AXIS LABS
Proposal · July 1, 2026 Prepared by Jason For an AI native trades services SME

A growth layer built on your stack.
Not a replacement for it.

BD, sales, marketing, and lead gen wired directly into your existing Claude estimating agent, HubSpot pipelines, and AroFlo job data. Extend the agents you already own, add HubSpot workflows and n8n orchestration on top, and read live AroFlo job data through the API endpoints Zapier does not expose. One scoped BD proof ships first as the paid pilot. If it lands, the rest of the growth stack sequences from the same architecture.

4 pillars
BD · Sales · Marketing · Lead Gen
1 proof
Fixed price BD pilot before the rest is scoped
MCP
Tool use extending your estimating agent
100%
Built in your accounts · you own the architecture
What's Broken Today

Three failure modes common to services SMEs.

You already have the agents and the direction. The three friction points below are what usually stall growth on top of a solid AI stack in trades and construction B2B.

🧱

Job data lives behind AroFlo

AroFlo holds the truth on jobs, quotes, and margin, and its quoting engine is not surfaced through Zapier. Every growth workflow that needs live job or quote signal stalls without a direct API bridge.

🔀

Growth ops fragment across four pillars

BD, sales, marketing, and lead gen each get their own point tool and their own cadence, and none share a state model. Nothing compounds because the pipeline is stitched, not wired.

🧠

Agent architecture stops at the estimate

The estimating agent is doing real work, and everything past the quote is manual again. There is no MCP extension into outreach, follow up, content distribution, or lead qualification.

The Build

Extend the agents, wire the pillars, ship the proof.

A growth layer built on top of what you already own. Week 1 is agent audit and sequence recommendation, mapping the existing estimating agent, HubSpot workspace, and AroFlo surface area, then locking the build order across BD, sales, marketing, and lead gen. Week 2 ships the paid BD proof: HubSpot pipeline plus outreach cadence plus follow up sequences, orchestrated in n8n, with Claude drafting personalized touches against enriched target lists. Week 3 wires the sales quote to close workflow into your existing estimating agent through an MCP tool wrapper, so quote status, revisions, and close signals flow into HubSpot without duplicate state. Week 4 layers marketing content and LinkedIn distribution on top of the same architecture, and stands up the repeatable lead gen engine feeding the BD pipeline. Everything lives in your accounts, gets documented, and travels back to you at the end.

Services and Deliverables

What you get. Phase by phase.

Every phase ships with concrete deliverables and a signed off scope before the next begins. The BD phase is the paid fixed price proof you can approve independently before the rest is scoped.

🔍
Phase 1 · Week 1
Agent Audit and Build Sequence
  • Review of existing estimating agent, HubSpot workspace, and AroFlo surface area
  • MCP extension map: which tools attach to the existing agent, which ship as new
  • Sequenced build plan across BD, sales, marketing, and lead gen with rationale
  • Fixed price scope and success criteria for the BD proof shipping in Week 2
📤
Phase 2 · Week 2
BD Outreach and Follow Up (Paid Proof)
  • HubSpot BD pipeline with stages, custom properties, and workflow triggers
  • n8n orchestration wiring enrichment, Claude drafting, and multi touch cadence
  • Follow up sequences tuned to reply signals and stall recovery windows
  • Reply and meeting booked tracking baked into HubSpot for the pass or expand decision
💼
Phase 3 · Week 3
Sales Quote to Close, Wired to the Estimating Agent
  • MCP tool wrapper exposing the estimating agent to the sales workflow layer
  • Quote status, revisions, and close signals flowing into HubSpot deal stages
  • AroFlo bridge via direct REST API for live job data reads (bypassing Zapier gaps)
  • Xero handoff paths for won deals, invoicing state, and cash flow visibility
📣
Phase 4 · Week 4 (first half)
Marketing Content and LinkedIn Distribution
  • Content system that ingests won job themes as source material for outbound
  • LinkedIn distribution cadence (primary channel per your brief) with post pipeline
  • Claude drafts, human approval step, scheduled push through the automation layer
  • Reply and engagement signals routed back into HubSpot as warm lead signal
🌱
Phase 5 · Week 4 (second half)
Repeatable Lead Gen Engine and Ongoing Extension
  • Lead gen engine that runs on a cadence, not as one off campaigns, with weekly refresh
  • Documentation, Loom walkthroughs, and runbooks for every workflow shipped
  • Ongoing extension retainer scope: new MCP tools, new pillars, new integrations
  • Full handoff: accounts, keys, workflows, and MCP configs remain yours on day one
Timeline

Four weeks. Audit to live growth stack.

Each week ships a working deliverable. Click any week to see exactly what lands by Friday. The Week 2 BD proof is the pilot decision point.

Deliverables this week
  • Review of existing estimating agent, HubSpot workspace, and AroFlo surface area
  • MCP extension map covering which tools attach where and which ship as new
  • Sequenced build plan across BD, sales, marketing, and lead gen with rationale
  • Fixed price scope and success criteria for the Week 2 BD proof
Deliverables this week
  • HubSpot BD pipeline with stages, custom properties, and workflow triggers
  • n8n orchestration wiring enrichment, Claude drafting, and multi touch cadence
  • Follow up sequences tuned to reply signals and stall recovery windows
  • Reply and meeting booked tracking baked into HubSpot for the expansion decision
Deliverables this week
  • MCP tool wrapper exposing the estimating agent to the sales workflow layer
  • Quote status, revisions, and close signals flowing into HubSpot deal stages
  • AroFlo REST bridge live for job data reads that bypass the Zapier gap
  • Xero handoff paths for won deals, invoicing state, and cash flow visibility
Deliverables this week
  • LinkedIn content pipeline with Claude drafts, human approval, scheduled distribution
  • Lead gen engine on cadence, refreshing weekly, feeding the BD pipeline
  • Documentation, Loom walkthroughs, and runbooks for every shipped workflow
  • Full handoff of accounts, keys, workflows, and MCP configs to your ownership
Next Step

Let's walk the sequence together.

A 30 minute call where I share my screen, walk through the MCP extension plan, show a live BD outreach workflow, and confirm scope on the Week 2 fixed price proof. Happy to walk through commercials on the call.