PROFESSIONAL SERVICES · AGENTIC AI & AUTOMATION

Agentic AI & Automation for Professional Services

We help Professional Services teams deploy autonomous AI agents into your revenue stack. Form → automation → CRM plumbing that holds: enrichment, dedupe, routing and automated speed-to-lead.

30%
CVR — Smiota
$56M
sales pipeline built
Form → retainer
traced end to end

The ads are the easy part. The plumbing is where the money leaks.

THE APPROACH

Why agentic ai & automation for Professional Services is a different job

Form → automation → CRM plumbing that holds: enrichment, dedupe, routing and automated speed-to-lead.

One system, from the first click to the signed engagement letter, carrying attribution the whole way. Source, campaign and touch history travel with the lead from the site through your automations into custom CRM fields — Pipedrive, HubSpot or Salesforce — and stay attached when the matter closes.

Most so-called AI agents are rule-based scripts in more sophisticated packaging. A genuine agent reasons toward a goal, selects its own next step, and recognizes when to stop and defer to a human. We build one only when the work is genuinely unpredictable, and we keep a person in command of anything that touches a customer or a budget.

WHAT'S INCLUDED

The build.

01

AI SDRs & Outbound Agents

Pipeline at machine volume, personalized precisely enough to earn the reply. Agents research target accounts, read live buying signals, and compose outbound personalized to each contact, booking meetings your reps close. A human approves every message before it sends.

02

Marketing Ops & Personalization

Campaigns monitored around the clock, experiences tuned to every visitor. Agents catch spend drift or a broken pixel the moment it occurs, rebalance budgets toward what is performing, and deliver reporting on demand. On site, offers adapt to each visitor in real time, attributed to revenue.

03

Custom Assistants & Automation

Internal tools on your data, and a stack integrated so manual handoffs disappear. Claude- and GPT-powered proposal writers, research copilots, and knowledge assistants run on your data with scoped access. Your CRM, ad platforms, email, billing, and warehouse connect into workflows that keep every record in sync.

04

Agent Evaluation & Guardrails

Guardrails, monitoring, and approval gates on every agent we ship. Every agent ships with an evaluation suite that scores output against real examples before production. High-stakes actions pass through human approval gates, and every action is logged and auditable.

PROOF
$56MPIPELINE
Smiota
demand, engineered
PIPELINE TRIPLED · +30% CVR
15xROAS
Cirque du Soleil — Dralion
a full house, every night
88,000 TICKETS SOLD · 22 EVENTS
4xROAS
Gold Collagen
beauty that converts
+50% DISTRIBUTION DEALS
TRUSTED BY 80+ COMPANIES
ArcticBrandable BoxCoolBotSmiotaGold CollagenUFITUtopihenScience in SportAG0ChainCirque du SoleilArcticBrandable BoxCoolBotSmiotaGold CollagenUFITUtopihenScience in SportAG0ChainCirque du Soleil
CMMNAustralian Tattoo ExpoThunder LaserTrend HunterFuture FestivalPacific DomesUnbound SummitsMomentous GroupCloud MedHiltonKGCASU+GSV SummitCMMNAustralian Tattoo ExpoThunder LaserTrend HunterFuture FestivalPacific DomesUnbound SummitsMomentous GroupCloud MedHiltonKGCASU+GSV Summit
HOW WE WORK

A plan, from day one.

01
Map the Manual Work

We map every manual workflow across your revenue team and rank each by return. You get an automation plan that names which work agents should own, in order.

02
Design the Agent Roster

Each agent is scoped like a hire: a defined role, scoped data access, a clear escalation path, and one success metric tied to pipeline.

03
Deploy Into Your Stack

Agents ship into your CRM, ad platforms, warehouse, and Slack. The highest-return workflow goes live first, so value arrives early.

04
Govern with Evaluations

Approval gates on every high-stakes action, evaluation suites scoring output continuously, and monitoring that surfaces drift before it reaches your numbers.

05
Enable & Expand

Every workflow documented, every operator trained. Retain us to grow the roster, or run it yourself. Either way, you own it all.

WHAT YOU GET

Deliverables that ship.

FAQ

Questions, answered.

Yes. Our published work includes Smiota at $56M PIPELINE. We run agentic AI & automation inside a full-stack engagement built for Professional Services, so it is wired to the same measurement layer, CRM and first-party data the rest of your growth runs on — which is what makes the numbers defensible.

CATALIST NEWSLETTER

Monthly dose of growth marketing.

Get marketing tips, narratives, guides, and playbooks delivered to your inbox.

Protected by reCAPTCHA — Google's Privacy Policy and Terms of Service apply.