The team captures and enriches leads, scores them against your ideal customer, nurtures them until they are ready for sales and drafts your content. Every email and every piece waits for a marketer to approve it.
A coordinator and specialists for leads, nurture, scoring, content and analysis.
Plans the week's content calendar and reports on the funnel. Reports to your head of marketing.
Completes every new lead and account, and identifies target accounts and their buying group.
Scores leads against your ideal customer and hands qualified ones to sales with their history.
Drafts the next email for each lead from its history. Each draft waits for approval.
Drafts articles, pages and posts from your positioning and your documents.
Reads the funnel in your CRM every day and writes the monthly report.
The CRM built into MeetLoyd, HubSpot, Salesforce, Microsoft Dynamics 365
Google Workspace, Microsoft 365
Jira, Linear, Notion
Tableau, Power BI
Slack, Microsoft Teams
Each agent gets only the access its role needs, granted by you and listed in the access register. Another system can be connected through its API or an MCP server.
Each agent has its own SPIFFE identity and signing key. Every action records which agent acted, under which rule, and for whom.
Approvals where you want them. Autonomy widens only on measured results and steps back by itself when results slip.
Agents reach only what you grant. One switch stops an agent or the whole team, and the stop is on the record. 32 governance packs apply your rules, on your own model keys.
Which work the team takes on, and the documents it learns from, reviewed by you.
A charter per agent with its limits, and your tools connected with least access.
Real work, every action approved by a person, until the team earns autonomy.
At the autonomy it earned, measured against where you started.
Three to six weeks from scope to go-live. How a team launch works · Sales team · Other teams