Notes on CRM architecture and AI revenue operations.
Articles and video breakdowns on the systems behind the case studies: HubSpot, GoHighLevel, Zoho and the AI agents running on top of them.
HubSpot AI agent case study: from 5 to 91 meetings a month at Dale Carnegie
How a call priority queue and three AI agents took Dale Carnegie from 5 to 91 meetings booked a month in the same HubSpot instance, with no added headcount.
From zero to ~3 site visits a week: a daily AI lead generation agent in HubSpot
How ExtraPRO, a B2B LED screen company, went from zero site-visit appointments to about three a week with a daily AI lead generation agent in HubSpot.
What an AI enrichment agent does before every HubSpot sales call
How an AI lead enrichment agent preps every HubSpot contact before the call, so reps stop researching and start selling. With numbers from a live build.
How an AI call coaching agent reviews every sales call in your CRM
An AI call coaching agent reviews every call and reports back to the team, so coaching stops depending on a manager's free hour. How it works in HubSpot.
The AI re-engagement agent: following up with every HubSpot lead that doesn't book
Most leads that don't book on the first call never get a real follow-up. An AI re-engagement agent in HubSpot follows up with every one of them.
More posts and video walkthroughs are on the way.
Want a heads-up when one goes live? Reach out directly.