Live revenue agent wired to CRM signals
An agent in production — reading CRM state and acting within defined rules.
03 — Revenue
Revenue Engine
One connected system from first signal to closed deal.
5 weeks · €14,000 · 15–20 person-days, ~30% agent-assisted
In ~5 weeks, ship one AI-assisted revenue loop (lead routing, outbound, deal-risk, etc.) in production with HITL control + measurable KPIs.
CRM architecture, lead intelligence, automated workflows, and outreach sequences — fully integrated. Opportunities move cleanly through every stage. Your team focuses on closing, not administration.
How we deliver
Signal → Pipeline → Closed
CaptureQualifyEnrichAutomateMeasure
Capture
Signal ingestion — forms, inbound, enrichment sources wired
W1CaptureQualifyEnrichAutomateMeasure
Qualify
Scoring + routing rules — who gets what, and when
W1–2CaptureQualifyEnrichAutomateMeasure
Enrich
Data-quality checks + auto-fill from trusted sources
W2–3CaptureQualifyEnrichAutomateMeasure
Automate
AI-assisted sequences with HITL approval gates
W3–4CaptureQualifyEnrichAutomateMeasure
Measure
KPI dashboard + extension runbook your ops team owns
W5- 01
Capture
Signal ingestion — forms, inbound, enrichment sources wired
W1 - 02
Qualify
Scoring + routing rules — who gets what, and when
W1–2 - 03
Enrich
Data-quality checks + auto-fill from trusted sources
W2–3 - 04
Automate
AI-assisted sequences with HITL approval gates
W3–4 - 05
Measure
KPI dashboard + extension runbook your ops team owns
W5
What you walk away with
Data-quality watchdogs
Alerts when records drift, duplicate, or miss required fields.
Human-in-loop approvals
Nothing sends, routes, or commits without the approval path you define.
Revenue KPI dashboard template
The metrics that prove the loop works — baseline and target included.
Extension runbook owned by ops
How your team extends, pauses, or adjusts the system without us.
What you get
- Live revenue agent wired to CRM signals
- Data-quality watchdogs
- Human-in-loop approvals
- Revenue KPI dashboard template
- Extension runbook owned by ops
What you provide
- CRM admin access
- Slack/Teams workspace
- Named RevOps / Sales Ops liaison
- 1 hr/week stakeholder time across delivery
The Outcome
Pipeline that moves on its own. Your team has time to sell, not to manage admin.
Full Tier-3 revenue stack €40–80K powered by retained ops Explore Marketing OS →