Your best people spend half their day on work a system should handle.

Your current team stays - this is about the process work you haven't hired for yet.

We find the manual, repetitive work draining your team - then build and run the systems that take it off their plate. Whatever your industry, the drag looks the same and the fix is the same.

The Short Answer

Revenue Institute serves mid-market operators across every major industry. The engagement model is the same regardless of vertical: a process audit identifies the highest-ROI automation opportunity, a working production AI system goes live inside the first 100 days (Weeks 1-3 audit, 4-10 build, 11-14 deploy), and ongoing measurement confirms the system is recovering real hours and revenue. The depth of vertical expertise varies - we have the deepest playbooks in professional services and contract manufacturing, with published work in financial services, healthcare, and adjacent verticals - and we engage with companies in every sector that has manual admin work, repeatable workflows, and operators who care about outcomes.

Sound familiar?

Manual Work That Doesn't Scale

Your best people are spending too many hours on email triage, data entry, status reports, and follow-up. The work is necessary; the cost of human delivery is no longer justifiable.

Software That Doesn't Talk to Software

Your CRM, ERP, ticketing, project management, and email systems all hold pieces of the same picture. Stitching them together still falls to people. The operating cost of integration is hidden in headcount.

Tribal Knowledge Locked in People

How a senior operator decides what to do with a stalled deal, an overdue invoice, or a flagged exception is in their head. New hires take 6-12 months to ramp because the playbook isn't written down anywhere.

What we build for General Industries

System / Agent

What It Does

Process Audit & Roadmap

We map your top operational workflows, identify the 2-3 with the highest automation ROI, and produce a concrete deployment plan. No software pitch, just a prioritized backlog.

Custom AI Agents

Production-grade autonomous agents that handle qualification, routing, reporting, follow-up, and exception triage inside your existing tech stack.

Business Process Automation

End-to-end workflow automation for finance, ops, HR, and customer success - replacing the manual handoffs that drag every cycle.

CRM & ERP Cleanup

Architectural fixes to data quality and pipeline structure so the AI you deploy on top of your systems actually has a clean substrate to work with.

Revenue Operations Systems

Lead-to-cash automation: intake, qualification, routing, follow-up, pipeline hygiene, forecasting, and renewal management.

Reporting & Analytics Automation

Automated client and internal reports delivered on schedule with accurate data, freeing analyst hours for actual analysis.

100 days

To a working system live in your business (Weeks 1-3 audit, 4-10 build, 11-14 deploy)

$1M+/yr

Cost of the next 10 process hires - the default fix for manual work (stated assumption, ~$100K loaded each)

60-90 days

Typical payback window on the first system (stated assumption)

The AI hype machine sells you tools. Your own reflex says post another req. Both leave you paying for the same slow process forever.

Your current team stays - this is about the roles you haven't posted yet. People do the judgment work; systems do the process work.

Stop buying hours. Start owning systems.

Real results in general industries.

Roots AI

$35M in New Enterprise Pipeline in 6 Months

Roots AI was an early-stage cognitive process automation company when CEO Chaz Perera reached out to Revenue Institute. The case is industry-agnostic - the system we built for Roots (intent identification, automated outbound, deeply personalized engagement) is the same mechanic that transfers across verticals. The mechanics translate; the vertical context changes only the messaging layer.

Read the full case study

$35M

Pipeline Built

6

Months to Results

Series A + B

Funding Rounds

Three steps. No commitment until you see the plan.

1

Book a 30-minute strategy call - or start the free AI Opportunity Assessment if you're not ready to talk.

2

We audit the work you were about to hire for.

3

A working system in your business inside the first 100 days - your team sees it running before the engagement ends.

Common Questions

Quick answers to what most general industries leaders ask before we kick off.

When work piles up, our reflex is to hire. Why build systems instead?

Because the hire is the lever you've always had, and it's the expensive one. The AI hype machine wants to sell you tools; your own instinct says add a body to the backlog. Both leave you paying for the same manual process forever. Ten more process hires runs roughly $1M a year in loaded payroll (a stated assumption at about $100K each), plus three to six months of ramp each, for work a system runs once. Your current team stays and does the judgment work; the system does the process work - the reporting, the follow-up, the reconciliation, the triage. You move from staffing every gap with headcount to a business that grows on systems that compound instead of payroll that scales linearly. This is about the roles you haven't posted yet, not the people you have.

Does Revenue Institute only work with the listed industries?

No. Our deepest playbooks are professional services and contract manufacturing. We also publish for financial services, healthcare, logistics, retail, software, private equity, and the other verticals on this page because the systems transfer - and we engage with mid-market companies in any sector. The engagement model is industry-agnostic; the vertical-specific knowledge gets built into the deployment during the process audit.

What if my industry isn't on your published list?

Our deepest playbooks are professional services and contract manufacturing, but most of the operational drag we automate (manual reporting, lead qualification, follow-up sequencing, exception triage, document review, reconciliation) is structural to mid-market operations regardless of the vertical - the same C.O.R.E. methodology has delivered in sectors well outside our published list. Book a strategy call - we'll tell you within the first conversation whether we're the right fit.

How does engagement work for non-listed verticals?

It's the same as any other engagement. We start with a 30-minute strategy call to understand your top operational bottlenecks. If there's a fit, we run a 1-2 week process audit to identify the highest-ROI automation opportunity, then build and deploy a production system - working in your business inside the first 100 days. The only difference for less common verticals is that the audit phase often identifies more workflows we haven't deployed for before - which means the build phase includes more original architecture work, not less.

What size of company do you typically serve?

Our sweet spot is operators with 50-500 people and $10M-$200M in revenue. We occasionally take well-scoped engagements outside that band, but we're not a fit for early-stage startups still figuring out product-market fit, or for Fortune 100 companies needing massive systems integration work.

How is this different from hiring a generic AI consulting firm?

Generic AI consulting firms sell strategy decks, advisory hours, and pilot programs. We build and deploy production AI systems that run inside your stack, integrated with your existing tools, owned by your team after handoff. No recurring license fees, no perpetual advisory retainer, no proof-of-concept-that-never-ships. Read more about how we compare to alternatives on our compare hub.

What's the typical engagement cost for cross-industry work?

Our AI Accelerator workshops start at $4,500 and the fee credits toward implementation. A single-entity firm of 50-500 people typically lands in the $30,000-$80,000 range for a full agent build, fixed-bid after a scoping call. Multi-entity, multi-CRM, or M&A-scale integrations run higher and are scoped and quoted after a discovery call - the cost driver is systems merged, not headcount. Cost is the same across industries - what varies is the scope of the audit and the depth of integration work, both of which we estimate concretely after the first call.

Can you handle compliance-heavy industries?

Yes. Compliance gets architected into the deployment from week 1 - our systems run inside your existing platforms and permissions, with data residency, audit logging, role-based access, and BAAs with vendors where required. Your compliance team reviews the design before anything goes live. If your industry has specific regulatory requirements - HIPAA, FINRA, state bar rules - raise them on the strategy call and we'll walk through exactly how the deployment would handle them.

Ready to see this applied to your general industries operation?

Book a 30-minute strategy call. We'll audit the work you were about to hire for and show you exactly what we'd build - a working system in your business inside the first 100 days. Not ready to talk? Start the free AI Opportunity Assessment.