Systems and integrations
Which tools you use, how they connect, and where data is copied by hand.
See Workflow automation →Where every engagement starts
Technical Diagnostic for growing companies.
A fixed-scope review of your systems, data and workflows, done in 2–3 weeks. You get an audit report and an engineering roadmap that shows what to fix, what to automate and where AI makes sense.
At a glance
2–3 weeksFrom the first interview to the roadmap walkthrough.
Fixed scopePrice agreed before we start.
YoursThe roadmap works with us, your own team or another vendor.
Scope
What do we review?
Data
Ownership, quality, duplicates, and whether there is one source of truth.
See GTM engineering →Workflows
Handoffs between marketing, sales, customer success and operations, and the manual steps in between.
See Workflow automation →AI readiness
The documents and data an AI system would use, who maintains them, access and compliance.
See RAG systems →Ownership and access
Every agent, automation and internal tool, the person who owns it, the access it runs with and what it costs to run each month.
Who it is for
When does a diagnostic make sense?
Good fit
- Your teams built agents, automations or internal tools in the last year, and nobody can say who owns each one.
- You want to start with AI but don’t know if your data is ready.
- Your tools grew faster than the processes between them.
- You plan a CRM migration or a new automation platform and don’t want to move the mess with it.
- You need a plan you can execute with us, with your own team or with another vendor.
Better to wait
- You need one specific integration built this week. Book a call; a sprint may fit better.
- You don’t have systems in place yet.
- You want a strategy presentation without implementation. Our roadmap is written for engineers and operators.
How it works
What happens in the three weeks?
- 01
Week 1, interviews and access
We talk to the people who run the processes and get access to the main tools.
- 02
Week 2, review
We map systems, data and workflows and find where they break.
- 03
Week 3, report and roadmap
We present the findings and a prioritized roadmap and walk your team through it.
Deliverables
What you leave with
Five things, yours to keep, whoever builds next.
Audit report
The current state and the issues, ranked by impact and effort.
Engineering roadmap
What to build, in which order, in sprint-sized steps.
Ownership map
Every tool, its owner, its risk, and a decision to keep it, rebuild it or switch it off.
Quick wins
Changes you can act on in the first weeks.
Walkthrough
A session with your team to go through it all.
What we need from you: access to the main tools, a few short interviews and one contact person.
FAQ
Frequently asked questions
What do we need to prepare?
Access to your main tools and a short list of the people who run the processes we review. We send a checklist before week 1.
Who from our team is involved?
The people who own the processes and tools in scope, usually for one interview each, plus one contact person.
What happens after the diagnostic?
You decide: implement with us in sprints, keep us on for ongoing support, or take the roadmap to your own team or another vendor.
Can we use the roadmap with another vendor?
Yes. The roadmap is yours, and it is written so that any engineering team can work from it.
Is the diagnostic only about AI?
No. It covers systems, data, workflows and RevOps. AI readiness is one part of it.
How much does it cost?
The scope is fixed. You get the price after a 30-minute call.
Next step
Start with a 30-minute call.
We check whether the diagnostic fits, and agree the scope and price.