Services · Areas of expertise

Every part of sales and marketing, role by role

Find the role you need help with and see exactly what it covers. Where something isn’t my absolute strong suit, I say so and bring in a trusted specialist from my network, briefed and managed by me.

At a glance

Promptwise Advisory helps with 23 core sales and marketing roles, from SDRs, BDRs and Account Executives to demand generation, email and marketing ops. Founder Adam Agresta leads every sales role and most marketing roles hands-on. For specialist areas such as paid media, SEO and AI search, product marketing, brand and creative, social media and ecommerce, he leads the work and brings in specialists from his network where necessary.

Roles covered
23 across sales, marketing and both
Led by Adam
Every sales role and most marketing roles
With specialists
Paid media, SEO and AI search, product marketing, brand and creative, social, ecommerce
Ways to start
Free 30-minute chat or an Audit

Led by Adam I do this hands-on. Adam + specialist I lead, and bring in specialists to help where necessary.

Sales

From the first cold call to the renewal.

SDR / BDR

Led by Adam

Creates pipeline: finds the right accounts and books the first meeting.

  • List building and account research
  • Cold calling
  • Cold email and LinkedIn outreach
  • Inbound lead follow-up
  • Pre-qualification (fit, need, timing)
  • Booking meetings for AEs
  • CRM activity hygiene

Where AI helpsAI researches accounts and drafts first-touch emails; your reps spend their time on the phone.

How I help: Audit · Coaching · Sprint

Account Executive

Led by Adam

Turns qualified meetings into signed deals.

  • Discovery calls
  • Demos and presentations
  • Deep qualification (budget, decision process, pain)
  • Proposals and pricing
  • Objection handling
  • Negotiation and closing
  • Forecasting their own pipeline

Where AI helpsAI takes call notes, summarises discovery and drafts the proposal; the AE runs the conversation.

How I help: Coaching · Sprint · Fractional

Account Manager

Led by Adam

Grows and keeps the revenue you already have.

  • Expansion, upsells and cross-sells
  • Renewals
  • Account plans and QBRs
  • Relationship mapping

Where AI helpsAI flags accounts that are ready to grow or quietly going cold.

How I help: Coaching · Sprint

Customer Success Manager

Led by Adam

Makes sure customers get the result they paid for.

  • Onboarding
  • Adoption and health tracking
  • Churn-risk early warnings
  • Reviews, case studies and referrals

Where AI helpsAI watches usage and support signals and drafts check-ins before a customer drifts.

How I help: Sprint · Coaching · Custom builds

Partnerships / Channel Manager

Led by Adam

Builds revenue through agencies, resellers and affiliates.

  • Partner recruitment
  • Agreements and referral terms
  • Partner onboarding and enablement
  • Co-selling with partners
  • Partner reporting

Where AI helpsAI finds look-alike partners and keeps every partner updated without you chasing.

How I help: Sprint · Fractional

Sales Manager / Head of Sales

Led by Adam

Runs the team, the numbers and the rhythm.

  • Hiring to the bar and onboarding
  • Weekly pipeline reviews and 1:1s
  • Call and deal coaching
  • KPIs, targets and comp plans
  • Forecasting
  • Sales methodology
  • The sales playbook

Where AI helpsAI scores calls and spots deal risk, so coaching time goes where it matters.

How I help: Fractional · Coaching · Audit

Sales Ops / RevOps

Led by Adam

Keeps the CRM, data and tools working for the team.

  • CRM setup and hygiene
  • Pipeline stages and exit criteria
  • Lead routing
  • Reporting and dashboards
  • Tool stack and integrations
  • Automations

Where AI helpsAI keeps records clean, routes leads and builds the reports nobody has time for.

How I help: Audit · Sprint · Custom builds

Sales Enablement

Led by Adam

Gives reps what they need to sell well, fast.

  • Playbooks and call scripts
  • Talk tracks and objection handling
  • Sales collateral
  • New-hire ramp plans
  • Call reviews

Where AI helpsAI turns your best calls into training and keeps the playbook current.

How I help: Sprint · Workshops · Coaching

Founder-led sales

Led by Adam

Gets the founder from selling on instinct to a process others can run.

  • Finding the first repeatable sale
  • Turning founder know-how into process
  • Pricing and packaging
  • When to make the first sales hire, and who

Where AI helpsAI captures how the founder sells so the first hire starts from a playbook, not a blank page.

How I help: Coaching · Sprint · Fractional

Marketing

From positioning to the lead that lands in sales.

Head of Marketing / CMO

Led by Adam

Sets the strategy, the budget and what marketing is accountable for.

  • Marketing strategy and positioning
  • ICP and segmentation
  • Budget and channel mix
  • Team structure and hiring
  • Marketing KPIs and pipeline targets
  • Alignment with sales

Where AI helpsAI handles research and first drafts so the team spends its time on judgement.

How I help: Fractional · Audit · Sprint

Demand Generation / Growth

Led by Adam

Fills the funnel with the right leads and converts them.

  • Campaigns and funnels
  • Lead magnets and landing pages
  • Lead scoring and MQL to SQL hand-off
  • Conversion rate optimisation
  • Testing and experiments

Where AI helpsAI builds campaign variants and scores leads so sales only gets the warm ones.

How I help: Sprint · Fractional · Audit

Content Marketing

Led by Adam

Earns attention and trust with useful content.

  • Content strategy and calendar
  • Blogs, guides and case studies
  • Video and podcast
  • Founder-led LinkedIn content
  • Repurposing across channels

Where AI helpsAI turns one recording into a week of posts, in your voice, with you approving every word.

How I help: Sprint · Coaching · Workshops

Email and Lifecycle

Led by Adam

Nurtures leads and customers between conversations.

  • Nurture sequences
  • Newsletters
  • Segmentation
  • Onboarding and win-back emails
  • Consent and Spam Act compliance
  • Deliverability

Where AI helpsAI personalises each send and times it to what the person actually did.

How I help: Sprint · Custom builds · Audit

Marketing Ops

Led by Adam

Makes the tracking, tools and data trustworthy.

  • Marketing automation platform
  • Tracking, UTMs and attribution
  • Forms and lead capture
  • Data hygiene
  • Reporting dashboards

Where AI helpsAI joins up your data so you can see which channel actually made the money.

How I help: Audit · Sprint · Custom builds

Partner and Events Marketing

Led by Adam

Grows reach through partners, webinars and events.

  • Co-marketing with partners
  • Webinars
  • Events and sponsorships
  • Post-event follow-up

Where AI helpsAI writes the follow-up for every attendee the same day, not the same month.

How I help: Sprint · Fractional

Social Media and Community

Adam + specialist

Builds an audience that knows you before they need you.

  • Organic social strategy
  • Posting rhythm
  • Community management
  • Influencer and creator partnerships

Where AI helpsAI drafts and schedules posts and flags the comments worth answering.

How I help: Sprint · Coaching

Product Marketing

Adam + specialist

Decides how you talk about what you sell, and against whom.

  • Messaging and value propositions
  • Competitor battlecards
  • Launches
  • Pricing pages
  • Sales enablement content

Where AI helpsAI keeps competitor intel and battlecards current every week.

How I help: Sprint · Workshops

Brand and Creative

Adam + specialist

Makes you look and sound like the business you want to be.

  • Brand identity and voice
  • Design assets
  • Website look and feel
  • Briefing designers and video editors

Where AI helpsAI speeds up concepts and drafts; designers make the final call.

How I help: Sprint

Ecommerce / D2C Marketing

Adam + specialist

Grows online sales, repeat orders and lifetime value.

  • Customer acquisition
  • Store conversion rate
  • Retention, repeat purchase and LTV
  • Marketplaces
  • Influencer marketing

Where AI helpsAI personalises offers and predicts who is about to reorder or lapse.

How I help: Audit · Sprint

Across both

Where sales and marketing become one engine.

Sales and marketing alignment

Led by Adam

Makes sales and marketing one engine, not two teams blaming each other.

  • Shared funnel definitions
  • Agreed hand-offs and SLAs
  • Shared CRM and reporting
  • A weekly sales and marketing rhythm

Where AI helpsAI keeps one source of truth both teams trust.

How I help: Audit · Fractional · Sprint

AI across the team

Led by Adam

Works out the if, where, what, how and why of AI for each role.

  • Where AI fits, role by role
  • Only once the process works
  • Tool choice and stack fit
  • Training the team to use it

Where AI helpsThis is the whole point: we draw the map, AI takes the wheel.

How I help: Audit · Workshops · Custom builds

FAQ

Frequently asked questions

Which sales roles does Promptwise help with?

SDRs and BDRs, Account Executives, Account Managers, Customer Success, Partnerships and Channel, Sales Managers and Heads of Sales, Sales Ops and RevOps, Sales Enablement, and founder-led sales. Adam Agresta leads all of them hands-on.

Which marketing roles does Promptwise help with?

Head of Marketing, demand generation, content, email and lifecycle, marketing ops, partner and events marketing, social media, SEO and AI search, paid media, product marketing, brand and creative, and ecommerce marketing.

What does "Adam + specialist" mean?

Adam leads the work and the strategy, and brings in specialists from his network to help where necessary, for example a paid media buyer or a designer. Any referral fee is disclosed in writing before an introduction.

Where does AI fit for each role?

Each role shows where AI helps, such as researching accounts for SDRs or drafting proposals for AEs. AI is only added once the process works, because it makes a working process faster and a broken one fail faster.

I am not sure which role is the problem. Where do I start?

Book a free 30-minute chat, or start with an Audit, which looks at the whole sales and marketing engine and finds the weak link for you.

Not sure which role is the problem?

That’s normal. Book a free 30-minute chat, or start with an audit and I’ll find the weak link for you.