AI for business
We map where AI saves time or money in your business, then build and connect it to the tools you already use.
What’s included
Workflow discovery
We start by mapping where your marketing and sales teams lose time, repeat work or wait for information. The question is whether AI can improve a specific process without creating a new risk or another tool nobody uses. We review the inputs, expected outputs, approvals and systems involved. Priorities are chosen by usefulness and feasibility. A clear workflow, owner and success criterion matter more than an impressive demo or a list of model names.
AI agents for sales and marketing
An agent can help qualify inquiries, prepare context for a salesperson or draft a proposal from approved information. We define the task and the boundaries first: what the agent may read, what it may change and when it must hand over to a person. Responses are tested against realistic cases and checked for unsupported claims. The goal is a dependable part of the workflow, not an autonomous replacement for business judgment.
CRM automation
Useful automation connects the information you already collect with the next action. We scope lead routing, record updates, follow-up drafts and reporting support around your CRM and the access its integrations allow. We discuss duplicate records, missing fields and failure handling before rollout. Permissions are limited to the agreed task. Your team can see what changed and has a way to correct it, so speed does not come at the cost of data quality.
AI-made creative and content
AI can support concept exploration, content drafts and creative variations when the brief and review process are clear. We work from your positioning and approved materials rather than inventing proof or customer stories. Outputs are reviewed for accuracy, brand consistency and rights before use. The human team remains accountable for publication. We choose the process for the work required, recognising that some assets need original expertise or production rather than another generated version.
Team training and adoption
A workflow only helps if people know how to use it and when not to rely on it. Training is built around your real tasks, examples and policies. We explain safe inputs, review responsibilities and escalation for uncertain output. The scope can include practical guidance and handover for the people running the tools. Adoption is treated as part of delivery, so the business is not left with a system that only its builder understands.
When this fits
- Sales spends time sorting inquiries or drafting repeated material instead of progressing opportunities.
- Your CRM and marketing tools contain useful information but teams still copy it manually.
- You want practical AI adoption with clear ownership, review and data boundaries.
How we measure it
We agree on a baseline and the specific task the workflow should improve. Depending on the scope, measures can include completion time, manual corrections, routing accuracy and whether the team actually uses the tool. We compare outputs with human-reviewed examples and monitor failures after rollout. Time savings are measured, not assumed, and pipeline claims require sales evidence. We keep human oversight and security requirements visible alongside any efficiency gains.
Before connecting a tool we agree on the data it can access, the providers involved and the approval needed for actions. We do not feed sensitive information into a model without an agreed basis. A pilot tests the workflow with appropriate examples before a wider rollout. Documentation, ownership and an escalation path are included in the scope. The system should fit the business you run now and remain understandable when your team or tools change. The consultation is a chance to understand the fit before choosing an engagement. Bring the questions your marketing and sales teams need answered, the tools you use and the constraints you are working within. We will discuss a practical starting point, what depends on your team and how this practice can connect with the rest of your media plan.
Tell us who you sell to. We'll tell you which channels reach them.
A free 45-minute consultation with Nir for marketing managers, sales leaders and founders.