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Blog — page 16

Notes on
agentic GTM.

Short arguments about how revenue work is changing — and what it takes to run agents responsibly once it has.

Posts, page 16

How to find the missing buyer in a deal review

A deal can have several contacts and still be single-threaded where the decision actually happens.

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How to prepare for an account meeting from the CRM record

A useful account plan is a working briefing for the next conversation, not a document created once and admired later.

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How to build a post-pilot re-engagement RevPlay

A pilot ending is a trigger. A repeatable motion needs to say who qualifies, what happens next and where a person decides.

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How to give an AI messaging sequence one clear job

“Follow up” describes a genre. A useful messaging framework tells the agent what outcome each step is supposed to create.

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Managed RevOps vs. RevOps consulting: who owns the work after the strategy?

The deciding question is who owns reliable daily execution after the recommendations are delivered.

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CRM hygiene for AI agents: 8 checks before you automate revenue work

When agents can read and write revenue systems, clean CRM data becomes an operational safety control.

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System of record vs. system of action: where revenue AI agents belong

Keep the CRM as the governed record; use a managed operating layer to coordinate context, action and recovery.

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From AI agent pilot to production: a 90-day RevOps rollout plan

Narrow the scope, prove context and controls, rehearse exceptions and assign an operator before widening autonomy.

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How to measure revenue AI agents: 12 metrics beyond activity

Measure the chain from eligible work to trustworthy completion, human control, recovery and commercial outcome.

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