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SHEET 01 / 11What we do

The partner that builds your growth engines

Marketing, sales, and service around one complete, connected customer profile: Salesforce at the core, customer.io as the messaging engine, n8n as the connective infrastructure. We activate your data so every team sees the same customer, every signal turns into action, and your company stays customer centric, adaptable, and responsive as it grows.

SYSTEM OF RECORDCRM, pipeline, serviceMESSAGING ENGINEJourneys from live dataONE RECORDConnected customerprofileEvery signal attachedCONNECTIVE INFRASTRUCTUREProduct, finance, supportFIG. 1 · THE REVENUE ENGINE
The engine

A customer hub, activation spokes, and agents that manage in between

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01

Salesforce

The system of record. CRM, pipeline, service, and the connected customer profile every other system feeds.

02

customer.io

The messaging engine. Lifecycle journeys triggered by live Salesforce data and product signals.

03

n8n

The connective infrastructure. Integration and orchestration across every system that touches the customer, and one of the places your agents run.

04

Experience Cloud or custom portals

The front door. Where customers and partners enroll, order, sign, get service, and sell.

05

Agents and MCP servers

The agents that work across all of it, grounded on the profile, reaching each system through MCP servers we build on your platforms, launched where the work happens.

Compliant and AI-ready throughout: data governance, HIPAA-ready patterns where relevant, and delivery artifacts you can hand to diligence.

The foundation

The connected customer profile

Every value proposition stands on one thing: a complete, connected customer profile. Digital engagement, transactions, and attributes in one view, on Salesforce, fed by n8n from every system that touches the customer, and activated through customer.io so that what the profile knows becomes what the business does. Agents stand on the same foundation: an agent that works from the profile knows what the business knows; an agent that does not is guessing.

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Pillar 1 · Attract

Marketing that runs on your live customer data

For the CMO and the growth leader. Campaigns that see the live customer, leads that arrive qualified, and follow-up that never lapses.

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Profile-Driven Campaigns

Every message reflects what the customer just did

Campaigns that meet each customer where they are today, with every result written back to the customer record, so marketing spend ties to revenue.

The problem we solve

The Campaign That Can't See the Customer

Campaigns built on exported lists and static segments send messages that lag the customer, and no one can tie the spend to revenue. That is budget you could be compounding.

What we build

customer.io journeys triggered by live Salesforce data and product signals, built as a Salesforce and customer.io integration we set up and run.

Intelligent Lead Profiling Infrastructure

Leads that arrive ready to qualify

Forms, ads, and product signals feed the CRM with the profiling data your team needs, so every conversation starts with the facts already on the record.

The problem we solve

Data-Free Lead Capture

Leads that arrive without qualification data force a person to profile every record by hand. That is selling time spent on data entry.

What we build

Integrated capture that collects and harmonizes profiling data into the CRM automatically, ready for immediate qualification.

Lifecycle Nurture Automation

Every lead keeps moving until a person should step in

Each lead hears the right message at the right time, and the warm ones reach a person at the moment it counts.

The problem we solve

The Inconsistent Follow-Up Tax

Leads that never hear from you again, or hear the wrong thing, cost 10 to 20% of potential revenue.

What we build

customer.io journeys driven by Salesforce stage and engagement data, with a clear handoff to your team.

Pillar 2 · Convert

A pipeline you can forecast and a team that closes it

For the CEO who plans around the forecast and the CRO who delivers it. Trusted pipeline data, steady follow-up, and reps who ramp faster.

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The Investor-Ready Reporting Engine

A forecast you can plan the business around

Clean, governed pipeline data in Salesforce, so the numbers in the room are the numbers everyone trusts and planning starts with decisions.

The problem we solve

The Reporting Nightmare

When pipeline data is inaccurate, the CEO cannot confidently report scalable revenue, and every planning conversation starts with an argument about the numbers.

What we build

A structured Salesforce environment with automated data governance, so the forecast is reliable and defensible.

Multi-Channel Sales Cadence Automation

Deals that keep moving between touches

Consistent contact across channels, with a person stepping in at the right moment to move the deal forward.

The problem we solve

The Inconsistent Follow-Up Tax

Manual follow-up lets deals go quiet between touches, and a quiet deal is an opportunity you already paid to create.

What we build

customer.io and Salesforce cadences that guarantee consistent contact and trigger timely human intervention.

Enablement Infrastructure

New reps productive sooner, results more even

Standard workflows, guided selling, and coaching support, so every rep sells the way your best reps do.

The problem we solve

Inconsistent Team Performance

Growing the sales team without standard enablement means long ramp times and uneven results, which makes revenue hard to predict.

What we build

CRM workflows, guided selling, and AI coaching support that cut ramp time and standardize execution.

Pillar 3 · Serve and grow

Customers who adopt faster, stay longer, and buy more

For the COO and the customer leader. Easy onboarding, live operational data, and early signals that keep customers using the product and growing with you.

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The Digital Engagement Hub

Customers and partners reach value faster

One front door where customers and partners enroll, learn, order, sign, and get support, on Experience Cloud or a custom portal.

The problem we solve

The Onboarding Barrier

High-friction onboarding causes customers and partners to stall or churn before they see value, and the growth you won stops short of the growth you earn.

What we build

Experience Cloud or custom portals that automate enrollment, education, ordering, eSignature, and support.

Connected Operational Data Streams

Everyone sees the same truth at the same time

Operational data reaches the portal and the CRM in near real time, so customers, partners, and your own teams can respond faster and with better results.

The problem we solve

The Manual Handoff Crisis

When operational data travels by export and email, response slows and outcomes suffer for the people you serve.

What we build

Live data feeds into the portal and CRM, with automated alerts when something needs attention.

Engagement-Driven Retention

Spot the customer who is drifting and the one ready to buy more

Usage, engagement, and transaction data on the profile drive retention and expansion journeys and rep alerts, so share of wallet grows on purpose.

The problem we solve

The Retention Blind Spot

With no signal when a customer disengages, the first sign of churn is the cancellation, and the upsell never gets offered.

What we build

Customer data on one profile driving customer.io retention and expansion journeys, with alerts to the rep who owns the account.

Pillar 4 · Operate

One connected stack that shows what drives growth

For the CTO who holds the stack together and the CFO who watches OpEx. Connected data, a leaner set of tools, and compliance built into the workflow.

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The Unified Data Hub

See which activity drives which outcome

Product, finance, and CRM data in one connected customer profile, so leadership can link what the business does to what it earns, in real time.

The problem we solve

Siloed Data Paralysis

When product, finance, and CRM data stay disconnected, you cannot prove ROI. Leadership sees activity, not causality.

What we build

n8n-orchestrated integration of product, operational, and commercial data into the connected customer profile.

Application Harmonization and Integration

A leaner stack that costs less and changes faster

Fewer tools, fewer failure points, and saved SaaS fees, with data flows that are ready for AI.

The problem we solve

Tech Stack Sprawl

Overlapping SaaS tools and brittle point-to-point connections raise OpEx and technical debt, reduce gross margin, and slow every change.

What we build

A consolidated, n8n-connected platform in place of overlapping tools and one-off connections.

Compliance-Ready Systemization

Audit-ready by design, so deals keep moving

Data handling and compliance checks built into the workflow: HIPAA-ready patterns where relevant, audit-ready everywhere.

The problem we solve

The Compliance Automation Gap

Manual handling of sensitive data risks HIPAA violations, failed SOC 2 audits, and stalled enterprise or M&A deals.

What we build

Workflows and integrations that automate data handling and compliance checks.

Across the pillars

Agent Building

For the CTO who owns the systems and the governance, and the commercial or operations leader who owns the workflow. Agents work in marketing, sales, service, and operations, and every one of them stands on the connected customer profile.

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The Agent That Can't Act

Pilots that never reach production
Stake
Stalled pilots and answers nobody trusts. The model can talk about the business but cannot read the customer record, the price book, the ticket queue, or the order history, and it cannot write anything back. Whatever it produces has to be re-keyed by a person, so nothing ships, and the AI strategy is a slide.
Fix
Agent Building. Two layers, built in that order. MCP servers on your own systems, so an agent or an AI surface has governed tools to read and write your data under your permissions. Then agents grounded on the connected customer profile, with a named workflow and a named human gate, launched in Salesforce and Agentforce, in n8n, in Claude Cowork, or in customer.io. You own both layers.
CLAUDE COWORKAGENTFORCE · N8NMCP SERVERSGoverned toolsYOUR SYSTEMSHUMAN GATEFIG. 6 · TWO LAYERS, BUILT IN ORDER
What the agents do

Examples of workflows where agents shine, with humans-in-the-loop

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Attract

  • Campaign plans drafted from the live segment, not last quarter's export.
  • Content written in your brand's voice from your own canon.
  • Outreach sequences that hand the warm reply to a person.

Convert

  • One call recording becomes the Contact, Account, Opportunity, Quote, proposal, and logged Activity, with the rep approving every write.
  • Quotes built from the price book.
  • Pipeline review that surfaces the deal that went quiet.

Serve and grow

  • Case notes logged from the support call.
  • Renewal and QBR summaries drafted from usage and history.
  • Portal answers from the customer's own record.

Operate

  • A knowledge base over your own documents, transcripts, and records that answers with sources.
  • Integration and orchestration agents on n8n.
  • Documents generated from Salesforce data, and reporting written from the numbers.

The MCP layer

MCP, the Model Context Protocol, is the open standard that lets an agent, or a tool like Claude Cowork, read from and write to your systems with the permissions of the signed-in user.

What we build: MCP servers on your platforms (Salesforce through Hosted MCP Servers and Headless 360, n8n, document generation, your knowledge base, and the systems that have no server yet), hosted on your infrastructure or on infrastructure we run for you.

Where the tools run: Salesforce and Agentforce, n8n, Claude Cowork, and any other MCP client. Build the server once; every surface gets the capability.

Governance, always: the signed-in user's permissions, field-level security, and sharing rules; present-before-commit on every write; the platform's own audit trail.

We build what we use

Our own delivery runs on MCP servers and agents we built: one that writes and retrieves user stories, reads pull requests, and produces release notes; one that ingests and retrieves a project's documents and answers with sources; and the Claude Cowork workflows we publish. That is the research behind the offer, and it compounds with every engagement.

In a 30-minute working session we pick the workflow with the highest value and map it out.
See which workflow we'd automate first
Two ways to engage

Implementation builds the engines. Managed services runs them and keeps building.

Most relationships begin with the first and continue as the second, because a revenue engine is never finished: the backlog grows with the business, and the client keeps the elastic team rather than trying to hire one. Both are priced by outcome, never by the hour as a lead message.

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Service line 1

Implementation

We design and build the backbone operating systems of your company for marketing, sales, service, and beyond: Salesforce as the system of record, customer.io as the messaging engine, n8n as the connective infrastructure, and Experience Cloud or custom portals where customers and partners get service and sell.

For a high-growth company whose applications don't talk to each other, whose customer data lives in isolated silos, and whose growth is starting to outrun the way it operates.

  • Working engines for marketing, sales, service, and operations, built to CCurrents standards, on your own Salesforce, customer.io, and n8n instances.
  • The connected customer profile: digital engagement, transactions, and attributes in one view, activated for marketing, sales, and service.
  • Every change written as a user story, built into a working product, tested independently, and released through a gated pipeline.
  • Documentation, test cases, and source code that stay with you as standard practice.
  • A Project Knowledgebase that holds every transcript, document, and decision from your engagement, so nothing is re-discovered.
  • Where the scope calls for them, agents and the MCP servers they run on, built on your systems and owned by you.
Service line 2

Managed services

We run those engines and keep building them: a highly experienced team across business analysis, architecture, engineering, QA, and DevOps, scaling with your backlog week to week, on one rate. Continuous delivery without recruiting, ramping, managing, or replacing anyone.

For a company that needs a platform team and does not want to build one, or wants to keep a thin in-house layer and put the rest with a partner.

  • Five specialties on demand, with built-in redundancy: no single person's absence stalls the pipeline.
  • Capacity that follows the backlog. You pay for the hours the work actually needs, not for fixed seats.
  • The same gated pipeline as implementation: story, design, working product, independent test, final product, on a steady cadence.
  • Automated status reporting and release notes generated from the actual work.
  • The Project Knowledgebase, kept current for the life of the engagement, so month 24 knows everything month one learned.
  • A partner who helps you build capability in-house when you want it, deliberately and on a real timeline.
  • Agent Building on the backlog: new agents and MCP tools shipped through the same pipeline, with the same gates.
Agents and MCP servers

Agent Building

We build the agents that work from your connected customer profile, and the MCP servers that give them real capabilities on your systems. Scoped inside an implementation, added to a managed-services backlog, or your first engagement on its own.

For the CTO who owns the systems and the governance, and the commercial or operations leader who owns the workflow.

  • MCP servers on your platforms, with the tools your workflows need, hosted on your infrastructure or on infrastructure we run for you.
  • Agents with a named workflow, grounded on the connected customer profile, with present-before-commit on every write and the signed-in user's permissions on every action.
  • The knowledge base pattern where it fits: ingestion, indexing, and retrieval over your own documents, transcripts, and records, answering with sources.
  • Every agent and every MCP tool written as a user story, built into a working product, tested independently, released through the gated pipeline, and documented.
  • You own the code and the servers.

Agent Building

Every agent and every MCP tool is written as a user story, built into a working product, tested independently, and released through the gated pipeline. You own the code and the servers.

See what we build →

Slipstream

Slipstream, the CCurrents delivery agent system, is a capability you experience inside an engagement, never a product you buy separately: the Project Knowledgebase, the story writer, the developer assistant, the quality gates, and the reporting are the reasons our delivery is faster, better documented, and never re-discovers. Slipstream is the proof; Agent Building is the product.

See how we deliver →
In production

Built once. Proven in production.

Every example below is live, for a real client.

SHEET 11 / 11

Proesis Biologics

A donor profile, program registration, and rewards management experience, so donors manage their own eligibility, enrollment, and loyalty status in one place.

BLOCS

Donor agreement data collection with automatic document generation and eSignature, plus direct retrieval of tax filing information into the record, turning a multi-step paper process into one guided flow.

Outset Medical

A provider portal where clinical partners submit referrals directly, with self-service access to their account and program information.

Seatrees

Shopify commerce and Web3 infrastructure (NFT minting, cryptocurrency transactions, and blockchain-based credit retirements on the Regen network) integrated directly into Salesforce, so a purchase, a mint, and a retirement are one customer record, not three disconnected systems.

IndeVets

Google BigQuery reverse ETL, HubSpot, and a custom in-house application, all connected into Salesforce, turning operational data that used to live in silos into one source of truth.

See how we'd scope your build

Bring your ideas. We map them to the engine in 30 minutes.

See how we'd scope your build