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Managed AI Operations for B2B SaaS

Human-led, AI-assisted operations for lean B2B SaaS teams

We combine experienced operators with AI workflows to reduce support load, clean up revenue operations, and scale without adding headcount.

See how it works

Add customer logos only with permission.

Start small

Pilot in 2–4 weeks. Keep scope tight, measure impact, expand only if it’s working.

Operate with metrics

Weekly dashboards: ticket deflection, response times, CRM hygiene, pipeline visibility.

Clean delivery

Documented SOPs, access control, and a clear handoff path if you bring things in-house later.

Commercial SaaS Teams

For venture‑backed or bootstrapped B2B SaaS teams that need CX, RevOps, or SDR operations to scale without adding headcount.

  • • HubSpot or Salesforce environments
  • • Lean teams with paying customers
  • • Pilot‑first engagement model

Government & Prime Contractors

For agencies and prime contractors that need scoped operational support with clear documentation, reporting, and pilot‑based delivery. Government contracting is executed through an SDVOSB partner.

  • • SDVOSB contracting path available (via partner)
  • • Task‑order / pilot friendly scope
  • • SOPs, reporting cadence, and clean handoffs

Services

We typically start with one operational bottleneck, prove value quickly, and expand only when it makes sense.

Managed CX Operations

Tier‑1 workflows, QA sampling, escalation paths, and reporting — so support stays fast and consistent.

KPIs: first response, resolution time, QA score

Managed RevOps Operations

CRM hygiene, lifecycle stages, routing, dashboards, and weekly reporting — so leadership can trust the numbers.

KPIs: stage conversion, SLA follow-up, data integrity

Managed SDR Operations

Targeting rules, sequencing hygiene, reply workflows, and reporting — so meetings come from signal, not volume.

KPIs: reply quality, meeting rate, deliverability

Supply Chain Management

Supplier sourcing, NPD coordination, quality control & inspection, and logistics/shipping — with documented workflows.

KPIs: lead time, defect rate, on-time delivery

Pricing

Simple retainers, scoped to your volume and tools. We’ll confirm after a short discovery call.

Free trial: a 7-day pilot on one workflow (limited scope) so you can evaluate fit before committing.

Managed CX Operations

$2k–6k

per month • tiered by ticket volume

  • • Triage + macros + routing
  • • QA sampling + feedback loop
  • • Weekly reporting

Managed RevOps Operations

$3k–12k

per month • scoped to CRM complexity

  • • CRM hygiene rules
  • • Lead routing + lifecycle
  • • Dashboards + exports

Managed SDR Operations

$1k–3k

per month • based on volume + ICP depth

Cancel anytime with 14-day notice

  • • List build + targeting
  • • Copy + A/B tests
  • • Reply handling support

Case Studies

Reviewable examples from pilot engagements (anonymized). Click to expand.

CX Operations – Series A SaaS (Anonymized)
Support spike after release → inconsistent triage and escalation load.
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Pain points
  • • Inconsistent Tier‑1 triage and uneven response quality
  • • Escalations too early/late, wasting engineering time and risking churn
  • • No QA cadence or trend reporting to product
What they needed
  • • Repeatable Tier‑1 workflow with clear escalation criteria
  • • Faster first response without immediate hiring
  • • Lightweight QA + weekly reporting
What we did
  • • Implemented ticket categories, priorities, SLAs, and triage rules in Zendesk
  • • Built macro library + response guidelines for consistent troubleshooting
  • • Designed escalation paths with owner mapping and checklists
  • • Added QA sampling + weekly trends report (top issues, root causes, suggested fixes)
Outcome (3 weeks)
  • • ~40% faster first response time
  • • Fewer unnecessary escalations; cleaner handoffs
  • • Founders removed from daily Tier‑1 queue
Tools: Zendesk • Slack • HubSpot
RevOps Operations – Seed SaaS (Anonymized)
Unreliable pipeline reporting → lifecycle ambiguity and routing errors.
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Pain points
  • • Lifecycle stages meant different things across teams
  • • Routing rules were brittle; exceptions handled manually
  • • Weekly reporting required manual cleanup
What they needed
  • • A lifecycle model with clear definitions + required fields
  • • Reliable routing + alerts so no lead is missed
  • • Dashboards leadership could trust
What we did
  • • Rebuilt lifecycle definitions, required properties, and naming standards
  • • Cleaned lead source + campaign tracking to restore attribution
  • • Fixed routing logic with QA checks and documented edge cases
  • • Implemented dashboards (pipeline, conversion, SLA follow‑up) + weekly review cadence
Outcome (4 weeks)
  • • Routing errors reduced; follow‑up became consistent
  • • Reporting usable without manual cleanup
  • • Clear ownership across sales & marketing
Tools: HubSpot CRM
SDR Operations – Bootstrapped SaaS (Anonymized)
Outbound running → inconsistent list quality and reply workflows.
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Pain points
  • • ICP drift; bad-fit accounts entering sequences
  • • Replies not categorized; occasional missed hot replies
  • • Messaging tests weren’t tracked, limiting learnings
What they needed
  • • ICP filters + list QA gates
  • • Repeatable reply workflows
  • • Simple measurement to improve messaging
What we did
  • • Tightened ICP and added list quality checks before sequencing
  • • Standardized sequencing hygiene (send windows, throttling, exclusions, bounce handling)
  • • Built reply playbooks: categorize → route → follow‑up templates
  • • Added weekly review: reply quality, meetings, and messaging iteration
Outcome (30 days)
  • • Higher-quality replies; fewer bad-fit threads
  • • More consistent meeting flow without higher send volume
  • • Clear visibility into which segments and messages worked
Tools: Apollo/ZoomInfo • HubSpot/Salesforce • Sequencing
Supply Chain Management – Import to U.S. (Anonymized)
Overseas production → predictable U.S. delivery with fewer surprises.
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Pain points
  • • Shipments arrived late or with incomplete paperwork, causing customs holds
  • • Vendor lead times were unclear; milestones weren’t tracked
  • • No single owner across supplier → freight → customs → final delivery
What they needed
  • • A repeatable import workflow with checkpoints and owners
  • • Clean docs standards (invoice, packing list, HS codes, COO when needed)
  • • Predictable ETAs for U.S. customers/warehouse
What we did
  • • Built a shipment SOP: milestones → booking → export docs → customs → last‑mile delivery
  • • Standardized documentation + pre‑shipment checks to prevent holds
  • • Coordinated suppliers, forwarder, and customs broker with a single timeline + weekly updates
  • • Added exception playbooks (delays, rework, missing docs) + proactive customer ETAs
Outcome (6–8 weeks)
  • • Fewer customs delays and fewer “surprise” fees
  • • More reliable ETAs and smoother warehouse receiving
  • • Clear accountability across the delivery chain
Tools: Supplier tracker • Freight forwarder • Customs broker • 3PL

Team

A small, senior team focused on execution. Replace the placeholders below with your real bios and photos.

Photo

Victor M.

Founder • Operations

Runs delivery end-to-end: scoping, SOPs, and operational cadence. Experienced in cross-border execution, process design, and stakeholder communication. Focused on measurable outcomes and clean handoffs so teams can scale without adding chaos.

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Team Member

RevOps Lead

Owns CRM hygiene, lifecycle stages, lead routing, and reporting. Experienced with HubSpot/Salesforce operations, dashboarding, and process alignment between sales and marketing. Keeps systems simple, auditable, and usable by the team.

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Team Member

CX Automation Lead

Designs Tier-1 workflows: triage, macros, QA sampling, and escalation paths. Helps teams reduce response times while protecting customer experience. Strong focus on measurable service levels and practical playbooks your team can maintain.

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Team Member

SDR Ops Lead

Supports outbound operations: ICP targeting, list build, sequencing, and reply workflows. Runs small experiments, tracks results, and keeps outreach clean and compliant. Focused on quality meetings, not volume.

FAQ

What tools do you support?

We typically work with common SaaS stacks (e.g., HubSpot/Salesforce, Zendesk/Intercom, Google Workspace). We’ll confirm your stack on the call.

Do you replace my team?

No. We handle repeatable ops tasks and improve process quality. Your team keeps strategy and customer ownership.

How do pilots work?

We define a narrow scope, agree on KPIs, and run a 2–4 week pilot. If it’s working, we expand. If not, you walk away with clean documentation.

Do you work with HubSpot or Salesforce?

Yes — we commonly support HubSpot and Salesforce, plus the surrounding stack (forms, enrichment, routing, reporting). We’ll confirm your exact setup on the call.

How quickly can we start?

Typically within 1–2 weeks after discovery, depending on access and scope. We start with a narrow pilot to prove value quickly.

What do you need from us to be successful?

Clear ownership on your side, the right tool access, and fast feedback during the first 2–4 weeks. We’ll keep scope tight and document everything as we go.

Let’s talk

If it’s useful, we can do a quick 15–20 minute discovery call. No pressure.

Email us

Calendly blocked? Send a quick note and we’ll reply by email.

We’ll reply within 1 business day.