Guides to agentic revenue.
Practical guides from the team behind Canopy on how AI agents research, write and follow up across a revenue team, what to measure before and after, and how to keep people in charge of what sends.
AI for customer success: churn signals, health scores and renewals in your CRM
AI for customer success: usage, health and churn signals on the CRM record, renewal prep 120 days out, and drafts your CSMs approve before sending.
Jon Farrar
AI in sales: where agents actually move revenue
Where AI agents move revenue in sales: what an agent does at each stage from first touch to renewal, who approves it, and what to measure.
AI sales agents: how they work from first touch to renewal
How AI sales agents work from first touch to renewal: one agent doing one job end to end, how approval works, and how agents differ from copilots.
AI sales follow-up: how agents draft the next step after every call
How AI drafts the follow-up after every sales call: recap, commitments and next step from your call recordings, approved by the rep before it sends.
AI SDRs: what they do, where they fall short, and how to run one
What an AI SDR does, where it falls short, and how to run one: what to hand the agent, what stays with your reps, and the KPIs that matter.
B2B lifecycle marketing: behavior-triggered email that runs on your CRM
B2B lifecycle marketing on your CRM: behavior triggers, closed-lost recovery, approved offers and voice rules, and KPIs that tie email to pipeline.
What is revenue operations? A practical guide for teams running AI agents
What revenue operations is, what RevOps owns, how it differs from sales ops, and what changes when AI agents do the execution work in your CRM.
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