance and running there as a live system, not a one-off configuration.
Automation only works if the data underneath it is accurate. We clean and structure your CRM first, then build on top of it.
See it work on real test data →Every tool runs against your CRM using your own credentials, through your own AI instance. We don't copy, store, or retain your data. When the engagement ends, access ends with it.
Audits your CRM export for duplicate contacts and companies, stale open deals, and missing pipeline stage data, then scores overall data completeness. A second phase turns that clean pipeline into a weighted forecast: best/likely/worst case, commit vs upside, and gap-to-quota. Account scoring and outbound activation close the remaining phases of the sequence.
Researches named competitors and builds a self-contained, interactive HTML battlecard: a head-to-head comparison matrix plus per-competitor talk tracks, honest wins and losses, and landmine questions reps can actually use before a call.
Scores and ranks a raw candidate list, a trade show roster, a purchased list, a Sales Navigator export, against your ICP definition, producing P1-P4 fit tiers with a full scoring breakdown per company. Qualifies a list you already have; feeds the accounts worth pursuing into Custom Account Scoring Model for ongoing signal-based re-scoring.
Generates stakeholder-specific one-pagers a champion can forward to each buying committee member, CFO, technical evaluator, executive sponsor, in their own language, addressing that persona's actual concerns instead of one generic pitch deck translated five different ways.
Searches review sites, press, podcasts, and communities for where a company is actually mentioned online, distinct from AEO Agent's technical crawlability check. Reports what real search actually finds rather than assuming a citation exists, including where it doesn't.
Normalizes company names, job titles, phone numbers, and websites across your CRM to a consistent format.
Scores accounts on ICP fit + engagement signals with time decay and signal combination bonuses. Prioritizes your pipeline so reps work the right accounts first.
Reads your deals tagged with a primary trust signal, referral, customer proof, review, expert content, prior familiarity, and compares win rate, cycle time, and deal size across them. Flags small samples instead of calling a lucky streak a pattern, and flags deals with no trust signal recorded at all.
Audits whether AI crawlers can actually read your site: robots.txt access for GPTBot and Perplexity, llms.txt presence and quality, structured data, and whether your raw HTML holds real content or an empty SPA shell invisible to any crawler that doesn't execute JavaScript. The technical readiness layer, before content or positioning ever enters the picture.
Reads your deal stage history and classifies every backward move as healthy re-qualification (the economic buyer or stakeholder changed) or unexplained regression, then flags deals stalled past a time-in-stage threshold and deals with no decision deadline on record. A stage snapshot shows where a deal sits. This shows why it got there.
A handoff-specific readiness gate, not a general completeness score. Checks the exact fields CS needs the moment a deal closes, job title, phone, lifecycle data, and blocks the handoff until they're there, catching gaps at the one moment they actually matter instead of on a periodic audit.
A funnel-level diagnostic, not a record-level fix. Surfaces where contacts get stuck between lifecycle stages and where conversion rates cliff between them, revealing systemic breakdowns in your GTM motion that no single deal or record check would catch on its own.
Pulls recent meeting notes from HubSpot, extracts pain points, objections, and champion signals, then writes structured intel back to the contact, company, and deal records simultaneously.
Scores every customer on reference potential and generates a use-case profile for each. When a prospect asks for a reference, query by industry, size, or pain point and get the right match instantly.
Classifies every contact by buying role and flags single-threaded accounts. A champion creates momentum. A buying committee creates consensus.
Audits your paid campaign and ad portfolio against a stated strategy: flags underperforming ads by impressions and engagement rate, budget diluted across too many simultaneous campaigns, audiences too small to serve efficiently, and messaging-ratio drift from plan. Broader GTM motions across segments, sequences, and strategic projects are the next phase of this audit.
Generates your five foundation files: ICP, personas, positioning, voice guide, and competitive landscape. Built from existing CRM data and deal notes. Gives your AI stack the context layer that makes output actually differentiated.
Scores accounts on engagement and readiness separately instead of blending them into one number, then flags the accounts where engagement is high but readiness is low, budget unconfirmed, no timeline, objections still open, the pattern most likely to mean a buyer is building a case to eliminate you rather than to buy.
// Also building
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