Best fit
Who this is for
Founder-led B2B teams that already sell through calls, referrals, partnerships, or account-based outreach and want a practical AI roadmap before installing agents.
New Zealand-first offer · low-risk starting point
Find the leaks in your sales pipeline before you install AI agents.
A fixed-price audit of your prospecting, CRM, follow-up, and booking workflow. You get a ranked roadmap showing where AI agents can safely improve speed and consistency — without automating spam or guessing at your sales process.
Human approval: no emails, DMs, calendar bookings, publishing, or major public claims happen without the right human approval gate.
Protect the brand
Not a fit if
You want scraped lists blasted at scale, guaranteed bookings, or an automated sender that bypasses human judgment. This audit is designed to prevent low-quality automation before it reaches the market.
What we review
Pipeline diagnosis
We map your current lead sources, CRM or spreadsheet setup, follow-up habits, approval rules, calendar handoff, and the points where good opportunities go cold.
What you receive
Roadmap and guardrails
You get a ranked implementation roadmap, recommended agent roles, tool/integration notes, approval gates, and a quality-over-volume operating rhythm for the next 30–90 days.
Proof standard
Evidence before claims
[PROOF NEEDED: client result, testimonial, or case-study metric before adding performance claims.]
Deliverable
The audit gives you a practical decision document
A concise roadmap showing where AI agents should help first, what should remain human-owned, which tools need to connect, and which risks should be handled before outbound or scheduling is automated.
Use it as a stand-alone strategy document, or as the foundation for one of the managed implementation offers.
Intake form
Apply for AI Pipeline Audit & Roadmap
Tell us enough to assess fit. We will review the context, confirm the right approval rules, and come back with next steps.