Beyond call recording: getting real ROI from Gong
Most teams treat Gong as expensive call storage. The return is in coaching, deal execution, and forecast accuracy. Here is how to move from recording to results.
Read the full post → How We Help
What we deliver for ai consulting firms.
Salesforce + integrated PSA for AI firms
Account, opportunity, engagement, and project management unified, configured for AI/data services pricing and delivery models.
Flexible pricing model support
Contract management that supports time-and-materials, fixed-fee, outcome-based, retainer, and hybrid pricing without forcing them into one shape.
Internal knowledge platform
Confluence or Notion integrated into your CRM so that every project benefits from prior project learning.
Onboarding automation
Templated onboarding workflows triggered by deal close, kickoff scheduling, document collection, environment provisioning, team intros.
ROI capture and value-realization platform
Structured ROI baselines, ongoing measurement, and client-ready ROI reporting built into every engagement.
Security and compliance infrastructure
SOC 2 readiness, ISO controls, and the technical and process infrastructure to pass enterprise security reviews.
Common Challenges
What we see in ai consulting.
The technology and process challenges that come up in nearly every engagement we run in this industry.
Scaling without losing AI-native craft
Most AI firms start small and excellent. Growing past 20 people without losing what made you good is the central operational challenge.
Pricing experiments at scale
Outcome-based pricing, retainers, license-plus-services, AI firms experiment with pricing models that legacy CRM does not support well.
Knowledge management for repeat patterns
AI work is full of repeating patterns. Capturing and reusing them is a major productivity lever.
Client onboarding speed
AI clients expect fast onboarding. Every day of internal admin is a day they could be getting value.
Demonstrating ROI to enterprise procurement
Enterprise procurement teams want hard ROI numbers. AI firms need infrastructure to capture and demonstrate them.
Compliance and security for AI deployments
SOC 2, ISO 27001, and customer-specific security requirements increasingly gate AI deals. The infrastructure to meet them is non-trivial.
Regulatory & Compliance Matters
What we navigate in ai consulting.
Compliance is not a separate workstream, it is embedded in every workflow we deliver. The major frameworks we work within:
EU AI Act
AI system classification, risk management evidence, transparency requirements, and conformity assessment workflows.
NIST AI Risk Management Framework
AI RMF implementation, risk profile documentation, and governance workflows aligned to NIST guidance.
ISO 42001 (AI Management Systems)
AI management system certification preparation, control evidence, and continuous improvement workflows.
Sector-Specific (HIPAA, GLBA, FERPA + AI)
Sector regulations as they apply to AI systems, data handling, audit logging, and decision explainability requirements.
Copyright & IP for Generative Content
Training data provenance, output review workflows, and IP risk documentation for generative AI deployments.
Algorithmic Accountability (state laws)
Emerging state AI laws (Colorado, California, NYC bias audit), disclosure, impact assessment, and audit workflows.
Signature Service Categories
The major ai consulting practices our team runs.
Each category represents a deep specialization with dedicated playbooks, accelerators, and experienced practitioners.
Operations Platform for AI Firms
Salesforce + PSA configured for AI/data services pricing and delivery.
ROI & Value Realization
Structured ROI capture and client-facing reporting.
Compliance & Security
SOC 2, ISO 27001, and enterprise-grade security infrastructure.
Knowledge Management
AI-augmented internal knowledge platforms.
Customer Success for AI Engagements
Adoption tracking, renewal forecasting, and CSM workflows for AI/data clients.
Other Platforms
The technology stack we typically deploy here.
Salesforce + PSA platforms
PSA platform (Kantata, Certinia, etc.)
Notion / Confluence + AI retrieval
Compliance automation (Drata, Vanta)
Anthropic, OpenAI, Azure AI infrastructure
Customer success platforms
Knowledge management AI
Integration Ecosystem
The platforms we connect to in ai consulting.
Our team carries hands-on experience across the systems your firm already runs. Integration is rarely the bottleneck.
Anthropic Claude (API + Bedrock + Vertex)
OpenAI / Azure OpenAI
AWS Bedrock
Google Vertex AI
Salesforce Agentforce
Microsoft Copilot Studio
LangChain / LangSmith
LlamaIndex
Pinecone
Weaviate
pgvector
Databricks Mosaic
Hugging Face
Snowflake Cortex
Unstructured.io
Vellum / Humanloop
Arize / Fiddler
Cohere
How Clients Engage Us
Four ways to work with us on ai consulting initiatives.
From short diagnostics to fractional leadership, every engagement model is designed around the client's stage and needs.
Discovery & Strategy
Operational diagnostics for AI consultancies and AI-native software firms.
Fixed-Scope Implementation
Specific projects covering PSA, compliance, or knowledge platforms.
Managed Services
Ongoing operations support for growing AI firms.
Fractional Operations Leadership
Senior operations leadership for AI firms scaling past 20 people.
Outcomes We Deliver
The metrics we actually move for ai consulting clients.
Engagements are measured by movement on the numbers that matter. These are the directions of travel we commit to.
AI pilot to production rate
Increased
Time saved per knowledge worker
Faster
AI workflow accuracy
Improved
AI governance findings
Reduce to zero material
Time to ROI on AI investment
Faster
Employee AI adoption rate
Increased
Signature Frameworks
Proprietary methodologies for ai consulting work.
Every engagement leverages reusable assets, frameworks, blueprints, and diagnostics built up over hundreds of client projects.
AI Maturity Diagnostic
Our two-week assessment that maps where AI will and will not create value in your organization, plus a sequenced roadmap with measurable outcomes.
RAG Reference Architecture
A battle-tested pattern for retrieval-augmented generation in enterprise, covering ingestion, chunking, embedding, retrieval, and evaluation.
AI Governance Operating Model
A framework for AI inventory, risk classification, approval workflows, and ongoing monitoring that scales beyond a single steering committee.
AI Agent Design Method
Our approach to designing AI agents that handle real work, tool use, error handling, escalation paths, and human-in-the-loop workflows.
Featured Insight
Insight & analysis from our ai consulting team.
Practitioner-level analysis from the consultants delivering the work.
Revenue Operations
Our Capabilities
How we help ai consulting clients.
Salesforce
Implementation, configuration, and managed services across the full Salesforce platform, from Sales and Service Cloud to Agentforce and Data Cloud.
Learn more →Gong
As one of Gong’s earliest services partners, we implement, integrate, and optimize Gong so revenue teams actually adopt it.
Learn more →AI Consulting
Strategy and production AI, from use-case selection and governance to deployed agents on the platforms you already run.
Learn more →Revenue Operations
The systems, data, and rituals that make sales, marketing, and customer success operate as one revenue engine.
Learn more →Ready to move ai consulting forward?
Free 30-minute strategy session with one of our consultants who knows your industry.
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