AI agents.
Agents that do real growth and prospecting work, plugged into your tools, with a check before anything goes out.
Introduction
What an agent is, what it can do today, and which tools to use.
- 01Why AI agents change B2B growthWhat moves when an agent does the repetitive work of B2B growth, what still needs you, and where to start in your own team.
- 02AI agent, automation, chatbot: the differencesThree things sold under the same word, and when to use each one.
- 03What an agent can do today, and what it still gets wrongWhere agents are reliable, where they fail, and how to tell before it costs you.
- 04Choosing your tools: Claude, Claude Code, Make, n8n, scriptsWhich tool for which job, from a no-code flow to an agent that writes code.
The steps
From an existing process to an agent that runs on its own and is measured.
- 05Start from a process that already existsPick the task, write down how it is done today, and define what done looks like.
- 06Write an agent’s role, rules and examplesThe instructions file that turns a model into a reliable colleague.
- 07Connect the agent to your tools with MCPCRM, spreadsheets, databases and APIs, without copy and paste.
- 08Build your own MCP serverWhen an existing connector is not enough, and how to design the tools you expose.
- 09Give the agent memory and contextWhat an AI agent must know every time, what it can look up when needed, and where each fact should live so it stays true.
- 10Put a quality check before anything goes outMechanical checks, an independent judge and frozen test cases.
- 11Run the agent on its ownScheduled routines that check their tools first and propose before they act.
- 12Measure what the agent really brings inOutput against outcome, dated verdicts and instruments you can trust.
- 13Security, customer data and GDPRSecrets, personal data, permissions and GDPR: how to set up an AI agent safely, and the actions it must never take alone.
Use cases
Prospecting, programmatic SEO, LinkedIn and a full marketing team.
- 14A B2B prospecting agentTargeting, enrichment, signal and message, with a human on the send button.
- 15A programmatic SEO agentPages generated from data, checked before they ship and tested after.
- 16A LinkedIn agent that writes in your voiceVoice calibration, a weekly cadence and a final human pass.
- 17A team of agents for all of marketingHow Derrick’s marketing runs on Claude agents, and what broke along the way.
- 18AI agents or a part-time head of growthWhat to hand to agents, what to keep for a person, and how to split the two.