AI Practice
AI for revenue operations
Most AI work in this category stops at a strategy deck or a pilot nobody uses. Ours starts from the system of record — because an assistant that cannot read your CRM is a demo, and one that reads a CRM you do not trust is worse than nothing.
Facing something similar in your own portal?
Schedule a consultationStart with the assessment
Is your revenue system ready for AI?
A model reading a record that is wrong produces confident wrong answers faster than a person would. The assessment looks at the data, the processes and the permissions underneath before anything is deployed on top of them.
Read onClaude + HubSpot
Claude, inside the revenue system
Organizational accounts scoped to the org chart, an MCP connection to the CRM that is your system of record, and skills built against the objects your business runs on. Not a chat window bolted to the side of the stack.
Read onSee it done
A 140-attorney litigation firm
Workspace isolation enforcing ethical walls, a token scoped to read contacts and write only named matter properties, four skills constrained against the ways they can go wrong, and the five ways the build still goes wrong.
Read onWhat a deployment looks like
The architecture from a live deployment across a 140-attorney litigation firm: workspace isolation enforcing ethical walls, a token scoped to read contacts and write only named properties, and skills constrained to defined source material.
Why the system of record matters
An assistant is only as good as what it can see. Given a CRM where the lifecycle stages disagree with each other and half the contacts are duplicates, a model will answer fluently and wrongly, and it will do so faster and more persuasively than the spreadsheet it replaced. That is why this practice sits inside a RevOps firm rather than beside one: the data, the object model and the permissions are the work, and the model is what you put on top once they hold.
Schedule a consultation
Thirty minutes, no deck. We look at your portal and tell you what this would involve for your business — including whether it is worth doing yet.