Industry playbook · 03 of 06 · Software & AI

Ten reps covering a market of thousands.

An illustrative playbook, drawn from how the architecture behaves in this kind of motion. Not a client case study.

Back to mabry.ai
The Situation

A scale-up with real traction and two product lines, where cross-sell depends on timing the team can't manually track, and the forecast depends on discipline the CRM doesn't enforce.

What Changes

Coverage multiplies without headcount, cross-sell triggers on real signals, and the forecast becomes defensible because every stage is methodology-gated.

Signals Watched
FUNDING EVENTSTECH-STACK CHANGESCHAMPION MOVESUSAGE SIGNALS
Systems Deployed
  • Signal-based prospecting across the whitespace
  • Enrichment & scoring with CRM ingestion gates
  • CRM copilot keeping stages honest
  • MEDDPICC-gated pipeline & forecast intelligence
How the system runs it

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.

Under the hood

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.

MONITOR AGENT

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 ACCOUNT
TRIAGE AGENT

Scores each finding for urgency and fit, and routes it to the owning rep with context. Decides priority, never content.

SCOPE: SCORE & ROUTE ONLY
RESEARCH AGENT

Builds the context pack for one trigger: what happened, why it matters to this account, what angle is credible.

SCOPE: ONE TRIGGER PER RUN
CONFLICT AGENT

Checks the system of record before anyone is touched: ownership, current-customer status, open threads, suppression lists.

SCOPE: BLOCK OR CLEAR · NO OUTREACH
ENRICHMENT AGENT

Resolves 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 DISCARD
DRAFT AGENT

Writes 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 SEND
REVIEW AGENT

Re-reads the run's own output before delivery: checks the rules held, corrects what didn't, logs what it changed.

SCOPE: SELF-AUDIT PASS
THE HUMAN

The 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 AUTHORITY
Back to mabry.ai
Start here

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 GTM Diagnostic Sprint.

2 weeks

GTM Diagnostic Sprint

When it's done: your leak mapped in dollars and a prioritized 90-day roadmap. Deliverables that are yours to keep, whoever builds next.

Request a working session →

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.

Other playbooks
01Financial Services02Insurance04Fintech & Data05AI-Native Startups06Regulated Enterprise

Every playbook on this site is illustrative: drawn from how the architecture behaves, not from a client engagement. Names, figures and sequences are representative.