The Formulytic Method
A disciplined, four-phase framework that combines demand execution with operational infrastructure. Senior backing for your in-house teams — with granular execution and measurement.
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Four phases
From assessment to scale
Assess
Tech stack and lifecycle audit
We evaluate your current infrastructure, lifecycle performance, team alignment, and data quality to establish a clear baseline.
Deliverables
- ICP and TAM assessment
- CRM and lifecycle audit
- Attribution gap analysis
- Tech stack review
Strategize
Growth roadmap and KPIs
We develop a growth roadmap aligned to your business objectives — with clear KPIs, lifecycle stage definitions, and channel strategy.
Deliverables
- Revenue model design
- Channel and program mix
- KPI framework
- Resource allocation plan
Execute
Campaign construction and automation
We build and launch — campaigns, workflows, CRM configuration, reporting dashboards, and outbound infrastructure.
Deliverables
- Campaign launches
- CRM and workflow builds
- Clay and outbound setup
- Reporting dashboards
Optimize
Measure, iterate, scale
We continuously refine based on pipeline data — doubling down on what works, cutting what doesn't, and scaling winners.
Deliverables
- Pipeline contribution tracking
- Conversion rate analysis
- Monthly optimization sprints
- Quarterly strategy reviews
Dual track
Demand + operations, working together
Demand & Execution
Content creation, outbound campaigns, paid media, ABM programs — the activities that generate pipeline.
Operations Support
CRM configuration, data management, reporting infrastructure, and automation — the systems that make execution measurable.
How we work
What it's like to work with us
Hands-on Support
With ever-changing ways to reach prospects and target accounts, you need strategies that perform. We bring over a decade of experience working with 100+ clients.
Open Door Policy
We value the autonomy necessary to bring forth new strategies, and build trust through granular execution and measurement. No hourly rates — we're here to win together.
Cross Functional
We work with multiple stakeholder groups to ensure everyone is aligned — adding cohesion and synergy across marketing, sales, success, and finance teams.
Ready to accelerate your pipeline?
Book a strategy call to see how Formulytic can drive measurable revenue growth for your B2B SaaS organization.