Know who actually deserves the next call.
We build systems that combine what you already know about customers with the signals that matter for your business, score and explain priority, and route work to the right owner—with review tools and alerts so humans stay in control.
Who it's for
If this sounds like your team, you're in the right place.
Sales, advisory, or success teams with a large customer base and limited time
Leaders who know high-value accounts are hiding in the data but don’t have a repeatable way to find them
Organizations fighting duplicate or fragmented customer records
The usual mess
What we hear before we ship anything
Prioritization is tribal knowledge or spreadsheet theater.
The same customer shows up as three accounts and nobody reconciles it.
By the time someone notices a whale, the moment’s gone.
What we actually build
Concrete pieces—not a vague “AI strategy.”
Unify what you know
purchase history, CRM, and internal signals in one scoring view.
Add signal carefully
enrichment only where it’s appropriate for your use case and compliance posture.
Explain the flag
short rationale so the human reviewing it trusts the handoff.
Route to owners
territory, relationship, or rules—not whoever saw the row first.
Review and alert
queues, accept/reject, notes, batches, and notifications when priority shifts.
Proof
One place we've already done this
Case studies go deeper than this page—before, after, and what changed in the work week.
How we engage
Same rough shape as most of our projects
Timelines depend on scope. When the problem is bounded, we've put working software in front of teams in about four to six weeks. We'll say so if yours isn't.
- 1
Define “priority” honestly
What you’re allowed to use, what “good” looks like, and who decides when the model disagrees.
- 2
Build the agent and the UI
scoring, explanations, routing, and the screens your team actually uses.
- 3
Tune from real feedback
Accept/reject and notes become the loop that improves the system.
How we work
Three things that don't change
- No promise of magic revenue multiples—systems that make prioritization repeatable.
- Deployed in your environment when that’s non-negotiable.
- We’ve shipped this class of work, not just talked about it in a pitch.
Sound like your problem?
Tell us what's manual today—we'll be straight about whether we can help.