1-3 weeks

Time to value

2 motions

High-velocity + enterprise

13 agent types

Unlimited deployment

~5h

Client time for deployment

Plan goal

Phase 1 + 2 · Setup + Tune

Evergrowth-led

Evergrowth handles workspace deployment and agent tuning. The client team joins for kickoff, working sessions, and reverse engineering.

Phase 3 · Rollout

Client-led

Sales team runs in market with the AI-augmented workflow. Evergrowth supports through office hours, weekly check-ins, and the mid-rollout review.

Deployment · workspace + admins live 0 admins

Evergrowth-led

2 to 3 weeks · ~5 hours of Client time total · built once, used across both tracks

Pre-kickoff checklist + deployment alignment Deployment Strategist×Sponsor + RevOps

Kickoff

Workspace + agents + training center deployment Deployment Strategist

CRM integration (sandbox → production) Deployment Strategist×CRM Admin

Admin + power user reverse onboarding Deployment Strategist + Account Manager×RevOps + Power user lead + AE lead

Value unlocked

Fine-tune workspace from admin feedback Deployment Strategist

Track 1 High velocity motion 0 reps

Client-led

Centralized power user feeds weekly lists · office hours focus on volume execution

›

Primary agents · this motion

Account Qualification

Account Research

Contact Finder

Email Waterfall

Phone Waterfall

Play Copywriting

Sales team kickoff · AI-augmented from day 1 Account Manager×Power user + Sales team

AI-Augmented reps

Weekly cherry-picked lists fed to sales team by agents

Power user (centralized)

Ramp

Habit

Configure & tune custom play agents

Sales team

Ramp

Habit

Office hours · weekly → bi-weekly Account Manager×Sales team

Track 2 Enterprise motion 0 reps

Client-led

Distributed AEs and AMs · every rep is a power user · office hours focus on account-based selling

›

Primary agents · this motion

Account Research

Account Planning

Contact Finder

Contact Research

Email Waterfall

Phone Waterfall

Digital Twin

Play Copywriting

Sales team kickoff · AI-augmented from day 1 Account Manager×Sales Lead + AEs / AMs

AI-Augmented reps

Per-rep account mapping + planning on named accounts

AEs / AMs (each a power user)

Ramp

Habit

Configure & tune custom play agents · Use digital-twin agents

AEs / AMs

Ramp

Habit

Office hours · weekly → bi-weekly Account Manager×AEs / AMs

Governance + review cadence 0 attendees

Joint

Joint touchpoints to track value and inform the QBR at W12

Monthly business reviews Account Manager×Sponsor + RevOps

Mid-rollout review

QBR

Expansion playbook design (post-onboarding scope) Account Manager×Sponsor + Sales Leadership

Your agents · the team you're hiring

13 agent types · 20-30 agents deployed

One workspace, thirteen agent types across research, personalization, and coaching. Each type can be instantiated multiple times for different ICPs, personas, or playbooks. Your final deployment will likely run 20 to 30 agents across the two regions. Credit-based pricing means you only pay for what they do.

Research agents · 8 types

Domain Finder

Finds the correct website domain for company names in your list.

Account Qualification

Qualifies or disqualifies each company against your ICP criteria.

Account Research

Deep research on financials, tech stack, hiring signals, news.

Contact Finder

Finds persona-fit contacts at each account.

Contact Qualification

Verifies contacts are real decision-makers or influencers.

Contact Research

LinkedIn activity, role history, communication style, DISC profile.

Email Waterfall

20+ vendors checked to locate and validate email addresses.

Phone Waterfall

20+ vendors checked to locate direct dial phone numbers.

Personalization agents · 3 types

Play Copywriting

Context-rich outreach (email, call scripts, LinkedIn) using your value prop.

Account Planning

Stakeholder mapping, buying committee analysis, opportunity POV.

Digital Twin

Chat with a living profile of your prospect to prep calls and objections.

Coaching agents · 2 types

Voice Roleplay

Rehearse live with an AI buyer persona built from your buyer profiles.

Roleplay Coach

Reviews roleplay sessions and scores reps against your playbook.

Playbooks

Each playbook is a pre-built agentic workflow. We'll co-design which ones to deploy based on your motion and priorities.

The 13 agents above are pre-assembled into these playbooks

Account source

Three ways to find accounts to work on

One-time

Newbiz Gap

Import companies not in your CRM. Agents qualify, research, find contacts, and write personalized plays from scratch.

Explore →

Scheduled

Newbiz Recycling

Re-qualify dormant CRM accounts with fresh research. Agents re-score accounts, verify contacts, and write updated outreach.

Explore →

Continuous

Ex-Customer Recycling

When customer champions change jobs, alert CS to protect the account and Sales to pursue the warm intro at the new company.

Explore →

Trigger

Five ways agentic workflows kick off

Continuous

Signal-based

You define the signals. Agents monitor them. Any context-based criteria triggers a full workflow with context-aware outreach.

Explore →

One-time

Event (Pre & Post)

Research and qualify attendees before the event. Upload booth leads and get personalized follow-ups the same day.

Explore →

Continuous

Champion Monitoring

Track when key contacts change companies. Agents detect the move, research the new company, write warm outreach.

Explore →

Scheduled

Scheduled Research

Schedule recurring agent runs on existing accounts and contacts. Surface signals, detect job changes, alert CRM.

Explore →

Inbound Lead Qualification playbook visual

Continuous

Inbound Qualification

Auto-qualify inbound leads against ICP, research the account, verify the contact, write personalized follow-up.

Explore →

Explore all playbooks →

Notes

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Client × Evergrowth — Deployment and rollout plan

Your agents · the team you're hiring