For CROs, CMOs, VPs of Sales and RevOps Leaders
The Microsoft partner that runs on agents, not headcount.
Dynamics 365, Salesforce or HubSpot. A former Microsoft Dynamics sales leader, with agents under human management and control doing the legwork. Results in weeks, not after a 12-week SOW.
15 minutes. No obligation. If there's no clear way to help, we stop there.
Former Microsoft Dynamics Sales Director
Built a CRM practice from $1M to a $14M exit in 3 years
Co-led a $70M Microsoft practice at Alithya
Ran AI/Copilot workshops with Microsoft
Start with your problem
The Agilidy difference
Traditional Microsoft Partner vs. Agilidy
The Traditional Way
You
BDR
"Let's qualify the opportunity."
Sales Rep
"Tell me more about your needs."
Pre-Sales Technical
"Let's schedule another call."
Discovery Team
"We need to understand the requirements."
Consultant
"We'll help define the scope."
Proposal / SOW
"Here's the team we think you need."
More Discovery
"Now that the project has started..."
Results
Weeks of meetings before meaningful work begins.
The Agilidy Way
You
Jason
Understand the Business Problem
Decide the Fastest Path
Get to Work
- Direct senior access
- One accountable operator
- Business problem first
- Technical depth available immediately
- Specialists added only when actually needed
- AI used to accelerate execution
- No unnecessary layers
- No bloated team
One conversation instead of five handoffs.
| Traditional Microsoft Partner | Agilidy | |
|---|---|---|
| Who you talk to first | BDR → AE → pre-sales | The operator who does the work |
| What they optimize | Licenses and services hours | Your pipeline and forecast |
| Platform stance | Keep you on their platform | Platform-honest; we'll move you if it's wrong |
| Microsoft knowledge | Outside in | Sold it from the inside |
| Team | The team they sell | The smallest team that gets the result |
An Agilidy principle
The 15-Minute Rule
You shouldn't need five meetings to determine whether someone can help your business. Give Jason 15 minutes.
Tell me what isn't working.
Tell me what outcome you need.
Tell me what technology you have today.
We'll determine whether there is a meaningful opportunity.
If we can't identify a credible path to value in 15 minutes, we stop.
No pressure. No endless discovery. No proposal for the sake of producing a proposal.
Why Jason can operate this way
This Model Only Works If the First Person You Talk to Knows What They're Doing.
Jason combines experience that normally exists across several people inside a consulting firm — so you're never handed from salesperson to salesperson to technical resource to consultant.
Technical CRM Consulting
Deep hands-on experience understanding CRM systems, architecture, process, data, and execution.
Microsoft Sales Leadership
Helped Microsoft bring Dynamics 365 for Sales to market and led sales teams around the platform.
Business Leadership
Understands revenue, forecasting, seller productivity, customer experience, and executive decision making.
Hands-On AI
Actively building and applying AI agents, automation, Copilot, and modern AI capabilities to business problems.
Technical depth + sales leadership + AI execution in one conversation.
Senior-led, bench-backed. Vetted Dynamics architects and agents under human control scale the work only when the problem requires it.
The category
Revenue Technology Operating Partner.
Most companies don't need another consulting project. They need one experienced person accountable for making the systems behind Sales, Marketing and Service produce better results.
Agilidy becomes that operating partner. You bring the business problem. Agilidy determines the smartest way to solve it — and executes it.
A CEO can bring a problem like:
- Our sellers aren't using Salesforce.
- Forecasting is unreliable.
- Our Dynamics deployment never delivered what we expected.
- Marketing and Sales aren't connected.
- We are paying too much for CRM.
- Customer Service has too many manual processes.
- We want to use AI but don't know where it will actually create value.
- We are considering replacing Salesforce or Dynamics.
- Our teams are wasting hours on work an AI agent could perform.
You don't need to arrive knowing whether you need a CRM architect, a developer, a RevOps person, Copilot, an AI agent, or a new platform. You arrive with the problem. Agilidy owns the answer.
What we actually do
Outcome-focused, not product-focused.
Four things, done with one accountable senior operator — not a rotating bench of consultants.
Get More From What You Already Own
Improve Salesforce, Dynamics 365, HubSpot, Microsoft 365, and existing sales and service technology before recommending more software.
Fix Revenue Process Problems
Improve CRM adoption, pipeline management, forecasting, seller productivity, lead management, customer service, and executive visibility.
Apply AI Where It Produces Results
Use Copilot, automation, and custom AI agents to eliminate manual work, surface insights, improve decisions, and increase productivity.
Replace Technology When It Makes Sense
Agilidy is not tied to preserving a specific CRM. If the platform is wrong, we help you objectively evaluate the alternatives and move.
AI + CRM
AI should reduce work, improve decisions, or drive revenue. Otherwise, don't build it.
Agilidy treats AI as an accelerator and a capability layer — not the headline. We start with the business problem, then apply Microsoft 365 Copilot, Copilot Studio, Dynamics 365 Sales, Dynamics 365 Customer Service, and Dynamics 365 Customer Insights with agents under human management and control — only where they create measurable value.
Why proposals get bloated
Every Handoff Eventually Shows Up in the Proposal.
Large consulting organizations have costs that eventually become the customer's costs. Some projects legitimately need multiple specialists. But many do not need all of them from day one.
The traditional model
"Here is the team we sell."
The Agilidy model
"Here is the smallest team required to produce the result."
Agilidy starts small and adds expertise only when the business problem requires it.
The philosophy
Business First.
Technology Second.
Traditional firms are structured for scale. Agilidy is structured for speed, seniority, and accountability. You bring the business problem. I determine the fastest, smartest way to solve it.
Meet Brad.
My AI revenue diagnostic. A real consulting-grade conversation — not a form. Five minutes and you'll see your sales engine the way a 25-year operator sees it.
Anonymous. No email required to start.
Easy to start. Fast to value.
15-Minute Call
Know if there's a real opportunity.
Revenue POV
Run Brad or request a written point of view on your revenue engine.
30-Day Revenue Sprint
One problem fixed: forecast, CRM adoption, Copilot rollout, or CRM migration.
Fractional CRO / Interim VP Sales
Senior leadership until the seat is filled, then help hiring the right long-term leader.
Book 15 minutes
Book My 15 Minutes
If there's a real opportunity to create value, we'll find it. If there isn't, I'll tell you.
CRM & AI Optimization
Microsoft CRM, Salesforce alternatives, and AI that actually creates value.
Dynamics 365 Sales Consulting
Most companies deploy Dynamics 365 Sales and stop there. Agilidy turns it into a revenue engine with clean data, accurate forecasting, and adoption that sticks.
Copilot for Sales
Copilot for Sales is powerful, but value depends on where you point it. We wire the highest-impact use cases into your CRM so sellers save time on every deal.
Salesforce Alternatives & Migration
Optimizing an underperforming Salesforce instance or migrating to Dynamics 365 or HubSpot? We lead the transition business-first, without multi-month SOW bloat.
CRM Improvement & Optimization
CRM improvement is a revenue project, not a technology project. We diagnose what is breaking your forecasting and pipeline, then fix it with the lightest possible touch.
of PE GPs expect deployment activity to increase over the next six months.
EY Private Equity Pulse, Q2 2026 · 76% also cite AI, automation and data infrastructure as increased areas of focus.
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