AI Audit & Roadmap
Map the workflows, rank the three highest-leverage AI opportunities, install a practical AI operating setup, and leave with a 1-page roadmap.
- 60-minute discovery
- Workflow walkthrough
- AI operating setup
- Ranked build roadmap
Practical AI systems for teams turning manual work into operating leverage.
We design and build agents, automations, and internal tools that connect the work your team already does to systems that actually run.
Audit, workflow map, and ranked AI roadmap
Fixed-menu automation sprint shipped to production
Sales intelligence agent plans for lean teams
Productized work
Each offer has a fixed shape, a real deliverable, and a clear next step. No vague transformation programs.
Map the workflows, rank the three highest-leverage AI opportunities, install a practical AI operating setup, and leave with a 1-page roadmap.
Research every prospect against your ICP, score fit, and draft a personalized first-touch email before your rep opens the CRM.
Pick one workflow from the menu. CognateWorks ships it, connects it, documents it, and hands it off with an operate plan.
Working product
Run a company URL, get a scored prospect brief, and see the kind of first-touch email your team could send today.
Open live demoThis prospect has a consultative sales motion, multiple buying signals, and enough public context to support tailored outreach.
Lead with the operational bottleneck most likely to affect revenue, then anchor the message in evidence from their own site.
Send a short note offering to run the same analysis on their current prospect list or inbound pipeline.
Expandable systems
Research prospects, score fit, and draft first-touch messages before reps open the CRM.
Extract fields, classify documents, flag missing information, and route the work.
Connect SOPs, docs, and shared drives to assistants that answer from real context.
Turn CRM, POS, scheduling, and reporting data into dashboards and weekly insight loops.
Next call
Best fit: teams with manual research, intake, routing, reporting, or decision workflows that already cost real time every week.