They knew where to stop automating
We go to crypto conferences almost weekly in season, and every event used to leave us with a pile of contacts that took the team over a week to sort, enrich and get into the CRM. First messages went out a month later, when nobody remembered the conversation.
Xmethod built an AI agent that does that whole chain now: capture on site, enrichment, segmentation, CRM entry, drafted first message. A week of work became a day.
Two things made the difference. They asked how we actually win business before building anything, and they stopped the automation right before the message, so a person still reads and sends it. We hadn't asked for that. It came from them.
Communication over Telegram, calls when a decision was needed. Timelines were honest, including an upfront wait before the start because their team was busy.







