AI systems for SaaS and technology.
The workflow pattern we see in this industry, and what we would build for it.
01
Lead lands
A signup or inbound lead arrives. A rep researches the company by hand across a dozen tabs.
02
Outreach drafted
Messages are adapted from templates, one account at a time. Personalization depends on rep effort.
03
CRM updated later
Contacts, stages, and notes are keyed in after the fact, or not at all. Pipeline data drifts.
04
Review deck built
QBR and renewal decks are assembled by hand from usage exports. The prep eats selling time.
A pipeline research and hygiene agent.
An agent that enriches every account, drafts the pre-meeting brief, keeps the CRM current from email and calendar activity, and assembles the renewal review from live usage data. Reps keep the final say on every message. The agent removes the research hours and the admin backlog.
10 to 14 weeks from kickoff to a live production system. We stay through adoption.
Daily output check
Checks what the system produced every day, beyond whether it ran.
Run tracing
Every run traced step by step, with each model call recorded.
Live production system
The working system in your stack, not a report.
Adoption Mile
To the 70 percent weekly-active bar by day 90.
Rep time spent on automatable prospecting work
About 30 percent
IllustrativeCustomer success time on manual reporting
20 to 30 percent
IllustrativePipeline conversion lift from faster follow-up
Varies by motion
Illustrative
Ranges are industry observations for orientation. They are not ClearForge results. Our results live on the proof page.
See the proofStart where every engagement starts. The fixed-fee Diagnostic maps this workflow in your revenue team in 2 weeks.
Starting point · Forge Diagnostic