AI Agent Teams for Small Business: 3 Projects to Start
Set up AI agent teams for small business: a closed-won to kickoff handoff with a promise ledger, content production and support triage, each with human approval.
News
Short notes on agentic services, the industry and our packages, written in plain language.
Sales to Customer Success Handoff: A Step-by-Step Guide
Who does what from Closed-Won to day 30: seven handoff steps with owners and dates, the promise ledger check, and what to send before kickoff.
How to Run a 60-Minute Kickoff Call After Closed-Won
A 60-minute kickoff agenda for the first call after Closed-Won: six blocks, the promise ledger check in the first 15 minutes, and what to send first.
BC AI Funding: What Small Teams Should Know Before Nov. 23
PacifiCan's BC AI funding closes Nov. 23, 2026. Who qualifies, what it covers, and how small Vancouver teams can plan a first AI agent.
Is 1Password the Sign-In Hub for People and AI Agents?
1Password for Agents, 2026 pricing, passkeys and SSO compared with Google, Apple and Microsoft, and what small businesses should do next.
How to Run Hermes Agent Locally with Ollama on an 8 GB Linux VPS (Zero Subscription Cost)
Install Hermes Agent and a small local model with Ollama on an 8 GB Linux VPS. No subscription.
Launch an AI-ready business in weeks, not months
Introducing the Agentic Business Launch at CAD $4,498, plus applicable taxes. Includes domain and hosting setup; renewals, ongoing hosting and app-store fees are yours. Terms apply.
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Plain-language updates on AI agents for business.
Canadian businesses are moving on AI. Agents are next.
19.2% of Canadian businesses used AI. Agents are next.
A packet is not a portal
Coldforge builds Closed-Won handoff packets — not another Rocketlane- or Dock-style customer workspace.
Kickoff Pack is live for CAD $97
Kickoff Pack is live: example PDF, the CAD $97 + applicable taxes packet and the CAD $49 + applicable taxes Starter Brief (plus applicable taxes). Human-reviewed Closed-Won handoff documents.
Why Closed-Won breaks in the first 48 hours
The first 48 hours after Closed-Won are when onboarding churn starts. A promise ledger beats searching Slack.
Sales to CS handoff checklist (what to include)
A sales-to-CS handoff checklist: brief, promise ledger, kickoff agenda, warm intro — and what to write in each.
HubSpot and Pipedrive sales-to-CS handoff — without a new platform
How to run a HubSpot or Pipedrive sales-to-CS handoff without buying another onboarding platform. Works for Canadian SaaS too.
What is a promise ledger?
A promise ledger lists sales commitments — including items not in the contract — so Customer Success doesn’t invent scope after Closed-Won.
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