AI implementation services

AI Implementation,built with your team, owned by you.

Most AI implementation stalls at the pilot while the licenses keep billing. We build working agents with the team that will run them, in your systems, tested on real examples and costed per run. One department a month. Everything we build stays in your accounts.

Book a free 30-minute call See how a build runs
5.0from 21 customer reviews

This is the build stage of our AI Transformation Playbook: audit, train your team, then build one department at a time.

2 yrs

Building AI systems

10+

AI products shipped

500+

Hours saved

Every month in pilot mode costs you hours

You already pay for AI. Here is where the return goes missing.

Seats nobody uses

You bought 50 licenses. Five people log in. The rest tried it once, got a bad answer, and went back to doing the work by hand.

The AI person left

You hired someone to "figure out AI." They left, and their prompts left with them. You start over.

Data that feeds nothing

Years of CRM data, call transcripts and pipeline history. None of it runs anything yet.

Stuck in pilot mode

The pilot "went well." That was six months ago. Nothing shipped, and the licenses kept billing.

What waiting costs

Every rep who spends two hours researching instead of selling. Every campaign that takes a week instead of a day. Every customer question answered by hand. That's not an AI problem. It's a revenue problem.

How one department build runs

One department a month. We build the agent with the people who will run it, on their real work.

  1. Week 1

    Pick the job

    We take the top workflow from your audit, agree on the number it should move, record a pre-AI baseline and name the person who will own it.

  2. Week 2

    Build it in your systems

    We build with the team that will run it, in your accounts, under your permissions, on the AI vendors you've approved. A working version runs on your real data by the end of the week.

  3. Week 3

    Test it and cost it

    We test it on real examples from your team until it holds up. Every agent gets a cost per run and a monthly estimate. Routine work goes to cheaper models.

  4. Week 4

    Hand it off

    Your people run it. It is documented, embedded in the workflow and owned by someone on your team. Then we start the next department.

Every build starts from the ranked list in your AI Audit, so the first agent is the one with the clearest payback. See the full program →

What you own when we leave

Your people run it. Nothing about it depends on us.

Code and prompts

Everything lives in your accounts. No license to us, no lock-in.

Docs and tests

Written docs, plus tests on real examples, so the next person can trust it.

A cost per run

And a monthly estimate, so you can put AI spend in next year's budget.

A named owner

Someone on your team runs it, inside the workflow it serves.

A monthly KPI readout

The number it should move, against the month before AI.

Optional access

Slack access and quick calls if something breaks or you want the next agent.

Custom AI agents, by department

We start where the money moves: sales, support and marketing. Their numbers are clear and their work repeats, so they prove an agent fastest. Ops and finance come next.

Sales

  • Pre-call brief in 30 seconds
  • Call notes to CRM, plus the follow-up draft
  • Closed-lost revival
  • Proposal first draft

Moves: Close rate, cycle time, activities per rep

Support and CS

  • Ticket triage with a draft reply in your voice
  • Renewal-risk flags from tickets and usage
  • QBR deck prep

Moves: First response time, onboarding completion, gross retention

Marketing and RevOps

  • Inbound lead research and a reply in under 60 seconds
  • CRM hygiene
  • Weekly pipeline pack before Monday
  • Content repurposing

Moves: Speed to lead, pipeline created, forecast accuracy

See every department

What this looks like deployed

Two builds, two teams, real numbers. Names withheld. The metrics are theirs.

Real Estate SaaS

Sales Team, 11 AEs + 4 SDRs

Client under NDA

The problem

Sales team was spending 2.5+ hours daily on manual prospect research. No standardized process. Tribal knowledge trapped in senior reps' heads. Deals stalling because reps couldn't prep fast enough.

What we built

Built AI-powered research workflows for property data, investor profiles, and market analysis. Deployed automated prospect enrichment pipelines. Created shared prompt library and research agent the entire team uses.

83%

Reduction in research time

2.5+ hours → 25 min per prospect

2.4x

More qualified meetings

Same team, same territory, better prep

21%

Increase in close rate

Within 60 days of deployment

2 hrs saved × 15 reps × $50/hr × 20 days

$30,000/month in recovered selling time · $360,000/year · Like adding 3-4 reps without the headcount

“Honestly, the biggest win is that our newer reps now show up to calls as prepared as our senior guys.
That research gap just... disappeared.”

VP of Sales

Sales Tech SaaS

Full GTM Team, 8 Sales + 6 Marketing + 4 CS

The problem

Classic "AI adoption theater." Everyone had ChatGPT tabs open, nobody was getting real results. Marketing spending hours fixing AI drafts. Customer Success buried in manual documentation. No shared workflows.

What we built

Built end-to-end GTM automation stack: AI-powered content pipeline for marketing, automated research workflows for sales, and documentation agents for CS. Connected everything to their existing tools.

2.7x

Content velocity

Same team producing 2.7x the output

8 hrs

Saved per person weekly

Across research, writing, and admin

100%

Daily AI adoption

Every team member using AI daily within 2 weeks

8 hrs × 18 people × $60/hr × 4 weeks

$34,560/month in productivity gains · $414,720/year · Like adding 4-5 FTEs without the headcount

“Before this, half the team thought AI was overhyped. Now those same people won't shut up about it.
They actually get it now.”

Head of Revenue Operations

Start with the audit. Keep everything you build.

Every engagement is scoped on the call and quoted upfront, in writing. The audit fee is credited if you continue.

2 weeks

AI Audit

Find the agents worth building before you build any.

  • Pulse survey and 5 to 8 interviews
  • Your KPIs anchored to a pre-AI month
  • Ranked roadmap: top 10 workflows, with ROI and owners
  • Stop here and keep everything

Quoted upfront, in writing.

Book a free 30-minute call
About 4 monthsRecommended

Core Package

Train the team, then build one department agent a month.

  • The AI Audit and a foundations workshop
  • Self-serve courses and office hours for your team
  • Three department builds, GTM first
  • Docs, tests, a cost per run and a named owner for each
  • Monthly KPI readout against your baseline

Quoted upfront, in writing.

Book a free 30-minute call
See the full package
Month to month

Access retainer

A safety net after any build. Optional.

  • Slack access when something breaks
  • Quick calls when you want the next agent
  • Access, not monitoring
  • Cancel anytime

Quoted upfront, in writing.

Book a free 30-minute call

Is this right for you?

A fit if:

  • You have 50 to 500 people and AI licenses that are already live
  • Your sales, support or marketing team tracks numbers you trust
  • You want working agents that your own people run when we leave
  • You have a leader who will own it

Not a fit if:

  • You need engineering-level AI/ML model training
  • You want a vendor to run your AI forever
  • You want a deck, not working agents
  • You need consumer-facing AI products (chatbots, apps)

Want the whole program? AI Transformation Playbook →

Need team training first? AI training for teams →

Want to learn to build it yourself? Browse our courses →

Your implementation partner

An operator who builds with AI

Mark Fershteyn - AI implementation partner and founder of MasteringAI

Mark Fershteyn

Founder of Recapped.io, a B2B sales software company • Former VP of Admissions at App Academy

I spent 15 years in B2B sales and GTM, including 7 years founding and running Recapped, where we raised $8M. I can't write code. I built the agents my team needed because we couldn't hire 20 more people.

We start from your revenue goals, your team's workflow and the numbers you already report. Then we build the agent that moves them.

  • 15 years in B2B sales and GTM
  • $8M+ raised
  • 10+ AI products shipped
  • PE-backed client companies

Questions, answered

We come from 15 years in B2B sales and GTM, so we start from the number your team reports. Then we build the agent with the people who will run it, around the way they already work.

Thirty minutes on where you are: your workflows, where the hours go, and what you've already tried with AI. You leave with the first three agents we'd build, either way. No pitch deck.

You see a working agent on your real data by the end of week two of a build. Each department build takes about a month from kickoff to handoff, tested and costed, with a monthly KPI readout against your pre-AI baseline.

Whatever is already in your stack. Agents run in your accounts, on the AI vendors you've approved. Common ones: Claude, ChatGPT, HubSpot, Salesforce, Slack, Google Workspace, Zendesk, n8n, Make and custom API integrations. We recommend based on your needs, not vendor deals.

We start with sales, support and marketing. They have the clearest numbers and the most repeatable work, so they're the fastest place to prove an agent is doing a job. Ops and finance come next.

Agents run in your accounts, under your permissions, on the AI vendors you've already approved. Nothing goes live without tests on real examples and a named owner on your team.

Your people run it. Every agent ships with docs, tests and a named owner, embedded in the workflow it serves. If you want a safety net, the access retainer gives you Slack access and quick calls when something breaks. Access, not monitoring.

You do. The code, prompts, agents and docs all live in your accounts. We keep no claim to anything we build with you.

Every engagement is scoped on the call and quoted upfront, in writing. Every agent also ships with a cost per run and a monthly estimate, so you know what it costs to keep running.

The AI Audit. In two weeks you get a baseline of your numbers and a ranked list of the agents worth building, with ROI and owners. Stop there and keep everything, or continue and the audit fee is credited.

It depends on the workflow. Typical results: 60 to 80% less time on the manual task, 2 to 3x the output from the same team, and hours back every week. You get projections for each agent in the audit.

You should, and you will. We build the first agents with your team so they learn on real work, then they build the rest. If you want training first, see our team training or the courses.
AI Transformation PlaybookCustom AI agent developmentAI Operating SystemCase studies

Pick one department.
We'll put an agent to work in it.

Thirty minutes on where you are. You leave with the first three agents we'd build, either way.

Book a free 30-minute call

No obligation · We'll tell you if it's a fit