Internal AI Playbook / Book in progress
How to build internal AI that works.
A practical book about connecting company knowledge, AI agents, human judgment, and feedback into systems people can trust and use.
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01 / Find the right accounts
AI Outbound SDR
Research each account, find the angle, and draft outreach worth answering.
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02 / Turn intent into pipeline
AI Inbound SDR
Enrich, qualify, route, and respond while intent is high.
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03 / Protect customer value
Customer Success AI
Keep customer context current, spot risk early, and prepare the next best action.
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04 / Grow the right accounts
AI Expansion Agent
Find the right upsell or cross-sell moment from usage, conversations, and product fit.
Docs · CRM · calls · tickets · usage · policies
Permissions · approvals · exceptions · feedback
01 / Inside the book
Build the systems your company actually needs.
A practical field guide for engineers, product teams, revenue operators, and customer success leaders, with the architecture and operating decisions behind each system.
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01
System blueprints
See how company knowledge, tools, agents, people, and evaluation fit together.
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02
Agent patterns
Adapt concrete workflows for inbound, outbound, customer success, and expansion.
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03
Production lessons
Learn the decisions and tradeoffs behind internal AI systems in active use.
02 / Waitlist
Be first to read it.
Join the list for early excerpts, diagrams from the book, and the launch announcement.