Renewals defended late, expansion started later.
An illustrative playbook, drawn from how the architecture behaves in this kind of motion. Not a client case study.
Back to mabry.aiA renewal-heavy book where the expansion conversation depends on catching organizational change (new leadership, M&A, hiring surges) quarters before the renewal window, not weeks.
Renewal risk surfaces while there's still time to act on it, and expansion conversations open two quarters earlier, without adding account managers.
- Renewal-risk flags: engagement gaps, days since progress
- Account planning agents across the book
- Signal-triggered expansion plays
- Broker & partner co-sell orchestration
Signal → Route → Act → Measure.
In plain terms: agents watch for the events that matter (Signal), decide who should act on each one (Route), do the work with a human making every send (Act), and log what happened so results are traceable (Measure). The same framework runs every engagement.
One agent, one job.
Every build gets the agents its failure patterns demand. Each is scoped the same way: one task, bounded permissions, its own log. The person is the only sender.
Watches one account's market surface: regulatory pressure on one monitor, buying signals on a second. Posts findings to the account's thread. Nothing else.
SCOPE: READ-ONLY · ONE ACCOUNTScores each finding for urgency and fit, and routes it to the owning rep with context. Decides priority, never content.
SCOPE: SCORE & ROUTE ONLYBuilds the context pack for one trigger: what happened, why it matters to this account, what angle is credible.
SCOPE: ONE TRIGGER PER RUNChecks the system of record before anyone is touched: ownership, current-customer status, open threads, suppression lists.
SCOPE: BLOCK OR CLEAR · NO OUTREACHResolves one verified contact through a multi-source waterfall with cross-checking. Verified work emails only: a pattern guess is a failed run, not a fallback.
SCOPE: VERIFY OR DISCARDWrites one email per contact, each from a different angle, in the team's voice. No invented facts, no unsourced claims. References only if true in the record.
SCOPE: DRAFT ONLY · CANNOT SENDRe-reads the run's own output before delivery: checks the rules held, corrects what didn't, logs what it changed.
SCOPE: SELF-AUDIT PASSThe only sender in the system. Every draft arrives as a click-to-send package: review, edit, send, or discard. The click belongs to a person, always.
SCOPE: FINAL AUTHORITYBuilt to pass the meeting after the demo.
For regulated and enterprise buyers, the deployment model is the product. Four facts, in plain language.
Your workspace, your tokens.
Everything runs in your own AI workspace, on your own systems and your own credentials. We never hold a credential to any of your systems. None exists.
The Mabry engine, one interface.
The intelligence engine lives on our side and delivers finished work product (signals, drafts, account plans) through a single scoped connection. Your conversations never leave your workspace; we can't read them.
A human approves everything.
Nothing reaches your CRM or a mailbox without someone on your team clicking approve. Enforced in the system, not by policy.
You hold every key.
Access is granted by you and revocable by you: two switches, both on your side. Your data was never anywhere else to begin with.
Bring us the motion that matters most.
In one working session, we'll show you what it looks like rebuilt, signal to measure, before you spend a dollar on the build. For this kind of motion, the usual first step is the Agentic Readiness Assessment.
Agentic Readiness Assessment
When it's done: a board-ready readout of what agents can carry in your revenue org today, and the phased, governed plan for what has to be true first.
First session is a working session, not a pitch · Your data never leaves your stack · If we're not the right fit, we'll tell you on the first call.
Every playbook on this site is illustrative: drawn from how the architecture behaves, not from a client engagement. Names, figures and sequences are representative.