Implementation

 To operate within a customer's systems, we need:

• Credentials and/or API access to relevant platforms (CRM, outreach tools, reporting systems, etc.).
• Security approvals based on the client’s internal policies.

We work within each client’s security framework, ensuring compliance with their access controls, data handling policies, and approval workflows.

We integrate AI-driven GTM execution with your CRM and reporting tools so everything is documented, trackable, and accessible.

• Messaging is synced with your CRM, ensuring full visibility into outreach and engagement.
• Reporting is automated—we typically use Tableau, but can integrate with other reporting systems based on client preferences.
• Clients have direct access to their data, so they are never reliant on us for reports or insights. 

 Once system access is established, we implement and manage AI-driven GTM automation on the client’s behalf:

• Flexible execution rules – AEs can review messages before they go out (e.g., within 48 hours) or we can execute without delay.
• We determine the tech stack – We build and refine the AI automation based on client needs, continuously optimizing over time.
• Scalable implementation – As clients expand their AI GTM strategy, we adapt and build new automation as needed.