zRev AI

AI built into the sales and marketing systems a B2B software company already runs: lead scoring, routing, outreach drafted from account research, CRM data cleanup and pipeline forecasting inside HubSpot or Salesforce. We design the model, build it, and document it so the client's team can run it without us. First engagement 60 days, scope and price fixed in writing. Typical results start inside 30 days and mature by 60; they vary by stack, data quality and adoption.

Go-to-market strategy for B2B software companies: who to sell to, how to reach them, and how to be found when buyers ask an AI assistant for a recommendation (answer engine optimization). We define the ideal customer profile, the channels and the message, then build the plan into the CRM the team already uses so it can be run without us. A first engagement is 60 days with scope and price fixed in writing.

Revenue operations for B2B software teams: clean CRM data, clear pipeline stages, lead scoring and routing, and a forecast the team can trust, built inside HubSpot or Salesforce. We audit the data, fix the fields and processes that break reporting, and add AI where it removes manual work. Everything is documented and handed to the client's team to run.

Lead generation and outreach for B2B software companies, run inside the client's own CRM. We define the target accounts, enrich and score them, draft outreach from account research with AI, and route replies to the right rep. The system is handed over to the client's team, so pipeline keeps building after the engagement ends.

Go-to-market research and due diligence. For investors and acquirers we read a target company's revenue engine: pipeline, CRM data, sales process, ideal customer and how buyers find it, and return an independent report. We also publish our own research, including The State of AEO in B2B SaaS, 2026, a study of how readable 274 B2B software websites are to AI assistants, released with an open dataset.