AI Agent Prescription
Put AI agents on the busywork. Keep your people on the customer.
Everyone says you should be using AI. Few can tell you how, when or for what. We diagnose where agents will add revenue capacity or cut cost, then prescribe the right agents in the right order.
For growing companies
Scale without hiring ahead of revenue. Agents take on research, follow-up and admin so a small team can cover more ground.
For larger companies
Take repeated tasks off expensive people. Agents handle CRM updates, meeting notes, reporting and routine customer check-ins, and lower your cost of sale.
For any leadership team
That keeps hearing "we should be using AI" but can't say how, when or for what.
Our rule: fix the process, then automate it.
An agent on a broken process just makes the mistakes faster, and agents placed in front of customers without rules damage trust. Agents do the repeatable work; people own the relationships, the judgment and the close. Every recommendation still passes the Monday Morning Test™.
How it works
- Diagnose. Leadership takes the free Would AI agents help optimize my revenue opportunity? assessment. It measures how much repeated work the team carries and how ready the business is for agents.
- Map the work. We inventory the revenue tasks by role and rate each one on time spent, how repeatable it is, and how much judgment it needs.
- Prescribe. You get a ranked plan: which agents to introduce first, the hours each should free up, and what has to be fixed beforehand.
- Pilot. We help you run one or two agents for 90 days with clear success measures and human review built in.
- Scale and govern. We expand what works, retire what doesn't, and put simple rules in place for data, customer-facing content and accountability.
What you receive
| Deliverable | What it tells you |
|---|---|
| AI Agent Opportunity Report | Your opportunity and readiness scores, and where you sit today |
| Agent Prescription | The top agent use cases, ranked, with estimated hours freed |
| Treatment plan | What to fix in process, data or systems before agents will pay off |
| 90-day pilot plan | The first agents, owners, success measures and review points |
| Guardrails | Rules for data sharing, human review and customer-facing use |
We're vendor-neutral: we recommend the type of agent and what it must do, not a particular product. The service pairs with the Revenue Performance Assessment: that assessment finds where revenue is lost; this one finds which of those gaps agents can help close.
For pricing and to discuss your situation, contact us.
Would AI agents help optimize my revenue opportunity?
A free 15-minute assessment for business and sales leaders. You see your diagnosis, two scores and your three best starting agents as soon as you finish.