How it works

We map the work.
Then we automate it.

No discovery theatre, no six-month roadmap. We audit your real workflows, design the system, build it in your stack, and stay on until the output is worth trusting.

The process

Five steps from audit to live system.

Each step ends with something you can hold — a map, a spec, a working system. Nothing waits on the next phase to prove itself.

Step 01

Audit your workflows

We sit with your team, map the work by hand, and rank every repetitive task by the hours it burns and the revenue it touches.

You walk away with
Workflow mapOpportunity listPriority order
Step 02

Design the system

Define inputs, outputs, tools, approval flows, and quality controls.

You walk away with
System specApproval flowQuality bar
Step 03

Build the workflows

Create automations, prompts, templates, integrations, and dashboards.

You walk away with
Live automationsPrompt libraryIntegrations
Step 04

Deploy with your team

Put the system inside existing sales, marketing, and RevOps workflows.

You walk away with
Team walkthroughRunbookHandover
Step 05

Optimize for impact

Improve speed, quality, adoption, and measurable business outcomes.

You walk away with
Usage reviewQuality tuningImpact report
Ways to engage

Three ways to work with us.

Start with a map, automate one workflow end-to-end, or hand us the whole GTM function. Each one is a door into the same engine.

Best entry offer

AI GTM Systems Audit

For teams that know AI can help, but don't know where to start.

  • Workflow audit — current process map
  • Automation opportunity map
  • Tool stack review
  • Priority roadmap
  • 30 / 60 / 90 day implementation plan
Start here
Best core offer

AI Workflow Build

For teams that want one specific workflow automated end-to-end.

  • Outbound workflow — research to sequence
  • Proposal workflow — notes to proposal
  • CRM workflow — scoring, routing, cleanup
  • Content workflow — one input to many assets
  • Reporting workflow — weekly executive summaries
Start here
Premium retainer

AI GTM Operating System

For teams that want Phoenix to build and improve multiple AI workflows across their GTM function.

  • Growth — campaigns, outbound, lead research
  • Sales — proposals, follow-ups, enablement
  • RevOps — CRM, reporting, scoring
  • Content — blogs, social, decks, collateral
  • Intelligence — competitors, market, accounts
Start here
Working with us

What the engagement actually feels like.

Small senior team, short cycles, and systems that land inside the tools your team already uses.

You stay in control

You approve. AI executes.

Your team sets the standards, the voice, and the offer. The system does the research, the drafting, and the repetition — and everything that leaves the building passes a human first.

Human checkpointsBrand voice lockedFull audit trail
Days, not quarters
~1 wk

From the first call to a system doing real work. You see output in the same month, not the same quarter.

Who you get

Senior people only

The people who scope your system are the people who build it. No account layer, no juniors learning on your budget, no handoff between the pitch and the work.

No rip-and-replace

Runs in your stack

Your CRM, your inbox, your docs, your reporting. We automate around the tools you already pay for — nothing to migrate, nothing new for the team to learn.

Let's talk

Let's find your highest-impact workflow.

One call, one workflow map. You'll leave knowing exactly where automation pays back first — whether you work with us or not.