20 patterns I build most often, and one you haven't named yet.

Sales excellence

Reads your pipeline against how deals have behaved historically, including each rep's personal optimism bias, then reforecasts weekly and flags the specific deals moving the number. Built and tuned toward landing inside 5% variance.

ReplacesThe spreadsheet reconciliation before every forecast call, and the commit number nobody believes.

Sales excellence

Compares call transcripts and CRM activity against the methodology you run, then returns what's missing per deal (no economic buyer, no next step, no paper process) with time to fix it before the pipeline review.

ReplacesManagers reading notes at midnight and asking the same five questions in every review.

Sales excellence

Stage definitions, exit criteria, and required fields designed around how your deals progress, then enforced in the CRM itself, so following the process is the path of least resistance.

ReplacesA process document nobody opened after onboarding week.

Sales excellence

Per-rep scorecards built from real call and deal behavior, tied to a coaching plan a manager can run in a weekly 1:1. Ramps new reps faster and makes it obvious where the team is losing deals.

ReplacesCoaching by anecdote, and ride-alongs as the only feedback mechanism.

Sales excellence

Watches for the quotes, jobs, accounts, and renewals going quiet, then drafts and sequences the follow-up in your voice. You approve; it sends. Nothing falls through because someone got busy.

ReplacesThe mental list of people you keep meaning to get back to.

AI enablement

A scored read of your data quality, systems, security posture, and team capacity, ending in a 90-day sequence of what to fix in what order. Short enough to read, specific enough to act on.

ReplacesMonths of meaning to look into it, and no idea which end to pick up first.

AI enablement

Role-specific, hands-on training built on your own documents, workflows, and tools. People leave with three things they can do Monday that save them real hours, which is what makes adoption stick.

ReplacesLicenses everyone has and nobody opens.

AI enablement

You already bought the copilot, the platform, the seats. I audit why adoption stalled (usually data access, permissions, or workflow fit), fix the underlying blockers, and get the thing earning its line item.

ReplacesA renewal conversation you're dreading because you can't show the value.

AI enablement

An agent grounded strictly in your own SOPs, contracts, specs, and history, answering in your context with citations back to the source, and saying "I don't know" instead of inventing. Deployable locally when the content is sensitive.

ReplacesInterrupting the one person who remembers how everything works.

AI enablement

Purpose-built agents, skills, and workflows for the specific recurring task eating your week, scoped to own the job end to end, connected to your real systems, and monitored so you know when they need attention.

ReplacesA recurring block on someone's calendar that exists only because software didn't.

Clean systems

Salesforce or HubSpot rebuilt around the way you sell now instead of the way you sold four years ago. Clean object model, fields that earn their place, migration handled without losing history.

ReplacesSix hundred custom fields, forty of which are populated.

Clean systems

Snowflake or Databricks stood up properly: your CRM, ERP, POS, and finance data landing in one modeled place with definitions everyone agrees on, so reporting stops being an argument and AI has something real to sit on.

ReplacesThree departments bringing three different revenue numbers to the same meeting.

Clean systems

Deduplication, normalization, and enrichment of the accounts, contacts, jobs, or matters you already have, plus the validation and automation that keeps it clean after I leave, which is the part most cleanups skip.

ReplacesThe same customer entered four ways, and a team that stopped trusting search.

Clean systems

Your SOPs, project docs, and institutional knowledge rebuilt in Notion as databases with fields and relations instead of a pile of pages, so your team can find things and your chats, agents, skills, and workflows can query them.

ReplacesA wiki nobody updates, and answers that live with whoever wrote the doc.

Clean systems

A connective layer around your ERP so production, inventory, purchasing, and demand reconcile, with the side spreadsheets people built to compensate finally retired instead of tolerated.

ReplacesThe planning workbook one person maintains and nobody else can read.

Custom builds

Your media contacts as records tagged by beat and outlet, your voice as atomic rules rather than a brand document, and your placed pitches as the examples it works from, so drafting a pitch becomes a lookup instead of a guess.

ReplacesA fifteen-year spreadsheet and an assistant who reads every past email to find the right five names.

Custom builds

Your pricing logic, materials, labor rates, and margin rules encoded into a tool anyone on the team can run, built to compress the estimating cycle and hold margins consistent, instead of leaving both to whoever is doing the quote.

ReplacesA master spreadsheet only the owner fully understands.

Custom builds

One place for jobs, schedules, crews, materials, photos, and change orders, usable from a phone on a site with bad signal, and connected back to your accounting so billing stops being a separate manual project.

ReplacesQuickBooks, a whiteboard, three group texts, and a folder in the truck.

Custom builds

Document review, summarization, and drafting assistance running end to end on hardware you control, so privileged client material never touches a third-party API. Same capability, without the confidentiality problem.

ReplacesSitting out AI because the compliance answer was always no.

Custom builds

Intake, conflicts checks, deadlines, and matter status in one system that updates itself from the work you're already doing, so status is knowable without an email thread, and admin stops eating billable hours.

ReplacesMemory, a shared inbox, and a calendar with everyone's deadlines in it.