What gets built: CRM setup and configuration, lead routing and pipeline stages, onboarding automation, and follow-up sequences. The foundation that every other AI system gets built on top of.

Best for: Businesses currently running on spreadsheets, manual follow-up, or a CRM nobody is actually using. Teams of 2–15 people who need a system that runs without a dedicated ops person.

Tools typically used: Folk CRM, Apollo.io, Close, Reclaim AI

What gets built: AI workflows, routing logic, API integrations, and optimization layers on top of an existing system. For businesses that already have the foundation and need to make it smarter.

Best for: Teams with an existing CRM or automation setup that isn't fully connected. Businesses that had something built but it's not running the way it should.

Tools typically used: Turbotic, Airia, Lindy AI, plus API integrations specific to the existing stack

What gets built: End-to-end from lead capture to internal tracking. Every touchpoint automated — lead intake, qualification, nurture, follow-up, onboarding, project tracking, and reporting. One connected system across the entire business.

Best for: Growing businesses ready to remove themselves from manual processes entirely. Enterprise teams building AI infrastructure that scales with headcount.

Tools typically used: Full vault stack built to the specific business — Jordan defines the exact tools in the strategy session

💡 How It Always Starts

Every engagement starts the same way — a free Jordan session. Jordan identifies the bottleneck, recommends the right engagement type, and outlines what the build will include. No sales call. No discovery fee. No commitment required.

If the strategy doesn't lead to an implementation engagement, that's fine. Jordan's value is in the clarity — not the conversion.

Start your free Jordan session → thepromptory.com/jordan

📬 Tomorrow — The Vault Drop

Five tools that power every Promptory implementation. The stack we build with, every time — and why each one made the cut.