Socio360
Run the scan
REVENUE OPERATIONS FOR B2B STARTUPS

A revenue system you can trust.

Clean data, clear handoffs, attribution your board can read — AI agents do the volume, senior operators own the judgment.

01 — HOW WE START

Clarity before prescription.

Predictability first. Efficiency second. Clarity before either.

Every engagement starts with a Reveal, not a retainer. The Reveal tells you which investment pays off fastest at your stage — a demand engine or a revenue system — and the scored report and roadmap are yours to keep either way. If pipeline predictability comes first for you, we’ll say so, and build that.

i
At Gate 1 instead?
If pipeline predictability comes first, the Gate 1 cycle is the faster path. See Pipeline Generation →
02 — WHAT WE BUILD

From CRM to boardroom, every dollar attributable.

01
CRM architecture

Your CRM rebuilt around your real sales motion — one source of truth.

02
Data hygiene & enrichment

AI agents keep records clean, complete, and current — at volume.

03
Attribution layer

Every dollar traced to its source, in a language the board reads.

04
Handoffs & process

Marketing → sales → success, with nothing dropped between them.

05
Reporting rhythm

Dashboards refreshed automatically, reviewed on a weekly cadence.

06
Quarterly re-scan

The RADAR™ score, re-run every quarter — a maturity trendline.

03 — WHO THIS IS FOR

Gate 2 teams: leads in, leaks out.

  • You’re generating leads at $1M–$15M ARR — but every dashboard tells a different story.
  • Handoffs drop deals — marketing, sales, and success run on disconnected tools.
  • The board asks, you estimate — attribution is a spreadsheet exercise, not a system.
04 — FAQ

Why not hire in-house?

Why not hire a RevOps lead instead?
Work that needed a five-person team in 2023 now runs on AI agents supervised by senior operators. You get the seats we've held ourselves — at a fraction of the cost of a full team, from day one, with no ramp time.
Who does the work — AI or people?
AI does the volume, senior operators own the judgment. Everything customer-facing passes a human review gate.
What if we need pipeline first, not operations?
Then the Reveal will say so. Every engagement starts with a Reveal, not a retainer — and the scored report and roadmap are yours to keep either way.
GET STARTED

Clarity before prescription.

The Reveal tells you which investment pays off fastest at your stage. Two weeks, scored report, gate verdict — yours to keep.

Still figuring out if we can help?

Get a personalized answer from your everyday AI tool