Map how your team actually sells
Before looking at a single tool, I map your real workflows: how leads move through the pipeline, where reps lose time, and where the process breaks down. A stack is only as good as the process it supports.
AI & SALES TECH STACK
A sales tech stack that supports how your team actually sells.
Most teams don't need more software — they need the right software, working together, behind a process that makes sense. I audit your sales technology, run focused evaluations, and put AI to work on the parts of selling that eat your team's time.
The problem
Tools piling up, adoption going down.
Your team spends hours on admin work that AI could handle, because your tools weren't chosen to support how you actually sell. Every new vendor promises productivity; too often the result is another login, another dashboard, and another rep working around the system.
The fix starts with your process, not a product demo. Once we know how your team sells, choosing the technology becomes straightforward — and the stack starts paying for itself in hours saved and deals moved.
What an engagement looks like
A focused sales tech stack audit
Audit what you already own
Most teams pay for features they never use and miss features hiding in tools they already have. I review your current stack seat by seat and workflow by workflow, so you know what to keep, what to cut, and what's missing.
Evaluate and choose with confidence
After 13 years in SaaS sales and thousands of software evaluations, I know how to cut through polished vendor demos. I run a focused evaluation against your actual requirements — not a vendor's checklist — so you pick the tool that fits your business and budget.
AI in the stack
AI workflows sellers actually use
At Greenhouse, I helped lead the proof of concept for an AI platform that reached 92% team adoption and saved up to 180 minutes per rep each week. Adoption like that only happens when the AI fits the seller's day. I map your workflows, pick the highest-value uses, and build and test practical AI workflows with your team.
- RFP and security questionnaire qualification. Route and draft responses faster, so your best sellers spend time on deals, not paperwork.
- Method-aligned follow-up. Generate follow-up that matches your sales methodology and actually moves the deal forward.
- Research and preparation. Walk into every call knowing the account, the stakeholders, and the likely objections.
- CRM hygiene and admin. Let AI handle the data entry that eats hours every week, without asking reps to change how they work.
Who it's for
Built for HR tech and B2B SaaS teams
This work fits founders building their first real sales motion and sales leaders in HR tech and B2B SaaS who suspect the stack — not the team — is the bottleneck. I spent nearly two decades selling recruitment marketing and HR tech software, including more than eleven years at Greenhouse, so I speak your buyers' language and know your category's tools.
Let's look at your stack together.
A 30-minute conversation to understand your tools, your workflows, and where the fastest win is.