Step 01
Audit the commercial stack
AI-led interviews debrief your GTM stakeholders while we read the APIs underneath: CRM fields, event streams, billing objects, support queues. The output charts where belief and data disagree, which is usually where the no-code glue is quietly failing. You review it like an architecture doc.
Output: a terrain map you can diff, in your repo
Step 02
Design one schema
Product events, CRM records, billing, and support collapse into one typed model in your warehouse, Snowflake or Postgres, with every join documented, every field mapped to its source, and no ETL mystery box in between. Your engineers can read the whole model in an afternoon.
Output: one revenue schema, typed and documented
Step 03
Rank what to build
The joined model gets swept for the actions worth automating first: product-qualified accounts with no owner, expansion signals going stale, renewals with open incidents against them. You get a ranked build queue with the evidence behind each item, and you can challenge any line of it.
Output: a ranked build queue, evidence attached
Step 04
Ship workflows as code
Routing, scoring, enrichment, alerts, and outbound sequencing ship as reviewed code on your infrastructure. Each patch runs against live records before it lands, logs what it touched, and fails loudly instead of silently, which no-code glue never learned to do.
Output: production workflows with logs and tests
Step 05
Watch the instrumentation
Every workflow reports what it surfaced, what the team acted on, and what revenue it touched. When a source drifts or routing misfires, you see it in the weekly report instead of in a quarter-end surprise. The system stays observable because it was built that way from the first commit.
Output: a weekly report you can interrogate
Step 06
Extend it or fork it
Learnings land back in the schema: thresholds move, definitions sharpen, new sources join the model. Everything lives in your repo, so your team can extend it, your agents can read it, and if we ever part ways you merge the last pull request and carry on.
Output: a compounding system with no exit cost