Model your sales pipeline as a YAML state machine and compute conversion rates, stage velocity, and weighted forecast straight from CRM exports.

Autonomous revenue agent — scores prospects, researches via SerpAPI, writes cold emails via Claude, sends via SMTP. $0.50/day vs Gong $100K/year.

Production ML Deal Risk Intelligence

Revenue Ops automation — AI-powered pipeline intelligence

Strategic Operations & AI Enablement Portfolio | Bridging the gap between raw data and executive decision-making. Featuring Revenue-Aware Pipelines & AI Governance.

Investor-update and KPI one-pager generator from your metrics

Build and maintain an investor-update + data-room manifest from a metrics YAML, rendering monthly MRR/burn/runway updates with consistent KPIs.

Board-ready Kinetic Gain surface for scoring inbound leads using fit, behavior, attribution, and pipeline-priority signals.

Proposal / quote / SOW generator — YAML to branded PDF

Track partnership/channel agreements as YAML records and compute account overlap, co-sell coverage gaps, and renewal/expiry alerts.

Lint email sequences and drip campaigns for deliverability: SPF/DKIM/DMARC, link health, unsubscribe presence, and CAN-SPAM/GDPR compliance.

Self-hosted SaaS metrics — MRR, churn, LTV from Stripe or CSV

M&A/VC due-diligence assistant: generate a dataroom checklist, track items, and flag risks in local documents — fully local, no network needed.

Score and rank inbound/outbound leads from a YAML rulebook, emitting a ranked queue as JSON/CSV for your SDRs and CI gates.

Bidirectional, idempotent sync of contacts/deals between a local SQLite source-of-truth and CRM APIs (HubSpot/Pipedrive/Salesforce) via one config.

CLI invoicing + payment-link generator with PDF and a local ledger

Lightweight MCP-native CRM pipeline with email sequences

Python agent scaffold for generating account briefs from CRM activity, meeting notes, and support history for customer success and account teams.

Org charts and headcount plans generated from CSV / HRIS export