All work
B2B SaaS / Distribution$10M–$50M revenue

AI Sales Operations

Sits over Salesforce + Gmail + Apollo

Sits overSalesforceHubSpotGmailApolloZoom

Headline outcome

Lead scoring across full pipeline; deal coaching in real time

01Context

What the operation looked like before.

A B2B sales team running on Salesforce + Gmail + Apollo. Reps were drowning in admin: logging calls, drafting follow-ups, updating opportunities. Lead scoring was a static rubric that hadn't been retrained in 18 months. Deal coaching happened in monthly 1:1s, far too late to save quarters.

The bottleneck

Reps spent ~60% of their week on admin and outreach drafting; coaching happened too late to influence deals in motion.

02Architecture

How the system is wired.

Gmail and Zoom feed into a conversation index (Deepgram for calls, GPT for emails). Claude Haiku re-scores leads daily off real engagement signals, not static fields. Outreach sequences draft in Claude Sonnet grounded in account context from Apollo + Salesforce. Conversation intelligence runs over recent calls and surfaces deal-coaching prompts the rep sees inside their CRM.

Architecture sketch for AI Sales Operations: systems of record, AI layer, and human approval gate
03Human-in-the-loop

Where humans approve, review, decide.

Every consequential decision routes through a person on your team. Speed without abandoning judgement.

Sample approval surface

Subject

Reviews and edits drafted outreach before send

Flagged
  • Decision frequency: Per touch
  • Routes to the operator daily review queue
Approver

Account executive

RoleDecisionFrequency
Account executiveReviews and edits drafted outreach before sendPer touch
Sales managerApproves the lead-scoring rubric retrainsQuarterly
Account executiveDecides whether to act on a deal-coaching nudgePer signal
Rev-opsAudits CRM auto-updates weeklyWeekly
04Outcomes

What changed for the operation.

3

Outcomes the operating team validated. Numbers below are anonymized to client policy.

Rep time on admin

~25%

down from ~60%

Outreach response rate

+2.4×

sequenced + personalized

Coaching latency

same-day

down from 30+ days

We share the underlying breakdown in a discovery call under NDA.

05Stack

What runs underneath.

FastAPIReact + VitePostgreSQLRedisCelery

Talk to us

Have an operation shaped like this one?

We'll start with a 2-week Discovery, fixed-fee, against your real systems and operating people. If we're not a fit we'll say so on the call.

Or send us a brief