Your team has AI tools. But workflows haven't changed and selling time hasn't increased. We close that gap with a proven methodology built inside one of the largest sales organizations in the world.
You've invested in AI tools. Your reps have access to ChatGPT and Copilot. But adoption isn't translating to productivity — and selling time hasn't increased.
Reps experiment with AI on their own, but daily workflows stay exactly the same. There's no shared methodology, no standardized approach.
Hours every week on documentation, data entry, and pipeline updates. AI tools exist but haven't been integrated into CRM workflows.
Meeting research, prospect briefings, and follow-up emails are still done from scratch — the exact tasks AI should be accelerating.
Leadership invested in AI licenses but can't point to productivity gains. There's no operating model to measure what's working.
We don't teach generic AI skills. We redesign how your sales team works — in four phases, with measurable outcomes at each step.
Audit your sales workflows. Identify where reps spend time on non-selling activities. Map the highest-impact AI opportunities.
Build an AI operating model tailored to your team's tools, processes, and CRM platform. Create prompt libraries and workflow templates.
Implement workflow changes, train the team hands-on, and embed the new operating model into daily work.
Track adoption, measure time savings, and iterate on the model until it sticks and the team owns it.
Start small and scale as you see results.
We don't advise on AI adoption. We do it — every day, inside one of the largest sales organizations in the world.
Co-Founder · Operations & Engagement Lead
Blake created and runs the Agility Pilot program at American Express — structured 3-month engagements with sales teams that analyze processes and implement changes driving bottom-line results. Previously led operations at a fintech startup. Blake brings the proven methodology that is the foundation of every engagement.
Co-Founder · Product & Technology Lead
James is VP of Product for global CRM systems at American Express, leading AI tool integration across sales and product teams at scale. He started as a Salesforce developer, led product at Kabbage through its acquisition by American Express, and launched new financial products at enterprise scale. James brings deep CRM expertise and hands-on experience building the systems sales teams use every day.
Together:sales process methodology + CRM platform technology. Clients get both — not a slide deck, but a proven operating model backed by enterprise experience.
Book a free discovery call. We'll identify the highest-impact AI opportunities in your sales workflows — no pitch, just an honest conversation about what's possible.
Book a Discovery Call