Your engineers are great at building product. Not at building your revenue ops.

Your engineers stay on product - this is about the revenue-ops roles you haven't hired for yet.

We build the revenue systems that make your sales and customer success repeatable - so growth doesn't depend on a few people remembering how it's done.

The Short Answer

The software industry covers SaaS companies, on-premise software vendors, platform businesses, vertical SaaS, infrastructure software, developer tools, and AI-native product companies that build and sell software to other businesses or end users. Operationally it spans product development, demand generation and lead capture, sales pipeline management, customer onboarding, customer success and retention, renewals, expansion, billing, and support. AI is applied to lead scoring and routing, sales forecasting and pipeline intelligence, customer health monitoring and churn prediction, product analytics, in-product onboarding, AI-assisted support deflection, and automated marketing-to-sales-to-CS handoffs.

Sound familiar?

Leaky Funnel

Leads come in but don't convert at the rate they should. The handoff from marketing to sales to CS is broken somewhere - but you can't see where.

Forecasting Nobody Trusts

Your board asks for forecast accuracy. Your CRM says one thing. Your gut says another. You're guessing in a meeting.

Churn You Can't See Coming

Customers churn and your first signal is the cancellation. By then, it's too late to save them.

What we build for Software

System / Agent

What It Does

Full-Funnel Revenue Systems

Connect your marketing, sales, and CS systems into a single pipeline with clean attribution.

Lead Scoring & Routing

AI scoring and instant routing based on fit, behavior, and intent signals.

Sales-to-CS Handoff System

Structured, automated handoff that transfers context without losing a thing.

Customer Health Monitoring

Real-time health scores for every account, with alerts for churn risk signals.

Churn Prevention Agent

Identifies at-risk accounts 60-90 days out and triggers save sequences automatically.

Pipeline Intelligence Agent

AI-generated weekly forecast with confidence scoring and deal-level commentary.

$1M+/yr

Cost of the next 10 RevOps and CS hires - the default fix for a leaky funnel (stated assumption, ~$100K loaded each)

Days → hours

Lead routing and handoff once scoring runs on every inbound

60-90 days

How far out the system flags churn risk before the cancellation (design target)

The AI hype machine sells you tools. Your own reflex says post another req. Both leave you paying for the same slow process forever.

Your current team stays - this is about the roles you haven't posted yet. People do the judgment work; systems do the process work.

Stop buying hours. Start owning systems.

Real results in software.

Kitcast

AI Agents Open Enterprise Pipeline From Scratch

Kitcast, a Silicon Valley-based startup in the digital signage space, engaged Revenue Institute to build an automated Account-Based Marketing (ABM) strategy from scratch. Focused on digital sign management - the software behind media screens in retail, corporate offices, and public venues - Kitcast was a small startup of Ukrainian immigrants competing against billion-dollar incumbents. Without any existing network in the US, they needed enterprise pipeline fast.

Read the full case study

120 days

Time to First Enterprise Pipeline

180-360 days

Typical Cycle, Per Operators We Talk To

15 people

Team Size

Three steps. No commitment until you see the plan.

1

Book a 30-minute strategy call - or start the free AI Opportunity Assessment if you're not ready to talk.

2

We audit the work you were about to hire for.

3

A working system in your business inside the first 100 days - your team sees it running before the engagement ends.

Common Questions

Quick answers to what most software leaders ask before we kick off.

We'd normally just hire another AE or CS rep to cover the gap. Why systems instead?

Because hiring is the reflex every board and VP of Sales reaches for, and it's the one that breaks the model when growth depends on a few people remembering how things are done. Ten more sales or CS hires is roughly $1M a year in loaded payroll (a stated assumption at about $100K each) for the follow-up, reporting, and handoff work a system runs the same way every time. Your engineers stay on product and your reps stay on relationships; the system does the revenue-ops plumbing - the follow-ups, the data hygiene, the handoffs between sales and CS. You move from growth that depends on institutional memory to growth that's repeatable on the team you have. This is about the roles you haven't posted yet.

Why wouldn't we just build this ourselves?

You could. But your engineers' time runs $150-300/hr loaded (a stated assumption) building product - not pipeline infrastructure. Building revenue systems is our entire business. You'd spend 6-12 months figuring out what we already know.

We're already using HubSpot/Salesforce. Can you work with our existing stack?

Yes. We work with every major CRM and are tool-agnostic. We'll optimize what you have before recommending new tools.

How long does it take to get a system live?

First system live in 30-60 days, and a working revenue operating model inside the first 100 days. We start with the leakiest part of your funnel so you see lift before the whole stack is built.

What happens when the AI gets something wrong?

Every agent has guardrails, confidence thresholds, and human-in-the-loop checkpoints for high-stakes actions. Reps still own deals - the agent removes the busywork and surfaces the signal.

How much engineering bandwidth do we need from our side?

Minimal. A point person to grant access and answer questions, plus 1-2 hours a week of GTM leadership review. We do the build.

How do you handle our customer data and security?

We work inside your existing tools, infrastructure, and permissions where possible - scoped credentials your team grants and can revoke, and no model training on your data. We sign DPAs and complete security questionnaires as standard.

What does this cost compared to hiring a RevOps lead?

A senior RevOps lead runs $180-220K loaded (a stated assumption). We scope the engagement to pay for itself inside two quarters by lifting forecast accuracy, conversion, and net revenue retention - without adding a permanent headcount line.

Every AI vendor promises to fix our funnel. Why are you different?

We'll tell you where we're not the fit, and we don't sell you a tool and leave. Most of the AI pitches in your inbox are hype, and the honest alternative to hype is the same reflex you already know: throw headcount at RevOps and CS. Ten of those hires is roughly $1M a year in loaded payroll (a stated assumption at about $100K each) for pipeline hygiene, routing, and churn watching a system does continuously. Your team stays on the deals and the customers; the system does the scoring, the handoffs, and the health monitoring. You move from growth that depends on a few people remembering how it's done to repeatable systems your team owns after handoff. That's the difference - a working system in your stack, not another dashboard.

Ready to see this applied to your software operation?

Book a 30-minute strategy call. We'll audit the work you were about to hire for and show you exactly what we'd build - a working system in your business inside the first 100 days. Not ready to talk? Start the free AI Opportunity Assessment.