Traction AI
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By Workflow
Lead Management
For companies aiming to unlock additional revenue by leveraging data-driven insights to identify upsell and cross-sell opportunities at the right time.
Customer Health
For businesses focused on maintaining strong customer relationships by tracking key engagement and satisfaction metrics to drive long-term retention.
Improved Revenue Reporting
For businesses focused on aiming to rank and prioritize leads based on engagement, intent, and firmographic data.
Customer Segmentation
For companies aiming to enhance their marketing and sales outreach with precision segmentation based on real-time behavioral, demographic, and firmographic data.
Deal/Opportunity Scoring
For sales teams seeking to close more deals faster by leveraging AI-powered scoring to identify and prioritize the highest-value opportunities.
Churn Reduction
For companies in need of strong guidance and support for revenue operations to ensure a smooth and efficient transformation.c
Customer Nurture
For organizations focused on deepening customer relationships through personalized, automated engagement strategies that increase loyalty and conversions.
Customer Upsell/Cross-sell
For companies aiming to unlock additional revenue by leveraging data-driven insights to identify upsell and cross-sell opportunities at the right time.
By Function
Sales Ops
Our sales services enable our clients to manage and grow their pipeline more effectively as well as forecast more predictably and accurately.
Marketing Ops
Our marketing services help our clients scale their lead generation activities and help them nurture and engage leads more effectively.
Customer Success Ops
Our customer success services streamline our client’s renewal management and empower them to upsell and cross sell more productively.
Financial Ops
Our finance operations services streamline your subscription billing, revenue recognition reporting and invoice processing.
Customer Stories
Spa Space
Healthcare
Series B
Scoir
Ed Tech
Series C
Evolve Security
Cyber Security
Series B
Picwell
Healthcare Benefits
Series A
BoodleAI
Data Analytics
Series A
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The latest industry news, interviews, technologies, and resources.
Real Talk
Leadership
The Two Words We Leave Out
Jim Delaney
Nov 10, 2026
•
7
min read
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Leadership
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Artificial Intelligence
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Real Talk
Systems
Leadership
Integrations
Data Hygiene
Hubspot
Automation
Analytics
Your Best Sellers Are Proofreading Software
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Oct 14, 2026
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5
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Context Is Not an AI Feature You Switch On
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Oct 9, 2026
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6
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Why AI Efficiency Is Now a Board Governance Issue
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Sep 28, 2026
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The AI Operating Leverage Trinity: Foundation, Layer, Analytics
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Sep 22, 2026
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From Prompt to Pipeline: How Top GTM Teams Scale AI
Jim Delaney
Aug 27, 2026
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6
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Stop Funding AI on Vibes
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Jul 14, 2026
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6
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Your Workflow Isn’t a Moat: The Brutal Reality of Building in the AI Era
Jim Delaney
Jul 14, 2026
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4
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Standing the Constitutional Watch: A Veteran’s View on America's True Anchor
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Jul 5, 2026
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11
min read
You Don’t Have a Claude Problem. You Have a Context Problem.
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May 29, 2026
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5
min read
The following article was published in Shipmate, the U.S. Naval Academy’s alumni magazine in their May/June 2026 publication.
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Memorial Day 2026
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Six Strings
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May 16, 2026
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The Glasswing Mandate: Why Every CEO Needs a Neural Network, Not Just an AI Tool
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Apr 20, 2026
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The Claude Shift: Why Most Revenue Teams Are Building on Sand
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Apr 15, 2026
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6
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The Economic Architecture of Autonomy: Why Your Next "Hire" Should Be an AI Agent
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Apr 2, 2026
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10
min read
The “Infinite Context” Stack: Turning GPT-5.4 into Your GTM Institutional Memory
Jim Delaney
Mar 9, 2026
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4
min read
Beyond the Productivity Hack: Engineering Real Operating Leverage with an AI GTM Stack
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Mar 5, 2026
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The Intelligence Poverty Line: Why Most CEOs Are Judging the Future Through a Keyhole
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Feb 19, 2026
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3
min read
The Supervision Trap Just Snapped Shut: Why Opus 4.6 Changes the Liability Equation
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5
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Trust Is the New Bottleneck to AI Operating Leverage
Jim Delaney
Feb 3, 2026
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7
min read
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