Internal AI Playbook / Book in progress
How to build internal AI that works.
A book for engineers and operators building AI for sales, customer success, expansion, and revenue automation.
- 01 / Find the right accountsAI Outbound SDR
Research each account, find the angle, and draft outreach worth answering.
- 02 / Turn intent into pipelineAI Inbound SDR
Enrich, qualify, route, and respond while intent is high.
- 03 / Protect customer valueCustomer Success AI
Keep customer context current, spot risk early, and prepare the next best action.
- 04 / Grow the right accountsAI Expansion Agent
Find the right upsell or cross-sell moment from usage, conversations, and product fit.
Docs · CRM · calls · tickets · usage · policies
Permissions · approvals · exceptions · feedback
01 / Inside the book
Build internal AI around real work.
Learn how to choose a production workflow, define its boundaries, connect company context, and measure whether people use it.
- 01
System blueprints
Map the data, tools, reviews, and measurements behind each workflow.
- 02
Agent patterns
Adapt concrete workflows for inbound, outbound, customer success, and expansion.
- 03
Production lessons
Learn the decisions and tradeoffs behind internal AI systems in active use.
02 / Field notes
Start with the system, then choose the agent.
GTM engineering
How engineers turn revenue strategy into data, workflows, and operating systems.
Read the guide 02AI workflows
Design triggers, data access, tools, reviews, and failure handling for one real task.
Read the guide 03AI SDR
Build inbound qualification and outbound research around pipeline quality.
Read the guide 04Internal AI systems
The architecture that connects company knowledge to reliable actions and outcomes.
Read the guide03 / Waitlist
Be first to read it.
Join the list for early excerpts, diagrams from the book, and the launch announcement.