Invest in pipeline you can actually measure
Embedded expertise across your entire MarTech stack — not hourly billing, not vague deliverables. One team building the channels and the infrastructure that proves they work.
100+
B2B SaaS engagements
$100M+
Pipeline generated
60d
Avg. time to impact
Trusted by B2B SaaS teams at
Clients typically see measurable pipeline impact within 60 days. We work with a limited number of teams at any time to maintain delivery depth — if you're evaluating Formulytic, the strategy call is the right first step.
Demand Generation
Starting at
Full lifecycle demand execution — including AI agents and agentic prospecting — 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
- AI agents built inside your revenue infrastructure
- 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.
Why Formulytic
How we compare
The cost of a fractional team, the depth of an in-house one.
| Formulytic | Typical Agency | In-House Hire | |
|---|---|---|---|
| Monthly cost | $10–15k/mo | $8–25k/mo | $25–40k+/mo (fully loaded) |
| Time to impact | 60 days avg. | 90–120 days | 3–6 months (after hiring) |
| GTM + RevOps integration | Built as one program | Separate vendors | Separate headcount |
| Platform flexibility | HubSpot, Salesforce, Marketo | Usually one platform | Depends on who you hire |
| AI agents & automation | Built inside your CRM | Bolt-on or outsourced | Requires dedicated hire |
| Accountability | Single team owns pipeline | Finger-pointing between vendors | Org chart dependencies |
“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
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
We keep our roster small on purpose
Every engagement is scoped to your stage, stack, and growth targets during the consultation process. The tiers above are starting points — your proposal will reflect exactly what you need.
We cap active clients so every team gets embedded attention, not a project manager forwarding tickets. If we're not the right fit, we'll tell you on the first call.
What to expect
Four-phase engagement structure
Embed
We drop into your team — standups, Slack, CRM. No transition meetings, no kickoff theater.
- Embedded in standups, Slack, and CRM
- Stack and lifecycle walkthrough
- Stakeholder alignment across marketing, sales, and CS
Diagnose
We trace your funnel against 100+ B2B SaaS engagements to find where pipeline is actually leaking — root causes, not symptoms.
- Lifecycle leak analysis vs. benchmarks
- Attribution and reporting gap audit
- Prioritized intervention plan
Build
Channels and infrastructure deployed in the same engagement — paid media wired into the lifecycle model that measures it, AI agents running inside the CRM that governs them.
- Campaign and program activation
- Lifecycle model and CRM architecture
- AI agents, Clay workflows, and reporting dashboards
Compound
We stay embedded to optimize, recalibrate, and scale what works. No project hand-back — the system gets smarter the longer we run it.
- Monthly performance reviews
- Lifecycle and forecast recalibration
- Continuous experimentation and scaling
FAQ
Frequently asked questions
We offer monthly retainers starting at $10,000/month for single-pillar engagements. Pricing is scoped to your specific needs during the consultation process — the tiers above are guidelines, not fixed packages.
We ask for a 3-month minimum to allow enough time for the Discovery, Strategy, and Execution phases to generate measurable results. After that, engagements continue month-to-month with no lock-in.
Yes. Many clients start with Demand Generation or Revenue Operations and expand to the Revenue Growth Stack as they see results. We design systems to be modular so adding the second pillar is seamless.
Everything needed to execute — strategy, implementation, reporting, and optimization. We embed into your team, attend standups, and work in your tools. There are no hidden fees for meetings, revisions, or tool setup.
Retainer-based engagements are our priority — they produce significantly better outcomes because we operate as an extension of your team, not a vendor completing tasks. That said, we do consider project-based work on a case-by-case basis for well-scoped initiatives like CRM migrations, audit engagements, or lifecycle model builds.
We build attribution and reporting into every engagement from day one. You’ll have clear visibility into pipeline contribution, conversion rates, deal velocity, and marketing’s revenue impact — measured against the baseline we establish during Discovery.
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.