Sales & Marketing Operations AI
An AI layer across the RevOps stack — predictive lead scoring, CRM data hygiene, outbound drafting and sequence-optimization, attribution analysis. Sits on top of the existing CRM and marketing automation.
- Engagement
- 8–12 week build · ongoing operation
- Built for
- CROs · CMOs · RevOps leads · Heads of growth
Sales and marketing operations accumulate routine work — lead scoring done by hand or by rule-based scoring that doesn't capture nuance, CRM data hygiene that nobody owns, outbound sequences manually maintained, attribution analysis done quarterly when it should be weekly.
What this is
An AI layer for the sales and marketing operations stack. Four components:
- Predictive lead scoring. Trained on the business's conversion data. Outputs score plus attribution to score drivers.
- CRM data hygiene. Deduplication, missing-field inference, data-quality flagging.
- Outbound drafting. Sequence-step generation, personalization, A/B suggestion. Always human-reviewed before sending.
- Attribution analysis. Multi-touch attribution across the customer journey, with weekly cadence.
How it's built
LightGBM with calibration for lead scoring (calibrated probabilities the sales team can act on). Embedding-based deduplication for the CRM hygiene layer. LLM layer for outbound drafting. Attribution modeling via Bayesian or Markov-chain methods depending on data structure.
What you get
- The lead-scoring model integrated with your CRM.
- The CRM-hygiene pipeline running ongoing.
- The outbound-drafting layer with review workflow.
- The attribution-analysis dashboard.
- Quarterly model refresh and attribution review.
Engagement is shape, not list.
Length and price are functions of the data and the destination. The shape below is the typical engagement.
- Length
- 8–12 week build · ongoing operation
- Lead
- Bogdan
- Cadence
- Async, weekly
- Bar
- Production
Scoped during the discovery call against the actual data and the operation it integrates with.
Principal engineer. Architecture and most code ships through one keyboard.
Written updates between, calls when the decision needs the room.
Async correctness, capacity under burst, observability at every boundary.
Products this composes with.
Same suite, or vertical-specialized versions in another.
- Also in · Operations Algorithms Suite
Customer Clustering & LTV Engine
An unsupervised clustering layer over the client's own customer-and-transaction data — surfaces behavioral segments using RFM and broader signal sets, attaches a lifetime-value forecast per segment, feeds marketing and retention decisions.
- Also in · Operations Algorithms Suite
Churn Prediction & Retention Engine
A classification layer per customer — churn probability with confidence bands, risk-driver attribution (why the model thinks this customer is at risk), and retention-action recommendations tied to the predicted risk drivers.
What buyers ask about this one.
How is this different from HubSpot's AI features or Salesforce Einstein?
Those are excellent at the common case — typical SaaS funnel, typical B2B sales motion. For businesses with more complex sales motions (multi-stakeholder enterprise, mixed B2B/B2C, channel-mediated), the built-in features underperform. Custom captures the structure the built-ins miss.
What about lead scoring specifically?
Replaces rule-based scoring with a model trained on the business's actual conversion data. The score includes attribution to why it's high or low — fit factors, intent factors, timing factors — so the sales team knows what to do with the lead, not just whether it's good.
Does it auto-send outbound emails?
Drafts, doesn't auto-send. The sales team reviews before sending. Where the business wants higher automation (mass-outbound on a low-touch product), the engagement can scope auto-send with controls — but the default is human-in-loop.
What does the CRM hygiene layer do?
Deduplication, missing-field completion (where the missing data is inferrable from other sources), data-quality flagging for the records that need human attention. The CRM stays cleaner without weekly maintenance projects.
Pricing?
Scoped to CRM size, lead volume, and integration depth. Discovery call covers all three.
If the deliverable matches the gap, the next step is one call.
We'll scope length and price against your data and the operation it integrates with. No retainer, no fishing.
Bogdan and team · async-first · OP—2026