AI for B2B sales teams that keeps the CRM current

/ Right now

Sales held together by habits, hustle, memory, and luck.

Referrals and existing relationships do most of the work, but they live in someone's head. Follow-ups slip. Deals stall silently. Pipeline becomes whoever the team happened to remember to chase. The teams that compound aren't the ones with more hustle. They're the ones who turned their best channel into a system the sales team actually uses.

/ The hidden problem

Your sales team is already using AI. You just don't know how.

Reps are pasting client data into personal ChatGPT accounts. Paying for Claude on their own card. Connecting AI tools to calendars and inboxes without permission. Everyone's trying something different. Nobody's sharing what works. Wild West. No standards. No security. No leverage. The team's spending the money. Your business isn't getting the upside.

/ What gets installed

Four installed parts. One coordinated motion.

A team of Claude-powered agents running inside your existing stack, connected via MCP to your CRM, email, calendar, Slack, and the tools your team already lives in.

01 / Targeting

Target Intelligence

Build ICP-fit lists with your existing tools (Apollo, Clay, your CRM). Prioritize by fit and intent. For every target account, the system maps the warmest path in (existing relationship, mutual referrer overlap, or cold) so your team knows the right move per account, not the same play for everyone.

02 / Activation

Referral + Relationship Engine

Activate warm intros on a cadence. Ideal Referrer Profile so you know exactly who sends your best clients. Surface dormant accounts, past clients, and stalled conversations worth reopening. Your pipeline is already in your network; this works it.

03 / Conversion

Follow-Up Enforcement

No deal stalls silently again. The system holds the next step so nothing falls through. For every rep, every account, every committee.

04 / Expansion

Multi-Stakeholder Support

High-ACV, long-cycle deals with a buying committee. Threads stay alive across every stakeholder. Run by a small sales team without needing a big one.

+ Always on

CRM Watch + Reporting

Agents watch the CRM around the clock. Duplicates merged, missing fields filled or flagged, stale deals surfaced before they die. Pipeline and forecast reports land every week, built on data you can finally trust.

Clean dataStale deal alertsWeekly pipeline reportForecast you can trust

Talk to Brandon →

See how this would look installed inside your stack. 30 minutes, no slide deck.

/ Proof

Small teams. Outsized motion.

Two installs running the same pattern. Here's what it looks like when the system is live.

$7M

Annual revenue

2

People in sales

8–10

SDRs replaced

A B2B services firm runs $7M ARR on a two-person sales org. Claude-orchestrated agents stacked on top of their existing Salesforce handle prospect research, follow-up enforcement, multi-stakeholder thread management, and proposal automation.

Without the AI layer, the same motion needs 8–10 SDRs to maintain, and would still lose the multi-stakeholder deals, miss the follow-ups, and drop the threads two humans can't track manually.

$300M

Category size

3×

Faster follow-up

100%

Pipeline in CRM

A $300M industrial distributor runs sales through five reps still working off pen, paper, and habit. They knew which customers were warm, but none of it lived in the CRM, and none of it compounded.

The install gave each rep their own Claude-native workspace wired to the CRM, calendar, and email. Warm accounts now surface automatically, every relationship lands in the CRM, and follow-ups that used to take days go out same-day. Same five reps, same motion. Now moving 3× faster.

See how this could work for you →

30 minutes, no slide deck.

/ How the data flows

Your data, organized for your sales team.

CRM, inbox, calendar, Slack, LinkedIn, and your custom data all feed Claude via MCP. Claude organizes the noise into context your sales team can actually use. No new tools to learn. No 12 tabs open. Just the next move, ready when they need it.

Salesforce / HubSpot

CRM

Gmail / Outlook

Email

Google Calendar

Calendar

Slack

Comms

Network

Custom MCP

+ Any source

↓

✦

Claude

Via MCP

↓

Organized · Contextual
Daily actions

● ● ●

Your Sales Team

Daily Surface

Trained on your data · your voice · your process

/ The 90-day playbook

Twelve weeks. Four phases. Real outcomes.

The structure that makes it a program, not a one-off install. By Day 90, your team is running a Claude-native revenue system on top of your existing CRM, email, and Slack, trained on your data, your voice, your process.

Week 0 · Pre-install

Scope + Foundation

Discovery call (60 min)
Data audit + stack confirmation (see a sample report)
Success criteria locked
Day 30/60/90 outcomes written down

Weeks 1–2 · Install

Build + Train

Claude + MCP setup in your stack
Connect CRM, email, calendar, Slack
Voice + data training
Sales team kickoff session

Weeks 3–8 · Working

Tune + Adopt

Working calls on a regular cadence
DFY agent tuning between calls
Adoption coaching with sales lead
Day 30 milestone review

Weeks 9–12 · Handoff

Lock + Measure

Day 60 milestone review
Full documentation
Day 90 outcomes measured
Plan for what's next

Let's get started →

90 days from kickoff to a working install.

/ Who it's for

Built for the right operator. Not for everyone.

It comes down to three things. Get the CRM locked in, put the sales brain in place, then get the team using it.

A fit if you're

A B2B company with a real sales team, from 3 reps to 50
Running on a CRM nobody trusts, or no real CRM yet
Losing deals to slipped follow-ups and a pipeline that lives in people's heads
Growing on referrals and relationships that have never been systematized
Not sure which AI tools actually help your sales team
Ready to get the whole team on one sales brain

Not a fit if you're

A solo founder without any sales team
Without a sales motion yet
Looking for "AI strategy" or training sessions only
Unwilling to commit real time to adoption or share data access
Want cold-outbound-as-engine
Want to hand it off and disappear (this is done with you, not for you)

Talk to Brandon →

Sound like you? Let's find out if it's the right fit.

/ Who's building this

Hundreds of clients served. Startups to the Fortune 50. The same playbook, now 10× with AI.

Not a consultant. Not a vendor. An engineer and founder running his own AI revenue install daily, and packaging the same pattern for other operators.

Brandon Passley, Founder of Hyperedge AI

Hey, I'm Brandon.

I'm a software engineer who's founded and scaled multiple seven-figure B2B companies, and across them I've delivered for hundreds of clients, from scrappy startups to Fortune 50 brands. Every one ran on the same engine: automation, structured process, and technology built in from day one, long before AI was real. The pattern that worked every time: systematize the warm motion (referrals, follow-up, expansion) before you ever scale the cold one.

I built Hyperedge because every revenue system I'd ever shipped was held together by memory, habits, and hero effort. The highest-leverage motions lived in someone's head, not a system. AI finally makes them repeatable.

I'm also co-founder of Outworks, an AI content operating system for B2B marketing teams, and I run my own AI Chief of Staff daily at cos.hyperedge.studio. I don't sell theory. I install this pattern on my own businesses first, then package what works for your sales team.

/ See it live

Want to feel what an install actually is? cos.hyperedge.studio is my own AI Chief of Staff. Free to install, running right now. Same pattern, scoped to an operator instead of a sales team.

Hyperedge, AI revenue systems for B2B sales teams · LinkedIn

/ The partnership

A partnership, not a vendor delivery.

Both sides bring weight. This only works if your team actually adopts what's installed, so the commitment runs both ways.

You bring

Access + Adoption

CRM access + sales team data access
2 team members on our working calls (founder + sales lead)
Existing sales process documentation
Voice samples (calls, emails, decks)
Focused time for adoption between sessions
Willingness to use the thing

I bring

Build + Run + Show Up

Claude + MCP install inside your existing stack
Custom agents trained on your data, voice, process
60-min working calls on a regular cadence
DFY agent tuning between calls
Slack support · 24 business hours SLA
Adoption coaching for your sales team
Training materials your sales team keeps
Full documentation of what's installed
A ton of time to work until it's getting results

/ Pricing

The install. Then keep it running.

Every install is scoped to your team, your CRM, and your stack, so we work out pricing on a call. After Day 90, three options are open.

90-day install

Scoped on a call

Priced to your team size and your stack

30 minutes, no slide deck. We walk through your CRM, your team, and what the install would look like. Then I send you a scoped plan.

What you get: a working Claude-native install live in your stack, your sales team trained on it, hours back per rep per week, warm intros surfacing on cadence, follow-ups that stop slipping, multi-stakeholder deals that stop dying, and a CRM your team actually trusts.
You also get: first access to every product enhancement we ship and direct Slack access to me.

+ a ton of my time to work until it's getting results. Not a contract that ends at Day 90. A commitment that the system is actually live and producing.

Set up a walkthrough →

After Day 90

Three options. Pick what fits.

The install earns the relationship. The relationship earns the next decision. No pressure, no lock-in.

Option A

Take it and run it

Keep the full install, documentation, agent configs. No ongoing fees.
Option B

Engine retainer

Continued working calls, new agent development as your motion evolves, Slack support, strategy reviews.
Option C

Module add-ons

AI Sales Coaching, Proposal Acceleration, Deeper CRM Intelligence. Stack on the Engine or one-time.

/ The commitment

If it doesn't save your team a ton of time or land warm intros, I'll keep working until it does.

Not a 30-day refund clause. A commitment. The whole point is that the system has to actually produce, for your team, in your motion, on your data. If at Day 90 we haven't hit the outcomes we agreed on in Week 0, I keep working. No additional cost. No second contract.

/ Common questions

Honest answers.

If something isn't here, ask on the call.

Is this a SaaS product?

No. This isn't a tool you log into. It's the work of connecting the tools your team already pays for (CRM, email, calendar, Slack, LinkedIn, your data) into one Claude-native layer, with the security, permissions, and governance set up properly. Plus the agents, voice training, process mapping, and adoption coaching that get your sales team actually using it. SaaS products solve narrow problems. This is the install around them. The part nobody ships in a box.

What if our CRM is a mess?

That's most of the install. You don't need a clean CRM to start. No CRM yet? That's a fine place to start too. Week 0 includes a data audit: what's there, what's accessible, what we'll trust as source. The Claude install then makes the messy CRM useful, instead of waiting for your team to clean it up first (which never happens). Curious what the audit produces? View a sample assessment report (a real one, names anonymized).

Does it work with HubSpot, Salesforce, Pipedrive, or Zoho?

Yes. Hyperedge installs on top of the CRM your team already runs, including HubSpot, Salesforce, Pipedrive, and Zoho. Claude connects through MCP, and read-only access is enough to start.

How is this different from hiring an AI consultant?

Consultants deliver a strategy doc and leave. This is a 90-day installed system: Claude running inside your actual stack, agents trained on your actual data, regular working calls until your team is using it. The deliverable isn't a roadmap. It's a working system your sales team uses every day.

What data do you need access to?

The data your sales team uses: CRM (Salesforce, HubSpot, or whatever you run), email/calendar (Gmail or Outlook), Slack if you use it, and any sales process docs. Read-only is fine to start. We map access in Week 0, so no surprises mid-install.

What's the time commitment on our side?

Some. The system only works if your team actually uses it. The founder or sales lead joins the working calls, and the reps use the install between them. We set a cadence that fits your team in Week 0. If showing up for that isn't realistic right now, the install isn't the right fit yet, and I'd rather find that out in Week 0 than at Day 60.

What happens at Day 90 if we want to keep going?

Three options, outlined in the pricing section above. (1) Take what's built and run it yourself, no ongoing fees. (2) Engine retainer for continued optimization. (3) Module add-ons. Most installs land on the retainer, but it's not a forced upsell. The install earns the relationship, and the relationship earns the next decision.

What if you become unavailable?

Everything I build is documented and delivered to you in your stack. The install is yours regardless of whether I'm available. That's part of the deal. I'd never put a sales team in a position where its sales motion depends on a single external person being reachable.

What does it cost?

It depends on the size of your team and what we connect, so we scope it together. Book 30 minutes, we walk through your CRM and your team, and I send you a scoped plan within 48 hours.

How do I know it's working?

Measurable outcomes get locked in Week 0, typically referral velocity, follow-up consistency, multi-stakeholder deal health, and time saved per rep. We measure at Day 30, 60, 90. If we're not hitting them, we change what's needed. My commitment is that I keep working until we are.

Do you work with sales teams outside San Diego?

Yes. Hyperedge is based in San Diego and works with B2B sales teams anywhere in the US, remotely. Working calls happen over video, so location doesn't change anything about the install.

Your sales team. Faster on AI. In 90 days.

Just chatting. With every answer in context.