Map one real process
We look at the hand-offs, exceptions, tools and decisions in the task you want to improve. If it is not a good fit for an agent, we will say so.
YOU BRING THE CONTEXTManaged AI for sales and marketing teams
Give repeat work to AI.
Keep the decisions human.
We set up and manage agents for the work that slows your team down: researching leads, preparing follow-ups, and keeping your pipeline clear.
A practical 30-minute conversation. No deck to sit through.
01 Scope agreed with you02 Review points set in advance03 People stay accountable
WORKFLOW EXAMPLE Review before action
INBOUND LEAD · B2B SERVICES
01 / 03Is this worth a conversation?
WHAT COMES IN
A new enquiry and the criteria your team uses to qualify a good fit.
WHAT THE AGENT PREPARES
Company context, fit against your criteria, missing details, and a suggested next step.
YOUR TEAM DECIDESNeeds review
Confirm the fit, edit the reply, or pass. Nothing is sent just because an agent drafted it.
Illustrative workflow. We define the criteria and permissions with each client.
Visible work.
Clear hand-off.
Built around your process, not a template.Sales · Marketing · Operations
One process, made concrete
Start with the work
that keeps coming back.
Choose a common bottleneck. The example changes to show what an agent prepares—and where your team stays in charge.
SALES · FIRST RESPONSE
A new enquiry arrives.
A
THE AGENT CHECKS
The company, role, use case and fit against the criteria you set.
B
IT PREPARES
A sourced fit summary, open questions and a reply draft in your team’s tone.
↗
YOUR TEAM CHOOSES THE NEXT STEP
A person approves the fit and sends—or edits—the reply.
Examples explain the approach; the actual workflow is scoped around your tools, data, and rules.
A service, not a prompt library
We stay with the work
after setup.
Your team should not have to become AI operators to get a useful result. We take responsibility for configuring and maintaining the workflow with you.
Agree what the agent can do
We configure inputs, outputs, access and review points. Your team checks sample work before anything goes live.
YOU SET THE BOUNDARIESRun it and handle exceptions
We monitor how the workflow behaves, surface cases that need judgment and tune it with your feedback.
WE STAY ACCOUNTABLEControl is part of the design
Know what it can see.
Know what it can change.
Agree the data, tools and actions the workflow is allowed to use.
Make drafts, recommendations and exceptions visible to the people responsible.
Update criteria and permissions with your team. Keep a person responsible for the outcome.
A few useful places to begin
Specific jobs.
Clear deliverables.
These are starting points, not products you have to buy off a shelf. We shape the scope around the way your team already works.
Showing 6 starting points.
Your tools stay yours
We scope the connection
before we promise it.
We start with the systems your team already uses. Before implementation, we confirm what can connect, what permissions are needed, and whether a workflow is safe to automate.
That means no implied “one-click” integrations. The right setup depends on your account, plan and the task.
Ask about your toolsCRMEmailAdsAnalyticsContentSpreadsheetsAutomation
Straight answers
Before we talk.
If your situation is unusual, bring it to the call. We can decide together whether an agent makes sense.
Does this replace my sales or marketing team?
No. We automate defined repeat work and keep your team responsible for decisions, relationships and exceptions.
Will an agent send messages or change records by itself?
Only if the agreed workflow and permissions allow it. We can start with drafts and human approval, then change the boundary only when you choose.
Are all the integrations ready to use?
No blanket promise: we check your specific tools, account access and use case before agreeing what can be connected.
What happens in the first conversation?
We spend 30 minutes on one process, the tools around it and the decisions that need to stay with your team. You leave with a clear next step, even if that step is not to use AI.
Bring the task your team keeps putting off
We’ll tell you if AI
is actually a fit.
Start with one workflow. Leave with a practical next step.
Talk through a workflow 30 minutes · With Karlo · No commitment