Scope of work
Transparent pricing for teams that want embedded expertise — not hourly billing and vague deliverables. We work across your entire MarTech stack, not just one platform.
We work with a limited number of clients at any time to maintain delivery quality. If you're evaluating Formulytic, the strategy call is the right first step — we'll tell you honestly whether we're the right fit.
Demand Generation
Starting at
Full lifecycle demand execution for B2B SaaS teams ready to scale pipeline.
- Paid media management & optimization
- Organic search & content strategy
- AEO/GEO (AI search optimization)
- AI-powered outbound & agentic automation
- Clay enrichment & personalization
- Account-based marketing (ABM)
- Lifecycle model forecasting across channels
- Attribution optimization
- Go-to-market campaign support
- Quarterly budget planning
Revenue Growth Stack
Starting at
The complete package — demand generation and revenue operations working as one integrated system.
- Everything in Demand Generation
- Everything in Revenue Operations
- Unified lifecycle model across both pillars
- Cross-functional team alignment
- Integrated reporting and attribution
- Single point of accountability
Revenue Operations
Starting at
Systems, data, and process infrastructure to make your revenue motion scalable and measurable.
- Lifecycle model development
- Attribution model development
- Marketing automation administration
- CRM administration
- Conversion & velocity reporting
- Revenue recognition
- Marketing + sales technology integration
- Sales activity & performance reporting
- Data quality and integrity
Individual pricing is provided as part of our consultation process. All engagements are scoped to your specific needs.
Who we're for
Find the right fit for your stage
Scaling your marketing engine
Best suited for organizations with product-market fit that need predictable, full-lifecycle demand systems — not just more traffic.
Typical profile
- Series A–C B2B SaaS companies
- $5M–$50M ARR
- Small or early-stage marketing team
- Ready to build channel + lifecycle strategy
- Works across HubSpot, Salesforce, and Marketo
Full-stack revenue growth
For organizations ready to build an integrated revenue system where demand generation and operations run from unified playbooks.
Typical profile
- Series B+ companies scaling aggressively
- $10M–$100M+ ARR
- Revenue leader owning full-lifecycle growth
- Needs demand gen & RevOps under one roof
Building your revenue infrastructure
Ideal for companies experiencing marketing-sales misalignment, unreliable data, or operational gaps impeding growth.
Typical profile
- Teams using HubSpot, Salesforce, or Marketo
- Gaps in pipeline and revenue reporting
- Sales and marketing on different playbooks
- CRM data leadership doesn’t trust
“If you’re looking for a demand generation and revenue operations partner — just stop. Formulytic is a must have on every team.”
Head of Marketing
Lambda Labs
Trusted by B2B SaaS teams at
This is a partnership
The above packaging guidelines are merely that — guidelines. Due to the number of variables involved, individual pricing will be provided as part of our consultation process.
We operate at high demand with limited team capacity and can’t accept every prospect. We prioritize deep cross-team alignment and collaboration in every client relationship.
What to expect
Four-phase engagement structure
Discovery
Deep dive into your current GTM motion, tech stack, and team structure.
- Lifecycle model audit & benchmarking
- Tech stack & CRM review
- ICP definition & GTM alignment
Strategy
Tailored revenue model, lifecycle stages, and execution roadmap.
- Campaign & program strategy
- Reporting framework design
- Attribution model selection
Execution
Implementation across CRM, campaigns, automation, and reporting.
- Campaign activation & automation
- Dashboard & reporting launch
- Pipeline optimization & iteration
Scale
Ongoing optimization, measurement, and expansion of what works.
- Monthly performance reviews
- Model recalibration & forecasting
- Expansion strategy development
At a glance
Engagement snapshot
FAQ
Frequently asked questions
Find the right engagement for your team
Book a strategy call and we'll scope a proposal tailored to your stage, stack, and growth targets — so you know exactly what you're getting and what it costs.