The things smart operators ask first.

You do. Everything we build lives in your accounts, on your infrastructure, with your data. We document every workflow so your team can maintain it, modify it, or hand it to another vendor if you ever want to. There is no Margin proprietary platform you have to stay on.

Most AI consultants sell strategy decks. Most automation agencies sell technical builds. Margin is built by an operator who has carried a quota, run a marketing team, and exited three companies. We know where the leverage actually lives because we've sat in the seat. The work is built around revenue impact first, technical elegance second.

You give us thirty days' notice and the engagement ends. You keep every automation we've built, every piece of documentation, and full access to everything. There are no claw-backs, no proprietary lock-in, and no contracts longer than month to month. If we can't earn your business every month, you shouldn't be paying us.

We treat your data the way we'd want our own treated. Every engagement starts with a mutual NDA, we work inside your existing tools and accounts rather than exporting data to ours, and we follow SOC 2 aligned practices throughout. If you have specific compliance requirements like HIPAA or FINRA, we'll scope around them or refer you out if we can't deliver safely.

We're tool-agnostic on every layer of the stack, including the AI models themselves. We build on whichever frontier model fits the job, whether that's OpenAI's ChatGPT, Google's Gemini, Anthropic's Claude, or a mix of them, and we stay unmarried to any single vendor because the models keep leapfrogging each other month to month. On the systems side, most builds run on top of HubSpot or Salesforce for CRM, Apollo or Clay for prospecting, Outreach or Salesloft for sequencing, and n8n, Make, or Zapier as the automation layer. The short version: we work with the tech you already have, and where something is missing, we decide together what to implement rather than forcing you onto a stack you didn't choose.

Our sweet spot is B2B companies between one and fifty million in revenue, but we've worked with both smaller bootstrapped teams and larger venture-backed organizations. The honest test is whether you have a working GTM motion that has revenue moving through it. If you do, AI can move it faster. If you're still figuring out product-market fit, you probably need a different kind of help and we'll tell you that on the diagnostic.

On average, the first automation ships in fourteen days. Most clients see measurable rep productivity gains inside thirty days, and pipeline impact inside sixty to ninety days depending on sales cycle. We track the same metrics your CFO does and report on them every month, so you'll know exactly what's working before you renew.

A deep dive into your marketing and sales motion. We map every place AI can move pipeline or reduce cost, rank the opportunities by impact and effort, assess your current stack, and walk you through the findings in a 60-minute session. You leave with a ranked roadmap and an implementation guide whether or not you ever hire us to build it.