Field Guide · No. 04 · Revenue Automation Catalog

The RACE
Engine.

Every revenue-side automation worth productizing, organized by the RACE theorem — Reach strangers, Acquire their interest, Convert them to customers, Expand what they spend. The closer a system sits to the revenue event, the more a buyer will pay for it. Each entry is tagged for B2B/B2C fit, classic vs. agentic build, and the AI capabilities it consumes.

Startup Builder Lab EST · 2026 4 Stages · 120 Automations 19 AI Capabilities v.01
How to Read Each Entry  ·  Capability Stack ↓  ·  Hunting Map ↓
B2BB2CBoth
Market fit — who this automation is typically sold to.
ClassicAgenticClassic+Agentic
Build type — deterministic workflow vs. an AI agent that reasons and acts. Both tags = classic spine with agentic steps inside.
scrapinggen-docsvoice
AI capabilities consumed — each slug is defined in the Capability Stack at the bottom of this guide.
R
Stage 01 · Outbound

Reach More Clients

Systems that manufacture attention from strangers. The highest-leverage stage for any company whose bottleneck is pipeline volume — and the raw-material layer every other stage depends on.

45 Automations8 Sub-groups
R1

List Building & Targeting

every outbound system downstream is only as good as the list feeding it
Lead Scraping at ScaleBothAgentic

"Scrape 1,000 leads matching this ICP" from directories, LinkedIn, Maps, niche databases.

scrapingbrowser-actionsenrichment
ICP Database PullsB2BClassic+Agentic

Apollo/Clay-style filtered pulls from B2B contact databases by title, industry, headcount, geography, tech stack.

enrichmentorchestration
Local Business ScrapingBothAgentic

Google Maps / Yelp / directory harvesting for local-service targeting — name, phone, reviews, website quality.

scrapingresearch
Waterfall EnrichmentB2BClassic

Cascade each lead through multiple data providers until email, phone, and firmographics are found and verified.

enrichment
Trigger-Event DetectionB2BAgentic

Monitor for buying signals: funding rounds, new hires, job changes, expansions, permits filed, tech installed or removed.

monitoringintent-detectionresearch
Intent-Data MonitoringB2BClassic+Agentic

Surface accounts actively researching your category — content consumption, review-site activity, search intent.

monitoringintent-detectionscoring
Job-Board MiningB2BAgentic

Companies hiring for role X are buyers of Y — scrape postings into a targeted lead list.

scrapingintent-detection
Social Audience ScrapingBothAgentic

Harvest engaged followers and commenters of competitors, influencers, or niche communities into an outreach list.

scrapingbrowser-actions
Competitor Customer MiningB2BAgentic

Extract who publicly uses a competitor — case studies, review sites, testimonials, "powered by" footers.

scrapingresearch
Lookalike List GenerationBothAgentic

Take the best existing customers, extract their shared traits, generate lists of similar companies or people.

researchscoringenrichment
Website Visitor De-anonymizationBothClassic

Identify companies (B2B) or households (B2C, where lawful) visiting the site and feed them to outbound.

enrichmentcrm-actions
List Hygiene & VerificationBothClassic

Dedupe, verify emails and phones, suppress existing customers and do-not-contact records before any send.

enrichment
R2

Cold Email Systems

Sending Infrastructure AutomationB2BClassic

Domain purchase, DNS/SPF/DKIM/DMARC setup, inbox creation, warm-up sequencing, rotation.

orchestration
AI Personalization at ScaleB2BAgentic

Per-lead research — site, LinkedIn, news, reviews — distilled into unique first lines, angles, and P.S. hooks.

researchgen-copyenrichment
Multi-Variant SequencingBothClassic

Automated A/B/n testing of subject lines, angles, and cadences with auto-promotion of winners.

orchestrationscoring
Reply Detection & ClassificationB2BAgentic

Sort every reply — interested / not-now / referral / unsubscribe / OOO — and route each to the right next action.

email-agentsentimentcrm-actions
AI Reply HandlingB2BAgentic

Agent answers first-touch questions, handles soft objections, and pushes toward a booked call — no human involved.

email-agentgen-copyscheduling
Deliverability MonitoringB2BClassic

Inbox-placement testing, bounce and spam-rate watching, auto-pausing of burned domains.

monitoring
Not-Now RecyclingB2BClassic+Agentic

Leads who said "check back in Q3" are auto-parked and re-engaged on the promised date with full context.

crm-actionsgen-copymonitoring
R3

Cold Calling / Voice Outbound

AI Outbound Voice AgentsBothAgentic

AI places first-touch calls, qualifies, handles objections, and books meetings.

voiceschedulingcrm-actions
Power / Parallel DialersBothClassic

Auto-dialing with local caller IDs and automatic disposition logging to the CRM.

crm-actions
Call-List PrioritizationBothClassic+Agentic

Rank who to call right now based on engagement signals — opened email twice, visited the pricing page.

scoringintent-detection
Ringless Voicemail DropsBothClassic+Agentic

Pre-recorded — or AI-generated, per-lead personalized — voicemails delivered at scale.

voicegen-media
R4

SMS & Messaging Outbound

Compliant SMS CampaignsBothClassic

Sequenced text outreach with consent management, quiet hours, and opt-out handling.

orchestration
WhatsApp Outreach SystemsBothClassic+Agentic

Template-based business-initiated conversations — common in international B2C and B2B.

chatgen-copy
Two-Way SMS AgentsBothAgentic

AI holds the text conversation after the first message — qualifies, answers, books.

chatschedulingcrm-actions
R5

Social Outbound

LinkedIn Connect + DM SequencingB2BClassic+Agentic

Automated connection requests, human-like delays, and message cadences with reply detection.

browser-actionsgen-copy
Engagement-Before-Outreach WarmingB2BAgentic

Auto-like and comment on a prospect's posts for days before the first DM so the name lands familiar.

browser-actionsgen-copy
IG / X / Facebook DM AutomationB2CClassic+Agentic

Outbound and comment-triggered DMs ("comment PRICE and we'll DM you") at scale.

chatbrowser-actions
Social-Selling Content AgentsB2BAgentic

Generate and post founder/rep content on a cadence so outbound lands warmer.

gen-copygen-mediaorchestration
Community MiningBothAgentic

Monitor Reddit, Facebook Groups, Slack and Discord communities for buying-intent posts; flag and respond.

monitoringintent-detectiongen-copy
R6

Paid / Ad Placement Systems

Ad Creative Generation & TestingBothAgentic

AI produces copy, image, and video variants; launches them, kills losers, scales winners.

gen-mediagen-copyorchestrationscoring
Budget Reallocation AgentsBothAgentic

Continuously shift spend across channels and campaigns toward the best CAC.

monitoringscoringorchestration
CRM-to-Ad-Audience SyncBothClassic

Auto-sync customer and lead segments into ad platforms for exclusion, lookalikes, and targeting.

crm-actions
Retargeting PipelinesBothClassic

Behavior-based audiences — visited pricing, abandoned cart, watched 50% of video — fed into sequenced ad journeys.

orchestration
Landing Page Generation & TestingBothAgentic

Per-campaign or per-keyword landing pages generated and split-tested automatically.

gen-copygen-mediaorchestration
Competitor Ad MonitoringBothAgentic

Track competitors' ad libraries and spend patterns; alert and suggest counter-angles.

monitoringresearch
R7

Content-as-Outbound

owned reach
Programmatic SEO Page GenerationBothAgentic

Hundreds or thousands of templated pages — per city, per use case, per integration — generated and published.

gen-copyorchestration
AI Content EnginesBothAgentic

Blog, newsletter, and video-script production pipelines from keyword research through publishing.

researchgen-copygen-mediaorchestration
Content Repurposing PipelinesBothAgentic

One long-form asset — podcast, webinar — auto-atomized into clips, posts, emails, and articles.

call-intelgen-copygen-media
Directory & Listing SyndicationBothClassic+Agentic

Auto-create and maintain presence on every relevant directory, review site, and marketplace.

browser-actionsorchestration
R8

Physical & Other Channels

Automated Direct MailBothClassic+Agentic

Trigger personalized postcards and letters — even handwritten-style — from CRM events or list uploads.

gen-copyorchestration
Gifting AutomationB2BClassic

Send gifts to high-value prospects at trigger moments to open doors.

orchestrationcrm-actions
Event & Conference List MiningB2BAgentic

Scrape attendee, exhibitor, and speaker lists; pre-book meetings before the event.

scrapingresearchgen-copy
Partner / Channel ProspectingB2BAgentic

Identify and reach potential resellers, affiliates, and referral partners — a reach multiplier.

researchscrapinggen-copy
A
Stage 02 · Inbound

Acquire Interest

Systems that make sure no expressed interest is ever lost, slowed, or misrouted. The stat this stage exploits: responding within 1–5 minutes multiplies conversion severalfold.

24 Automations5 Sub-groups
A1

Capture

Form → CRM PipelinesBothClassic

Every form — site, ads, landing pages — writes a normalized lead record instantly. No spreadsheet exports.

crm-actions
AI Website Chat ConciergeBothAgentic

Chat widget that answers from a knowledge base, qualifies, and captures contact info 24/7.

chatscoringcrm-actions
Missed-Call Text-BackBothClassic

Any unanswered inbound call triggers an instant SMS. Huge for local service businesses.

orchestration
AI Phone AnsweringBothAgentic

Virtual receptionist answers every inbound call, takes the request, books or routes it. No voicemail black hole.

voiceschedulingcrm-actions
Social DM CaptureB2CClassic+Agentic

Comments and DMs on social auto-converted into CRM leads with the conversation attached.

chatcrm-actions
Lead-Magnet Delivery PipelinesBothClassic

Download, webinar, and quiz funnels that deliver the asset, tag the interest, and start the right follow-up track.

orchestrationcrm-actions
Call Tracking & AttributionBothClassic

Per-channel phone numbers with recorded calls tied back to the campaign that produced them.

call-intelmonitoring
A2

Speed to Lead

Instant Multi-Channel ResponseBothClassic

New lead triggers an email + SMS + call attempt within seconds of form submission.

orchestration
AI Speed-to-Lead CallingBothAgentic

Voice agent calls the lead within a minute, qualifies, and books the appointment while intent is hot.

voiceschedulingcrm-actions
After-Hours / Overflow CoverageBothAgentic

Nights, weekends, and call spikes handled by AI so no lead waits until morning.

voicechatscheduling
Rep Ping + EscalationBothClassic

Instantly notify the assigned rep with lead context; auto-reassign if not claimed within N minutes.

orchestrationcrm-actions
A3

Qualification & Scoring

Enrichment-on-CaptureBothClassic

The moment a lead arrives, append firmographics, social profiles, and history before anyone touches it.

enrichment
AI Lead ScoringBothAgentic

Grade fit (ICP match) and intent (behavior) so reps work the list in value order.

scoringintent-detection
Qualification Chat / Voice AgentsBothAgentic

Conversational budget-and-timeline qualification before a human ever engages.

chatvoicescoring
Lead Research BriefsB2BAgentic

Auto-generated one-page dossier on each qualified lead, delivered before the call. = Lead Researching System.

researchenrichmentgen-docs
Spam / Junk / Duplicate FilteringBothClassic+Agentic

Bots, competitors, existing customers, and duplicates screened out before they pollute pipeline metrics.

scoringcrm-actions
A4

Routing & Scheduling

Lead Routing EnginesBothClassic

Round-robin, territory, language, deal-size, or specialty-based assignment with load balancing.

crm-actionsorchestration
Self-Serve Booking LinksBothClassic

Qualified leads book directly onto the right calendar; ownership and reminders handled automatically.

scheduling
No-Show Prevention SequencesBothClassic

Confirmations, reminders, day-of texts, easy-reschedule flows, and auto-rebooking after a no-show.

schedulingorchestration
Handoff Context PackagingB2BClassic+Agentic

When a lead moves (SDR→AE, marketing→sales), the full history and research brief move with it.

crm-actionsgen-docs
A5

Nurture-Before-Sales

Pre-Call Education DripsBothClassic

Between booking and the call: case studies, explainer video, what-to-expect — raising show rates and close rates.

orchestration
Interest-Based Nurture TracksBothClassic+Agentic

Content sequences matched to the lead-magnet topic or the pages visited.

orchestrationgen-copy
Stale-Inbound Re-EngagementBothClassic+Agentic

Leads that went quiet before ever talking to sales get automatically re-warmed with new angles.

monitoringgen-copy
Behavior AlertingBothClassic

"This lead just revisited the pricing page" — routed to the owner in real time.

monitoringintent-detection
C
Stage 03 · Closing

Convert Those Clients

Systems that compress the time and effort between "interested" and "paid," and stop deals dying of neglect.

27 Automations5 Sub-groups
C1

Sales Asset Generation

Auto Proposal GenerationB2BAgentic

Call transcript + CRM data → branded, scoped proposal in minutes instead of days. = Auto Proposal System.

call-intelgen-docscrm-actions
Auto Quote / Estimate GenerationBothAgentic

Structured inputs — or photos, plans, measurements — priced instantly; includes CPQ for complex catalogs. = Auto Quote System.

gen-docsorchestration
Case Study CreatorB2BAgentic

Turn a happy-customer interview or project record into a polished case study — on autopilot after every win. = Case Study Creator.

call-intelgen-copygen-docs
ROI / Business-Case CalculatorsB2BAgentic

Personalized value models generated per prospect to arm the internal champion.

gen-docsresearch
Personalized Demo & Video GenerationB2BAgentic

Per-prospect walkthrough videos or demo environments seeded with their data and branding.

gen-mediagen-copy
Mutual Action Plan AutomationB2BClassic+Agentic

Shared close-plan documents generated and kept current from deal-stage data.

gen-docscrm-actions
Sales Enablement RetrievalB2BAgentic

Rep — or agent — instantly pulls the right case study, one-pager, or battle card for the objection at hand.

researchorchestration
C2

Call Intelligence

Sales-Call Transcript ProcessingBothAgentic

Every call recorded, transcribed, summarized; pains, budget, objections, and next steps extracted. The hub for the systems below.

call-intel
CRM Auto-Update from CallsBothAgentic

Extracted fields — budget, timeline, decision makers, stage — written to the CRM with no rep typing.

call-intelcrm-actions
Next-Step Extraction → Auto Follow-UpBothAgentic

Commitments made on the call become drafted follow-up emails and scheduled tasks automatically.

call-intelgen-copyorchestration
Objection MiningBothAgentic

Aggregate objections across all calls; surface the top deal-killers and the responses that win.

call-intelscoring
Rep Coaching ScorecardsBothAgentic

Every call auto-graded against the sales methodology; managers coach from data, not ride-alongs.

call-intelscoring
C3

Follow-Up Machinery

Auto Follow-Up QueuesBothClassic+Agentic

Every open deal has a next touch scheduled — silence from the prospect never means silence from the company.

orchestrationgen-copy
Proposal / Quote-Viewed TriggersBothClassic

The moment a prospect opens the proposal, the rep is alerted and a timed follow-up fires.

monitoringorchestration
Deal-Stage SequencesBothClassic

Different cadence and content per stage — post-demo vs. post-proposal vs. verbal-yes.

orchestration
No-Response ReactivationBothClassic+Agentic

Multi-channel pattern-interrupts — SMS, video, direct mail — when email follow-up goes quiet.

orchestrationgen-copygen-media
Breakup SequencesBothClassic

A final structured "closing the file" sequence that reliably resurrects a percentage of dead deals.

orchestration
Abandoned Cart / Application RecoveryB2CClassic

The B2C close: checkout or application abandoned → timed email/SMS recovery journey with incentives.

orchestrationmonitoring
C4

Pipeline Hygiene & Forecasting

CRM Auto-LoggingBothClassic

Emails, calls, and meetings logged automatically; the CRM reflects reality without rep discipline.

crm-actions
Stale-Deal DetectionBothClassic

Deals with no activity or a passed close date flagged and queued for action or closure.

monitoringcrm-actions
AI Deal Risk ReviewB2BAgentic

Agent reads each open deal — calls, emails, stage history — and flags risks a pipeline report can't see.

call-intelscoringresearch
Forecast RollupsB2BClassic

Automated pipeline-weighted forecasts by rep, team, and period.

scoringorchestration
Lost-Reason Capture & AnalysisBothClassic+Agentic

Structured loss reasons enforced at close-lost, aggregated into win/loss insight.

crm-actionsscoring
C5

Close Mechanics

Contract Generation + E-SignatureBothClassic

Closed-won terms → contract → e-sign → countersigned copy filed, all automatic.

gen-docspayments-esign
Payment Link & Deposit CollectionBothClassic

Invoice or payment link fires with the signed contract; deposit chased until paid. Overlaps the Auto Invoicing System at its revenue-critical edge.

payments-esignorchestration
Financing / Payment-Plan OffersB2CClassic

Qualified financing options presented automatically at the moment of price resistance.

orchestration
Closed-Won → Onboarding TriggerBothClassic

The win instantly kicks off onboarding: welcome email, kickoff booking, internal notifications, project creation.

orchestrationcrm-actionsscheduling
E
Stage 04 · Expansion

Expand Those Clients

Systems that grow revenue from people who already bought — the cheapest revenue in the business, because the trust is already paid for.

24 Automations5 Sub-groups

Scope: E is pure expansion — upsell, cross-sell, referral, reactivation. Retention and churn-prevention systems (health scores, save flows, support automation) are deliberately excluded and form a separate future bucket.

E1

Upsell

Usage-Threshold Upgrade TriggersBothClassic

Customer hits a plan limit or heavy-usage pattern → automated upgrade offer at the moment of need.

monitoringorchestration
Milestone-Based OffersBothClassic

Success moments — result achieved, anniversary, Nth purchase — trigger a congratulate-then-upgrade sequence.

monitoringorchestration
Account Whitespace AnalysisB2BAgentic

Agent maps what each account owns vs. the full catalog and ranks the gaps by likelihood to buy.

researchscoringcrm-actions
Tier-Upgrade CampaignsBothClassic+Agentic

Segmented campaigns moving customers up the plan, package, or service ladder with personalized justification.

orchestrationgen-copy
Maintenance / Service-Plan ConversionBothClassic

One-off buyers automatically offered recurring plans — maintenance contracts, memberships, subscriptions.

orchestration
Price / Package Review PromptsB2BClassic+Agentic

Long-tenured accounts flagged for repricing or right-sizing conversations with prepared talking points.

monitoringgen-docs
E2

Cross-Sell

Purchase-History RecommendationsB2CClassic+Agentic

"Customers who bought X buy Y" applied to email, checkout, portal, and rep prompts.

scoringorchestration
Post-Purchase Cross-Sell JourneysBothClassic

Timed sequences after each purchase offering the natural next product or service.

orchestration
Seasonal & Lifecycle TriggersBothClassic

Calendar- or age-based offers — HVAC tune-up season, tire change, annual review, warranty expiring.

monitoringorchestration
Bundle & Kit OffersB2CClassic+Agentic

Auto-assembled bundles from co-purchase patterns, offered at checkout or renewal.

scoringorchestration
Rep Next-Best-Offer PromptsB2BAgentic

Before any account touchpoint, the rep sees the top cross-sell recommendation and why.

scoringresearchcrm-actions
E3

Expansion Signals

B2B account growth
Account-Growth MonitoringB2BAgentic

Watch existing accounts for funding, hiring surges, new locations, new product lines → expansion conversation triggered.

monitoringresearchintent-detection
Champion Job-Change TrackingB2BAgentic

When a champion moves companies, two plays fire: expand into the new company, re-secure the old account.

monitoringenrichmentgen-copy
Multi-Department / Location MappingB2BAgentic

Agent maps sister departments, subsidiaries, and locations of existing accounts as warm expansion targets.

researchenrichment
QBR Prep AutomationB2BAgentic

Business-review decks auto-built from usage, results, and whitespace data — with the expansion ask included.

gen-docsresearchcrm-actions
E4

Reactivation

past-customer mining

Boundary note: winning back lapsed customers counts as expansion here — it monetizes the existing database, the same asset E works. = CRM / Past Customer Mining system.

Database Reactivation CampaignsBothClassic

Dormant past customers re-engaged with an offer via email/SMS — classically the fastest-ROI automation in local business.

crm-actionsorchestration
AI Reactivation ConversationsBothAgentic

Two-way AI (SMS/email) that doesn't just blast the offer — it converses dormant customers back to a booking.

chatemail-agentscheduling
Repurchase-Cycle PredictionB2CClassic+Agentic

Predict when each customer is due to buy again from purchase intervals; trigger outreach just before.

scoringmonitoring
E5

Referral & Advocacy

Automated Referral AsksBothClassic

Timed to peak-happiness moments — great review, result delivered, NPS 9–10 — with a frictionless share mechanism.

monitoringorchestration
Referral Tracking & RewardsBothClassic

Unique links and codes, attribution, and automatic reward fulfillment for referrers.

orchestrationpayments-esign
Review Harvesting PipelinesBothClassic+Agentic

Post-purchase review requests routed by sentiment — happy → public review sites; unhappy → private recovery.

sentimentorchestration
Review → Social Proof RecyclingBothAgentic

New 5-star reviews auto-formatted into website widgets, social posts, and ad creative.

gen-copygen-mediaorchestration
Case-Study Candidate DetectionBothAgentic

Spot the happiest customers automatically and queue them for the Case Study Creator.

sentimentscoringorchestration
Affiliate / Partner Program AutomationBothClassic

Partner onboarding, asset delivery, lead attribution, and commission payout on autopilot.

orchestrationpayments-esign
⌬
Reference · Building Blocks

The AI Agent Capability Stack

The 19 reusable skills every Agentic entry above is composed from. Build a capability once and it amortizes across every system that consumes it — a capability that feeds many RACE stages is itself high-leverage.

19 Capabilities5 Groups
S1

Data Acquisition

scraping
Web Scraping at Scale

Extract structured records from directories, social platforms, maps, job boards — "scrape 1,000 leads."

Feeds · R heavily
enrichment
Enrichment & Waterfall Lookups

Append emails, phones, firmographics, socials from cascading providers; verify and dedupe.

Feeds · R · A
research
Autonomous Web Research

Open-ended multi-source investigation of a person or company, distilled into usable findings.

Feeds · R · A · C · E
browser-actions
Browser Action Execution

An agent operating real web UIs: form-filling, portal navigation, social actions, listing management.

Feeds · R
monitoring
Watch Agents / Continuous Triggers

Standing observers of websites, news, review sites, usage data, CRM state; fire events on change.

Feeds · All stages
intent-detection
Intent & Trigger-Signal Detection

Recognize buying signals in monitored data — funding, hiring, page visits, community posts.

Feeds · R · A · E
S2

Conversation

voice
AI Voice Agents

Natural phone conversations, inbound and outbound: answering, qualifying, booking, objection handling.

Feeds · R · A
chat
SMS / Chat Agents

Two-way conversational agents on SMS, web chat, WhatsApp, and social DMs.

Feeds · R · A · E
email-agent
Email Reply Agents

Read, classify, and answer email threads; drive toward a booked call or decision.

Feeds · R · E
S3

Generation

gen-copy
Personalized Copy at Scale

Per-recipient messages, angles, and content that reads hand-written.

Feeds · R · A · C · E
gen-docs
Document Generation

Proposals, quotes, contracts, case studies, briefs, QBR decks — from structured + unstructured inputs.

Feeds · C heavily · A · E
gen-media
Image / Video / Creative Generation

Ad creatives, personalized videos, social assets, voicemail audio.

Feeds · R · C · E
S4

Analysis

call-intel
Transcript & Call Intelligence

Transcribe, summarize, and extract structured facts, commitments, and objections from conversations.

Feeds · C heavily
scoring
Scoring & Classification

Grade leads, deals, accounts, content variants; rank anything by fit or likelihood.

Feeds · A · C · E
sentiment
Sentiment Analysis

Detect happiness, frustration, and buying temperature in replies, reviews, and conversations.

Feeds · A · E
S5

Action & Integration

crm-actions
CRM Read / Write Agents

Query and update the system of record: create leads, log activity, move stages, set fields.

Feeds · All stages
scheduling
Calendar & Booking Actions

Check availability, book, reschedule, remind.

Feeds · A heavily · C
payments-esign
Payment & E-Signature Actions

Send contracts, collect signatures, fire payment links, confirm receipt.

Feeds · C · E
orchestration
Multi-Step Workflow Orchestration

The spine that chains capabilities into a system: triggers, branches, waits, retries, handoffs.

Feeds · All stages
Anatomy of an Agentic System
01TriggerAn event or schedule starts the run — form submitted, call ended, threshold crossed, weekly sweep.
02Context GatheringThe agent pulls what it needs — scraping, enrichment, research, CRM reads.
03ReasoningIt decides: qualified or not, which angle, what price, what next step.
04ActionIt does the thing — generate, converse, write the CRM, book, collect.
05Human CheckpointApproval gates where stakes are high, removable as trust builds.

Classic vs. agentic is exactly whether step 03 requires judgment. Classic automations hard-code the decision; agentic ones reason. The productization opportunity is largest where step 03 used to require a skilled employee's judgment — that is the labor being replaced.

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Application · How to Use This Guide

The Hunting Map

Four rules for turning this catalog into productized offers — and where the existing sellable systems already sit inside it.

01
Stage leverage

R, A, and C sit directly on the revenue event — a system there produces attributable dollars, which makes it easy to price and sell. E systems are cheapest-revenue plays with the warmest proof: "we made you $X from customers you already had."

02
Pick by bottleneck

Diagnose which RACE stage is the client's constraint, then productize from that stage's list. A company drowning in leads doesn't need R — it needs A2 (speed to lead) and C3 (follow-up machinery).

03
Capability reuse

Favor systems whose capability tags you've already built. Each capability — voice, call-intel, gen-docs — amortizes across every system that consumes it. Orchestration, monitoring, and crm-actions feed all four stages.

04
Judgment = value

The entries worth the most are the agentic ones replacing a skilled employee's judgment — quoting, proposal scoping, lead research, deal risk. Classic plumbing is the entry point; reasoning is the moat.

Where the Existing Sellable Systems Land

Applicant Tracking (Sys 07) sits outside RACE — it's a hiring-side system. See also Anatomy of a Company for the department-level revenue-proximity map this catalog zooms into.