Surface Closed-Loop Growth

Every qualified buyer makes the next growth decision smarter.

What sales learns at the end of the funnel qualifies the next lead and shapes the next campaign.
GovSpendGigaNextiva

Growth tools usually lose the thread

When those systems remain disconnected, teams optimize each stage for its local metric and lose the buyer-level evidence that could improve the whole journey.

One buyer journey, one compounding loop

  • Capture the partial response

    A prospect starts a form and leaves. Instead of letting the interaction disappear, Surface captures, enriches, and retains the permissioned information already provided.

  • Qualify the account, create the opportunity

    Lead Intelligence evaluates the account against approved ICP rules, and sales follows up. Scheduling, ownership, and outcomes synchronize with HubSpot or Salesforce.

  • Learn what mattered, create for similar buyers

    The opportunity becomes a new signal, and a Content Campaign Agent creates for similar buyers. The team reviews the campaign plan and connected assets before publishing.

  • Promote with the same context, measure the result

    Promotion uses the same buyer context; selected pilot customers get Ad Campaign Agent recommendations for human approval. New inbound is measured by quality and pipeline.

One shared context, from buyer signal to qualified pipeline

Shared context
Buyer and account context
Person
Account
ICP decision
Conversion context
Interaction
Sales outcome
Campaign context
Campaign
Asset
Outcome context
Revenue outcome

Agents turn the context into coordinated work

Each workflow uses shared definitions and returns its result to the same system.

One shared context
Lead Intelligence agents
Research
Qualification
Routing
Content Campaign Agents
Campaign planning
Asset creation
Review
Publishing
Ad Campaign Agents, selected pilot
Ad recommendations
Planned
Back into the loop
Measurement

Start anywhere. Keep the learning connected.

Improve the inbound you already have with Lead Intelligence, or launch a content campaign through Claude or Codex. Both paths build the same buyer context and measurement loop.

Kintsugi

How Kintsugi built a cleaner, faster path from visitor to meeting

11K+leads captured
91%enriched automatically
Read the story
Kintsugi customer story

The details

Frequently asked questions

What makes Surface a closed-loop growth system?

Buyer signals inform qualification and campaigns, while sales acceptance, opportunities, and revenue outcomes flow back into the system to improve the next decision.

How quickly can we get started?

Most teams begin with one high-value workflow, connect the systems and context it needs, validate the output, and expand from there. Timing depends on the use case and existing data setup.

Does Surface replace our CRM or marketing automation platform?

No. Surface works alongside systems such as Salesforce and HubSpot, adding shared intelligence and agentic execution without requiring a rip-and-replace migration.

How does Surface use AI agents?

Surface agents research, reconcile data, detect signals, create campaign work, and coordinate next actions using the context and permissions available in your workspace.

Can our team review work before it goes live?

Yes. Agent actions can follow explicit permissions, approval paths, and human review so your team controls what is published or changed.

What data does Surface need?

Surface can use first-party website activity, forms, CRM records, campaign engagement, and revenue outcomes. The exact connections depend on the workflow you choose to launch.

How is Surface priced?

Surface is structured around platform scope and usage rather than charging for every teammate. Talk with the team for pricing based on your workflows and volume.

Set up once

Turn your next qualified outcome into your next growth advantage

Launch from Claude or Codex