Our Process
A proven methodology for implementing AI-powered sales enablement solutions that deliver measurable results.
Discovery and Alignment
We start by understanding your sales funnel, target audience, existing tools, and KPIs. We identify bottlenecks and improvement areas before suggesting any solutions.
What to expect:
- Comprehensive audit of your current sales process
- Analysis of your CRM data and existing tools
- Identification of key pain points and opportunities
- Alignment on goals, metrics, and success criteria
Strategy and Design
Our team crafts a custom approach—maybe it's integrating generative AI into your outreach sequences, or building a custom lead enrichment tool. We outline the solution architecture, select the best technologies, and map out the workflow.
What to expect:
- Detailed solution architecture and design
- Technology stack recommendations
- Integration plan with existing systems
- User experience wireframes and workflows
- Project timeline and milestone planning
Development
Using agile methodologies, we build and integrate the solution. This could mean configuring CRM integrations, fine-tuning AI models, or setting up automation workflows. Regular check-ins ensure transparency and flexibility.
What to expect:
- Iterative development with regular progress updates
- API integrations with your existing tools
- AI model training and fine-tuning
- Workflow automation setup
- Early access to features for feedback
Testing
We run rigorous tests to ensure performance, reliability, and user adoption. We refine until the solution meets your objectives and is ready for full deployment.
What to expect:
- Comprehensive quality assurance testing
- Performance and load testing
- User acceptance testing with your team
- Security and compliance verification
- Final adjustments based on feedback
Launch
We train your team on how to use the solution effectively. Once launched, we remain on standby for support, ensuring you quickly see the ROI.
What to expect:
- Comprehensive training for your team
- Detailed documentation and knowledge base
- Smooth deployment to production
- Post-launch support and monitoring
- Regular check-ins to measure results
- Ongoing optimization recommendations
Frequently Asked Questions
How long does it take to see results?
Most clients start seeing productivity gains and/or performance improvements within the first month post-launch. This varies based on the project scope. For example, building a comprehensive outbound sales motion will take longer to ramp up than deploying automations to your CRM.
Will my team need training?
Depending on the scope of the project, yes. All projects come standard with comprehensive documentation and self-service support options. For an additional fee, we will provide hands-on training to ensure user adoption.
What if we need adjustments after launch?
We offer ongoing optimization and support packages to keep improving results. Our goal is to ensure your solution continues to deliver value as your business evolves.
Do you offer custom packages or work outside of sales?
While we specialize in sales automations and process optimizations, our team is all certified in automation tools and well-versed in a variety of systems. We're happy to design a custom solution for any organization.