Software
Your engineers are great at building product. Not at building your revenue ops.
We build the revenue infrastructure that turns your GTM motion into a repeatable, scalable machine.
Book a Strategy CallYou Know This Problem
Sound familiar?
Leaky Funnel
Leads come in but don't convert at the rate they should. The handoff from marketing to sales to CS is broken somewhere - but you can't see where.
Forecasting Nobody Trusts
Your board asks for forecast accuracy. Your CRM says one thing. Your gut says another. You're guessing in a meeting.
Churn You Can't See Coming
Customers churn and your first signal is the cancellation. By then, it's too late to save them.
What We Build
What we build for Software
System / Agent
What It Does
Full-Funnel Revenue Systems
Connect your marketing, sales, and CS systems into a single pipeline with clean attribution.
Lead Scoring & Routing
AI-powered scoring and instant routing based on fit, behavior, and intent signals.
Sales-to-CS Handoff System
Structured, automated handoff that transfers context without losing a thing.
Customer Health Monitoring
Real-time health scores for every account, with alerts for churn risk signals.
Churn Prevention Agent
Identifies at-risk accounts 60-90 days out and triggers save sequences automatically.
Pipeline Intelligence Agent
AI-generated weekly forecast with confidence scoring and deal-level commentary.
40%
Avg forecast accuracy improvement
25%
Reduction in churn with prevention agent
2×
Faster sales cycle with better routing
Featured Case Study
Real results in software.
AI Agents Land Apple, Facebook & Disney
Kitcast, a Silicon Valley-based startup in the Content Management System space, engaged Revenue Institute to build an automated Account-Based Marketing (ABM) strategy from scratch. Focused on digital sign management - the software behind media screens in retail, corporate offices, and public venues - Kitcast was a small startup of Ukrainian immigrants competing against billion-dollar companies including Samsung. Without any existing network in the US, they needed enterprise clients fast.
Read the full case studyApple, Facebook, Disney
Fortune 500 Clients
120 days
Time to Results
180-360 days
Typical Enterprise Cycle
Common Questions
Why wouldn't we just build this ourselves?
You could. But your engineers' time is worth $150-300/hr building product - not pipeline infrastructure. We've built these systems 30+ times. You'd spend 6-12 months figuring out what we already know.
We're already using HubSpot/Salesforce. Can you work with our existing stack?
Yes. We work with every major CRM and are tool-agnostic. We'll optimize what you have before recommending new tools.
What are the benefits of using a managed pipeline service instead of building it ourselves?
By using a managed pipeline service, you can leverage the expertise and experience of the provider, which can save you significant time and resources compared to building it yourself. The provider has already figured out the infrastructure and best practices, allowing you to focus on your core business activities.
How does the managed pipeline service integrate with our existing CRM and marketing tools?
The managed pipeline service is designed to work with a variety of CRM and marketing tools, including HubSpot and Salesforce. The service will optimize your existing stack before recommending any new tools, ensuring a seamless integration with your current systems.
What kind of support and maintenance does the managed pipeline service provide?
The managed pipeline service typically includes ongoing support and maintenance, ensuring that the infrastructure is running smoothly and any issues are quickly resolved. This allows your team to focus on their core responsibilities without having to worry about the underlying pipeline infrastructure.
How does the pricing for the managed pipeline service work?
The pricing for the managed pipeline service is typically based on a subscription model, with the cost being a fraction of what it would cost to build and maintain the infrastructure in-house. The service provider can provide more details on the specific pricing structure and any additional fees or charges.
What kind of customization options are available with the managed pipeline service?
The managed pipeline service is designed to be highly customizable, allowing you to tailor the solution to your specific needs and requirements. The service provider can work with you to understand your unique use case and configure the pipeline accordingly, ensuring that it meets your business objectives.
Ready to see this applied to your software firm?
Book a 30-minute strategy call. We'll show you exactly what we'd build.
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