A read of your stack
What's used, what's broken, what feeds your data badly, and what you pay for and don't use.
How we work · What we build · Step 01
Make the tools you already pay for earn their seat
Coding agents configure and clean up your CRM, sequencer, dialer and enrichment. Your admin approves each change, and every change is written down in a repo you own.
Book a call30 min · no prep needed
What you're trying to fix
01
Tools that work the way they were sold
Fields people fill in, sequences reps trust, and routing that sends the right lead to the right rep.
02
A clean base for agents
Agents on top of a messy CRM inherit the mess. Fix the inputs first.
03
Less spend on tools nobody uses
A clear list of what to keep, fix and cut, and your admin's backlog moving while coding agents do the configuration.
What one change looks like
Illustrative. Read first, then write, and only the change you approved.
| Stage | What happens |
|---|---|
| 1 · Read | The agent reads the current setup: objects, fields, automations, and the reports that use them. Read-only. |
| 2 · Propose | It writes the change as a plan: add a 'sequence end reason' field to contacts, map it from the sequencer, backfill 90 days. |
| 3 · Check what it touches | It lists everything else that uses those objects: two workflows, one report, one sync rule. |
| 4 · Approve | Your admin reads the plan and approves it, or sends it back. |
| 5 · Apply and record | The change is made, in a sandbox first where you have one. The repo records what changed and who approved it. |
What you get
Configuration, proposed and approved
Fields, objects, sequences, routing, scoring and sync rules.
Tools connected to your warehouse
Data moving cleanly from each tool into one place you own.
GTM data warehouseA change history you own
Every change in a repo, with who approved it, so you can see it and undo it.
Agents for tools without an API
Where a tool only has screens, agents can still work them. We'll tell you when that's too fragile to rely on.
Your admin trained
They make the next change themselves, with the same coding agents.
Claude CodeYour CRM, set up for agents
HubSpot, Salesforce or Attio, with the fields plays need to read and write.
HubSpot, Salesforce and AttioWhy the tools get fixed first
Part of step 1, Connect your data.
- Step 011
Connect your data
The tools that feed your data get fixed first, so the warehouse starts clean.
- Step 022
Prioritize by revenue impact
We fix what blocks the costliest decision first. The rest of the stack waits its turn.
- Step 033
Ship into the tools your team uses
Plays write back into these tools, so they have to be right.
- Step 044
Keep improving
Every change sits in the repo, so nothing drifts unnoticed.
Why most implementations stall
Clicked into place
- Weeks of clicking through settings
- Changes nobody wrote down
- Done when the tool is live
Written as a plan, then applied
- Coding agents draft the configuration, a person approves
- Every change recorded in a repo you own
- Done when the play it supports works
Where to start
Implementation
Small fixes ride inside the bootcamp when the first play needs them. Bigger rebuilds are an Implementation, scoped after it.
Before you book
Will agents change things in our CRM without asking?
No. Agents read first and propose. A named admin approves each change, and every agent action is logged.
Do we need to switch to a CRM you prefer?
No. HubSpot, Salesforce and Attio are all good systems of record. We make the one you have work.
Our stack is big. Is a team your size enough?
Coding agents do the clicking, like field maps, sequence settings and sync rules. A senior engineer reviews every plan before your admin sees it, and we take on a small number of teams at once.
Are you a partner of these vendors?
We recommend tools on fit. If we have any relationship with a vendor, we tell you before you buy. Some GTM software vendors pay us for product advice, and we never share a client's name, data or results with them.
Who owns the changes?
You do. The configuration, scripts and change history live in your accounts and your repo.
Where's your line stuck?
Get a straight read on your stack
30 minutes. Tell us what's broken, and we'll tell you what we'd fix first.
Book a call