Private intelligence agents for executives with weird high-value information needs.

Which target accounts are showing signs they are ready to buy?

Which competitors changed pricing, hiring, offers, or positioning?

Which stale CRM accounts now have new decision-makers?

Which companies match our acquisition thesis this month?

Which suppliers, partners, or customers are showing risk?

Which public complaints or reviews create a sales or retention opportunity?

Revenue Intelligence Agent

Watches target accounts, stale CRM records, decision-maker movement, hiring/funding signals, and company changes.

Output:

A ranked sales queue with who matters, why now, confidence, and the recommended next action.

Deal Signal Agent

Watches markets, companies, leadership changes, expansion, distress, funding, and public growth signals.

Output:

A weekly opportunity brief for acquisitions, partnerships, or strategic outreach.

Competitor And Risk Agent

Watches competitors, pricing, offers, hiring, reviews, lawsuits, regulatory events, and product changes.

Output:

A concise alert feed and weekly executive summary.

CRM Decay Recovery Agent

Checks stale CRM or prospect records and finds what changed.

Output:

A cleaned and scored recovery queue showing which accounts are still worth working and which contacts need replacement.

Executive Signal Diagnostic

USD 500-1,500

Use when:

• The buyer is curious but not yet ready to pay for a build.
• The monitoring need is interesting but not fully scoped.
• The buyer is senior enough to become a retainer client.

Deliverable:

• 45-minute private call
• one-page signal map
• recommended agent type
• source feasibility notes
• risk/compliance boundary
• proposed setup price

Paid Agent Setup

USD 2,500 floor; USD 5,000 standard; USD 7,500 if it includes CRM files, multiple sources, or executive-level reporting

Use when:

• The buyer has a real recurring need.
• The output can be scoped to one agent, one workflow, and one brief format.
• The buyer needs to see the first working version before committing monthly.

Deliverable:

• one private agent workflow
• one defined signal surface
• one scoring rubric
• one sample executive brief
• evidence/source-note format
• output review call
• monthly retainer proposal

Single-Agent Retainer

USD 5,000/month

Use when:

• One workflow creates recurring value.
• The buyer wants weekly outputs and maintenance.
• Sources will break or need tuning.

Deliverable:

• one monitored workflow
• weekly executive brief
• urgent alerts when threshold is crossed
• source maintenance
• scoring improvements
• monthly review call
• human approval boundary for any outbound or client-facing action

Best buyers:

• B2B founders
• CROs
• RevOps leaders
• agency owners
• PE operating partners with one portfolio thesis

Multi-Agent Executive Desk

USD 10,000/month

Use when:

• The buyer needs several signals monitored.
• The buyer has multiple business units, markets, or teams.
• The work blends company monitoring, people mapping, CRM recovery, and competitor intelligence.

Deliverable:

• 2-4 monitored workflows
• weekly executive intelligence memo
• urgent alerts
• people/company maps
• CRM/contact identity matching
• monthly strategy call
• operating dashboard or shared workspace

Best buyers:

• revenue executives
• portfolio operators
• agency groups
• high-growth B2B teams

Portfolio Intelligence Desk

USD 25,000/month+

Use when:

• One buyer owns or advises many companies.
• Intelligence output supports multiple portfolio companies or markets.
• The buyer needs private monitoring, recurring briefs, and operator support.

Deliverable:

• portfolio-level signal monitoring
• market and competitor alerts
• executive/person movement maps
• stale CRM recovery across companies
• deal/opportunity queues
• monthly operating review
• custom brief formats for leadership or boards

Best buyers:

• PE firms
• holding companies
• agency groups
• roll-up operators
• high-ticket consultants serving many clients