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Managed AI Operations for B2B SaaS

Human-led, AI-assisted operations for lean B2B SaaS teams

We combine experienced operators with AI workflows to reduce support load, clean up revenue operations, and scale without adding headcount.

See how it works
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SAM Certified: 8XTC8 · Delaware Supplier Diversity
Certification Number: DE21073849

Built for founder-led teams and lean ops

Fast onboarding
Clear weekly reporting
Process + tooling
Practical SLAs

Add customer logos only with permission.

Start small

Pilot in 2–4 weeks. Keep scope tight, measure impact, expand only if it’s working.

Operate with metrics

Weekly dashboards: ticket deflection, response times, CRM hygiene, pipeline visibility.

Clean delivery

Documented SOPs, access control, and a clear handoff path if you bring things in-house later.

Services

We typically start with one operational bottleneck, prove value quickly, and expand only when it makes sense. Most teams begin with CX or RevOps, then layer additional support over time.

CX Automation

AI-assisted Tier-1 support, ticket triage, macros, and quality checks. Reduce backlog and response times without sacrificing customer experience.

KPIs: ticket volume handled, first response time, CSAT

RevOps Automation

CRM hygiene, lifecycle stages, lead routing, and reporting that sales teams actually trust. We fix broken processes before they become revenue problems.

KPIs: data completeness, routing accuracy, pipeline visibility

SDR Ops

Outbound experiments and operational support for teams that already have product-market clarity. Best used as a focused pilot or add-on — not a volume spray.

KPIs: replies, meetings, lead quality

Back-Office Ops

Invoice/expense workflows, reconciliations, reporting, and documentation.

KPIs: cycle time, error rate, on-time close

Sales Ops

Playbooks, deal stages, proposal workflows, and a clean operating cadence.

KPIs: stage conversion, sales cycle, process adherence

Vertical AI-BPO

Industry-specific operations once we’ve validated repeatable playbooks.

KPIs: cost reduction, throughput, compliance

Supply Chain Management

Supplier sourcing, new product development (NPD) coordination, quality control & inspection, and logistics/shipping. We run the day-to-day execution so your team can ship reliably without constant firefighting.

KPIs: lead time, defect rate, on-time delivery, landed cost

What’s included
  • • Supplier sourcing: identify, qualify, and compare suppliers
  • • NPD coordination: DFM feedback, sampling, and iteration tracking
  • • QC & inspection: checklists, AQL sampling, defect reporting, CAPA follow-up
  • • Logistics & shipping: booking, documentation, and delivery tracking
  • • Ops cadence: weekly status, risk register, and escalation path

Scope is tailored to your product and volume. We’ll confirm on a short call.

No pressure — we’ll align on scope and whether a pilot makes sense.

Roadmap

Land → expand. Each step adds compounding leverage.

CX Automation

Start here: AI-assisted Tier-1 support + routing + QA.

Cancel anytime with 14-day notice

CSAT • Response

RevOps Automation

Clean CRM, lifecycle stages, routing, and reporting.

Cancel anytime with 14-day notice

Hygiene • Routing

Back-Office Ops

Invoices, expenses, reconciliations, and month-end support.

Cycle • Accuracy

Sales Ops

Playbooks, proposals, and operating cadence.

Conversion • Cycle

Vertical AI-BPO

Repeatable workflows for a specific vertical (moat).

Cost • Throughput

SDR Ops can run alongside any phase as a core service.

Pricing

Simple retainers, scoped to your volume and tools. We’ll confirm after a short discovery call.

Free trial: a 7-day pilot on one workflow (limited scope) so you can evaluate fit before committing.

CX Automation

$2k–6k

per month • tiered by ticket volume

  • • Triage + macros + routing
  • • QA sampling + feedback loop
  • • Weekly reporting

RevOps Automation

$3k–12k

per month • scoped to CRM complexity

  • • CRM hygiene rules
  • • Lead routing + lifecycle
  • • Dashboards + exports

SDR Ops

$1k–3k

per month • based on volume + ICP depth

Cancel anytime with 14-day notice

  • • List build + targeting
  • • Copy + A/B tests
  • • Reply handling support

Team

A small, senior team focused on execution. Replace the placeholders below with your real bios and photos.

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Victor M.

Founder • Operations

Runs delivery end-to-end: scoping, SOPs, and operational cadence. Experienced in cross-border execution, process design, and stakeholder communication. Focused on measurable outcomes and clean handoffs so teams can scale without adding chaos.

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Team Member

RevOps Lead

Owns CRM hygiene, lifecycle stages, lead routing, and reporting. Experienced with HubSpot/Salesforce operations, dashboarding, and process alignment between sales and marketing. Keeps systems simple, auditable, and usable by the team.

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Team Member

CX Automation Lead

Designs Tier-1 workflows: triage, macros, QA sampling, and escalation paths. Helps teams reduce response times while protecting customer experience. Strong focus on measurable service levels and practical playbooks your team can maintain.

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Team Member

SDR Ops Lead

Supports outbound operations: ICP targeting, list build, sequencing, and reply workflows. Runs small experiments, tracks results, and keeps outreach clean and compliant. Focused on quality meetings, not volume.

FAQ

What tools do you support?

We typically work with common SaaS stacks (e.g., HubSpot/Salesforce, Zendesk/Intercom, Google Workspace). We’ll confirm your stack on the call.

Do you replace my team?

No. We handle repeatable ops tasks and improve process quality. Your team keeps strategy and customer ownership.

How do pilots work?

We define a narrow scope, agree on KPIs, and run a 2–4 week pilot. If it’s working, we expand. If not, you walk away with clean documentation.

Do you work with HubSpot or Salesforce?

Yes — we commonly support HubSpot and Salesforce, plus the surrounding stack (forms, enrichment, routing, reporting). We’ll confirm your exact setup on the call.

How quickly can we start?

Typically within 1–2 weeks after discovery, depending on access and scope. We start with a narrow pilot to prove value quickly.

What do you need from us to be successful?

Clear ownership on your side, the right tool access, and fast feedback during the first 2–4 weeks. We’ll keep scope tight and document everything as we go.

Let’s talk

If it’s useful, we can do a quick 15–20 minute discovery call. No pressure.

Email us

Calendly blocked? Send a quick note and we’ll reply by email.

We’ll reply within 1 business day.