Systematize your founder-led sales with an AI-native Revenue OS.
For B2B founders with early product-market fit who've outgrown spreadsheets and ad-hoc follow-up—but don't yet need (or want) a full sales team. We help you build a simple, AI-powered rev-ops system so you stop dropping warm leads and start growing on purpose.
You're the bottleneck—and the engine.
You're doing founder-led sales. You've got:
- Revenue, pilots, and promising discovery + sales calls.
- A sense of who your ICP is and why they say "yes."
But under the surface:
- Leads live in spreadsheets, inboxes, LinkedIn DMs, and your head.
- Follow-ups are inconsistent. Warm opportunities quietly go cold.
- Your CRM (if you have one) is a graveyard, not a cockpit.
You don't need a fancy "sales transformation."
You need a simple, opinionated system that helps you:
- See your whole pipeline at a glance.
- Prioritize the right next actions every week.
- Leverage AI so admin work doesn't swallow your selling time.
A done-with-you rev-ops build for early B2B teams.
Revenue OS.ai is a 6–10 week sprint where we:
- Audit and clean your existing leads, deals, and process.
- Design your pipeline stages, fields, and rituals in a CRM you'll actually use (often HubSpot).
- Wire up AI-enabled lead gen through tools like Clay, Apollo, and Instantly—so you're adding fresh, qualified prospects each week.
- Install outreach and follow-up sequences that feel like you, not spam.
- Build lightweight dashboards that tell you: Where are leads stuck? Which bets are working? What should I do this week?
Think of it as building your first real revenue engine—without hiring a full-time rev-ops team.
Inside a Rev OS Sprint
1) Messaging & ICP Slices
Analyze won and lost deals to clarify who buys, why, and how long it takes. Define 2–4 high-value ICP slices and sharpen positioning for each. Map relational avenues (alumni, advisors, investors, partners) that reliably open doors.
2) Process, Systems & Tools
Review current lists and tools; agree on realistic growth targets (e.g., +50 net-new qualified leads/week). Configure or improve your CRM: pipeline stages, required fields, and hygiene habits. Choose and wire up outbound tooling (e.g., Instantly, Clay, Apollo) in a way your team can maintain.
3) TOFU Engine & Signals
Define the signals that make a prospect high-priority (usage, news, hires, strategy docs, RFPs, etc.). Translate those into repeatable list-building recipes and weekly call sheets. Set up tracking so you can see opens, replies, meetings, and show rates at a glance.
4) Sequencing & Nurture
Design Instantly (or similar) campaigns with respectful, value-forward email sequences. Blend cold outbound, warm intros, and light LinkedIn touches. Create nurture patterns so good fits who aren't ready now don't disappear.
5) Coaching & Cadence
Weekly working sessions to review the pipeline and make live edits—scripts, sequences, and prioritization. Simple dashboards and checklists so your future hires (SDRs, AEs) can plug into a working system.
What this enables in the next 3–12 months
- A clean, single source of truth for leads and deals—no more "where did that warm super-intent district go?"
- A weekly operating rhythm (and calendar blocks) that protect your selling time.
- Clear visibility on what's working in your GTM motion so product and roadmap decisions are grounded in patterns, not anecdotes.
- A foundation you can hand to your first sales/BD hire without starting from zero.
"In the first quarter after installing a Rev OS, we had a clear pipeline view, refined our ICP, and were on track toward a mid-six-figure pipeline—without burning the founder out." – Early-stage edtech founder
Designed for founders in this "in-between" stage
You're a great fit if:
- You're B2B (or B2B2G) with early PMF signals: repeat customers, renewals, or high-intent pilots.
- You're still doing most sales yourself (maybe with one other GTM teammate).
- You have limited marketing or sales ops headcount, but real urgency around growth.
- You're open to an AI-forward stack, but want someone to separate signal from noise.
You're probably not a fit if:
- You're pre-revenue or still searching for your first few paying customers.
- You already have a mature sales org and fully staffed rev-ops team.
6–10 weeks, three phases
Week 1–2: Diagnose & Design
Deep dive on deals, process, tools, constraints. Align on growth targets and the "definition of done."
Week 3–6: Build & Implement
Configure CRM, connect tools, write sequences, clean lists. Run initial outbound + follow-up cycles, adjust in real time.
Week 7–10: Optimize & Hand-off
Install dashboards, SOPs, and weekly rituals. Train you (and any team members) to own the system going forward.
Format: 1–2 working sessions per week, async support inside your tools, and a final "Rev OS playbook" you can hand to future hires.
Built by someone who's been the founder, the product lead, and the BD owner.
I'm David Fu, founder of Learning By Design. I've led GTM, product, and revenue systems for education and workforce organizations across the US and Africa—helping teams land six- and seven-figure contracts, build AI-enabled products, and keep impact-driven organizations alive through volatile times.
Revenue OS.ai is the system I wish I'd had when I was juggling raising money, leading schools, and closing complex B2B deals at the same time.
Ready to get out of CRM purgatory and into a working revenue system?
Share a bit about your stage and goals, and we'll see if a Rev OS Sprint is the right fit.