AI-assisted revenue operations
Protect the hours your reps should be selling in.
Research, enrichment, CRM hygiene, follow-up and meeting coordination — handled by a sales assistant, with the repetitive research and data work automated behind them.
Named ownership, documented workflows and clear reporting.
Pre-sales & sales support
Live workflow
ExecutionAI + automation
ControlHuman-owned
IntelligenceMeasurable
VA20Four7 ownsResearch and preparation
Your team keepsPricing and negotiation
One operating model
Execution. Control. Intelligence.
Three connected layers keep the work moving without turning automation into another black box.
ExecutionAI agents + automation
Handle the stable, repeatable steps.
ControlHuman owners
Approve, resolve exceptions and own sensitive judgement.
IntelligenceQA + customer signals
Measure quality, workflow health and what users are telling you.
What the workflow can own
What you can get off your plate.
Research, enrichment and sequencing are good automation candidates. Qualification and anything a prospect will remember are not. We scope the role around that split.
Lead research
Prospects identified and enriched against the criteria you define for a good-fit account.
Qualification support
First-pass information gathered and organised so your team has better context before a conversation.
Follow-up sequences
Approved follow-up steps carried out consistently so opportunities do not disappear between meetings.
CRM hygiene
Records updated, duplicates resolved and stages maintained so the pipeline reflects what is actually happening.
Meeting coordination
Scheduling, reminders and rescheduling handled around your team’s availability.
Proposal preparation
Documents assembled from your templates and populated with the approved account, scope and pricing information.
Execution + control
Automate what is stable. Keep human ownership where judgement begins.
The workflow separates repeatable execution from the moments that require a person. AI agents and automation handle stable steps; a named human owner handles judgement, approvals, exceptions and final accountability.
Pre-sales & sales supportWorkflow view
New accountResearch→EnrichedFit signals→ReviewedSeller ready
AIResearch + summaryHuman ownerFit + personalization
Intelligence layer
Do not just run the workflow. See how it performs.
The platform brings AI-agent and human-owner performance, Auto QA, scorecards and operational signals into one view. For customer-facing workflows, it also surfaces sentiment, pain points, feature requests and recurring conversation themes.
Explore the platform →Performance intelligenceLive platform
Create a repeatable quality layer around AI and human execution.
Measure workflow quality, completion and review performance.
See where automation needs human intervention most often.
Track completion, bottlenecks and recurring friction.
What changes
Less manual coordination. More visible execution.
Capacity matters, but the bigger gain is a workflow with clearer ownership, better handoffs and a measurable path from request to outcome.
Work you can actually see
A record of pipeline hygiene, follow-up completed and what was automated versus handled by a person.
Measurement built in
Because we also build the measurement side, you get a clear record of what was done, what was automated and what a person checked — rather than a monthly summary written by the person being reviewed.
Selling time is protected
Recurring research and admin move away from closers without disconnecting the work from the sales process.
Follow-up becomes consistent
Every opportunity gets the agreed next step instead of relying on memory during busy weeks.
Pipeline data improves
A CRM with clear ownership is easier to use for forecasting, handovers and management decisions.
Fits your stackWorks around the systems you already use.
SalesforceHubSpotPipedriveApolloOutreachLinkedIn Sales NavigatorCalendly
How we start
One workflow first. Prove the model, then expand.
We map the work, define what AI can execute safely, place the named human control points and launch with a contained scope before expanding.
Map
Understand the workload and current handoffs.
Design
Define AI execution, named human review and escalation.
Launch
Run the workflow inside your existing systems.
Improve
Use QA and performance signals to refine it.
Questions
Questions before you start
Clear answers before you decide whether the model fits.
Why not just use an AI SDR?+
For list building and enrichment, automation earns its place and we build exactly that. For conversations that decide whether a deal exists, a person who understands your product still outperforms a sequence — and does not damage your domain reputation while learning.
Could we just automate the follow-up?+
You can, and prospects can tell. We automate the research, enrichment and CRM hygiene behind the scenes, and keep a person writing anything a buyer will actually read.
Do assistants make outbound calls?+
Research, qualification and follow-up can be included. Live outbound calling requires a different setup and is scoped separately based on your market, script and oversight requirements.
How do you protect our sender reputation?+
Email activity should use sensible volumes, clean data and the sending practices your team approves. We do not treat high-volume outreach as a default.
How does this fit with our existing sales reps?+
The support role sits around them. We agree where the assistant prepares, updates or follows up, and where the sales rep takes ownership of the conversation.
Start with the workload
Ready to give your reps their selling hours back?
Tell us where the pipeline is leaking time. We will scope the support role and the automation behind it together.