Free your team from the work that doesn't close.
Margin diagnoses where AI can move marketing, sales pipeline, conversion, and revenue inside your business. Then we build it. No platforms to learn. No headcount to add. Just the AI workflows and automations your marketing and sales teams should already have.
Margin built the kind of GTM system most founders read about but never get to use. The automations are still compounding twelve months later.
We cut our outbound team in half and tripled reply rates. The diagnostic alone was worth the engagement. The build was a bonus.
Most AI consultants sell you tools. Margin sells you operating leverage. There's a meaningful difference in what shows up on the P&L.
Your revenue engine is leaking margin in places you can't see.
Most B2B teams between one and twenty million in revenue are doing things by hand that AI can do better, faster, and cheaper. The work isn't broken. It's just expensive in ways that don't show up on the P&L until it's too late.
Reps are buried in admin
Notes, CRM updates, follow-ups, sequence personalization, account research. The average rep spends 65 percent of their week not selling.
Marketing is producing slop
Generic content, untargeted nurtures, no personalization at scale. Brand voice diluted by tools that don't know your customer.
Pipeline visibility is fiction
Stale data, missed signals, deals dying in silence. You find out a deal stalled three weeks after it actually stalled.
Handoffs are dropping deals
Marketing to sales. SDR to AE. AE to CS. Every handoff is a leak point, and most teams can't even measure where the leaks are.
Personalization is a lie
First name in the subject line is not personalization. The buyer knows. They've seen the same template forty times this month.
Your stack costs more than it earns
Eighteen tools. Half of them overlapping. Most of them under-used. Cost per closed deal trending the wrong direction every quarter.
Automations built for the way your team actually works.
We don't sell horizontal AI tools. We build vertical automations that solve specific marketing and sales problems, ship in days, and integrate with the systems you already have. Below is a working sample of what we ship most often. If you don't see your exact problem, that's the point. We identify, then we build. That's what the free diagnostic is for.
Pre-Call Research Briefs
Every meeting on your calendar gets an automated research brief delivered to the rep one hour before the call. Company context, recent news, buyer LinkedIn signals, prior interactions, and three tailored discovery questions.
Post-Call Action Engine
Call recording in. Action items, MEDDIC fields, follow-up email draft, internal Slack summary, and CRM updates out. No more rep guilt about what happened on Tuesday's call.
Account-Triggered Outreach
Signal-driven outreach that watches your ICP for hiring changes, funding events, tech adds, leadership moves. Sequences trigger automatically with messaging tied to the signal.
Deal Pulse Monitoring
AI watches every open deal in the pipeline and flags risk in real time. Sentiment shifts, ghosted threads, single-thread exposure, multi-thread drop-offs. Reps get a heads-up before the deal dies.
AI Roleplay Coach
Reps practice live calls against an AI roleplay tuned to your ICP, objections, and methodology. Scored, reviewed, and improved every week. Onboarding goes from quarters to weeks.
Auto-Generated Proposals
Discovery notes go in. A branded, customized, MEDDIC-aligned proposal comes out, ready for review. Cuts proposal generation from three hours to fifteen minutes.
Don't see your problem?
The catalog is what we ship most often, not the limit of what we build. Bring us the specific friction in your sales motion and we'll scope a custom automation that solves it.
Tell us what's brokenAlways-On Content Engine
One brand voice, trained on your style guide and historical content. Generates blog posts, LinkedIn content, email copy, and ad variations on a schedule. Editorial review built into the loop.
Persona-Aware Nurtures
Email and in-product nurtures that adjust to the persona, behavior, and stage of every lead. No more one-size-fits-all drip sequences killing your brand.
Programmatic SEO at Scale
Hundreds of high-intent, search-optimized landing pages generated from a single template and your data. Built for AI search and traditional search at the same time.
One Asset, Twelve Outputs
Every podcast, webinar, or long-form piece gets automatically repurposed into LinkedIn posts, email content, threads, video clips, and blog summaries. Built around your brand voice.
Creative Iteration Engine
Auto-generates and tests dozens of ad creative variations across LinkedIn, Meta, and Google. Pulls winners. Kills losers. Reports back to your team on what's actually moving the needle.
Multi-Touch Attribution Layer
See what's actually driving pipeline. Connects ads, content, dark social, sales touches, and self-reported attribution into a single source of truth your CFO will believe.
Don't see your problem?
The catalog is what we ship most often, not the limit of what we build. Bring us the specific bottleneck in your marketing engine and we'll scope a custom automation that solves it.
Tell us what's brokenCRM Hygiene on Autopilot
Stale records, missing fields, duplicate accounts, mislabeled stages. AI cleans your CRM in the background and keeps it clean. Your reports finally tell the truth.
Confidence-Weighted Forecast
Replaces rep gut-check forecasts with AI-scored deal probability based on engagement signals, historical patterns, and stage velocity. CRO finally has a forecast they can defend to the board.
Executive Pipeline Brief
A weekly auto-generated brief lands in leadership's inbox every Monday morning. Pipeline movement, deal risk, rep performance, marketing contribution. No analyst required.
Smart Lead Routing
AI scores every inbound lead, matches to ICP, routes to the right rep based on territory, capacity, and historical close patterns. No more best-rep-gets-everything chaos.
Contextual Account Enrichment
Every account in your CRM gets continuously enriched with firmographic, technographic, and intent data. Plus a one-paragraph context summary your reps can actually use.
Automated QBR Decks
The quarterly review that used to take an analyst a week. AI pulls the data, builds the deck, drafts the commentary, flags the anomalies. Your team edits and presents.
Don't see your problem?
The catalog is what we ship most often, not the limit of what we build. Bring us the specific gap in your revenue operations and we'll scope a custom automation that solves it.
Tell us what's brokenA diagnostic, a build, a system that compounds.
We don't show up with a deck and a discovery template. We show up with a working diagnostic that maps where AI can move revenue inside your specific business, then we build it.
Diagnose
Two-week deep audit of your marketing and sales motion. We surface every place AI can move pipeline or reduce cost, ranked by impact.
Prioritize
You get a ranked roadmap of automations, scored by revenue impact, time to build, and dependency risk. Pick the order.
Build
We ship the first automation in 14 days. Then the next. Then the next. Every build is owned by us, owned by you, and documented.
Compound
Automations stack. Data improves. Reps and marketers get faster. The system gets smarter every month it runs.
What you should actually see on the P&L.
We measure ourselves on the same metrics your CFO does. Pipeline created, conversion rate, cost per deal, rep productivity. The work has to show up where it matters.
More selling time per rep
By removing admin, research, and follow-up overhead from the rep's calendar. The hours go back to actually closing deals.
Outbound reply rate
Signal-triggered, personalized at scale outreach beats generic templates every time. The buyer can tell the difference.
Win rate on monitored deals
Deal Pulse catches the deals dying in silence before they die. Reps get a chance to save what they didn't know was at risk.
Marketing output, same headcount
Content engines, programmatic SEO, and asset repurposing let your existing team produce what used to take three more hires.
Two ways to work together.
Every engagement starts with a diagnostic. From there, you decide whether the roadmap is something your team will run with, or whether we should build it for you. No annual contracts. No setup fees. Cancel any month with thirty days' notice.
A 60-minute deep dive into your marketing and sales motion. Roadmap of every AI automation opportunity, ranked. If you like what you see, we'll go deeper.
- Full GTM motion audit
- Ranked automation roadmap
- Tech stack assessment
- 90-minute findings session
- Implementation guide
We build, ship, and maintain your automations. You own everything. We compound the system month over month.
- Everything in The Audit
- Continuous automation builds
- Full ownership of every build
- Maintenance and iteration included
- Weekly working updates
- Direct team access
Not sure which tier fits? Start with a free 60-minute diagnostic call and we'll tell you honestly. Book it here.
Margin started because nothing else existed.
Hi, I'm Zach Strauss. I built Margin for a selfish reason. I needed it.
Running my own companies, I kept hitting the same wall. AI was clearly going to change how marketing and sales got done, but every tool on the market was either a horizontal platform that didn't fit my motion or a one-off prompt pack that solved nothing. The consultants selling AI strategy didn't know how to ship. The agencies selling builds didn't understand revenue.
So I started building it myself. Pre-call briefs. Post-call workflows. Content engines. Pipeline monitoring. One automation at a time, scoped to the actual friction in my GTM motion. The compounding was real. The leverage was real. The hours back to my team were real.
Then I started getting asked by other operators if I could build the same systems for them. Margin is what that answer looks like, productized.
If you're a B2B founder or revenue leader running into the same wall, that's who Margin is for. Built by an operator who solved it for himself first.
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.
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 and meet you where you are. Most of our builds run on top of HubSpot or Salesforce on the CRM side, Apollo or Clay for prospecting, Outreach or Salesloft for sequencing, plus n8n, Make, or Zapier as the automation layer. If you have something more bespoke, we'll work with it. We don't make you replace your stack to work with us.
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.
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.
Our sweet spot is B2B companies between one and twenty 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.
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.
Find the margin hiding in your revenue engine.
A free 60-minute diagnostic call. We'll map two to three places AI can move pipeline or reduce cost in your business. Worth your time even if you never work with us.