Each service targets a technical moment where deals slow down—and builds the AI workflow that speeds it back up. Scoped to your motion, your tools, and your stage.
View PackagesOur Services
Timeline: 1–2 weeks
Timeline: 3–6 weeks
Timeline: 3–6 weeks
Ongoing monthly retainer
Packages
Any of the workflows above can be delivered one of two ways—depending on whether you have engineering capacity to lean on or want us to build the whole thing.
Lighter lift
We scope the opportunity, design the workflow architecture, and guide your internal team or dev vendor through the build. Best if you have engineering capacity in-house.
Deliverables
Heavier lift, priced accordingly
We own the full build: scoping, engineering, integrating, and deploying the workflows into your sales stack. No internal dev capacity required.
Deliverables
Either approach can be scoped as a standalone project or layered into an ongoing Fractional SE Partner retainer.
Need several workflows at once, or something that doesn’t fit neatly into a package? We design custom engagements that combine multiple workflows across the deal cycle.
Book a Scoping CallPricing depends on scope, team size, and complexity. Every engagement begins with a free scoping call to align on deliverables and timeline. No long-term contracts required for project work.
Our Process
A structured path from first call to AI workflows your team actually uses.
Learn about your sales motion, team, tools, and where deals lose technical momentum.
Deliverable: Fit assessment.
Map your technical bottlenecks against your tools and data to find the highest-leverage AI workflows.
Deliverable: Prioritized workflow roadmap.
Design each workflow—inputs, logic, outputs, and where humans stay in the loop.
Deliverable: Workflow blueprint.
Build the workflows, wire them into your CRM and stack, and train the team to use them.
Deliverable: Live, integrated workflows.
Measure what’s working, tune the workflows, and expand into new stages as you grow.
Deliverable: Tuned workflows, coaching.
Illustrative Scenarios
Illustrative examples of AI workflows in action for lean teams. Problem → Workflow → What Changes.
API integration platform · ~25 people · technical product, no SE on staff · illustrative
Problem
The two founders ran every technical demo themselves. AEs gave the same generic product tour to everyone, and it didn’t connect to the buyer’s problem. Technical deals stalled waiting for a founder to free up.
Workflow
Built a demo-prep workflow grounded in their product docs and ICP. For each opportunity it drafts a buyer-specific demo narrative, a talk track, and a likely-objection list—reviewed by the AE before the call. Tuned to three core buyer types.
What Changes
Engagement: Demo & POC Acceleration · Built: Demo-prep workflow wired to product docs, buyer-type templates, objection library, AE review checklist
Data analytics platform · ~40 people · selling into security-conscious buyers · illustrative
Problem
Every enterprise deal came with a security questionnaire or RFP. They ate days of the founder’s and lead engineer’s time, answers were copied inconsistently from old emails, and deals sat idle waiting on them.
Workflow
Built a security & RFP responder grounded in a single source of truth: their security posture, policies, and approved past answers. It drafts responses to each questionnaire in minutes; the team reviews and approves rather than writing from scratch.
What Changes
Engagement: Solution Design & Onboarding Workflows · Built: Security source-of-truth knowledge base, questionnaire/RFP responder, human review & approval step
Workflow automation platform · ~45 people · founder-led sales handing to a small CS team · illustrative
Problem
What got promised in the sale lived in the founder’s head. The CS team kicked off blind, customers had to repeat themselves, and onboarding dragged—setting a bad tone right when new accounts were most fragile.
Workflow
Built an onboarding & handoff workflow that pulls from call notes, the CRM, and the deal’s commitments to generate a structured handoff summary—goals, integrations, success criteria, and open risks—the moment a deal closes.
What Changes
Engagement: Solution Design & Onboarding Workflows · Built: Handoff-summary workflow wired to CRM & call notes, structured summary template, CS kickoff checklist
FAQ
Every engagement starts with a scoping call where we assess your current state, team size, and goals. Pricing is based on scope and complexity—not hourly rates.
Yes. Many teams start with the AI Readiness & Workflow Audit, then move into a specific workflow build or an ongoing Fractional SE Partner engagement. We’ll recommend the right sequence.
We recommend a minimum 3-month engagement to see meaningful results. Month-to-month after that—no long-term lock-in.
No—that’s the point. These workflows are designed for lean teams that don’t have an SE function yet. If you do have one, the same workflows simply give them more leverage.
That’s what the scoping call is for. We’ll assess your situation and recommend the right starting point—no obligation. Most teams start with the Audit.
No. A chat tool gives you a blank box; we build workflows connected to your product docs, your CRM, and your sales process that take a real input and produce a usable, reviewable output every time—with humans in the loop where it matters.
Not for the Build + Implement approach—we handle the engineering. The Advisory approach is designed for teams that have a dev team or vendor they’d direct. If you’re unsure, the scoping call will help us recommend the right fit.
Let’s scope the right workflow for your motion, your tools, and your stage.