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▲AI GTM▲
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▲ AUDIT ▲
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▲ 2 WEEKS ▲
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▲ AGENTS IN PRODUCTION ▲
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▲ OWNED BY YOU ▲
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Everyone has the same AI now.
Your GTM system is the difference.
Your team pilots copilots while enrichment, follow-up and reporting stay manual — and the data agents need sits fragmented across five tools. LeadLatch audits your revenue engine, builds the agents, and trains your team to run them.
A 2-week AI GTM audit for B2B revenue teams (£1M–£20M). It finds which workflows are worth handing to agents — and which will fail because the data underneath is broken.
Most B2B companies don't have an AI adoption problem. They have a data and workflow problem dressed up as one.
The pressure is to do AI. So seats get bought. Usage dashboards climb, pipeline doesn't move, and the next board meeting needs even more AI activity to justify the last one.
The instinct is another tool, another pilot, another copilot rollout. But the tool is rarely the problem. The workflows and data underneath it are.
More copilots just scale the chaos.
When AI doesn't move the numbers, it traces back to the same four places.
Can your agents actually answer the questions that matter?
CRM half-filled, revenue numbers split across five tools, contracts buried in inboxes. Agents built on fragmented data don't fail loudly — they give confident wrong answers.
View auditHow much of your team's week is robot work?
Enrichment, follow-ups, CRM admin, reporting. You hired closers and pay them to copy-paste. Agents work best tied to a whole process, not a person's task list.
View auditWhere does your proprietary data go after the call ends?
Win/loss reasons, objections, intent signals evaporate into memory and Slack. Everyone rents the same models; the context you capture and structure is the only moat left.
View auditAre you measuring AI adoption or AI outcomes?
Seats bought and tokens burned say nothing. Pipeline created, deal velocity, cost per SQL do — but only if you're close enough to each workflow to see it.
View audit
Hey, I'm James.
I've spent 8+ years in B2B growth — at Sage and across B2B SaaS — running paid media, outbound systems, and the analytics behind them. Today I'm Head of Growth at a B2B SaaS company building AI engagement platforms, where this exact stack runs every day: agent-driven ABM signal tracking, enrichment pipelines, and outbound orchestration across HubSpot, Clay, Smartlead and n8n.
LeadLatch exists because mid-market B2B companies can't hire for these skills — the people who can build this are already inside AI-native teams — and because pilots without a data and workflow foundation keep failing the same way.
I built this async-first because you don't need another retainer or another dashboard. You need someone who deploys this stack daily to tell you which workflows are ready for agents, which aren't, and what to build first.
LeadLatch runs on the same stack it builds.
Three ways to work together
AI GTM Audit
A 2-week async audit of your revenue stack and data readiness. Where agents will work, where they'll fail, and what to build first.
- Revenue stack & data-readiness audit (CRM, enrichment, outbound, analytics)
- Data fragmentation report: what agents can and can't reliably use today
- Agent opportunity map: every GTM workflow scored by ROI and feasibility
- Outcome-metrics framework (pipeline, velocity, cost per SQL — not seats or tokens)
- 90-day roadmap, Loom walkthrough, forwardable written doc
Agent Build Sprint
One production agent system, scoped from the audit and built on your stack. You own it outright.
- One production agent system, built on your existing tools
- Pre-scoped builds: signals-to-pipeline, outbound orchestration, inbound routing, meeting-to-CRM, revenue reporting
- Documentation plus a handover session
- You own the system outright
- 30-day support window
Fractional AI GTM Partner
Ongoing: manage, monitor and iterate every deployed agent, and ship one new automation a month.
- Manage, monitor and iterate every deployed agent
- One new automation shipped per month
- Train an internal owner so the skills stay in-house
- Async Slack access
- Monthly outcomes review
No-value, no-pay guarantee
If the audit doesn't surface at least three quantified, buildable agent opportunities — each with a £ pipeline exposure and a full build spec — you don't pay.
Three principles, not a process diagram.
Because the failure modes repeat.
After enough B2B revenue stacks, the same handful of data and workflow breaks account for most of the waste. The audit isn't fast because it's shallow — it's fast because the diagnostic surface is smaller than it looks.
Because clarity doesn't need a standing meeting.
Loom and a written doc force the thinking onto the page. They give you something to forward to the board, your RevOps lead, and the next vendor conversation — without a single calendar invite to defend.
Because the goal is capability, not dependency.
Every system is documented, handed over, and yours. The retainer exists to make your team better at running agents — not to make you dependent on mine.
See the method worked in full.
A complete sample audit, worked end to end — every finding priced, the close rate decomposed, four pillars scored, three agent builds specced. Preview it page by page; the full PDF unlocks with your email.
References.
"James is articulate, confident, and brings clarity and insight to every meeting, making even the most complex challenges feel manageable. One of his standout strengths is his ability to problem-solve quickly, without ever compromising on quality or creativity."
"James doesn't wait to be told—he takes initiative, asks the right questions, and follows the data to drive meaningful outcomes. He's the kind of team member who makes things better simply by being in the room."
"James has relentless determination to find the right solution, especially when the questions are hard, complex, or undefined. If you're looking for someone who won't back down from a challenge, James is your guy."
"James is highly knowledgeable on digital media optimising to performance objectives, as well as integrating performance plans with a wider full-funnel digital marketing programme to acquire B2B customers."
Most B2B companies don't have an AI adoption problem. They have a data and workflow problem dressed up as one.
If AI isn't moving pipeline yet, it's rarely the model. A 2-week audit shows you where your data and workflows actually break — and you own everything built.
Not ready to book?
Get the AI GTM Readiness Scorecard — the same framework used in every audit. Score your stack for agents in about 10 minutes.