AI automation for B2B sales teams

Automate account research and lead routing

Reps get researched accounts with sources and each new lead routed to its owner or a person, with the reason. AI agents do this work in HubSpot and Clay, one task at a time, tested on your CRM records. Every buyer conversation stays with your reps.

Plan your first task30-minute call

Two leads, run through your rulesSample data

Lead: buyer@northstar.example
Rules: Eligibility, identity, customer ownership, territory, owner
Owner: Sales EU 01
Reason: One territory, one active owner

Lead: buyer@vector.example
Territory: Billing EU, sales territory NA
Result: Sent to a person
Reason: Regions disagree, so no owner is picked

Open the full lab

Build sprints test each agent on real cases from your CRM. How we build

HubSpot and Clay sales automation

Account research

Sourced facts on each account, written to HubSpot.

northstar.example: hiring 3 sales roles, source: careers page

Sample dataCheck: a source per fact

Lead routing

AI research feeds the rules that pick each owner.

buyer@vector.example: regions disagree, sent to a person

Sample dataCheck: owner matches your rules

Also in scope

Weekly call priorities

Account signals become a weekly list of who to call.

Paid lookups come last

Paid enrichment runs only after free CRM checks pass.

Where do you start?

Know the task?

Pilot ticketStart here

Start with one task

One small HubSpot or Clay automation in five working days.

Not sure yet?

AI automation diagnostic

Pick the right task

Up to 10 tasks rated, the first build quoted.

All services

Sales automation FAQ

Will AI email our prospects?

No. A rep approves and sends every message the automation drafts. We don’t automate LinkedIn activity either.

Can an agent break our HubSpot data?

It writes only to the fields the scope names. Every change is logged and can be rolled back, and a person approves each write until it passes the test your team signed.

We’re hiring a GTM engineer. Should we wait?

No need to wait. A build sprint puts the first agent live by working day 10, and your new hire takes it over with the runbook.

Do we need Clay?

Not always. Many tasks run in HubSpot alone. We add Clay when research or enrichment needs it, and the scope sizes the credits.

Do you charge per lead or meeting?

No. Each step has a fixed price, agreed before we start.

How do we know it worked?

Each scope names one metric, such as hours spent or cases handled per week, and we report it against the baseline.

What do you need from our team?

One person who knows the task. They agree what counts as correct, sign the test set in week one and approve changes until the agent passes.

What should we automate first?

Bring one task your team repeats. The founder will tell you if an agent can do it and how we’d test it.

Plan your first task30-minute callEmail one task

Prefer writing? Email us. We reply within two working days.

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