Run Method · Custom-built
AI sales automation for proposals, follow-up and accounts
Once the opportunity is in, we automate what slows the sale down: proposals, follow-up, AI CRM and account review, built on your real operation and integrated with the tools you already use. Contracted separately, with or without Rank and Reach.
Diagnosis · Impact-based roadmap · Software · Automations · Agents · Evolution
What AI sales automation is: repetitive work leaves the sales team.
AI sales automation is the use of software and AI agents to take the repetitive work off the sales team once an opportunity comes in: assembling the proposal, remembering the follow-up, updating the CRM and reviewing accounts. In Run, every automation is built on your process and integrated with the CRM, ERP, email and WhatsApp you already use.
An AI CRM built into the sales operation
The CRM takes in data from email, calendar and ERP without manual entry and answers in conversation: which deals are stalled, who is waiting for a reply and what changed this week.
Sales follow-up that stays on schedule
Every opportunity leaves the meeting with a next step and a date. The automation reminds the seller, drafts the message with the conversation context and logs the reply.
Sales proposals in less time
The proposal is assembled from approved data: catalogue, price, terms and technical text. The seller reviews and sends it, with no copying and pasting between spreadsheets.
Account management: who stopped buying
Account review cross-checks order history from the ERP and flags who has slowed down or stopped buying, ranked by who to contact first.
Some processes need a tool that doesn’t exist off the shelf.
Assembling the proposal from approved data. Checking a technical catalogue in the middle of a customer call. Routing a request to the right person. These tasks eat up your team’s time, and generic tools handle them poorly.
That is where Run comes in: software built for your process, with AI where it helps and your team making the calls. The systems you already use stay; what changes is the backbone that connects them.
It can come after Rank or Reach, when more clients raise the volume of work, or on its own, when a process problem is already acute.
From diagnosis to go-live, and from go-live onward.
Not a single line of code before the process map exists. It’s the same principle as the other methods: understand before building, measure after delivering.
- 01
Diagnose
Deep immersion in your real processes, data and bottlenecks: where manual effort eats time and where AI delivers concrete results.
- 02
Prioritize
An impact × effort matrix becomes a roadmap: the first deliverables are the fastest-return ones, with estimated ROI per front.
- 03
Build
Custom software, automations and AI agents trained on your data, your products and your vocabulary.
- 04
Integrate
Nothing is born in isolation: everything connects to what you already run: CRM, ERP, email, WhatsApp, spreadsheets and legacy systems.
- 05
Evolve
Go-live opens the long phase: we measure time recovered and quality, and maintain and evolve everything in production.
We don’t start with the shiniest. We start with what pays for the project.
The diagnosis maps processes, data and bottlenecks, and how much time each one consumes today. Every automation or agent candidate goes into the impact × effort matrix.
The first deliverables come from the fast-return zone: high impact, low effort. That’s what makes the method pay for itself early and fund the bigger fronts, delivery by delivery.
Four fronts. One single operation.
We bring business, engineering and AI together: every build grows out of your processes and talks to the others, forming a single system.
Custom software
Systems built around your process, the way it actually runs.
Automations
Repetitive routines (entries, reconciliations, reports, follow-ups) running on their own, with logging and approval levels.
AI agents
Assistants that know your products, handle requests, qualify, draft and prep decisions, with people in charge.
Integrations
CRM, ERP, email, WhatsApp, spreadsheets and legacy systems talking to each other: data goes in once and flows.
What the operation gets back: time and quality.
The number we track is how many hours per week came back to the team, and what happened to errors and deadlines in each process.
That dashboard is born in the diagnosis, with the “before” measured. Without a measured before, any “after” is just opinion.
- Proposals and quotes6h/wk1h
- Repeat client questions9h/wk2h
- Reports and spreadsheets5h/wk30min
- Entries and reconciliations7h/wk1.5h
Measurable results or it doesn’t ship
Every roadmap front has a metric before it has code: hours recovered, errors reduced, deadlines shortened. AI without a number is hype.
Off-the-shelf when it works, custom when it matters
We use market tools wherever they’re enough. Custom builds are reserved for what differentiates your operation.
Your data stays yours
Minimal access, LGPD compliance, models chosen case by case and no training third parties on what belongs to your company.
People lead the AI
The automation executes and the agent prepares; decision authority is designed together with your team.
Method deliverables.
- Process and data map, with bottlenecks and hours consumed per front
- Roadmap prioritized by impact × effort, with estimated ROI
- Software, automations and agents running in production
- Integrations with CRM, ERP, email, WhatsApp and spreadsheets
- Measurement dashboard: time recovered, quality and real usage
- Ongoing maintenance and evolution after go-live
When everything works together
Rank and Reach bring in clients. Run takes care of the process that needs its own tool.
It is the same way of working on all three fronts: understand before building, measure after delivering. Run can come alongside the others or on its own.
What does the Run Method deliver in practice?
Three kinds of builds, integrated with each other: custom software for what differentiates your operation, automations for repetitive routines (entries, reconciliations, reports, follow-ups) and AI agents that know your products and processes, handling requests, qualifying, drafting and prepping decisions. Everything in production, measured, and connected to the systems you already use.
Do I need Rank or Reach first?
No. Run is contracted separately. In many companies it comes later, when more clients increase the volume of proposals, service and data. Companies with an acute process problem (rework, errors, missed deadlines) start with it directly.
Why not just use off-the-shelf AI tools?
Because we do, wherever they solve the problem. The method exists for what generic tools don’t cover: your specific process, your data, the integration with your systems. The diagnosis separates the two with clear criteria: what a software subscription solves, we solve with a subscription; what requires building, we build.
What about security and data?
Your company’s data remains your company’s. We work with minimal, revocable access, compliance with LGPD (Brazilian data protection law), and AI models chosen case by case, including where they process data and what they log. None of your data becomes third-party training material.
How long until the first delivery?
The diagnosis takes the first few weeks and produces the prioritized roadmap. The first front in production, usually an automation or an agent from the highest-return zone, lands in the first cycle. The rest of the roadmap moves by priority, with results measured at every delivery.
Who maintains everything after go-live?
Draivv does. Monitoring, adjustments, evolution and support are part of the method: software and agents without maintenance degrade like any asset. If at some point you want to bring it in-house, the transition is organized: documentation, code and access are yours.
How many hours a week does your operation lose to manual work?
The Run Method diagnosis answers with a number: which processes consume the team, what each one costs and where AI starts giving time back. You leave with the map and the roadmap, before any build contract.