Scoping call

Thirty minutes. You leave with the scope.

We map how revenue moves through your business today, find the places where AI would carry real weight, and tell you what it would take to ship it. The scope is yours whether or not you go further.

Book your call
01

We map your process

First touch to closed won, including the handoff between marketing and sales. Most of the call is spent here, because nothing worth building comes before it.

02

We find where AI carries weight

Not everywhere. We name the two or three places in your process where a build would move a number you care about, and the places it would not.

03

You get the scope in writing

What would get built, in what order, and how long it would take. It comes to you after the call, and it is yours to take anywhere.

Book this call if

  • You own the number, or you run sales, revenue operations, or marketing operations
  • Your team already works in a CRM and can describe how a lead moves through it
  • You have bought AI tools and have not seen them change the actual work
  • You want something shipped into your systems, not a roadmap for your team to go build

Hold off if

  • Nobody can yet describe how a lead moves from first touch to closed
  • You are looking for a pilot rather than something running in production
  • You want a strategy document at the end of it
  • You are shopping for another platform to log into

Bring whoever owns the process. If that is more than one person, invite them. The call is worth far more with the person who actually runs the handoff in the room.

No obligation Scope delivered in writing Typical start within two weeks