Let’s get to work
Book a strategy call to:
- Build a measurable lead lifecycle
- Grow opportunity pipeline
- Reduce customer acquisition costs
- Increase marketing’s contribution to revenue
B2B SaaS Teams We've Helped Grow Pipeline
Dynatrace
ComplyAdvantage
Techstars
Zenefits
Circadence
Inbox Health
Duende Software
Uniken
VersaPay
Fireblocks
Results that move the number that matters
Average outcomes across active client engagements in the past 12 months
$12M+
Pipeline Generated
Across active client engagements — sourced, influenced, and accelerated
+34%
MQL→SQL Conversion
Average lift in lead-to-opportunity conversion after lifecycle model implementation
47 days
Time to First Pipeline
From kickoff to first sourced opportunity created through our work
2.1 mo
Faster CAC Payback
Average reduction in customer acquisition cost payback period
What to expect
From your first call to measurable pipeline impact — here's exactly how we work
1
Today · 30 minutes
Strategy Call
We learn about your GTM motion, current pipeline performance, and biggest growth blockers. You leave with a clear picture of what's possible and where we can help most.
No commitment required
2
48–72 hours after call
Custom Proposal
We send a tailored scope of work with specific deliverables, timeline, and pricing. No generic packages — everything is built around your goals and current stack.
Itemized deliverables + timeline
3
Week 1 · Kickoff sprint
Discovery & Audit
We audit your CRM, lifecycle stages, data sources, and existing infrastructure. This becomes the foundation for everything we build — no guesswork, all evidence-based.
CRM + data audit included
4
Weeks 2–6 · Build phase
Implementation
We build your revenue infrastructure — lifecycle models, Clay workflows, outbound sequences, attribution reporting, or whatever your engagement includes. You're involved, not burdened.
Weekly progress syncs
5
Month 2+ · Ongoing
Measure & Iterate
We track pipeline contribution, conversion rates, and CAC metrics. Every sprint we refine, optimize, and push the program further. You'll see the numbers move — and know exactly why.
Monthly reporting + dashboards
What our clients say
Real outcomes from B2B SaaS marketing and revenue teams
★★★★★
“
Formulytic rebuilt our entire lead lifecycle model and connected it directly to our HubSpot reporting. Within 60 days we had pipeline visibility we never had before — and our MQL-to-SQL rate jumped 28%.
Sarah Chen
VP of Marketing
Series B SaaS · $8M ARR
★★★★★
“
We were burning budget on channels we couldn't measure. They built our attribution model, tied it to our CRM, and showed us exactly which campaigns were driving revenue. Completely changed how we allocate spend.
Marcus Webb
Head of Revenue Operations
Enterprise SaaS · $24M ARR
★★★★★
“
The Clay GTM build they delivered generates 40+ qualified leads per week on autopilot. We went from a manual prospecting process to a fully automated, AI-personalized outbound engine in under 5 weeks.
Jordan Park
CMO
PLG SaaS · $15M ARR
Common questions
Everything you need to know before the call
01How long is the strategy call?
30 minutes. We keep it tight and focused. You'll leave with clear answers about whether there's a fit and what working together could look like.
02Who should join the call?
The decision-maker closest to pipeline and marketing performance — typically a Head of Marketing, VP Marketing, CMO, or Head of RevOps. Technical teammates welcome but not required.
03Do you work with early-stage companies?
We work best with B2B SaaS companies that have some existing pipeline motion — typically Series A and beyond. If you're pre-revenue, we're happy to point you toward the right resources.
04How quickly can we get started?
If there's a fit, we typically deliver a proposal within 48–72 hours and can kick off within one to two weeks, depending on scheduling and onboarding requirements.
05What does your pricing look like?
Engagements are scoped as monthly retainers based on service area and hours. We don't publish fixed pricing because every engagement is different — the strategy call is the best place to get a real number.
06Do you only work with HubSpot?
We're CRM-agnostic but have deep HubSpot expertise. We also work with Salesforce, Pipedrive, and other CRMs. Our Clay and outbound work is platform-independent.