◆ ai operations, done right● data-first // results, not excuses● shipping since 2024● ai operations, done right◆ data-first // results, not excuses● shipping since 2024● ai operations, done right● data-first // results, not excuses◆ shipping since 2024● ai operations, done right● data-first // results, not excuses● shipping since 2024
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PLATFORMS

Certified on the platforms your team already pays for.

Not just certified. Battle-tested. Every platform here is one we've built production systems on, not one we watched a webinar about.

01 / OUR PHILOSOPHY

The Architecture-First Approach

STARTIFWAITDONE ✓

API-First Selection

If it doesn't have a robust, open API, it doesn't belong in a modern stack. We ensure every platform we recommend can talk freely to the rest of your ecosystem. No data silos, no manual CSV exports.

✓

Platform Rationalization

Most companies have 30% overlap in their tech stack. We identify redundant functionalities and merge them into core systems, reducing license bloat and architectural complexity.

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Scale-Ready Governance

Speed kills when you don't have guardrails. We implement rigorous naming conventions, field mappings, and role-based access before the first record is created.

02 / COMPATIBILITY
Marketing Automation

HubSpot

Full-stack HubSpot ops: workflows, custom objects, API integrations, reporting, and migration from other MAPs.

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Marketing Automation

Marketo Engage

Advanced Marketo: smart campaigns, revenue cycle modeling, custom activities, Munchkin tracking, and webhook integrations.

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CRM

Salesforce

Salesforce configuration, Flow automation, custom objects, API integrations, and data migration.

Business Intelligence

DOMO

Building real-time dashboards and data apps that your executive team actually uses to run the business.

Work OS

Monday.com

Customizing Monday for complex operations, connecting it to your CRM, and automating the status updates that kill productivity.

Sales Engagement

Salesloft

Cadence design, governance, and CRM integration to ensure your outbound engine runs like a Swiss watch.

Revenue Operations

LeanData

Complex lead-to-account matching and routing. No leakage, no handoff friction, just clean revenue paths.

Conversion

Chili Piper

Inbound routing, scheduling, and handoff automation that turns qualified traffic into held meetings instantly.

Backend-as-a-Service

Supabase

Postgres, Auth, and Edge Functions at scale. We build production-ready backends that don’t lock you in.

Generative AI

Claude (Anthropic)

Implementing Claude for advanced reasoning, document analysis, and safe enterprise AI operations.

Generative AI

OpenAI

Assistant API, vision models, and custom agents. We turn the 'hype' of LLMs into actual automated operations.

Advanced Automation

Make

The visual engine for your entire stack. We build complex, multi-step scenarios with error detection.

CDP

Segment

Event tracking design, source/destination management, identity resolution, and data quality protocols.

Sales Intelligence

Apollo

Prospecting workflows, enrichment pipelines, sequence optimization, and CRM sync.

ABM

6sense

Account identification, intent data integration, orchestration campaigns, and Salesforce/HubSpot activation.

Automation

Zapier

Multi-step zaps with conditional logic, webhooks, and error monitoring for simpler integration needs.

Plus 30+ more.

WorkatoAirtableOutreachn8nSnowflakedbtSlackFivetranStitchHightouchCensusAmplitudeMixpanelIntercomDriftGongClariQualifiedRollWorksIterableBrazeCustomer.ioKlaviyoActiveCampaignPardot

Don't see your platform? We probably know it. Ask us →

03 / METHODOLOGY

The Stack Roadmap

Moving to a high-performance stack is a marathon, not a sprint. We follow an audited path to ensure zero downtime and total data integrity.

01
Week 1

Inventory & Audit

We map every existing tool, license, and integration to find the gaps and the waste.

02
Week 2

Rationalize

Consolidate redundant platforms and select the 'core' systems that will house your truth.

03
Weeks 3-6

Engineering

Build the connectors, standardizing schemas, and configuring the automation logic.

04
Continuous

Optimization

Monitoring adoption and tuning performance to ensure maximum ROI on your tech spend.

04 / CONTEXT

Common Questions

Should we go All-in-One or Best-of-Breed?

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We generally recommend a 'Hub & Spoke' model. Use a strong core CRM (HubSpot/Salesforce) and surround it with best-of-breed specialized tools for specific functions like ABM or enrichment. This offers the best balance of power and integration.

How do we handle legacy data in a migration?

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We believe in 'Migrate only what matters.' An implementation is the perfect time to leave bad data behind. We audit your existing database to prune low-quality records and ensure only clean, actionable data hits the new system.

Which MAP is better: HubSpot or Marketo?

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It depends on your GTM model. HubSpot is often superior for sales-alignment and speed-to-value, while Marketo Engage offers deeper complexity for enterprise-level, batch-heavy marketing environments. We help you choose based on your specific requirements.

How do we ensure our AI operations are secure?

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We implement privacy-first API connections that ensure your proprietary data isn't used to train public models. We focus on 'Wrapper-less' engineering that talks directly to the LLM's enterprise-grade API.

Need help with your stack?

We'll audit what you have and tell you what's working, what's not, and what to do about it.

Team collaboration
EST. 2024
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Ops that think. Data that proves it.

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