Service

AI-Powered Revenue Operations

A retainer engagement that installs and runs the full revenue operating system - existing tools assessed, pipeline designed, full-cycle automation built, forecasting and reporting live, ongoing representation and on-site support. At the end, you can optionally buy off the automation stack and training.

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At a glance

Format, duration, fit

Format

Monthly retainer

Duration

3+ months

Ideal for

Scale-ups and growing companies with a small or growing sales team, recently funded, ready to compound revenue without proportionally adding headcount.

Included

✓Existing tools assessment
✓Pipeline design
✓Full-cycle automation
✓Reporting
✓Forecasting
✓Ongoing representation
✓On-site support

Optional / on request

+Buy-off of the automation tool + training at end of engagement

Challenges

What we see in the market

•

Stack sprawl

Tools were bought reactively; nobody owns the architecture.

•

Untrusted forecast

Leadership can't rely on the numbers going to the board.

•

Manual work everywhere

Reps burn hours on research, admin and data entry instead of selling.

•

AI hype, no impact

AI tools purchased but the numbers haven't moved.

•

Scaling without leverage

Growth today means linearly adding headcount.

Our solution

How we fix it

We analyze the current stack, structure the operating system, automate full-cycle (prospect → pipeline → delivery) with AI agents, and scale plays that compound. Forecasting, reporting and on-site support run continuously. You own the outcome; optionally, you own the tool at the end.

Process

How we run it

01
Discovery
Audit revenue, GTM, data and tooling to baseline the current state.
02
Revenue Architecture
Blueprint the operating model: ICP, funnel, stages, roles and metrics.
03
Technology & AI Stack
Deploy CRM, workflow automation and AI agents as one connected system.
04
Human-Guided Outbound Operations
Operate the engine - AI executes, humans direct and approve every action.
05
Optimisation & Revenue Growth
Tune conversion, forecast accuracy and cycle time, then scale the plays.

Deliverables

What you get

✓Stack & data audit
✓CRM architecture and unified funnel
✓Full-cycle AI automation (research, enrichment, scoring, follow-up)
✓Forecast model & executive dashboards
✓Governance & QA framework
✓Ongoing operator support

Benefits

Outcomes you can expect

•

Trustworthy pipeline

Board-ready numbers every week.

•

3–5× rep productivity

AI automates research, admin and follow-up.

•

Compounding growth

Plays get better every month without more headcount.

•

Optional ownership

Buy off the automation and training when you're ready to run it in-house.

FAQ

Common questions

Why a 3+ month commitment?+

Full-cycle automation and forecast trust take a full quarter to install and a second quarter to prove. Shorter engagements exist for narrower scopes.

Which CRMs do you support?+

HubSpot, Salesforce, Pipedrive and Close.io. The model is fitted to your motion.

Can we buy the automation at the end?+

Yes - the buy-off (tool + training) is an optional exit path so your team can run the system independently.

Which AI models do you use?+

Best-of-breed - Anthropic, OpenAI, Google - orchestrated per task, with governance and human review.

Do you replace our in-house team?+

No - we install the system, represent it while it stabilises and hand it over.

Ready to install AI-Powered Revenue Operations?

Book a 30-minute strategy call and we'll map your Revenue Superblock.

Book Strategy Call