Contact Us

DATA & AI

Generative AI Consulting

Emails, posts, proposals and reports drafted in your voice, at scale, and connected to your CRM data.

  • Emails
  • Content
  • Proposals
  • Summaries
  • Brand voice
  • Training

Let's Talk About Your CRM

Fill out the form and we'll get back to you within one business day.

A real person from our team will reply.

WHAT WE DELIVER

What You Get

Email Drafting

Personalized emails using CRM context.

Content Creation

Posts, blogs and campaign copy.

Proposals

First drafts of proposals and quotes.

Call Summaries

Notes and next steps logged automatically.

Brand Voice

Trained on how you actually write.

Team Training

Your team learns to use it well.

HOW IT WORKS

Our Process

  1. Find the Time Sinks

    Where does your team spend hours on repeat work?

  2. Pick the Use

    Choose the tasks where AI pays off fastest.

  3. Clean the Data

    AI is only as good as your CRM data.

  4. Build & Connect

    Build the agent and connect it to your tools.

  5. Test

    Real scenarios with guardrails in place.

  6. Tune & Support

    Watch results and keep improving.

FAQ

Common Questions

Will it sound like us?

We train it on your real writing and review outputs.

Which tools do you use?

Claude, OpenAI, Gemini and CRM-native AI.

Can it use our CRM data?

Yes, with permissions in place.

Having a fractional revenue team gave us top-tier CRM expertise, AI automation, and marketing strategy at a fraction of the cost of expanding in-house.
Nancy DeBois · Novelty Lights

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