What kind of companies do you work with?

Mostly early-stage and scaling B2B startups — typically teams between 3 and 50 people. But we've also worked with larger teams on specific operational challenges. If your ops are broken and you're moving fast, we're probably a fit.

How is this different from hiring a freelancer or using an AI agency?

Most AI agencies lead with tools. We lead with business understanding. We've actually run operations at startups — marketing, sales, support, HR, product. We diagnose why something is broken before we touch any tool. That means we build the right solution, not just a technically impressive one.

What does the free ops audit include?

A 30-minute call where we map your current workflows, identify your top 3 bottlenecks, and give you a concrete plan for what to automate and in what order — with estimated time and cost savings. No fluff, no sales pitch. You walk away with an actionable plan whether you work with us or not.

How long does a typical project take?

Simple automations ship in 3-5 days. Medium-complexity workflows take 1-2 weeks. Large systems (like a full revenue ops stack or an AI knowledge base) take 3-4 weeks. We scope tightly and deliver fast — you'll see working prototypes within the first week.

Do you offer ongoing support after a project?

Yes. We offer monthly retainers for ongoing optimization, monitoring, and new automation builds. Most of our clients start with a project and transition to a retainer because as they grow, new bottlenecks appear. We evolve the system with them.

What if we don't know what needs to be automated?

That's the most common starting point. You don't need to come with a spec — just come with your problems. We'll audit your entire workflow, identify the highest-ROI automation opportunities, and prioritize them. That's literally what the free ops audit is for.

Can you help with HR and people operations specifically?

Absolutely. HR is one of our core areas. We automate recruiting pipelines (sourcing, screening, scheduling), employee onboarding flows, leave and attendance tracking, performance review cycles, payroll integrations, and offboarding checklists. Everything from "we posted a job" to "they're fully onboarded and productive."

How do you price your services?

Project-based with clear scope and deliverables. We quote after the audit so pricing is based on your actual needs, not a generic rate card. Retainers are monthly, flat-fee, and scoped to a set number of hours and deliverables. No surprises.

High ComplexityInternal Workflows & DataB2B SaaS4 weeks delivery

Revenue Ops Command Center

Unified revenue dashboard with real-time MRR, churn, expansion metrics, and AI-generated weekly narrative briefings.

Real-time

Revenue Reporting

5 days

Reporting Time Eliminated

23%

Net Revenue Retention Up

Weekly Narratives

Revenue Ops Command Center — Workflow

Production

Revenue Ops Command Center

99.9% success

156,000 runsLast: Just now

Integrations

Salesforce

Segment

dbt

Retool

Stats

Nodes

Edges

Real-time sync

Salesforce

Sales Data

Status

Running

TypeTrigger

Executions156,000

node-1

Pipeline data

Segment

Product Analytics

Status

Running

TypeAction

Executions148,200

node-2

Usage events

dbt

Data Transforms

Status

Running

TypeAction

Executions140,400

node-3

Clean metrics

Retool

Dashboard UI

Status

Running

TypeAction

Executions132,600

node-4

All systems operational

4 nodes3 connectionsv2.4.1

The Problem

The Challenge

A Series B SaaS company with $8M ARR had data spread across 6 tools: sales pipeline in Salesforce, product usage in Segment, support metrics in Zendesk, billing in Stripe, finance in spreadsheets, and marketing in HubSpot. The RevOps lead spent a full week every month pulling data from each tool, reconciling numbers in Excel, and building a board deck. The leadership team was making decisions based on data that was 3-4 weeks old. They had no real-time visibility into MRR, churn, expansion, or pipeline health.

How We Fixed It

Our Solution

Mapped the data architecture: identified every source system, the key metrics each one holds, and how they connect (e.g., Salesforce account ID → Segment user ID → Stripe customer ID).

Set up Segment to collect and route product usage events to a PostgreSQL data warehouse, alongside data syncs from Salesforce, Stripe, and Zendesk.

Built dbt models that transform raw data into clean, business-logic tables: MRR calculations (new, expansion, contraction, churn), cohort analyses, pipeline velocity metrics, and support health scores.

Deployed Retool dashboards with real-time views: MRR waterfall, churn analysis, expansion revenue, pipeline coverage, rep performance, support SLA compliance, and customer health scores.

Integrated OpenAI to generate weekly narrative briefings: plain-English summaries of key trends, anomalies, and recommended actions based on the underlying data.

Configured Slack delivery: Monday morning briefings with key metrics, week-over-week changes, and red flags — delivered to leadership, sales, CS, and product channels.

Tools & Infrastructure

Tech Stack

Salesforce

Sales data source. Provides pipeline, deal stage, revenue forecasts, and account relationship data for the unified model.

Segment

Product analytics pipeline. Collects user behavior events and routes them to the data warehouse for usage-based health scoring.

dbt

Data transformation layer. Converts raw data from multiple sources into clean, tested, version-controlled business metrics and models.

Retool

Dashboard and reporting UI. Real-time interactive dashboards for leadership, with drill-down capabilities and role-based access.

Impact & Outcomes

The Results

Real-time

Revenue Reporting

Revenue metrics updated in real-time instead of monthly — leadership makes decisions on current data, not 3-week-old snapshots.

5 days

Reporting Time Eliminated

Monthly reporting that took a full week now happens automatically and continuously.

23%

Net Revenue Retention Up

Better visibility into expansion and churn signals improved NRR from 108% to 133% over 6 months.

Weekly Narratives

AI-generated Monday morning briefings give leadership plain-English insights without needing to interpret dashboards.

Want results like these?

Book a free ops audit and we'll show you exactly where automation can transform your workflows.

Book a Free Ops Audit

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