Zime RoundtablesSan FranciscoGTM Builders · Nov 4Sales Leaders · Nov 5Request invite
Deployable Capabilities

You have complex GTM workflows. Let us automate them.

Each one needs its own memory, skills, agents, triggers, and review gates. Build it yourself, with Zime, or with a partner.

Workflows likeProposal decksSOW automationRFP responsesBills of materials
The problem

Complex workflows still run on manual hours.

Take an SOW. It pulls from many places, moves through many steps, and needs a person and a judgment call at each one.

SOW automation
Many sourcesNeeds: Memory
Excel sheetsCRMPast SOWsPricing sheet
Many stepsNeeds: Skills, agents, triggers
ScopePriceTermsDraftSend
A review at every stepNeeds: Human gates
Sales leadDeal deskLegal
A judgment call at every stepNeeds: Behaviors
What to scope for this dealWhich discount is allowedWhich clauses this region needs

A skill does one task. A workflow like this needs all four, working together.

How it works

Five layers make one workflow

Zime provides the behaviors and the Harness. Everything else is built around them.

5
Agents and human review

Agents run the steps. People approve the output.

4
Skills and triggers

Skills do the tasks, following the behaviors. Triggers start them.

3
Behaviors

What to do, when, and why. Your CRO strategy and tribal knowledge, encoded.

Zime
2
Memory

What the workflow remembers: brand, artifacts, quotes.

1
Data

Your CRM, call recordings, and docs.

Runs under all five layersZimeProvided by ZimeEnterprise Sales Harness

Every layer runs on it. It tests each change, releases one approved version, controls access, and keeps a record.

Why it matters

Your strategy, products, and models keep changing. The Harness tests each change and keeps every layer current.

Build

Build it your way

Choose how much help you want.

  • Four paths, one package

    Do it yourself, with Zime, with a partner, or done for you.

  • Zime or a partner joins your team

    A forward-deployed engineer or partner works in your environment.

  • Start with one workflow

    Prove it before you scale it.

You do moreZime does more
Do it yourself
Do it with you
Co-implementation
Done for you
Test and evaluate

Test it on real selling situations first

Prove it before anyone relies on it.

  • Set a baseline

    Measure the team before launch.

  • Evaluate every change

    Failures show up here, not in a customer call.

  • Re-test after each update

    Regression checks catch what a change breaks.

Follow-up email workflow · test run
Facts match product docsPass
On brandPass
Approved proof onlyFail
FixPull proof from the approved list
Release and maintain

One owner. One version. Always current.

The Harness releases only what has passed.

  • Name an owner

    Each workflow has one accountable owner.

  • Approve each version

    Only a tested version goes live.

  • Keep it current

    Strategy and product changes follow the same path.

Follow-up email workflow
v1.2Owner: RevOps leadLive
v1.1Previous
Build once. The next workflow starts ahead.

The first workflow sets up the foundation. Every later one reuses it.

Follow-up emailsProposal decksSOW automationYour next workflow
Same behaviors, memory, agents, and Harness
Built together

Build it together.

Led by Zime, or by a partner you already work with.

YouZime or your partner
Provide sources and examplesLeadsHelps
Build the memory and behaviorsHelpsLeads
Build the skills, agent, and triggers–Leads
Review and approve the outputLeadsHelps
Onboard your teamHelpsLeads
Keep it current on the HarnessHelpsLeads
For partners

Turn your method into a workflow your clients run.

Consultancies and agencies deliver complex sales workflows to their own clients on Zime.

Your client getsSales workflows their team runs every day
You buildYour method and your client's knowledge, turned into workflows
ZimeprovidesBehaviors, memory, agents, triggers, and the Harness
21-day proof of value

Test one workflow in 21 days. Plan the next on evidence.

Choose one workflow, one team, and a measurable goal. Fees and acceptance criteria are agreed first.

Days 1 to 7

Scope the workflow

Agree the goal, the owners, and who builds what. Set the baseline.

  • Workflow scope and baseline
Days 8 to 14

Build and test it

Build the layers together. Test with your reviewers.

  • Working workflow
Days 15 to 21

Review the results

Review the output and the business case. Then choose the next workflow.

  • Results review and next-workflow plan
Common questions

Before you start

What is the difference between a skill and a workflow?

A skill does one task, like a prep note. A workflow connects many skills with behaviors, memory, agents, and triggers, so a whole process runs end to end.

What are the delivery paths?

Do it yourself, do it with you, co-implement with an engineer or partner, or have it done for you. Every path delivers the same governed package.

What do we bring?

Company knowledge, source material, examples of work you like, and people who can review the output.

Where do people use it?

In Zime, Claude, ChatGPT, or an app a partner builds, through MCP.

What is a proof of value?

A bounded test of one workflow on your live work. It sets a baseline, runs for about three weeks, and ends with a readout. You decide: go, revise, or stop.

Can it act without a person approving?

Only where your policy permits it. Review steps are part of the design.

Do we join the partner program first?

No. Bring a workflow first. The scoping conversation shows whether it fits.

How do fees and contracts work?

A partner can bundle Zime with delivery, or you can contract separately with Zime and the partner. Terms are agreed before work starts, and ongoing support is scoped separately.

Bring one workflow

Your workflow→Skills, memory, agents→Deployed on the Harness