13 Functions. One
connected organization.
Each function has a defined deliverable, format, naming convention and downstream consumer, so work flows seamlessly across teams.
The 13 functions
Sales
With AI: discovery-call structuring, deal-desk one-pagers, battlecards.
Handoff: structured call notes to Product and Data Science; battlecards to Sales Enablement.
Marketing
With AI: positioning, launch packets, competitive matrices.
Handoff: the feature matrix to Sales and Sales Enablement; messaging to Corp Comms/PR and Demand Gen.
Product
With AI: product requirements documents (PRDs), research synthesis, the shared source of truth.
Handoff: the product requirements document to every team; the positioning block, word for word, to Sales, Marketing, Corp Comms/PR and Sales Enablement.
Engineering
With AI: tickets from product requirements documents, specs and runbooks from code, agents for the org.
Handoff: the application programming interface (API) spec and runbook to Customer Success and InfoSec; tickets and the spec to Data Science for instrumentation.
Customer Success
With AI: support guides, issue triage, structured feedback loops.
Handoff: structured issue data to Product and Data Science.
Finance
With AI: live models, assumptions sheets, procurement analysis.
Handoff: the live financial model to RevOps, Corporate Strategy, Corp Comms/PR and the exec team.
HR
With AI: role design, onboarding, policy and communication drafts.
Handoff: the internal overview to executives and managers; certification tracking to every team.
Legal
With AI: contract review, verified compliance claims, policy drafting.
Handoff: the compliance summary to Corp Comms/PR, Sales, Customer Success and Finance.
Operations
Procurement and revenue operations: covered today by the Finance & Procurement / RevOps module, with contract reviews for Legal and the budget owner.
Program management: covered today by the Product / Program Management & UX Research module, sequencing the work in the product requirements document's solution components.
Corp Comms/PR
With AI: press releases with their frequently asked questions (PRFAQs), one story everywhere.
Handoff: the press release and its frequently asked questions, with approved messaging, to Sales, Sales Enablement, Marketing and Demand Gen.
InfoSec
With AI: security questionnaires, verified claims, one canonical ruleset.
Handoff: the security overview to Legal, Sales, Corp Comms/PR and Customer Success; the approved AI tool list to every team.
Data Science/BI
With AI: key performance indicator (KPI) and instrumentation specs, the shared metric vocabulary.
Handoff: one definition of each metric to every team; the instrumentation plan to Engineering.
Demand Gen / Sales Enablement
Demand Gen / Brand & Creative / Corp Strategy / BizDev: campaign packets, brand consistency and strategy briefs; the brand-demand brief goes to Marketing, Sales and the exec team.
Sales Enablement: playbooks, certification content and objection handling; certification results go to HR and sales leadership.
Real value comes from connection.
Our cross-functional handoffs ensure your teams' AI outputs become reusable, actionable inputs for the next team.
See How It Works