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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The Formulytic operating model
How we actually work
Embed
Drop into your team, not over it
We join your standups, work in your CRM, and operate inside your Slack — as an extension of your team from day one. No transition meetings. No kickoff theater. We start in your tools, not in a deck.
Deliverables
- Embedded in standups, Slack, and CRM
- Stack and lifecycle walkthrough
- Pipeline and attribution baseline
- Stakeholder alignment across marketing, sales, and CS
Diagnose
Find where pipeline is actually leaking
We trace your funnel against 100+ B2B SaaS engagements to identify the exact lifecycle stages, attribution gaps, and channel inefficiencies draining pipeline — not the symptoms leadership sees in dashboards, the root causes hiding underneath.
Deliverables
- Lifecycle leak analysis vs. benchmarks
- Attribution and reporting gap audit
- Channel efficiency diagnosis
- Prioritized intervention plan
Build (Channels + Infrastructure, Together)
Design the system once, not twice
We deploy demand programs and revenue infrastructure in the same engagement — paid media wired into the lifecycle model that measures it, AI agents running inside the CRM that governs them. One team, one system, no handoffs between agencies.
Deliverables
- Campaign and program activation
- Lifecycle model and CRM architecture
- AI agents and Clay workflows
- Attribution and reporting dashboards
Compound
Make every quarter better than the last
We stay embedded to optimize, recalibrate, and scale what works — month over month, quarter over quarter. No project hand-back, no “we’re done here.” The system gets smarter the longer we run it.
Deliverables
- Monthly performance reviews
- Lifecycle and forecast recalibration
- Quarterly strategy sessions
- Continuous experimentation and scaling
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.
Learn more
See who we are and what we build
FAQ
Frequently asked questions
Engagements are ongoing monthly retainers, not fixed-term projects. The first 60-90 days follow the four-phase Formulytic Method (Assess, Strategize, Execute, Optimize), after which the engagement transitions into continuous optimization. Most clients see measurable pipeline impact within 60 days. There are no long-term contracts — we earn the relationship month to month.
Month one covers the Assess and Strategize phases. We audit your CRM, lifecycle stages, attribution setup, tech stack, and existing campaigns. We interview key stakeholders across marketing, sales, and finance. By the end of the month, you have a documented baseline, a growth roadmap with clear KPIs, and a prioritized execution plan ready to launch.
We measure against pipeline and revenue — not vanity metrics. Key metrics include SQLs generated, pipeline contribution, conversion rates by lifecycle stage, deal velocity, and forecast accuracy. Every engagement has a shared dashboard with real-time visibility into these metrics. We report monthly and adjust strategy based on what the data shows.
We work alongside your team as a senior extension — not a replacement. We plug into your existing workflows, attend your standups and pipeline reviews as needed, and execute directly in your CRM and marketing tools. The goal is to amplify your team's capacity with experienced operators, not to create a dependency on an external agency.
Most clients do. The Assess phase is specifically designed to evaluate what you have, identify what's working, and build on top of it — not start from scratch. We preserve existing workflows and configurations that are driving results and focus on closing gaps. If your lifecycle stages are solid but attribution is missing, we build attribution without disrupting what's already working.
Ready to accelerate your pipeline?
Book a strategy call to see how Formulytic can drive measurable revenue growth for your B2B SaaS organization.