AI advisory and implementation

Rebuild your revenue workflows around AI.

We connect your systems and write the policies with you before any agent goes live.

Led by two partners

Amir Torabi

Partner · AI systems and go-to-market

15 years in revenue leadership. More than $50M in SaaS sales closed.

Nicholas Romaya

Partner · Growth and partnerships

VP of Growth at Vikk AI, a venture-backed legal-AI company. It reports 200k+ active users (per Vikk AI, November 2026), with $4.2M raised (announced July 2026).

$100M+
SaaS sales closed between them
25 years
Combined experience
$0 to $10M
Businesses taken there more than once

Before

Most organizations today

  • Twelve separate sources
  • People move data by hand
  • AI on single tasks

After

After the workflows are rebuilt

  • One shared layer
  • Written policies and approvals
  • Agents run the assigned steps
Two drawings of the same company. In the first, twelve kinds of source sit apart: customer records, email, calls, meetings, website visits, ads, support tickets, billing, product usage, documents, chat and spreadsheets. People carry information between them by hand, and AI is attached to three single tasks. In the second, the same twelve sources connect to one shared layer. Three policy checks sit between the layer and three agents. A person approves the outreach agent’s work. Results come out and feed the next review.

Our view

What most organizations are missing.

  • Connected systems

    An agent can act only on what it can read.

  • Written policies for agents

    Nothing states which actions need approval.

  • Rebuilt workflows

    AI added to a process designed for people speeds up single tasks.

  • An owner after launch

    Agents need an owner and a scheduled review.

Share of organizations using AI

202355%
202588%

Agent deployment across nearly all business functions

Single digits

Source Stanford HAI, AI Index Report 2026, Economy chapter.

What you get

We work in a fixed order.

  1. 01 Integrations

    Connect your systems.

    Every system a workflow needs connects to one shared AI layer.

  2. 02 Policies

    Write the policies that agents follow.

    Each agent request is allowed, refused or sent to a person.

  3. 03 Agents

    Deploy agents.

    Agents take only the steps assigned to them.

  4. 04 Operations

    Run and improve.

    Each workflow is measured against a baseline recorded before the rebuild.

Read the full approach

Go-to-market

Go-to-market is where we start.

  • Foundation
  • Demand
  • Deals
  • After the sale
  • Operations

Our practice covers the whole revenue organization. A person decides in each group.

See the full go-to-market map

Partners

Two partners lead every engagement.

Amir Torabi, partner at The Partner Shop.
Amir TorabiPartner, San DiegoHe designs how AI takes on work inside a revenue organization.
Nicholas Romaya, partner at The Partner Shop.
Nicholas RomayaPartner, Los AngelesHe advises leadership teams on the commercial side of an AI rollout.

Meet the partners

Next step

Tell us which workflow you want rebuilt.

The first step is a call with a partner.

Book a call
01020304