Before your first non-founder AE or SDR starts, we migrate and clean your CRM, build your ICP target list, and deploy AI agents that research, personalize, and sequence outbound. They start selling on day one, not spending their first 90 days cleaning up data.
For seed-stage and bootstrapped B2B companies (edtech or otherwise), and Series A teams building out RevOps.
No ramp-up quarter. No CRM graveyard.
You've found early PMF through founder-led sales. Now you're hiring someone to scale it, but everything they'd need to do that still lives in your head and your inbox.
Deals sit in spreadsheets, DMs, and three half-set-up tools. Nobody trusts the data, so nobody uses it.
You know your ICP when you see it, but it's never been turned into a list of accounts and contacts someone else can work.
Your best emails are personal because you wrote them. Mass sequences get ~25% opens and zero replies.
We come in for a specific GTM problem, build the system with your team, then hand you the keys.
We migrate you onto the right CRM (or rescue the one you have), dedupe and restructure your accounts and deals, and set up pipeline stages, fields, and hygiene rules that match how you actually sell.
We take what you know about who buys and why, and turn it into signals, then into enriched, prioritized accounts and contacts. For Willow that meant 2,000+ ICP contacts and 500+ targeted accounts.
We build an agent that takes in your ICPs, keeps records current, researches each account and contact, and drafts 2–3 touch sequences in your voice. Your rep reviews, edits, and sends. It's personal outreach at a volume one person can't reach alone.
We help define the role, scorecard, and targets, and we join the final interviews. For some teams the best move is an offshore, AI-native SDR working inside the system we built. That's how Willow scaled outbound without a big local hire.
Everything runs in your accounts: your CRM, your list, your agents, your skills library. We train your team and hand it off, so it keeps compounding after we step back.
Usually ~$250–300K in revenue or a fresh seed round, with early PMF and a clear enough ICP.
You have traction and a pile of tools and experiments. Now it has to work as one system.
We owned strategy, AI prototyping, and execution. Here's what came of it.
A newly hired AE and a stack that wasn't ready for him: the wrong tooling, a CRM mid-migration, and a messy account list.
New GTM tooling, a full CRM migration, and a cleaned, ICP-focused list, all ready as he started.
Founder-led sales with ~25% open rates and no replies. No CRM or list a team could run.
CRM migration, ICP list building, a pivot to highly personalized outbound, and hiring an offshore, AI-native SDR.
"A new CRM, 150 personalized emails and 5+ high-value meetings a week. At ASU GSV, I did 2-3 months of work in 3 days."James Cryan · CEO, Willow Education
Strong B2C brand and engagement, but no clear enterprise business model. Needed to turn attention into B2B revenue.
Dual-audience research, a relaunched free B2C challenge, an AI-prototyped enterprise value dashboard, and the proposal, pipeline, and sales process.
"He didn't just advise, he showed up like a cofounder. The result: 7-figure pipeline created and 6-figures closed."Max Haining · CEO, 100 School
Hiring a first SDR and needing a system that makes them productive from the start, not a blank CRM.
Building an agent that takes in their ICPs, keeps records current, researches accounts and contacts, and drafts 2–3 touch sequences. We're also joining the final SDR interviews.
A nonprofit's "customers" include funders, foundations, and partners, and those relationships needed the same rigor as a sales pipeline.
Mapped and prioritized funders, foundations, and partners, then built the relationships and outreach to open them up.
Yes. Edtech is where we have the deepest network, but the engine is the same for any B2B or enterprise seller. Chestnut, for example, is an a16z-backed insurtech company.
Ideally the system is ready before they start, so the ramp-up quarter disappears. If you've already hired, we build around them. At Chestnut the AE had just joined.
Whatever fits your stage. Often HubSpot or a similar CRM, with Clay, Apollo, or Instantly for data and sequencing, and Claude-powered agents for research and drafting. We don't resell software.
Generic cold email is. We pair targeted lists with research-backed, personal outreach, and blend it with warm intros, LinkedIn, and events. Willow went from no replies to 5+ high-value meetings a week.
The core build (CRM, list, first agents) takes weeks, not quarters. We scope it on our first call based on your stack and hiring timeline.
David leads GTM strategy and RevOps. Vedansh and our build team ship the agents and integrations. You work with the people doing the work, not an account manager.
Co-founded Streetlight Schools, helped scale African Leadership Group 10x as Group PM, and teaches at Penn GSE. Built the GTM engines for Willow, 100 School, and Chestnut. Reach Capital scout.
Ships AI-native products end to end, from Fortune 500 to startups. Builds the agents, integrations, and data plumbing behind every GTM engine.
Book 30 minutes with David. Bring your ICP, your current stack, and your hiring timeline. You'll leave with a plan for what your rep's first week should look like.