Your Revenue Maximizer.
AI Agents directed by Human Experts.
Max is TekStack's always-on companion. A blend of AI agents and human experts purpose-built to sit alongside your team. Max finds revenue you're missing, tightens operations, and keeps your systems, data, and processes working together.
Market Leadership
Marketing Max
Are we spending money in the right places?
Can we prove it?
Benefits of Max
Max helps companies move faster and waste less by:
- Identifying which campaigns, channels, and events actually create pipeline
- Validating lead quality before sales wastes time
- Making sure attribution is accurate across systems
- Sourcing and enrich prospect data
- Creating quality content and running campaigns
- Highlighting under-performing spend and over-performing channels
What’s included in the service
- Our experts run full LinkedIn, email, video, and content campaigns
- AI agents monitor inquiries, campaigns, and responses in real-time
- Human experts review patterns, anomalies, and messaging alignment
- Dashboards to show CAC, ROI, and pipeline contribution
How do we help your team?
- An extra set of extra hands to complement existing skillset
- Adopt best-practices
- Guidance on Key Metric targets and alignment
For Targeted Growth
Sales Max
How do I improve sales results? What can the team be doing better?
Benefits of Max?
Max helps sellers and sales leaders focus on the deals that matter:
- Identity accounts worth prospecting now
- Flag buying signals and external triggers
- Ensure that all inquiries never fall through the cracks
- Providing sales insights to improve execution
- Improves forecasting accuracy and deal hygiene
What’s included in the service?
- AI Agents monitor inbound interest
- Inbound inquiries enriched and assigned to sellers
- Sales opportunity data is accurate and complete (close dates, products, values, sales stages, last activity, next activity)
- Analyze sales stage duration to identify trends
- Review discovery meeting and demo meeting transcripts for coaching opportunities
- Present conservative and stretch forecasts
- Perform select win/loss interviews each quarter and present results
How do we help your team?
- Ensure inbound and nurtured prospects are fully researched and enriched
- Identify soft spots in discovery questions, objection handling, or demo scripts
- Identify opportunities that are due for follow-up
- Identify potential buying decision makers that should be included as stakeholders
- Perform win/loss analysis and convey insights
For Project Delivery
Professional Services Max
Are we using our team effectively?
Are we billing what we should?
Benefits of Max
Max helps service leaders protect margins and utilization:
- Highlights under-utilized or over-loaded resources
- Creates repeatable and consistent projects
- Identifies billable work that is being missed
- Flags scope creep and delivery risk early
- Improves forecasting for capacity and revenue
What’s included in the service:
- Launch new projects from signed statements of work (SOW) using project templates and ensure the project and project tasks accurately and completely reflect the work, dates and hours detailed in the SOW
- Ensure projects have an assigned project manager, resources, accurate dates, hours and completion percentage.
- Ensure time sheets are complete and submitted on time for all resources
- Track resource utilization, identifying over and under resourced team members
- Identify project insights, including stuck or off-track projects, work backlog, resource utilization, profitability, and task variances
How do we help your team?
- Less admin work
- Know what is coming next
- More structure to the day
- More time delivering value for customers.
For Finance & Operations
Finance & Operations Max
Are we invoicing accurately and on-time?
Did we miss any renewals?
Max quietly keeps revenue operations tight by:
- Ensuring contracts, billing schedules, and invoices align
- Reducing billing errors and rework
- Making sure nothing slips between CRM, PSA, and finance systems
- Deliver key metrics that you can trust
What’s included in the service:
- AI agents look for missing time sheets, upcoming renewals, or other revenue events.
- Human experts jump in to ensure there is a complete picture
- Finance has an experience partner to lean on
How do we help your team?
- Cleaner books
- Faster cash
- Less time working on admin
Max is built into TekStack's pricing model
Max is not an add-on. It is not a separate service you layer on top. Max ships as part of TekStack — AI agents and human experts included in your subscription from day one, so your team gets results without adding headcount.
- ✓AI agents and human experts included — not a separate purchase
- ✓All TekStack modules included — CRM, PSA, revenue management, and more
- ✓One team, one point of contact, from day one
- ✓No consulting fees, no implementation surprises
- ✓Flexible and scalable — add more Max services as your needs grow
View full pricing details
What teams say about Max
TekStack’s Sales Operations service has significantly improved our data quality, ensuring our CRM is always up-to-date and accurate. This reduced our need for specialist internal resources, making our operations more efficient and streamlined so our sales and business development team can focus on customer relationships.
Let us introduce you to Max.
If you have ever said "we should be doing better than this" — Max is for you. In one hour we will show you exactly what Max does, how it fits into your team, and what it would look like to have an always-on revenue operations partner working alongside you.
- 1We learn about your current operations — where the gaps are across marketing, sales, delivery, and finance
- 2We walk you through how Max works in practice for a company like yours
- 3We show you clear, straightforward pricing with no surprises
- 4You leave knowing exactly what Max could do for your business
Talk to the Max team
Fill out the form and we will be in touch within one business day to confirm your time.
