Can this stack run on AI, and what does it cost per month?

AI can gather and quantify everything. Deciding which finding is worth fixing first requires knowing the business.

• AutomatablePull lead source, conversion, and stage-duration data from CRM and ad platformsStructured extraction and joins across systems — deterministic once connected.
• AutomatableTrace follow-up speed and touch counts across inboxesThread parsing and timing maths at scale is exactly what models are good at.
• AutomatableCRM hygiene scoring and stage-definition drift detectionRules plus classification against agreed stage criteria.
• AI-assistedFirst-pass findings narrative and effort-versus-impact rankingAI drafts the ranking; a consultant corrects it against commercial reality.
• HumanStakeholder interviews and the readout conversationThe value is in the room: objections, politics, and what the team will actually do.

Configuration can be generated. Getting a team to agree on stage exit criteria is change management, not software.

• AutomatableCRM object, property, and pipeline configurationAPI-driven build from a declared spec, repeatable across every sub-brand.
• AutomatableDashboard and report constructionGenerated from the same spec; identical across brands by default.
• AutomatableAutomation and routing rule generationAI writes the workflow definitions; tests run against sandbox records.
• AI-assistedStage model and exit-criteria designAI proposes a model from the audit; the team has to accept and adapt it.
• HumanTeam enablement and adoptionNobody changes how they sell because a document was generated.

Most upkeep is mechanical. Prioritising the improvement backlog and defending numbers in a pipeline review is not.

• AutomatableWeekly CRM hygiene, dedupe, and field completion passesThe single highest-leverage thing to automate — it is pure repetition.
• AutomatableBroken automation and sequence monitoring with alertsHealth checks plus anomaly detection on volume and error rates.
• AutomatableMonthly reporting pack with written commentaryNumbers are queried; commentary is generated and lightly edited.
• AI-assistedPipeline review prep and deal-risk flaggingAI flags stalls and gaps; the reviewer decides what it means.
• HumanImprovement backlog prioritisationRequires knowing what the business is betting on this quarter.

Sourcing, drafting, and triage automate cleanly. ICP judgement and the actual sales conversation do not.

• AutomatableList sourcing, enrichment, and verificationHighest-volume, lowest-judgement step. Automate first.
• AutomatableAccount and contact research for personalisationRetrieval plus summarisation against a fixed research brief.
• AutomatablePer-segment, per-trigger message drafting and variant generationWith a human-approved voice guide and a blocked-claims list.
• AutomatableReply triage, intent classification, and CRM loggingClassification into interested / not now / referral / unsubscribe, then routing.
• AutomatableMeeting booking and reschedule handlingCalendar negotiation is bounded and safe to hand over.
• AI-assistedICP definition, offer, and messaging strategyAI generates options fast; choosing the wedge is a commercial call.
• HumanDiscovery calls, negotiation, and deal progressionNever automate the conversation you are trying to earn.
• HumanDomain and deliverability reputation decisionsFor a multi-brand group, one bad sending decision damages every domain.

Cadence execution and hygiene automate. What to say at the point a deal is genuinely at risk stays human.

• AutomatableFollow-up timers, task creation, and escalation on silenceRemoves the main leak: the third touch nobody made.
• AutomatableActivity logging and stage hygiene enforcementWrite-back automation, no human keystrokes required.
• AutomatableResponse-time monitoring and SLA alertingMeasured per brand, per owner, continuously.
• AI-assistedContextual follow-up copy on live dealsDrafted from the thread, sent by the owner.
• HumanLate-stage and at-risk deal interventionThe moments that decide revenue are the ones worth a person.