The Whole Group provides the AI Frameworks, Workflows and Consulting Services to rapidly deploy agentic CRM, Lead to Cash & Business Services
Built on
Build an agentic business in 90 days
Agentic Revenue, Service & Business Services
The AI Framework for a Modern Enterprise
We don't just talk strategy. We build working solutions that deliver measurable results fast. Our proven frameworks transform your revenue and service operations, taking you from proof of concept to competitive advantage faster than traditional implementations, with guaranteed ROI
Spend a day with us and map out your path to an agentic business
Book a one-day AI Workshop now
Build your competitive advantage
While others debate AI, you'll be deploying it. Our agentic workflows and frameworks do not just automate, they anticipate, optimize, and scale. Transform every customer touchpoint into a revenue opportunity and every service interaction into a competitive differentiator. Built on Anthropic AI and ServiceNow's platform for enterprise reliability.
Lightning-fast customer resolution with intelligent intake and automated workflows
Faster
Revenue models that adapt in real-time to market conditions and opportunities
Smarter
Unbreakable customer relationships through predictive service and proactive solutions
Stronger
Self-optimizing systems that grow revenue and reduce costs simultaneously
Scalable
AI-amplified teams delivering experiences your competitors can not match
Experience
Build a more dynamic business in 90 days
Re-define your industry
Our agentic solutions and frameworks are used to anticipate industry challenges, adapt to market shifts in real-time, and make decisions based on live market signals, not yesterday's data.
Most industry processes haven't fundamentally changed in decades
Partner with us to build the model that your competitors have to chase
Working with the leading AI and Platform Partners
We do not build in isolation. We orchestrate the leading platforms, to create business models that didn’t exist yesterday and the solutions that unlock them at speed.
Advanced Reasoning & Intelligent Decision Making
The future belongs to the companies that quickly connect best-in-class platforms together, building seamless, agentic-powered experiences
Our Teams
Three approaches to AI
Only one builds the future
Traditional System Integrators
Approach
Integrate what you have
Timeline
12 - 18 months
Result
Faster legacy systems
What you get
Expensive, complex integrations
Long-term
Still playing catch-up
AI Consultants
Approach
Add AI features
Timeline
6 - 9 months
Result
Smarter existing processes
What you get
Incremental improvements
Long-term
Competitors copy your features
The Whole Group
Approach
Build agentic business models
Timeline
90 days
Result
Competitive advantage you own
What you get
Market-leading capabilities
Long-term
Proprietary AI moat others can't replicate