AI for the function leaders who run the work
AI works when the people who run the function lead it.
TrueBearing AI helps heads of Customer Success, Sales, Marketing, and Operations map, build, and steer AI in their own function. We start with your workflow, and your team stays in the room.
We've built and run AI inside enterprise functions. Now we bring that method to yours.
The problem
You have been told to do something with AI. Nobody said what.
The hype has no path
Demos and pilots that never reach the daily workflow. The mandate arrives before the plan does.
Advice arrives as a deck
Strategy documents nobody on the team can act on Monday morning. You need someone who builds.
Your team is learning on the job
Capable people, but nobody inside has shipped AI in a function like yours. The gap is a specific one: having done it before.
Who we work with
One method. Two tracks.
The same Map, Build, Steer approach at the scale that fits your business.
Enterprise and mid-market
For VP and Head-of-function leaders at companies with 50 to 500+ people. We work inside your existing enterprise tools and hand over everything your team needs to run it.
See the enterprise trackSmall and growing businesses
For businesses with 2 to 50 people. AI that handles the booking admin, email follow-ups, review responses, and reporting so your team can focus on customers and the work they're good at.
See the small business trackWhy operator-led
The person who runs the work knows what is worth automating.
Engineers can build almost anything. The harder question is which handoff or follow-up is actually costing the team. That answer lives with the person who runs the function.
So the function leader owns the problem and the definition of done. We build alongside them.
You own the problem.
The people closest to the work define what needs fixing and what "fixed" looks like.
We start with the workflow.
We sit with your team and trace how the work actually moves.
Your team runs it after we leave.
Every build comes with a hand-over. You can run it, change it, or switch it off without us.
How it works
Three stages. Start with the first one.
Each stage has its own price and deliverable. You can stop after any stage.
Map
We map your workflow and find where AI saves real time.
What happens: We sit with you and the people who do the work and map the workflow. We identify the handoffs, reports, and tasks where AI can save real time.
What you get: A written, plain-English findings document. A ranked list of what to build first and what each item would take. An honest assessment of what is not worth automating.
Go ahead with a Build within 30 days and the Map fee comes off.
Build
We build the automation inside the tools you already use, with your team.
What happens: We build the first automation (or the first few) inside your existing tools. A person reviews before anything reaches a customer or a record.
What you get: A working automation, a runbook, and a hand-over so your team can run it without us. If you did the Map first, the Map fee comes off the Build price.
Scope sets the price: the systems involved and how much your team needs to review.
Steer
We steer what's running, tune it as your process changes, and bring you what's new.
What happens: Monthly review of how the automations are running. We tune them as your process changes and bring you new tools worth trying.
What you get: A standing monthly review, a way to reach us between reviews, and confidence that what we built keeps working as your team and tools evolve.
All prices are in Australian dollars (AUD). We confirm a fixed figure for your Build after the Map.
Services
What we work on
For heads of Customer Success, Sales, Marketing, and Operations at companies where the work is complicated enough to need a system.
Workflow Map
A structured review of how your function runs today and where AI fits. You get a ranked list, not a pitch deck.
Before:
Everyone has an AI idea. Nobody knows which one is worth building.
After:
A ranked list, and an honest "do not build this" next to some of them.
Automation Build
Custom automations built inside your existing tools by someone who has done it at enterprise scale.
Before:
Reps and CSMs rebuild the same account brief by hand from several systems.
After:
The brief drafts itself from your own data. The person who owns the account edits it before it goes out.
AI Comms and Content
Repeatable, quality content faster. Customer emails, QBR summaries, follow-ups, and internal updates drafted in your team's voice.
Before:
Customer emails, QBR summaries, and follow-ups start from a blank page.
After:
A draft in your team's voice, reviewed by a person before it goes out.
Ongoing Advisory
A standing relationship so your team always has someone to ask. Monthly reviews, priority access, and new tools worth trying.
Before:
The tools change every month and your team has no one to ask.
After:
A standing review and someone to call.
Where the experience comes from
Where we learned this.
What I did
I built and ran the AI operation inside an enterprise customer success function. My team built the automations that changed how hundreds of CSMs worked with their accounts every day.
What I learned
The technology was straightforward. Getting a team to trust it and keep using it after launch week is where most AI projects stall. The ones that stuck had the function leader involved from the start.
Why TrueBearing
That work doesn't need a seven-figure consulting contract or a team of engineers your company doesn't have. It needs someone who has done it, working alongside the people who will run it.
Data and trust
Your data stays on your servers, in your accounts. We never store it.
Everything we build runs inside your environment, with credentials your team owns and can revoke at any time.
Runs in your environment
Automations run on your infrastructure, in your cloud accounts, with API keys your team controls. Nothing is hosted on our side.
A person reviews before action
Automations recommend. A person on your team approves anything that reaches a customer, a record, or money. Always.
Works in your tools
No platform swap. We build inside the systems your team already uses. You can switch it off, and the hand-over says how.
Your team stays in charge
Your team does not have to change how it works on day one. We build around the existing process and hand over everything we create.
Questions for your security team? Email us.
FAQ
Questions to ask before you book
Do we need engineers on our end?
No. You need the person who owns the workflow and some of the team's time. We bring the build skills. If your IT team wants to be involved, good. The hand-over is written so they can run it.
Where does our data go?
Your data stays in your environment, under your accounts. Automations run on your infrastructure with credentials your team controls. We can hand your security team a clear description of how it runs, whose accounts are used, and what the model sees. If you have questions, email us and we will answer them directly.
What if it does not work?
What "works" is agreed at the end of the Map, before anything is built. If an idea does not hold up, we tell you at the Map rather than after you have paid for a Build. We scope the Build around what we know will work.
How long until we see results?
The Map takes 2 to 3 weeks and gives you the findings. A Build runs 4 to 6 weeks. What you see and when depends on the workflow, and we will say so after the Map. We do not promise a benefit by a date we cannot control.
What does it cost?
The Map is $2,500 flat. A Build runs $5K to $25K depending on scope. Steer is from $1,000 a month. All prices are in Australian dollars. Go ahead with a Build within 30 days and the Map fee comes off. What moves the Build price: the systems involved and how much your team needs to review.
Will my team actually use it?
Adoption is the hard part and the reason we are operator-led. What we build is built with the people who will use it. It fits the tools they are already in, and a person stays in the loop. Training is part of the hand-over.
We already have AI features in our CRM and support tools. Why bring in someone else?
Sometimes you do not need us, and we will say so at the Map. Built-in features cover some of it. The gap is usually how the work flows across tools and who owns it end to end. That is where an outside operator who has done it before can help.
Something else? Email us.
Book a call
Tell us where the work is slowing down.
We will tell you honestly whether AI helps and whether we are the right people. If so, you leave with a suggested first step.
What happens on the call
- You tell us which function you run and where the work is slowing down.
- We tell you honestly whether AI would help and whether we are the right fit.
- If so, you leave with a suggested first step, usually the Map.
Email: contact@truebearingco.ai
Call: USA (651) 592-2778 or AU 0438 014 734