Revenue Operations Early access · taking the waitlist

Know exactly where your revenue engine is stuck.

Talk to an assessment agent for an afternoon. Get a scored baseline across seven functions, the evidence behind every score, and the one thing to fix first.

Join the waitlist Interactive demo coming soon
Self-serve or guided About 45 minutes end to end Read-only access to your tools
Shape · Assessment agent Voice on
AGENTA new lead comes in. What happens in the first hour?
YOUWhoever sees it replies, sometimes the next day.
AGENTTell me about the last deal that stalled before a proposal.
Evidence captured
EMAILMedian first response is 19 hours
SELFNo shared discovery criteria
CRMStalled deal, no next-step owner
ShapeLevel 1
Product preview · loops
How it works

Assess, implement, reskill, run. In that order, and only as far as you need.

01

Assess

Seven function interviews and your connected data become a scored baseline with evidence.

02

Implement

Install packs for the weakest function first: playbooks, agents and quality gates.

03

Reskill

Your people learn to own the system as it goes live, not after.

04

Run

Optionally, the team operates it for you, with a weekly verdict and a quarterly re-baseline.

Assessment agents

An interview, not a questionnaire.

One agent per function. Type or talk. Each answer becomes an evidence item, tagged by where it came from, and anything your systems can confirm is marked verified.

  • 01Five minutes per function, in chat or by voice
  • 02Live transcript and evidence list as you go
  • 03A score of 3 or higher needs at least one verified item
01OfferPositioning, pricing, proof
02Demand GenWhere meetings come from
03ShapeLead to proposal
04CloseProposals and decisions
05ExpandReferrals and renewals
06RevOpsData and systems
07TeamRhythm and owners
The promise

Two layers, so we never promise a number we can't stand behind.

Layer 1 · always

Your maturity moves up.

Measured against your own baseline, function by function, with the evidence kept.

Layer 2 · when four things hold

A hard number, committed.

Only with a verified baseline, enough data, a lever you control and signed client commitments.

Two ways in

Start alone, or bring someone in the room.

Self-serve

Run the assessment on your time. Install playbooks and agent kits yourself, and reassess every 30 days.

FAQ

Questions, answered.

How long does the assessment take?

About 45 minutes on your own, in chat or by voice. Or a 90-minute live workshop in guided mode.

What do you connect to?

CRM, email metadata, calendar, call recordings and billing, all read-only. Nothing is ever written back, and you can skip any of it.

What do you actually promise?

Layer 1 always: your maturity moves up, measured from your baseline. Layer 2, a hard number, only when a verified baseline, enough data, a lever you control and signed commitments all hold.

Who is it for?

B2B companies with roughly 5 to 50 people touching revenue and no dedicated revenue operator.

Find the weakest link before you spend another dollar on growth.

Join the waitlist Interactive demo coming soon