How we work
A fixed process, from first reply to handover.
You always know what's being built, by when, and where it stands.
The engagement
Seven steps, no surprises.
01 / Reply
First reply within one business day
Book a call or email us, and you hear back within one business day.
02 / Discovery
30-minute discovery call
We talk through your pipeline, your current tools and where things break.
03 / Proposal
Fixed-scope proposal
A written proposal naming the product or custom scope, what gets built, the tools involved and the delivery window.
04 / Kickoff
Kickoff
We agree access to your accounts, confirm the timeline and set the weekly reporting rhythm.
05 / Build
Build, with status reports every Friday
We build inside your own accounts. Every Friday you get a status report: what's done, what's next, and anything we need from you.
06 / Handover
Handover with documentation and training
Every system ships with documentation and training, so your team can run it without us.
07 / Support
Support window
Support depends on the product: 30 days with the Integration Stack, and a 60-day optimisation period with weekly check-ins on the Pipeline Generation System. Maintenance is available on request afterwards.
Fit
Who we work with.
A good fit if
- You sell B2B and have roughly 3 to 20 sales reps.
- You're on HubSpot, or moving to it. Salesforce is scoped on request.
- You want a working system built and handed over to your team.
- You want a clear scope and timeline before work starts.
Not a fit if
- You want an agency to run your outbound day to day, indefinitely. We build systems and hand them over.
- You're looking for guaranteed meeting or pipeline numbers. We commit to a scope and a timeline.
- You'd rather not hold the tool subscriptions yourself. They're always in your name and on your account.
FAQ
Common questions.
Who is Harness AI for?
B2B companies with roughly 3 to 20 sales reps that are already on HubSpot or moving to it. We usually work with founders, CEOs, heads of sales, marketing leaders and RevOps leads.
How long does a build take?
Between one and four weeks, depending on the product. The Clay Prospecting System and HubSpot Workflow Rescue take 1–2 weeks. The Outbound Campaign Launcher and Integration Stack take 2–3 weeks. The full Pipeline Generation System takes 3–4 weeks.
What if we don't have the tools yet?
That's fine. Tool subscriptions (HubSpot, Clay, Make.com and AI tools) are not included in our work: you pay for them directly. We tell you which plans you actually need before you buy anything.
What support do we get after launch?
Every build ships with documentation and training, so your team can run it. The Integration Stack includes 30 days of support, and the Pipeline Generation System includes a 60-day optimisation period with weekly check-ins. After the support period, maintenance is available on request.
Can you work with Salesforce or Apollo?
Yes. Using Salesforce instead of HubSpot, Apollo, or other tools connected through Make.com is custom work, which we scope on request. Our Head of RevOps is HubSpot and Salesforce certified.
What makes you different?
We work across the full stack — CRM, enrichment, automation and AI — rather than one tool. Our Make.com workflows include error handling, outreach is personalised with AI from enriched data, and every product has a fixed scope and timeline. Everything we build lives in your accounts, so you keep it all.
Ready to see what we'd build first?
Book a 30-minute discovery call to talk through your pipeline and your tools.