Agents Makers

Outcome cluster — increase revenue

AI agents that drive Increase Revenue.

Increase-revenue deployments are measured on the revenue lines your CRO already reports: net revenue retention, pipeline coverage, meeting-to-opportunity conversion, revenue recovery, dunning effectiveness, upsell attach rate. These are the lines that move the business. They're also the lines where most AI deployments fail — because they're governed by relationships, not just rules.

The pattern that works: deploy AI roles on the high-volume, well-documented work that drives these metrics (outbound prospecting, CRM hygiene, account-health monitoring, dunning cycles, renewal forecasting), while keeping the relationship work with the humans whose names are on the account. The role expands coverage; the human closes the deal.

The operating model in Increase Revenue.

  • Coverage expansion, not conversion replacement

    AI roles let you cover more of your TAM, more of your account base, more of your renewal book — without adding a second bench of SDRs / CSMs / AR specialists. The human team focuses on the accounts and moments that require their judgement. The role handles the long tail.

  • Leading indicators, not lagging

    Revenue is a lagging metric. The role is evaluated on the leading indicator that predicts it: meeting-qualified rate (pipeline), account-health score (retention), invoice-cycle time (collections). The leading indicator moves in weeks; revenue moves in quarters.

  • Revenue teams stay the point of contact

    When a conversation needs to happen between a human at your company and a human at the customer, it happens. The role drafts, qualifies, and routes — the human holds the relationship. This is non-negotiable for named-account motions.

  • Measured on your existing revenue dashboard

    The contracted KPI is read from your existing dashboard: NRR in your CS platform, pipeline coverage in your CRM, DSO in your ERP. No parallel reporting system, no 'their numbers vs ours' reconciliation.

How it rolls out

The playbook a real Operating Partner runs.

  1. Phase 1

    Pick the revenue line with the biggest leading-indicator gap

    Pipeline coverage below 3x, NRR below 110%, DSO above 45 days, meeting-to-opportunity conversion below 25%. The line you pick determines the role: SDR, CSM, AR Specialist, Sales Support Specialist.

  2. Phase 2

    Baseline the leading indicator, sign the target

    Set a 90-day target on the leading indicator (not the revenue line itself — that moves too slowly). The contracted KPI is the leading indicator. The revenue line is the 12-month read.

  3. Phase 3

    Wire into CRM + revenue tools without replatforming

    Role reads and writes to your existing CRM (Salesforce, HubSpot), CS platform (Gainsight, Catalyst, ChurnZero), sequencer (Outreach, Salesloft). Named accounts flagged; role defers to the human owner on those.

  4. Phase 4

    Launch with weekly revenue-team review

    Your CRO or VP Revenue owns the weekly review. Leading indicator tracked against the target. If drifting, the policy tightens in writing.

  5. Phase 5

    90-day review, expand the revenue surface

    Leading indicator hit → scope the next role on the adjacent revenue surface (SDR → SDR + CSM for full funnel + retention; AR Specialist → AR + AP for full cash cycle).

Increase Revenue works when the role expands coverage without replacing the relationship. Every role below is structured that way: a clear leading indicator, a named human for the relationship work, a revenue-dashboard KPI that reads directly off your existing tools.

Every role scoped to this outcome

6 roles

90-day operational guarantee. We agree on the outcome KPI before launch. If we haven't hit it by day 90, we keep working free until we do.

How it works →

Pick a role. Start deployment.

Every role in this view is hireable, governed, and anchored to the fully-loaded cost of the equivalent hire.