AI Readiness Assessment
Score where AI is most likely to lift revenue in your specific business.
Service · Revenue
AI for sales teams running complex, considered deals.
We help B2B sales and revenue teams use AI for the parts of the funnel that move the number — qualifying inbound leads, surfacing what works in real conversations, and drafting proposals that don't start from a blank page.
- Revenue-focused
- Works with your CRM
- Faster proposals
- Better qualification
- Practical AI
How it works
Revenue Workflow
Example AI-Augmented Revenue Workflow
Outcomes
What clients get from this service
Faster proposals
Drafts built from your historic wins, not blank pages.
Better qualification
Score and route leads against signals that actually predict close.
Improved forecasting
Cleaner CRM data and conversation insight feeding the pipeline view.
What this service is
An AI layer on top of the sales motion you already run. We look at your CRM, your call recordings, your past proposals, and your historical wins and losses — then build the AI workflows that surface and reuse what's already working.
We don't replace your salespeople. We free them from the bits that quietly burn their week.
Problems it solves
- SDRs spending hours qualifying leads that were never going to buy.
- Account executives writing proposals from scratch every time, when 70% of the content is reusable.
- Sales managers reviewing call recordings ad-hoc rather than systematically.
- Pipeline data that's full of holes, making forecasting unreliable.
- "What's actually working in our top performers' calls?" being a question no one can answer with data.
What we build
- Lead qualification & scoring — trained on your real won/lost history, not generic firmographics.
- Conversation intelligence — transcribing, tagging, and surfacing the patterns in calls and demos that correlate with closed deals.
- Proposal & bid drafting — first-pass drafts assembled from your past wins, ready for an expert to refine.
- CRM enrichment & hygiene — AI that fills the gaps in your pipeline data so forecasts stop lying to you.
- Account research agents — concise, structured pre-call briefings instead of 20 browser tabs.
Who it's for
Heads of sales, RevOps, and enablement leaders inside organisations running considered B2B sales: SaaS, professional services, consulting, complex industrial, and bid-driven businesses.
How we work
- We start with one workflow that's clearly painful — usually proposal writing, lead qualification, or call review.
- We ship a working version into the hands of a small group within weeks.
- We measure: time saved, conversion lift, pipeline cleanliness — whatever the team agreed mattered.
- We expand into adjacent workflows only when the first one is genuinely earning its place.
Example outcomes
- A bid team cut proposal turnaround from multi-week to days, with win-rate trending up. See the proposal writing use case →
- An SDR team stopped chasing the cold third of their inbound list once a scoring model trained on real history flagged them as low-fit. See the qualification use case →
- A sales leader finally got a weekly view of which objections were correlating with lost deals.
Business outcomes
More qualified pipeline, faster proposal cycles, better forecast accuracy, and a sales team spending more time selling and less time on admin. The numbers move because the workflow gets cleaner, not because anyone's working harder.
Related services
Not sure if this is the right first step? Start with an AI readiness assessment. Pair this with AI strategy consulting if you need to choose between several revenue initiatives, or custom AI development if you've already decided what to build.
Engagement Example
Anonymised client example
Engagement Example
Conversation intelligence layered on top of an existing sales stack
- Challenge: Sales leadership had no objective view of why deals stalled or churned.
- Built: AI analysis of call transcripts and CRM signals, surfaced as a weekly pipeline review report.
- Outcome: Sharper forecasting; coaching focused on the moments that actually move deals.
Client names withheld. Outcome figures described qualitatively rather than as marketing metrics.
Frequently asked questions
- Do you replace our CRM?
- No. We layer AI on top of Salesforce, HubSpot, Dynamics, or whatever you already run — no rip-and-replace.
- How quickly can we see results?
- A first workflow — usually qualification, proposal drafting, or call review — is in pilot within 4–6 weeks, measured against the metric the team agreed mattered.
- What data do you need from us?
- CRM history (won/lost), a sample of past proposals, and ideally call or demo recordings. We work with what you have and flag gaps honestly.
- Will our salespeople actually use it?
- Adoption is part of the build, not an afterthought. We embed AI into the tools reps already open every day rather than asking them to learn another product.
How this fits
Where this sits in our Assess → Build → Run model
Related services
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