Personalised outreach,
assembled by hand across four tools.
Relat's reps were producing genuinely personalised outreach, and paying for it in time — moving between several separate AI tools and back into the CRM to assemble a single message.
The situation,as it arrived.
The tools worked. That was the problem. Each one did its part well enough to justify keeping, so the rep carried the integration cost personally, on every message, and the quality of outreach became a function of how much patience anyone had that afternoon.
Tool sprawl of this kind never shows up as a line item. It shows up as reps sending fewer, worse messages than they are capable of.
Four moves,in the order they happened.
Collapse the tools into one surface
An assistant that combines what the separate tools were doing, so personalisation happens in one place instead of four.
Keep the rep in the record
Built so a rep sends personalised communication without leaving the record they are working in, which is the difference between a tool that gets adopted and one that gets opened twice.
Brand and website alongside it
Identity and site built in parallel, so the product had a market presence at launch rather than after it.
Then the roadmap
What ships next, and in which order, defined against how the first users actually behaved.
Everything thatleft the building.
- AI sales assistant consolidating several tools
- In-record composition surface
- Brand identity
- Website build
- Product roadmap
More like this one.One a month.
Written out of engagements rather than off a content calendar, by whichever principal ran the work. No sequence afterwards.
Your situation is not this one.Tell us what it is.
A senior strategist reads it and replies within one business day, with a straight answer about whether we are the right people.