Outreach, qualification and CRM hygiene, every sequence approved before it sends.
Each role owns a job function inside the tools your sales & crm team already runs, proposes its work for your approval, and reports on the targets you set.
Workspace · Sales Development Rep Digital FTE
Sales Development Rep Digital FTE
Sales & Revenue
Waiting on you · Sequence · needs your approval
Proposed · fits ICPQ4 outbound · fintech ops leaders · 4 steps
Copy preview · 120 contacts · suppression list applied
Yesterday: 38 replies triaged, 4 meetings booked, CRM updated in place.
Hire one or several; they share one wallet and one workspace, and each reports to you on its own targets.
Sales & Revenue
Accountable for
Qualified pipeline booked in your CRM, every sequence approved
AI Search Visibility Engineer
Accountable for
Be the answer on Google & AI assistants
AI Media Buyer
Accountable for
Hit target ROAS inside hard caps
Organic Social Media Manager
Accountable for
Native content that earns reach
These are scoped with our team before they start (custom onboarding): the targets, the tools and the approval rules are agreed first.
Pipeline Acceleration Agent
Automated deal movement and follow-up.
Lead Scoring Scientist
Predictive priority for high-value leads.
Revenue Forecasting Agent
Accurate, data-driven sales predictions.
CRM Data Integrity Bot
100% clean and updated records.
Meeting Intelligence Scout
Instant post-call summaries and tasks.
Proposal Generation Engine
Custom quotes delivered in seconds.
Win Probability Sentinel
Risk and opportunity identification.
Account Research Agent
Deep prospect and market intelligence.
LTV Prediction Specialist
High-value customer identification.
Renewal & Churn Watchdog
Proactive account management.
Upsell Discovery Bot
Automated expansion revenue signals.
Sales Enablement Coach
Real-time collateral and talk-track support.
Connections are granted per organization and per property, with the permissions you choose, and can be revoked at any time. Integration credentials are encrypted at rest.
4 roles can be hired now: Sales Development Rep Digital FTE, Search Visibility FTE, Performance Ads FTE, Social Growth FTE. The roles listed under "scoped on request" are set up with our team first, so the targets, tools and approval rules are agreed before the FTE starts.
It is onboarded like a new hire: your vocabulary, your rules, the topics it must never touch, and the systems your team runs. It proposes its work for your approval, so nothing leaves your company on an assumption.
The systems listed on this page (Salesforce, HubSpot, Zoho CRM, Pipedrive and more), with the permissions you grant per organization and per property. Credentials are encrypted at rest and can be revoked at any time.
Your data stays scoped to your organization; roles and permissions decide who can see and approve what; every action is logged. Anything your process marks as sensitive is escalated to a person and never handled automatically.
Pick a role, tell it how your industry works, and review its first proposals this week.
