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Generated Oct 18, 2026
  1. Programmable
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growth playbook · Oct 18, 2026

useagave.com (opens in a new tab)

Agave growth playbook

Diagnosis

Agave has a working sales motion (550 to 600+ customers, 5 to 8 new customers onboarded a week, a third of new deals including an AI product) and is hiring to scale it: a Head of Sales to take over from the CEO, an AE to build outbound, and its first full-time marketer.

The marketing lead post says the only proven channels are referrals and conferences, so this playbook strengthens those, adds measurable new channels (AI answers, ERP-pair paid search, partner webinars, job-post outbound) and uses the existing base for expansion. It also answers the new competitive pressure from Procore's AI agents by positioning Agave as the ERP data layer they need.

Growth Score

7/10

Biggest Opportunity

Sell more to the base and through partners: in-app offers of the new products to 550+ customers, an AI attach play in every deal, and published terms for the channel partners signing at 8 a month.

Biggest Risk

Procore (with Datagrid) and Trimble (with Ryvit) are building AI and integrations into the platforms contractors already own, which could make Agave look like an optional layer unless it is clearly positioned as the ERP data they depend on.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    In-app landing pages that offer AP Automation and AI products to ERP Sync customers

    List ERP Sync customers who don't use AP Automation and their monthly invoice volume.

    High impact First result in 3 weeks
  2. 2

    Publish "starts at" price ranges by contractor size so inbound qualifies itself

    Pull the median contract value by product and revenue band from the last 50 closed deals.

    High impact First result in 4 weeks
  3. 3

    Comparison pages for the questions buyers ask: Procore AI, Trimble and native ERP integrations

    Ask the AEs which three alternatives come up most in lost or stalled deals.

    High impact First result in 6 weeks

02

Your idea portfolio

22 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 7 ideas are marked Unexpected: plays you are unlikely to have tried.

    1 of these are things Programmable can build and run for you.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 3Big bets · 11Fill-ins · 4Reconsider · 4
Effort →

Showing 22 of 22 ideas

This week 6

Quick wins with a clear first action.

  • 01

    Every Agave product is priced after a discovery call, a demo and a proposal, and the CEO has been running sales and is "now the bottleneck". Each unqualified demo costs the scarcest time in the company.

    High impactLow effort First result in 4 weeks CEO

    First action

    Pull the median contract value by product and revenue band from the last 50 closed deals.

    How to measure it

    Demo to proposal conversion

    Now
    –
    Target
    +20% relative
    By
    8 weeks

    Steps

    1. 1

      Pull the data

      Contract value by product and customer revenue band.

      Product Analyst 1 day

    2. 2

      Set the ranges

      Typical low and high per band, not discounts.

      CEO 2 hours

    3. 3

      Write the page

      Ranges, implementation fees, bundle discount, what moves price.

      Founding Marketing Lead 1 day

    4. 4

      Add a qualifier to the form

      Company revenue band and ERP on the demo form.

      Founding Marketing Lead 1 hour

    5. 5

      Route by band

      Small bands get a shorter demo or a recorded tour.

      Head of Sales 2 hours

    6. 6

      Measure

      Demo-to-proposal and win rate before and after.

      Product Analyst 30 minutes a week

    First result
    4 weeks
    Cost
    $0
    Owner
    CEO

    Smallest test

    Show ranges for ERP Sync only for four weeks.

    Why it works

    Add a typical range per product for three revenue bands (under $50M, $50M to $500M, over $500M), the implementation fee where one applies, and the bundle discount. Keep "custom proposal" for final numbers.

    Construction controllers expect to see a number before booking time. Ranges filter out buyers who can't afford it, warm up the ones who can, and let AEs start the call at scope rather than price.

    Risks and how to handle them

    • Competitors see pricing

      Ranges by band reveal little; buyers will share proposals anyway.

    Evidence

    • Your websitePricing page lists no prices: every plan follows a discovery call, a demo and a custom proposal. Price scales with business size; AP Automation, Expense Management, Vendor Compliance and AI Agents carry implementation fees; bundles are discounted.Source
    • HiringHead of Sales: the CEO "has been the acting head of sales since day one and is now the bottleneck"; 600+ customers; "a third of new deals now include" an AI product; "we signed 8 new channel partnerships in the last month alone"; build motions and pricing for new products; manage sales managers by end of 2027.Source
    • HiringCustomer Solutions Engineer: "We're closing and onboarding 5-8 new customers per week"; runs technical demos and owns onboarding end to end; 550+ customers.Source
  • 02

    The Founding Marketing Lead post asks for competitor comparison pages, and none exist. Procore now embeds Datagrid AI agents and Trimble owns both Viewpoint and the Ryvit integration platform, so a controller reasonably asks why they need Agave.

    High impactLow effort First result in 6 weeks Founding Marketing Lead

    First action

    Ask the AEs which three alternatives come up most in lost or stalled deals.

    How to measure it

    Demos from comparison pages

    Now
    –
    Target
    10 a month
    By
    3 months

    Steps

    1. 1

      List the alternatives

      From AE notes on recent deals.

      Account Executive 1 hour

    2. 2

      Write the Procore AI page

      What Procore's agents cover and where ERP data comes in.

      Founding Marketing Lead 1 day

    3. 3

      Write the build-vs-buy page

      Custom integration cost and maintenance versus Agave.

      CTO 1 day

    4. 4

      Write the Trimble and ERP connector pages

      Factual tables, with sync pair links.

      Founding Marketing Lead 2 days

    5. 5

      Add customer quotes

      One controller or CFO per page.

      Customer Solutions Engineer 2 days

    6. 6

      Track searches

      Rankings and AI-answer citations for each comparison.

      Founding Marketing Lead weekly

    First result
    6 weeks
    Cost
    $0
    Owner
    Founding Marketing Lead

    Smallest test

    Publish the build-vs-buy page first; it names no partner.

    Why it works

    Write four pages: Agave and Procore AI (what Procore's agents do inside Procore, what needs ERP data), Agave and Trimble Ryvit, Agave versus building a custom Procore-to-ERP integration, and Agave versus the ERP vendor's own connector. Each with a table and a customer quote.

    Comparison searches come from buyers late in their decision. The honest answer for most is "use both", which positions Agave as the ERP layer under the platforms they already bought.

    Risks and how to handle them

    • Upsetting Procore, Autodesk or Sage, who are partners

      Frame pages as "with", not "against", and show the joint workflow.

    Evidence

    • HiringFounding Marketing Lead, the first full-time marketing hire: "our only proven lead generation channels are referrals and conferences"; run experiments in paid and AI-search placement, targeted ads, "lifecycle email off in-app behavior" and webinars; own SEO and AEO "and AI-answer citations"; manage G2 and Capterra and incentivize reviews; build competitor comparison pages, the changelog and in-app landing pages. Agave went "from selling one product to five or more" in under a year.Source
    • Search resultsProcore completed its acquisition of Datagrid in January 2026 and in May 2026 embedded Datagrid-powered AI agents in its platform. Trimble, which owns Viewpoint, earlier acquired the construction integration platform Ryvit.Source
    • programmable.infoSite: 20 "sync" pages for Procore or Autodesk Build to each ERP, 13 solution pages by ERP, and 49 blog posts including about 20 customer stories (RNGD, Williams Company, Brinkman, R.E. Lewis, RDJ, Evans General Contractors). There are no competitor comparison pages.Source
    • Your websiteNamed testimonials: Roger Whitty, CFO, Williams Company ("Agave is freeing up everyone from mundane tasks"); Holly DeHamer, CFO, R.E. Lewis ("Before Agave, the data wasn't reliable enough to act on. Now it is."); John Ashba, Controller, OPC Contracting.Source
  • 03

    Agave onboards 5 to 8 new customers a week, and the marketing lead post asks for G2 and Capterra work and review incentives. Go-live, when double entry stops, is the moment a controller is most willing to write one.

    Medium impactLow effort First result in 2 weeks Customer Solutions Engineer

    First action

    Send review links to the customers who went live in the last 30 days.

    How to measure it

    New G2 and Capterra reviews

    Now
    –
    Target
    15 a month
    By
    3 months

    Steps

    1. 1

      Set up profiles

      Complete G2 and Capterra listings for each product.

      Founding Marketing Lead 1 day

    2. 2

      Add to go-live checklist

      Review link sent the day sync goes live.

      Customer Solutions Engineer 30 minutes

    3. 3

      Write the prompts

      What did you do before Agave, what changed?

      Founding Marketing Lead 30 minutes

    4. 4

      Offer an incentive

      Within each review site's rules.

      Founding Marketing Lead 1 hour

    5. 5

      Track by ERP

      Reviews tagged by ERP and PM system.

      Customer Solutions Engineer ongoing

    6. 6

      Show reviews

      Review badges on sync and solution pages.

      Founding Marketing Lead 2 hours

    First result
    2 weeks
    Cost
    Gift cards, about $50 per review
    Owner
    Customer Solutions Engineer

    Smallest test

    Ask the last 20 go-lives this week.

    Why it works

    Add a review request to the go-live checklist: the CSE sends a direct review link with two prompt questions, and offers a gift card within each site's rules. Track reviews by ERP so each sync pair has reviewers.

    Construction finance buyers check review sites to find peers on the same ERP. At 5 to 8 go-lives a week, Agave can build more reviews in a quarter than most competitors have.

    Risks and how to handle them

    • Incentives break site rules

      Use each site's own review campaign programs.

    Evidence

    • HiringCustomer Solutions Engineer: "We're closing and onboarding 5-8 new customers per week"; runs technical demos and owns onboarding end to end; 550+ customers.Source
    • HiringFounding Marketing Lead, the first full-time marketing hire: "our only proven lead generation channels are referrals and conferences"; run experiments in paid and AI-search placement, targeted ads, "lifecycle email off in-app behavior" and webinars; own SEO and AEO "and AI-answer citations"; manage G2 and Capterra and incentivize reviews; build competitor comparison pages, the changelog and in-app landing pages. Agave went "from selling one product to five or more" in under a year.Source
    • Your websiteNamed testimonials: Roger Whitty, CFO, Williams Company ("Agave is freeing up everyone from mundane tasks"); Holly DeHamer, CFO, R.E. Lewis ("Before Agave, the data wasn't reliable enough to act on. Now it is."); John Ashba, Controller, OPC Contracting.Source
  • 04

    The marketing lead is asked to track "AI-answer citations". Controllers already ask AI assistants "how do I sync Procore with Sage 300 CRE", and Agave has a page for exactly that pair.

    Medium impactLow effort First result in 4-8 weeks Founding Marketing Lead

    First action

    Write the first 20 questions with the CSE team from real customer onboarding calls.

    How to measure it

    AI-answer citation share

    Now
    –
    Target
    30%
    By
    1 quarter

    Steps

    1. 1

      Write the questions

      50 questions by ERP pair and task.

      Founding Marketing Lead 1 day

    2. 2

      Run the baseline

      Each question in three assistants; log citations.

      Founding Marketing Lead 1 day

    3. 3

      Fix the gaps

      Add direct answers and FAQs to the matching pages.

      Founding Marketing Lead 1 week

    4. 4

      Add structured data

      FAQ and how-to markup on sync pages.

      Founding Marketing Lead 1 day

    5. 5

      Re-run weekly

      Same questions, citation share tracked.

      Founding Marketing Lead 1 hour a week

    6. 6

      Share with sales

      Which questions buyers ask most.

      Founding Marketing Lead monthly

    First result
    4 to 8 weeks
    Cost
    $0
    Owner
    Founding Marketing Lead

    Smallest test

    Run 10 questions by hand today.

    Why it works

    Write 50 real questions by ERP pair and task (syncing commitments, AP approvals, WIP reports), record which sources each assistant cites, and fix the sync and solution pages where Agave is missing: direct answers, setup steps and FAQs.

    Agave already has 20 sync pages and 13 solution pages matching these questions. A weekly baseline shows which pages get cited and gives the marketing lead a channel to measure from week one.

    Risks and how to handle them

    • Assistant answers change week to week

      Track the trend over a month, not single runs.

    Evidence

    • HiringFounding Marketing Lead, the first full-time marketing hire: "our only proven lead generation channels are referrals and conferences"; run experiments in paid and AI-search placement, targeted ads, "lifecycle email off in-app behavior" and webinars; own SEO and AEO "and AI-answer citations"; manage G2 and Capterra and incentivize reviews; build competitor comparison pages, the changelog and in-app landing pages. Agave went "from selling one product to five or more" in under a year.Source
    • programmable.infoSite: 20 "sync" pages for Procore or Autodesk Build to each ERP, 13 solution pages by ERP, and 49 blog posts including about 20 customer stories (RNGD, Williams Company, Brinkman, R.E. Lewis, RDJ, Evans General Contractors). There are no competitor comparison pages.Source
    • Your websiteAgave MCP lets users "securely query ERP and PM data from ChatGPT, Claude, or Copilot", priced as a platform fee plus seats.Source
  • 05

    Agave has about 20 customer stories and 20 sync pair pages, but they live in separate places. A controller on the Procore and Foundation page should see R.E. Lewis's CFO saying the data is now reliable enough to act on.

    Medium impactLow effort First result in 3 weeks Founding Marketing Lead

    First action

    Build a table of every story with its PM system and ERP.

    How to measure it

    Sync page to demo conversion

    Now
    –
    Target
    +20% relative
    By
    6 weeks

    Steps

    1. 1

      Map the stories

      Story, PM system, ERP, quote, result.

      Founding Marketing Lead 2 hours

    2. 2

      Design the block

      A reusable story component.

      Founding Marketing Lead 2 hours

    3. 3

      Add to pages

      Every pair with a story.

      Founding Marketing Lead 1 day

    4. 4

      List the gaps

      Pairs with no story.

      Founding Marketing Lead 1 hour

    5. 5

      Ask for missing stories

      CSEs ask recent go-lives on those pairs.

      Customer Solutions Engineer ongoing

    6. 6

      Measure

      Demo requests per page.

      Product Analyst 30 minutes a week

    First result
    3 weeks
    Cost
    $0
    Owner
    Founding Marketing Lead

    Smallest test

    Add stories to the five highest-traffic sync pages.

    Why it works

    Map each story to its ERP and PM pair and add a story block (company, quote, result) to the matching sync and solution pages. Mark pairs with no story so CSEs know whose story to ask for next.

    Proof from the same stack is the strongest proof in construction software, and it costs nothing because the stories exist.

    Risks and how to handle them

    • Some pairs have no story

      Use a quote from the nearest ERP until one exists.

    Evidence

    • programmable.infoSite: 20 "sync" pages for Procore or Autodesk Build to each ERP, 13 solution pages by ERP, and 49 blog posts including about 20 customer stories (RNGD, Williams Company, Brinkman, R.E. Lewis, RDJ, Evans General Contractors). There are no competitor comparison pages.Source
    • Your websiteNamed testimonials: Roger Whitty, CFO, Williams Company ("Agave is freeing up everyone from mundane tasks"); Holly DeHamer, CFO, R.E. Lewis ("Before Agave, the data wasn't reliable enough to act on. Now it is."); John Ashba, Controller, OPC Contracting.Source
    • Your websiteHomepage: "Build without blind spots"; seven products (ERP Sync, AP Automation, Expense Management, AI Analytics, Agave MCP, Vendor Compliance, AI Agents); $27B in construction projects processed, 60+ hours saved a month for finance teams, contractors "from $5M to $5B in revenue"; integrations with Procore, Autodesk Build and 12 ERPs including Sage 300 CRE, Viewpoint Vista, Foundation and CMiC.Source
  • 06

    Agave went from one product to five or more in under a year, and a third of new deals include an AI product. The existing base of 550+ customers, most of whom started with ERP Sync, mostly hasn't been offered the new products in the product itself.

    High impactLow effort First result in 3 weeks Product Manager

    First action

    List ERP Sync customers who don't use AP Automation and their monthly invoice volume.

    How to measure it

    Cross-sell opportunities from in-app pages

    Now
    –
    Target
    30 a quarter
    By
    end of quarter

    Steps

    1. 1

      Size the base

      Customers by products used and data volume.

      Product Analyst 1 day

    2. 2

      Pick the first product

      AP Automation, where synced invoice volume makes the case.

      Product Manager 1 hour

    3. 3

      Build the page

      Their numbers, the outcome, a walkthrough request.

      Product Manager 1 week

    4. 4

      Route requests

      To the account's CSE and AE.

      Head of Sales 1 hour

    5. 5

      Add the email

      One lifecycle email triggered by invoice volume.

      Founding Marketing Lead 1 day

    6. 6

      Repeat for AI products

      AI Analytics and Agave MCP next.

      Product Manager 2 weeks

    First result
    3 weeks
    Cost
    $0, about a week of engineering
    Owner
    Product Manager

    Smallest test

    Email the 30 highest-volume ERP Sync customers by hand.

    Why it works

    Add an in-app page per new product that uses the customer's own synced data: "You synced 1,240 invoices last month; AP Automation would capture and code them." Include a one-click request for a 20-minute walkthrough with their CSE.

    The marketing lead post asks for in-app landing pages and lifecycle email off in-app behavior. Expansion inside the base is cheaper than new logos, and the synced data makes the case personal.

    Risks and how to handle them

    • Customers see it as an ad

      Show only to admins, once, with their real data.

    Evidence

    • HiringFounding Marketing Lead, the first full-time marketing hire: "our only proven lead generation channels are referrals and conferences"; run experiments in paid and AI-search placement, targeted ads, "lifecycle email off in-app behavior" and webinars; own SEO and AEO "and AI-answer citations"; manage G2 and Capterra and incentivize reviews; build competitor comparison pages, the changelog and in-app landing pages. Agave went "from selling one product to five or more" in under a year.Source
    • HiringHead of Sales: the CEO "has been the acting head of sales since day one and is now the bottleneck"; 600+ customers; "a third of new deals now include" an AI product; "we signed 8 new channel partnerships in the last month alone"; build motions and pricing for new products; manage sales managers by end of 2027.Source
    • HiringCustomer Solutions Engineer: "We're closing and onboarding 5-8 new customers per week"; runs technical demos and owns onboarding end to end; 550+ customers.Source
    • Your websiteHomepage: "Build without blind spots"; seven products (ERP Sync, AP Automation, Expense Management, AI Analytics, Agave MCP, Vendor Compliance, AI Agents); $27B in construction projects processed, 60+ hours saved a month for finance teams, contractors "from $5M to $5B in revenue"; integrations with Procore, Autodesk Build and 12 ERPs including Sage 300 CRE, Viewpoint Vista, Foundation and CMiC.Source

This quarter 9

The core plays for the next three months.

  • 07

    Conferences are one of only two proven lead channels. With five products and a marketing budget for the first time, the question is which events produce pipeline, and that is rarely measured.

    High impactMedium effort First result in 1 quarter Founding Marketing Lead

    First action

    Pull pipeline sourced from each event last year from the CRM.

    How to measure it

    Event-sourced pipeline per $1 spent

    Now
    –
    Target
    10×
    By
    end of next quarter

    Steps

    1. 1

      Score last year

      Pipeline and revenue by event.

      Product Analyst 1 day

    2. 2

      Pick the calendar

      Keep the events that paid back; add one test.

      Founding Marketing Lead 2 hours

    3. 3

      Pre-book meetings

      AEs book 15 meetings per event from target accounts.

      Account Executive 2 weeks per event

    4. 4

      Host a customer dinner

      Ten prospects with two customers on the same ERP.

      Head of Sales 1 evening

    5. 5

      Follow up in 48 hours

      Every lead with a specific next step.

      Account Executive 2 days

    6. 6

      Report

      Pipeline at 30, 90 and 180 days.

      Founding Marketing Lead per event

    Who to approach

    • Procore Groundbreak

      Procore users, the largest PM base Agave syncs.

    • CFMA Annual Conference

      Construction financial managers: Agave's buyer.

    • Autodesk University

      Autodesk Build users and partner channel.

    First result
    1 quarter
    Cost
    Existing event budget, redirected
    Owner
    Founding Marketing Lead

    Smallest test

    Pre-book meetings for the next event only and compare with last year.

    Why it works

    Score every event on meetings booked, pipeline and closed revenue within 180 days. For each, pre-book meetings with target accounts on the attendee ERP list, run a customer dinner, and follow up within 48 hours.

    Doubling down on a proven channel is safer than inventing one. Construction finance buyers gather at a handful of events, and pre-booked meetings beat booth traffic.

    Risks and how to handle them

    • Attribution is fuzzy

      Tag every contact met and every pre-booked meeting.

    Evidence

    • HiringFounding Marketing Lead, the first full-time marketing hire: "our only proven lead generation channels are referrals and conferences"; run experiments in paid and AI-search placement, targeted ads, "lifecycle email off in-app behavior" and webinars; own SEO and AEO "and AI-answer citations"; manage G2 and Capterra and incentivize reviews; build competitor comparison pages, the changelog and in-app landing pages. Agave went "from selling one product to five or more" in under a year.Source
    • HiringHead of Sales: the CEO "has been the acting head of sales since day one and is now the bottleneck"; 600+ customers; "a third of new deals now include" an AI product; "we signed 8 new channel partnerships in the last month alone"; build motions and pricing for new products; manage sales managers by end of 2027.Source
    • HiringAccount Executive: "strong inbound and referrals, which you'll continue to convert at a high rate"; "You'll build our outbound motion as we expand our product and enter new segments in construction"; works with the CEO on customer profiles, pricing and contract terms.Source
  • 08

    Referrals are the other proven channel, and they convert at a high rate. They arrive informally, so nobody knows how many more there could be.

    High impactMedium effort First result in 1 quarter Head of Sales

    First action

    Count referred deals in the last year and who referred them.

    How to measure it

    Referred deals

    Now
    –
    Target
    +50% versus last quarter
    By
    2 quarters

    Steps

    1. 1

      Count the baseline

      Referred deals and referrers.

      Product Analyst 1 day

    2. 2

      Set the reward

      Subscription credit or donation, chosen by the referrer.

      CEO 1 hour

    3. 3

      Build the link

      A referral form that tags the referrer in the CRM.

      Founding Marketing Lead 1 day

    4. 4

      Ask at three moments

      Go-live, renewal, after a case study.

      Customer Solutions Engineer ongoing

    5. 5

      Thank referrers

      A personal note from the CEO.

      CEO per referral

    6. 6

      Report

      Referred deals and win rate, monthly.

      Head of Sales monthly

    First result
    1 quarter
    Cost
    Credits on closed referrals only
    Owner
    Head of Sales

    Smallest test

    Ask the ten most active customers for one introduction each.

    Why it works

    Launch a simple program: a customer who refers a contractor that signs gets a credit on their subscription (or a donation to a trade school), and the referrer is thanked by name in the newsletter if they want. Ask at go-live, at renewal and after every case study.

    Construction finance is a tight peer network. Formalizing what already works, with a clear ask at the moments customers are happiest, typically lifts referral volume without new spend.

    Risks and how to handle them

    • Rewards feel transactional

      Lead with thanks; let referrers choose a donation.

    Evidence

    • HiringFounding Marketing Lead, the first full-time marketing hire: "our only proven lead generation channels are referrals and conferences"; run experiments in paid and AI-search placement, targeted ads, "lifecycle email off in-app behavior" and webinars; own SEO and AEO "and AI-answer citations"; manage G2 and Capterra and incentivize reviews; build competitor comparison pages, the changelog and in-app landing pages. Agave went "from selling one product to five or more" in under a year.Source
    • HiringAccount Executive: "strong inbound and referrals, which you'll continue to convert at a high rate"; "You'll build our outbound motion as we expand our product and enter new segments in construction"; works with the CEO on customer profiles, pricing and contract terms.Source
    • Your websiteNamed testimonials: Roger Whitty, CFO, Williams Company ("Agave is freeing up everyone from mundane tasks"); Holly DeHamer, CFO, R.E. Lewis ("Before Agave, the data wasn't reliable enough to act on. Now it is."); John Ashba, Controller, OPC Contracting.Source
  • 09

    The marketing lead post names webinars, and Agave has value-added resellers for the ERPs it connects. Each VAR has a customer list on one ERP that Agave can't reach directly.

    High impactMedium effort First result in 6 weeks Founding Marketing Lead

    First action

    Ask Blytheco or another listed VAR to co-host the first webinar.

    How to measure it

    Meetings from partner webinars

    Now
    –
    Target
    8 per webinar
    By
    third webinar

    Steps

    1. 1

      Pick the VAR and ERP

      Partner with the largest relevant customer list.

      Head of Sales 1 week

    2. 2

      Pick the customer speaker

      A controller on that ERP.

      Customer Solutions Engineer 1 week

    3. 3

      Write the agenda

      Month-end before and after, live demo, Q&A.

      Founding Marketing Lead 2 hours

    4. 4

      Promote

      VAR emails its list; Agave emails its prospects on that ERP.

      Founding Marketing Lead 2 weeks

    5. 5

      Run it

      40 minutes, recorded.

      Founding Marketing Lead 1 hour

    6. 6

      Follow up

      AEs call attendees within two days.

      Account Executive 2 days

    First result
    6 weeks
    Cost
    $0 to $500 per webinar
    Owner
    Founding Marketing Lead

    Smallest test

    Run one webinar with one VAR.

    Why it works

    Each month, co-host a 40-minute webinar with one VAR for their ERP: a customer controller shows their month-end before and after Agave, the VAR covers the ERP side, and the VAR invites their customer list.

    VARs bring an audience already on the ERP and trusted advice. Webinars are cheap to run and give AEs a warm list per ERP, which supports the outbound motion the AE role is building.

    Risks and how to handle them

    • VARs see Agave as competing for services work

      Offer a referral fee and leave ERP services to them.

    Evidence

    • Your websitePartner Hub lists value-added resellers (Accordant, Alliance, Arkance, ATG USA, Blytheco, DOPEX), ERPs (Acumatica, Deltek) and Autodesk Forma, with a submission form but no published program terms or benefits.Source
    • HiringFounding Marketing Lead, the first full-time marketing hire: "our only proven lead generation channels are referrals and conferences"; run experiments in paid and AI-search placement, targeted ads, "lifecycle email off in-app behavior" and webinars; own SEO and AEO "and AI-answer citations"; manage G2 and Capterra and incentivize reviews; build competitor comparison pages, the changelog and in-app landing pages. Agave went "from selling one product to five or more" in under a year.Source
    • HiringHead of Sales: the CEO "has been the acting head of sales since day one and is now the bottleneck"; 600+ customers; "a third of new deals now include" an AI product; "we signed 8 new channel partnerships in the last month alone"; build motions and pricing for new products; manage sales managers by end of 2027.Source
  • 10

    Agave went from one product to five or more in under a year, and the marketing lead must "launch every new product well" and keep the changelog current. Each launch now creates pages, emails, enablement and positioning from scratch.

    Medium impactMedium effort First result in Next launch Founding Marketing Lead

    First action

    List what shipped for the last two launches and what was missing.

    How to measure it

    Release to launch kit complete

    Now
    –
    Target
    under 10 days
    By
    next two launches

    Steps

    1. 1

      Audit two launches

      What existed and what was missing.

      Founding Marketing Lead 2 hours

    2. 2

      Write the kit checklist

      Every asset, owner and due date.

      Founding Marketing Lead 2 hours

    3. 3

      Templates

      Page, email, one-pager and video outline templates.

      Founding Marketing Lead 3 days

    4. 4

      Agree with product

      Launch dates set with PMs two weeks ahead.

      Product Manager 1 hour

    5. 5

      Run the next launch

      Use the kit end to end.

      Founding Marketing Lead 2 weeks

    6. 6

      Review

      What to cut or add after each launch.

      Founding Marketing Lead 1 hour per launch

    First result
    Next launch
    Cost
    $0
    Owner
    Founding Marketing Lead

    Smallest test

    Use the kit checklist for one feature update.

    Why it works

    Define one launch kit: product page, changelog entry, customer email by ERP, in-app page, AE one-pager with pricing and objections, a two-minute demo video and one customer quote. Use it for the next launch and every one after.

    A repeatable kit lets one marketer keep up with a fast product team, and AEs get the same enablement every time, which matters as the Head of Sales builds motions for each product.

    Risks and how to handle them

    • The kit becomes bureaucratic

      Keep it to eight assets; cut any nobody uses.

    Evidence

    • HiringFounding Marketing Lead, the first full-time marketing hire: "our only proven lead generation channels are referrals and conferences"; run experiments in paid and AI-search placement, targeted ads, "lifecycle email off in-app behavior" and webinars; own SEO and AEO "and AI-answer citations"; manage G2 and Capterra and incentivize reviews; build competitor comparison pages, the changelog and in-app landing pages. Agave went "from selling one product to five or more" in under a year.Source
    • HiringHead of Sales: the CEO "has been the acting head of sales since day one and is now the bottleneck"; 600+ customers; "a third of new deals now include" an AI product; "we signed 8 new channel partnerships in the last month alone"; build motions and pricing for new products; manage sales managers by end of 2027.Source
    • Your websiteHomepage: "Build without blind spots"; seven products (ERP Sync, AP Automation, Expense Management, AI Analytics, Agave MCP, Vendor Compliance, AI Agents); $27B in construction projects processed, 60+ hours saved a month for finance teams, contractors "from $5M to $5B in revenue"; integrations with Procore, Autodesk Build and 12 ERPs including Sage 300 CRE, Viewpoint Vista, Foundation and CMiC.Source
  • 11

    Agave signed 8 new channel partnerships in one month, but the Partner Hub publishes no terms, tiers or benefits. Partners who don't know what they earn don't prioritize you.

    High impactMedium effort First result in 1 quarter Head of Sales

    First action

    Write down the terms each existing partner actually has today.

    How to measure it

    Partner-sourced share of new pipeline

    Now
    –
    Target
    25%
    By
    2 quarters

    Steps

    1. 1

      Inventory current terms

      Every partner's agreement.

      Head of Sales 2 days

    2. 2

      Set one program

      Tiers, margins, registration rules.

      CEO 1 week

    3. 3

      Publish the page

      Terms and an application form.

      Founding Marketing Lead 2 days

    4. 4

      Build a portal

      Collateral, demo accounts, deal registration.

      Founding Marketing Lead 2 weeks

    5. 5

      Enable partners

      A 30-minute training per partner.

      Customer Solutions Engineer per partner

    6. 6

      Report monthly

      Pipeline and deals by partner.

      Head of Sales monthly

    First result
    1 quarter
    Cost
    Partner margins on closed deals
    Owner
    Head of Sales

    Smallest test

    Offer the draft terms to the three newest partners.

    Why it works

    Publish a one-page program: referral and resale margins, deal registration, demo accounts, co-marketing funds, and a partner portal with collateral by ERP. Report partner-sourced pipeline monthly.

    Channel is clearly a priority the Head of Sales will inherit. Clear terms turn signed partners into active ones, and deal registration avoids conflict with Agave's own AEs.

    Risks and how to handle them

    • Channel conflict with AEs

      Deal registration with clear first-in rules.

    Evidence

    • Your websitePartner Hub lists value-added resellers (Accordant, Alliance, Arkance, ATG USA, Blytheco, DOPEX), ERPs (Acumatica, Deltek) and Autodesk Forma, with a submission form but no published program terms or benefits.Source
    • HiringHead of Sales: the CEO "has been the acting head of sales since day one and is now the bottleneck"; 600+ customers; "a third of new deals now include" an AI product; "we signed 8 new channel partnerships in the last month alone"; build motions and pricing for new products; manage sales managers by end of 2027.Source
    • HiringProduct Manager: "a built-in distribution channel of 500+ paying customers and a growing co-sell network with some of the largest names in the industry"; investors include Accel, YC and executives from Procore, Autodesk and PlanGrid.Source
  • 12

    The AE will build outbound for new segments. Contractors list their systems in accounting and project job posts, which tells an AE both the stack and that the finance team is stretched.

    High impactMedium effort First result in 4 weeks Account Executive

    First action

    Search Indeed and LinkedIn for "Procore" plus each supported ERP in accounting job titles and list 30 contractors.

    How to measure it

    First meetings from job-post signals

    Now
    –
    Target
    12 a month
    By
    8 weeks

    Steps

    1. 1

      Build the searches

      One saved search per PM and ERP pair.

      Account Executive 2 hours

    2. 2

      Qualify

      Revenue band and location fit.

      Account Executive 10 minutes per company

    3. 3

      Find the buyer

      Controller or CFO.

      Account Executive 10 minutes per company

    4. 4

      Write pair-specific emails

      Name the stack and link the matching story.

      Account Executive 1 day

    5. 5

      Automate the pull

      A weekly list for each AE.

      Product Analyst 2 days

    6. 6

      Measure

      Replies and meetings by pair.

      Account Executive weekly

    First result
    4 weeks
    Cost
    $0
    Owner
    Account Executive

    Smallest test

    Send 20 emails from one pair this week.

    Run this outreach. The sequence sent for you: addresses found and verified, replies routed to your CRM. Usually live within days.

    Book a working session

    Why it works

    Each week, search job boards for accounting, AP and project accountant roles that name a supported pair (for example Procore and Viewpoint Vista). Send outreach that names the pair, links the matching sync page and story, and offers a 20-minute look at their double entry.

    It is the most specific signal available in construction: right stack, right moment (hiring because of manual work). It feeds the outbound motion the AE role is asked to build.

    Ready to use

    EmailJob-post outreach

    Subject: Procore and Vista at {company}
    
    Hi {first name},
    
    I saw {company} is hiring a project accountant with Procore and Viewpoint Vista experience. That usually means someone is keying commitments and invoices into both.
    
    Agave keeps Procore and Vista in sync automatically for contractors like {similar customer}, and their team now spends that time on {result}.
    
    Worth 20 minutes to see what that would remove from the new hire's week?
    
    {name}
    Agave

    Risks and how to handle them

    • Job posts go stale

      Only use posts from the last 30 days.

    Builds on

    Evidence

    • HiringAccount Executive: "strong inbound and referrals, which you'll continue to convert at a high rate"; "You'll build our outbound motion as we expand our product and enter new segments in construction"; works with the CEO on customer profiles, pricing and contract terms.Source
    • programmable.infoSite: 20 "sync" pages for Procore or Autodesk Build to each ERP, 13 solution pages by ERP, and 49 blog posts including about 20 customer stories (RNGD, Williams Company, Brinkman, R.E. Lewis, RDJ, Evans General Contractors). There are no competitor comparison pages.Source
    • Your websiteHomepage: "Build without blind spots"; seven products (ERP Sync, AP Automation, Expense Management, AI Analytics, Agave MCP, Vendor Compliance, AI Agents); $27B in construction projects processed, 60+ hours saved a month for finance teams, contractors "from $5M to $5B in revenue"; integrations with Procore, Autodesk Build and 12 ERPs including Sage 300 CRE, Viewpoint Vista, Foundation and CMiC.Source
  • 13

    Agave MCP lets a CFO query ERP and PM data from ChatGPT, Claude or Copilot. Seeing your own job costs answered in plain English is a moment no demo on sample data can match.

    High impactMedium effort First result in 2 months Product Manager

    First action

    Ask three existing customers which MCP questions they use most and use them as the suggested list.

    How to measure it

    MCP trial to contract conversion

    Now
    –
    Target
    30%
    By
    1 quarter

    Steps

    1. 1

      Define read-only scope

      Which data the trial reads, with security sign-off.

      CTO 1 week

    2. 2

      Pick the questions

      Ten questions from customer usage.

      Product Manager 1 day

    3. 3

      Build the trial flow

      Connect, ask, end-of-trial summary.

      Product Manager 3 weeks

    4. 4

      Offer it

      On the MCP page and in AE follow-ups.

      Founding Marketing Lead 2 days

    5. 5

      Close the loop

      AE call at day 10 with the summary.

      Account Executive per trial

    6. 6

      Measure

      Trials, questions asked, conversions.

      Product Analyst weekly

    First result
    2 months
    Cost
    About a month of product and engineering time
    Owner
    Product Manager

    Smallest test

    Run the trial by hand with five prospects.

    Why it works

    Offer prospects already on a supported ERP a two-week read-only MCP connection to their own data, with ten suggested questions (over-budget jobs, unbilled change orders, AP aging by project). The trial ends in a call with the AE about the full platform.

    AI products are the fastest-growing part of the business, and a CFO who has asked their own data questions has already pictured the value. It also gives the marketing lead a new offer for paid and AI-search experiments.

    Risks and how to handle them

    • Connecting live financial data during a trial worries buyers

      Read-only, revocable, with the security portal linked.

    Evidence

    • Your websiteAgave MCP lets users "securely query ERP and PM data from ChatGPT, Claude, or Copilot", priced as a platform fee plus seats.Source
    • HiringHead of Sales: the CEO "has been the acting head of sales since day one and is now the bottleneck"; 600+ customers; "a third of new deals now include" an AI product; "we signed 8 new channel partnerships in the last month alone"; build motions and pricing for new products; manage sales managers by end of 2027.Source
    • HiringFounding Marketing Lead, the first full-time marketing hire: "our only proven lead generation channels are referrals and conferences"; run experiments in paid and AI-search placement, targeted ads, "lifecycle email off in-app behavior" and webinars; own SEO and AEO "and AI-answer citations"; manage G2 and Capterra and incentivize reviews; build competitor comparison pages, the changelog and in-app landing pages. Agave went "from selling one product to five or more" in under a year.Source
  • 14

    A third of new deals already include an AI product without a formal play. The Head of Sales is asked to define value propositions and pricing for new products; attach rate is the first one to set.

    High impactMedium effort First result in 6 weeks Head of Sales

    First action

    Compare deal size and win rate for deals with and without an AI product.

    How to measure it

    AI product attach rate

    Now
    –
    Target
    50%
    By
    end of quarter

    Steps

    1. 1

      Measure the baseline

      Attach rate, deal size and win rate.

      Product Analyst 1 day

    2. 2

      Design the bundle

      Discount and terms.

      CEO 2 hours

    3. 3

      Build the demo

      Two minutes on each major ERP.

      Customer Solutions Engineer 1 week

    4. 4

      Write role use cases

      CFO, controller, PM.

      Founding Marketing Lead 1 day

    5. 5

      Train AEs

      Offer it in every proposal.

      Head of Sales 1 hour

    6. 6

      Track

      Attach rate weekly.

      Head of Sales weekly

    First result
    6 weeks
    Cost
    Bundle discount
    Owner
    Head of Sales

    Smallest test

    Offer the bundle in the next ten proposals.

    Why it works

    Make AI Analytics or AI Agents part of every proposal as a discounted bundle option, with a two-minute demo on the prospect's ERP and a short list of use cases by role (CFO, controller, project manager).

    Bundles are already discounted on the pricing page. A standard attach offer raises deal size without new leads, and every attached AI product makes the account stickier.

    Risks and how to handle them

    • Attached products go unused

      Onboard the AI product in the same implementation.

    Evidence

    • HiringHead of Sales: the CEO "has been the acting head of sales since day one and is now the bottleneck"; 600+ customers; "a third of new deals now include" an AI product; "we signed 8 new channel partnerships in the last month alone"; build motions and pricing for new products; manage sales managers by end of 2027.Source
    • Your websitePricing page lists no prices: every plan follows a discovery call, a demo and a custom proposal. Price scales with business size; AP Automation, Expense Management, Vendor Compliance and AI Agents carry implementation fees; bundles are discounted.Source
    • Your websiteHomepage: "Build without blind spots"; seven products (ERP Sync, AP Automation, Expense Management, AI Analytics, Agave MCP, Vendor Compliance, AI Agents); $27B in construction projects processed, 60+ hours saved a month for finance teams, contractors "from $5M to $5B in revenue"; integrations with Procore, Autodesk Build and 12 ERPs including Sage 300 CRE, Viewpoint Vista, Foundation and CMiC.Source
  • 15

    The marketing lead has an experiment budget and "paid placement" in their brief. People searching for a specific integration pair have the highest intent there is, and Agave already has a page for each pair.

    Medium impactMedium effort First result in 4 weeks Founding Marketing Lead

    First action

    Check search volume and cost per click for the 20 pairs in a keyword planner.

    How to measure it

    Paid search cost per qualified demo

    Now
    –
    Target
    under $400
    By
    8 weeks

    Steps

    1. 1

      Check volume

      Volume and cost per click for each pair.

      Founding Marketing Lead 2 hours

    2. 2

      Build campaigns

      Exact match, one ad group per pair.

      Founding Marketing Lead 1 day

    3. 3

      Match landing pages

      Each ad goes to its sync page.

      Founding Marketing Lead 2 hours

    4. 4

      Set a budget

      $3,000 a month for eight weeks.

      CEO 15 minutes

    5. 5

      Track to pipeline

      Demos and opportunities by campaign.

      Product Analyst 1 day

    6. 6

      Decide

      Scale, adjust or stop at eight weeks.

      Founding Marketing Lead 1 hour

    First result
    4 weeks
    Cost
    $3,000 a month for two months
    Owner
    Founding Marketing Lead

    Smallest test

    Run the three highest-volume pairs for one month.

    Why it works

    Run small exact-match campaigns for each supported pair and "[ERP] Procore integration" searches, landing on the matching sync page with its customer story. Judge on demos and pipeline, not clicks.

    The search volume is small, but almost every searcher is a qualified buyer. It is the cheapest paid experiment to read, and it tests whether paid can become a third channel.

    Risks and how to handle them

    • ERP vendors bid on the same terms

      Bid only where the pair page and story are strongest.

    Builds on

    Evidence

    • HiringFounding Marketing Lead, the first full-time marketing hire: "our only proven lead generation channels are referrals and conferences"; run experiments in paid and AI-search placement, targeted ads, "lifecycle email off in-app behavior" and webinars; own SEO and AEO "and AI-answer citations"; manage G2 and Capterra and incentivize reviews; build competitor comparison pages, the changelog and in-app landing pages. Agave went "from selling one product to five or more" in under a year.Source
    • programmable.infoSite: 20 "sync" pages for Procore or Autodesk Build to each ERP, 13 solution pages by ERP, and 49 blog posts including about 20 customer stories (RNGD, Williams Company, Brinkman, R.E. Lewis, RDJ, Evans General Contractors). There are no competitor comparison pages.Source

Big bets 4

Larger plays that can change the trajectory.

  • 16

    Agave's investors include Procore and Autodesk executives, it announced a deeper partnership with Sage, and the PM post describes "a growing co-sell network with some of the largest names in the industry". Those vendors' account teams talk to Agave's buyers every day.

    High impactHigh effort First result in 2 quarters CEO

    First action

    Ask the Sage partnership contact for a list of shared customers and one account team to pilot with.

    How to measure it

    Co-sold deals

    Now
    –
    Target
    30 a quarter
    By
    3 quarters

    Steps

    1. 1

      Pick the first platform

      The one with the strongest current relationship.

      CEO 1 week

    2. 2

      Share target lists

      Their customers on supported ERPs without Agave.

      Head of Sales 2 weeks

    3. 3

      Joint account plans

      For the top 20 shared targets.

      Account Executive 1 month

    4. 4

      Marketplace listings

      Updated listings with stories and reviews.

      Founding Marketing Lead 2 weeks

    5. 5

      Enable their teams

      A one-page "when to bring Agave in".

      Founding Marketing Lead 1 week

    6. 6

      Review quarterly

      Joint pipeline and wins.

      CEO quarterly

    First result
    2 quarters
    Cost
    Partner fees and team time
    Owner
    CEO

    Smallest test

    Run one joint account plan with one Sage account team.

    Why it works

    Formalize co-sell with each platform: shared target lists of their customers on unsupported or legacy ERP connections, joint account plans, marketplace listings, and quarterly reviews of joint pipeline.

    Platform account teams want their customers to succeed with data in the ERP. A partner that removes integration friction helps them renew, which gives them a reason to bring Agave in.

    Risks and how to handle them

    • Procore's own AI agents overlap

      Position Agave as the ERP data layer that makes those agents useful.

    Builds on

    Evidence

    • HiringProduct Manager: "a built-in distribution channel of 500+ paying customers and a growing co-sell network with some of the largest names in the industry"; investors include Accel, YC and executives from Procore, Autodesk and PlanGrid.Source
    • Your websiteAgave announced a $15M Series A led by Accel, and earlier a deeper partnership with Sage. The old domain agaveapi.com now redirects to useagave.com.Source
    • Search resultsProcore completed its acquisition of Datagrid in January 2026 and in May 2026 embedded Datagrid-powered AI agents in its platform. Trimble, which owns Viewpoint, earlier acquired the construction integration platform Ryvit.Source
    • HiringHead of Sales: the CEO "has been the acting head of sales since day one and is now the bottleneck"; 600+ customers; "a third of new deals now include" an AI product; "we signed 8 new channel partnerships in the last month alone"; build motions and pricing for new products; manage sales managers by end of 2027.Source
  • 17

    Agave has processed $27B in construction projects across hundreds of contractors and a dozen ERPs. Aggregated, that shows invoice approval times, change order lag and month-end close by contractor size, which CFOs have no public benchmark for.

    High impactHigh effort First result in 2 quarters Product Analyst

    First action

    Check which metrics can be computed across at least 100 customers with consent under current terms.

    How to measure it

    Opportunities influenced by the benchmark

    Now
    –
    Target
    100
    By
    2 quarters after launch

    Steps

    1. 1

      Check terms and consent

      What aggregated data the contracts allow.

      CEO 2 weeks

    2. 2

      Pick five metrics

      Comparable across ERPs.

      Product Analyst 1 week

    3. 3

      Set a privacy floor

      Publish cells with at least 20 contractors.

      CTO 1 day

    4. 4

      Analyze

      By size and trade.

      Product Analyst 4 weeks

    5. 5

      Design and publish

      Report and interactive page.

      Founding Marketing Lead 4 weeks

    6. 6

      Launch at a conference

      Present at CFMA or Groundbreak.

      Founding Marketing Lead 1 event

    First result
    2 quarters
    Cost
    $5,000 to $10,000 for design
    Owner
    Product Analyst

    Smallest test

    Publish one metric (invoice approval time by contractor size) as a blog post.

    Why it works

    Publish an annual benchmark with a free interactive version: invoice cycle time, days to approve change orders, AP aging, time to close, by contractor size and trade, with a "compare your company" tool for customers.

    It gives the marketing lead a flagship asset for conferences, press and AI search, gives AEs a reason to call every prospect, and is defensible because only Agave has the data across systems.

    Risks and how to handle them

    • Customers worry about data use

      Aggregate only, with a floor and opt-out.

    Evidence

    • Your websiteHomepage: "Build without blind spots"; seven products (ERP Sync, AP Automation, Expense Management, AI Analytics, Agave MCP, Vendor Compliance, AI Agents); $27B in construction projects processed, 60+ hours saved a month for finance teams, contractors "from $5M to $5B in revenue"; integrations with Procore, Autodesk Build and 12 ERPs including Sage 300 CRE, Viewpoint Vista, Foundation and CMiC.Source
    • HiringFounding Marketing Lead, the first full-time marketing hire: "our only proven lead generation channels are referrals and conferences"; run experiments in paid and AI-search placement, targeted ads, "lifecycle email off in-app behavior" and webinars; own SEO and AEO "and AI-answer citations"; manage G2 and Capterra and incentivize reviews; build competitor comparison pages, the changelog and in-app landing pages. Agave went "from selling one product to five or more" in under a year.Source
    • Your websiteNamed testimonials: Roger Whitty, CFO, Williams Company ("Agave is freeing up everyone from mundane tasks"); Holly DeHamer, CFO, R.E. Lewis ("Before Agave, the data wasn't reliable enough to act on. Now it is."); John Ashba, Controller, OPC Contracting.Source
  • 18

    Agave serves contractors up to $5B in revenue and has seven products sold one at a time. Large contractors buy platforms, and the Head of Sales is asked to scale from $X-XXm to $XX-XXXm.

    High impactHigh effort First result in 2 quarters Head of Sales

    First action

    List the 20 largest customers by revenue and which products each uses.

    How to measure it

    Enterprise platform agreements

    Now
    –
    Target
    10
    By
    3 quarters

    Steps

    1. 1

      Map the largest accounts

      Products used and not used.

      Product Analyst 1 day

    2. 2

      Design the agreement

      Price, term, rollout, support.

      CEO 2 weeks

    3. 3

      Build the rollout plan

      Phases by business unit.

      Customer Solutions Engineer 1 week

    4. 4

      Pitch five customers

      Executive meetings with CFOs.

      Head of Sales 1 quarter

    5. 5

      Assign sponsors

      A founder per platform account.

      CEO ongoing

    6. 6

      Review

      Adoption by product each quarter.

      Customer Solutions Engineer quarterly

    First result
    2 quarters
    Cost
    Discount on the full suite
    Owner
    Head of Sales

    Smallest test

    Offer the agreement to the three largest customers.

    Why it works

    Create an enterprise platform agreement for large contractors: all products, a multi-year price, a phased rollout plan by business unit, a named CSE and an executive sponsor. Sell it to the largest existing customers first.

    Expansion in the largest accounts is the fastest path to the ARR target, and a platform deal is harder to displace when Procore or the ERP vendor adds a feature.

    Risks and how to handle them

    • Rollouts stretch the CSE team

      Phase rollouts and hire ahead of signed agreements.

    Builds on

    Evidence

    • Your websiteHomepage: "Build without blind spots"; seven products (ERP Sync, AP Automation, Expense Management, AI Analytics, Agave MCP, Vendor Compliance, AI Agents); $27B in construction projects processed, 60+ hours saved a month for finance teams, contractors "from $5M to $5B in revenue"; integrations with Procore, Autodesk Build and 12 ERPs including Sage 300 CRE, Viewpoint Vista, Foundation and CMiC.Source
    • HiringHead of Sales: the CEO "has been the acting head of sales since day one and is now the bottleneck"; 600+ customers; "a third of new deals now include" an AI product; "we signed 8 new channel partnerships in the last month alone"; build motions and pricing for new products; manage sales managers by end of 2027.Source
    • Your websitePricing page lists no prices: every plan follows a discovery call, a demo and a custom proposal. Price scales with business size; AP Automation, Expense Management, Vendor Compliance and AI Agents carry implementation fees; bundles are discounted.Source
  • 19

    Value-added resellers already serve contractors on each ERP, and Agave lets users build custom back-office agents. A reseller who can configure and sell agents for their customers becomes a sales and services arm.

    High impactHigh effort First result in 3 quarters CPO

    First action

    Ask two VARs which back-office tasks their customers most want automated.

    How to measure it

    Partner-sold agent subscriptions

    Now
    –
    Target
    50
    By
    3 quarters

    Steps

    1. 1

      Interview two VARs

      Most-requested automations.

      CPO 2 weeks

    2. 2

      Build templates

      Three agents per ERP.

      Product Manager 1 quarter

    3. 3

      Build the partner workspace

      Configure and manage customer agents.

      CTO 1 quarter

    4. 4

      Set margins

      Within the partner program.

      CEO 1 week

    5. 5

      Pilot with two VARs

      Ten customers each.

      Head of Sales 1 quarter

    6. 6

      Roll out

      All partners after the pilot.

      Head of Sales ongoing

    First result
    3 quarters
    Cost
    About two quarters of product work
    Owner
    CPO

    Smallest test

    Have one VAR sell one template agent to five customers.

    Why it works

    Give VARs a partner edition: templates for common agents on their ERP (month-end close checklist, project risk flags), a configuration workspace, and a margin on agent subscriptions they sell and support.

    VARs need new services as ERPs move to the cloud, and Agave needs reach it can't hire fast enough. Each partner multiplies deployment capacity, which the CSE post says is a constraint.

    Risks and how to handle them

    • Partner-built agents fail and hurt the brand

      Certify templates and partners before launch.

    Builds on

    Evidence

    • Your websitePartner Hub lists value-added resellers (Accordant, Alliance, Arkance, ATG USA, Blytheco, DOPEX), ERPs (Acumatica, Deltek) and Autodesk Forma, with a submission form but no published program terms or benefits.Source
    • Your websiteHomepage: "Build without blind spots"; seven products (ERP Sync, AP Automation, Expense Management, AI Analytics, Agave MCP, Vendor Compliance, AI Agents); $27B in construction projects processed, 60+ hours saved a month for finance teams, contractors "from $5M to $5B in revenue"; integrations with Procore, Autodesk Build and 12 ERPs including Sage 300 CRE, Viewpoint Vista, Foundation and CMiC.Source
    • HiringCustomer Solutions Engineer: "We're closing and onboarding 5-8 new customers per week"; runs technical demos and owns onboarding end to end; 550+ customers.Source

Wildcards 3

Unexpected experiments, each with a cheap way to test it.

  • 20

    CFOs and controllers are Agave's champions (the homepage quotes two CFOs and a controller). A new finance leader is looking for quick wins and has authority to change the back office.

    Medium impactLow effort First result in 4 weeks Account Executive

    First action

    Set up a LinkedIn Sales Navigator alert for new CFOs and controllers at construction companies over $50M revenue.

    How to measure it

    First meetings with new finance leaders

    Now
    –
    Target
    6 a month
    By
    8 weeks

    Steps

    1. 1

      Set alerts

      Job changes by title, industry and size.

      Account Executive 1 hour

    2. 2

      Write the note

      Congratulations, a peer story, a 30-day plan.

      Account Executive 2 hours

    3. 3

      Match the ERP

      Check the company's stack before sending.

      Account Executive 10 minutes each

    4. 4

      Send in the first month

      Personal email and LinkedIn note.

      Account Executive weekly

    5. 5

      Offer a peer call

      With a customer CFO on the same ERP.

      Customer Solutions Engineer as needed

    6. 6

      Track

      Replies and meetings.

      Account Executive weekly

    First result
    4 weeks
    Cost
    A Sales Navigator seat
    Owner
    Account Executive

    Smallest test

    Contact the ten most recent new CFOs this week.

    Why it works

    Track CFO, VP Finance and controller job changes at contractors in the target revenue bands, and send a note in their first month: a peer story on their ERP and a 30-day plan for removing double entry.

    It is a well-timed signal with a clear reason to talk, and it works without marketing spend, which suits an AE building outbound.

    Risks and how to handle them

    • Too early in their tenure

      Offer the plan, not a demo, and follow up at day 60.

    Evidence

    • Your websiteNamed testimonials: Roger Whitty, CFO, Williams Company ("Agave is freeing up everyone from mundane tasks"); Holly DeHamer, CFO, R.E. Lewis ("Before Agave, the data wasn't reliable enough to act on. Now it is."); John Ashba, Controller, OPC Contracting.Source
    • HiringAccount Executive: "strong inbound and referrals, which you'll continue to convert at a high rate"; "You'll build our outbound motion as we expand our product and enter new segments in construction"; works with the CEO on customer profiles, pricing and contract terms.Source
  • 21

    Contractors' bonding capacity and credit lines depend on timely, reliable work-in-progress and job-cost reports. R.E. Lewis's CFO says that before Agave "the data wasn't reliable enough to act on".

    Medium impactMedium effort First result in 2 quarters CEO

    First action

    Ask two customer CFOs which surety broker they use and whether reporting is a pain with them.

    How to measure it

    Partner-referred contractors

    Now
    –
    Target
    15
    By
    3 quarters

    Steps

    1. 1

      Ask customers

      Which brokers and lenders they use, and reporting pain.

      Customer Solutions Engineer 1 week

    2. 2

      Build the WIP export

      A standard WIP report from synced data.

      Product Manager 1 month

    3. 3

      Meet two brokers

      Show the report and the pilot.

      CEO 1 month

    4. 4

      Run the pilot

      Five contractors share reports through Agave.

      Customer Solutions Engineer 1 quarter

    5. 5

      Measure

      Review times and referrals.

      Product Analyst monthly

    6. 6

      Expand

      More brokers and a lender if it works.

      CEO ongoing

    First result
    2 quarters
    Cost
    About a month of product work
    Owner
    CEO

    Smallest test

    Show a sample WIP export to one surety broker.

    Why it works

    Approach two surety brokers and a construction lender with a pilot: contractors who share an Agave-generated WIP report get faster reviews, and the broker recommends Agave to clients whose reporting is late or inconsistent.

    Brokers and lenders talk to every contractor in Agave's market and have leverage over reporting quality. A recommendation from the bonding agent is a strong reason for a contractor to buy.

    Risks and how to handle them

    • Contractors are wary of sharing data with sureties

      The contractor controls every share; nothing is sent by default.

    Evidence

    • Your websiteNamed testimonials: Roger Whitty, CFO, Williams Company ("Agave is freeing up everyone from mundane tasks"); Holly DeHamer, CFO, R.E. Lewis ("Before Agave, the data wasn't reliable enough to act on. Now it is."); John Ashba, Controller, OPC Contracting.Source
    • Your websiteHomepage: "Build without blind spots"; seven products (ERP Sync, AP Automation, Expense Management, AI Analytics, Agave MCP, Vendor Compliance, AI Agents); $27B in construction projects processed, 60+ hours saved a month for finance teams, contractors "from $5M to $5B in revenue"; integrations with Procore, Autodesk Build and 12 ERPs including Sage 300 CRE, Viewpoint Vista, Foundation and CMiC.Source
  • 22

    Procore embedded Datagrid AI agents in May 2026. Those agents work on Procore data; costs, commitments and invoices that live in the ERP are only there if something syncs them, and that something is Agave.

    Medium impactMedium effort First result in 2 months CPO

    First action

    List the Procore AI tasks that rely on cost or invoice data.

    How to measure it

    Demos from the guide

    Now
    –
    Target
    20
    By
    1 quarter

    Steps

    1. 1

      Map the tasks

      Procore AI tasks that need ERP data.

      Product Manager 1 week

    2. 2

      Build the demo

      Synced data improving one task, under three minutes.

      Customer Solutions Engineer 1 week

    3. 3

      Write the guide

      Setup, benefits, limits.

      Founding Marketing Lead 1 week

    4. 4

      Share with Procore

      Partner team and account teams.

      CEO 1 week

    5. 5

      Promote

      Email Procore-using prospects and customers.

      Founding Marketing Lead 1 day

    6. 6

      Track

      Demos and referrals.

      Product Analyst monthly

    First result
    2 months
    Cost
    $0
    Owner
    CPO

    Smallest test

    Record the demo and send it to five Procore-using prospects.

    Why it works

    Publish a guide and a short demo: which Procore AI tasks improve when ERP costs and invoices are synced, how to set it up with Agave, and what changes for project managers. Share it with Procore's partner team.

    It turns a competitor announcement into demand for ERP Sync, the core product, and it gives Procore's team a reason to recommend Agave.

    Risks and how to handle them

    • Procore builds ERP sync itself

      Lead on the breadth of ERPs supported, which took years to build.

    Evidence

    • Search resultsProcore completed its acquisition of Datagrid in January 2026 and in May 2026 embedded Datagrid-powered AI agents in its platform. Trimble, which owns Viewpoint, earlier acquired the construction integration platform Ryvit.Source
    • Your websiteHomepage: "Build without blind spots"; seven products (ERP Sync, AP Automation, Expense Management, AI Analytics, Agave MCP, Vendor Compliance, AI Agents); $27B in construction projects processed, 60+ hours saved a month for finance teams, contractors "from $5M to $5B in revenue"; integrations with Procore, Autodesk Build and 12 ERPs including Sage 300 CRE, Viewpoint Vista, Foundation and CMiC.Source
    • HiringProduct Manager: "a built-in distribution channel of 500+ paying customers and a growing co-sell network with some of the largest names in the industry"; investors include Accel, YC and executives from Procore, Autodesk and PlanGrid.Source

03

How Programmable can help

Where an idea in this playbook is something Programmable builds or runs, it's listed here with what we'd do. Everything else is yours to run.

Have it built

ProgrammableAgency

1 of the 22 ideas are things Programmable builds and runs for its customers: pages, outreach, prospect lists, booking flows and monitors. Pick one, or send the whole list.

Outreach1The sequence sent for you: addresses found and verified, replies routed to your CRM.

A 30-minute session with the engineer who would build it, not a sales call. You leave with a plan whether or not you hire us.

Book a working session

Usually live within days.

Tools for the rest

ProgrammableInfo

Turn the research into a list you can act on

These ideas start with finding the right companies. Info finds them and the right person at each, researches every one and drafts the outreach, then asks before it sends.

  • Build this list in Info for idea #12 (opens programmable.info in a new tab)

New accounts: 100,000 free credits with code BETA100K

Find the companies (opens programmable.info in a new tab)
ProgrammableTalk

Fill the events in this plan

These ideas are events. Talk gets registrants for them and tells you who's coming and what their company does before the day.

Plan an event (opens programmable.talk in a new tab)
Website review of useagave.com More example playbooks and reviews

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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on October 18, 2026, and cites them throughout. Agave did not commission, review or endorse it, and Programmable is not affiliated with Agave. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how Agave runs its business.

Something wrong, or do you represent Agave? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 308 ideas

    Quick wins for the first marketer and the AEs: price ranges, comparison pages, reviews, the AI-answer baseline, stories on sync pages and in-app cross-sell; then the conference and referral programs.

  2. Days 31 to 608 ideas

    New measurable channels and partner terms: VAR webinars, the launch kit, published partner terms, job-post outbound, the MCP trial, the AI attach play, paid pair search and new-leader outreach.

  3. Days 61 to 906 ideas

    Bigger bets on partners and data: Procore AI guides, surety partners, then co-selling, the benchmark, platform agreements and VAR-sold agents.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value no more double entry between Procore and the ERP. The most cited problem: legacy, often on-premise ERPs with no APIs.

  • Data reliable enough to act on (R.E. Lewis CFO)
  • Manual invoice and receipt coding
  • In their words: “double entry”

Market

Competitive landscape

4 competitors compared: Procore (with Datagrid), Trimble (Viewpoint, Ryvit), Custom integrations and Point AP tools.

  • Gap to exploit: One data layer across many construction ERPs
  • Procore (with Datagrid): ERP data lives outside Procore
  • Trimble (Viewpoint, Ryvit): Tied to its own ERPs

Hiring signals

Agave has 10 open roles, and its two sales roles say the motion works and needs to scale: a Head of Sales to take over from a CEO who is "now the bottleneck", and an AE to build outbound into new segments (ideas 1, 12…

  • Head of Sales: Take sales over from the CEO, scale the motion, and price new products; channel partnerships signing at 8 a month. Ideas 1, 11, 14, 18.
  • Account Executive: Strong inbound and referrals today; build outbound for new construction segments. Ideas 12, 20.
  • Founding Marketing Lead: First marketer; find 1 to 2 repeatable channels beyond referrals and conferences: AI search, paid, lifecycle, webinars…

From the team that wrote this playbook

All products
  • ProgrammableAgencyWorking AI systems in days, not quarters (opens programmable.agency in a new tab)
  • ProgrammableInfoAn agent that finds, researches and asks first (opens programmable.info in a new tab)
  • ProgrammableDigitalScreenshots in, an animated product demo out (opens programmable.digital in a new tab)
  • ProgrammableWatchKnow the day a supplier falls out of compliance (opens programmable.watch in a new tab)
  • ProgrammableTalkGet registrants for your events, and know who’s coming (opens programmable.talk in a new tab)
  • ProgrammablePageText what you need, your customer gets a page that works (opens programmable.page in a new tab)
  • ProgrammableCommunityForums with labelled AI members, never empty (opens programmable.community in a new tab)
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