Services

AI & Automation Strategy

Cut through the AI hype with a practical roadmap for where automation actually delivers ROI — and where it doesn’t.

The Problem

Every vendor is selling you AI. Your board is asking about your AI strategy. Your team is experimenting with ChatGPT on their own. Meanwhile, nobody has answered the fundamental question: where does AI actually move the needle for your revenue operations, and where is it expensive noise?

The companies succeeding with AI aren’t the ones buying the most tools — they’re the ones who started with clean data, identified specific high-impact use cases, and built governance frameworks before deploying anything.

Only 15% of companies have moved AI beyond pilot stage. The ones that succeed start with data foundation and focused use cases, not hype.

Our Approach

  1. 1

    Assess your AI readiness — data quality, system architecture, process maturity, and team capability — to determine where you can realistically deploy AI today.

  2. 2

    Map your revenue workflows to identify the highest-ROI automation opportunities — the repetitive, rule-based, or data-intensive tasks where AI and automation deliver clear value.

  3. 3

    Evaluate tools and vendors against your specific requirements, cutting through marketing claims to focus on what actually works in production.

  4. 4

    Build governance frameworks — data access policies, output validation rules, escalation protocols, and compliance guardrails — before deploying anything.

  5. 5

    Implement and measure, starting with pilot use cases that prove value before scaling across the organization.

What You Get

AI Readiness Assessment

Evaluation of your data quality, system architecture, process maturity, and team capabilities against the requirements for successful AI deployment.

Use Case Prioritization

Ranked list of AI and automation opportunities scored by revenue impact, implementation feasibility, data readiness, and risk.

Governance Framework

Policies and protocols for data access, model validation, output review, escalation, and compliance — the rules that keep AI useful and safe.

Workflow Implementation

End-to-end deployment of prioritized automations — from configuration through testing, launch, and adoption.

ROI Measurement Plan

Metrics framework to track the actual impact of each AI deployment — time saved, accuracy improved, revenue influenced — so you know what’s working.

Who This Is For

  • Revenue leaders under pressure to “do something with AI” who want a practical roadmap
  • Companies with AI tools already deployed but no governance or measurement framework
  • Organizations with dirty data that need to fix their foundation before AI can deliver value
  • Teams spending money on AI-branded features that aren’t producing measurable results

Related Insights

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Building a RevOps Tech Stack for 2026 That Actually Drives Revenue

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Explore Our Other Services

GTM Systems Audit

A comprehensive evaluation of your entire revenue technology ecosystem — identifying data quality issues, unused licenses costing you money, automation gaps, integration failures, and architectural risks across CRM, MAP, and billing systems.

Revenue Data Foundation

We build the data governance framework that makes everything else work — golden record logic, deduplication strategy, cross-system data integrity, and the semantic layer your reporting and AI tools depend on.

Quote-to-Cash Optimization

We map your entire revenue workflow from quote through payment, identifying bottlenecks and automating manual steps across CPQ, billing, contract management, and revenue recognition.

CRM & Platform Migrations

End-to-end platform implementation and migration across CRM, marketing automation, billing, and CPQ systems — including data migration, workflow rebuild, integration architecture, and user adoption.

Territory Planning & Optimization

Data-driven territory design that maximizes total revenue by matching the right accounts to the right reps — including capacity modeling, routing logic, and scaling frameworks for growing teams.

Fractional RevOps Leadership

Senior RevOps leadership without the full-time overhead — owning strategic planning, systems architecture, team mentoring, and the connective tissue between your sales, marketing, and CS operations.

Ready to get started?

Schedule a complimentary 30-minute assessment and we'll help you determine if ai & automation strategy is the right fit for your team.

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