AI Ops in Professional ServicesRead case study
AI is everywhere. The infrastructure isn't.
15+High impact AI agents built
6 hrs +Time saved per team member
A growth plan you can explain, and a revenue system that delivers it.
DNA is senior operators who plan, build and run the revenue side of your business. We figure out where your next growth should come from, build the infrastructure to get it, and report on qualified meetings, pipeline and revenue.
For B2B companies working out their next stage of growth
Where companies get stuck
Growth rarely comes down to one missing piece.
Companies come to us at different moments. The situation looks different each time, but the instinct is usually the same: buy activity. An agency, another tool, a new salesperson. That helps once you know where growth will come from. Until then, it mostly adds cost.
Launching something new
A new product or service needs to know which buyers to go after first, what will convince them, and how to reach them.
Up against bigger competitors
A challenger needs a story sales can repeat and proof that holds up next to a much bigger name.
Grew, then flattened
New clients keep arriving while existing ones quietly shrink, so the top line stands still and nobody can say why.
Still runs through the founder
Deals close when the founder is in the room, so growth tops out at the founder's calendar.
Growth comes from three places: the clients you keep, what those clients buy more of, and the new business you win. We work out which of those matter most for you right now, and build from there.
How we work
Plan it, build it, run it.
Every engagement runs the same way. Each step ends with the price of the next one, so you never commit to more than you can see.
- 01
Growth Plan
We talk to leadership, sales and whoever owns go-to-market, and we audit your stack. For an established business, we sort last year's numbers into what you kept, what grew and what you won. For a new product, we define the buyers to go after first and how many are actually in reach.
You walk away with
- Where your next growth should come from
- Positioning your sales team can repeat
- A 12-month plan with targets we'll be measured against
- A fixed price for the build
Priced as
Fixed fee
- 02
Revenue System Build
We build on the stack the plan confirms, not the one that piled up over the years. We connect your CRM, sales and marketing tools so everyone sees the same picture, and put Claude in the middle so updates, reporting and research happen by asking for them.
You walk away with
- One connected system instead of a pile of tools
- Claude connected to your stack, with skills for the repeatable work
- Plain-language documentation
- Live training, so the system doesn't depend on us
Priced as
Fixed fee, confirmed at the end of the plan
- 03
Revenue Engine
Once the system is in place, we run the parts of growth you need us to, month to month. For one client that's content, events and account planning. For another it's sales enablement, new offers and reporting. The mix follows the plan and changes as the business does, and we review the scope together every six months.
You walk away with
- Senior people running the work your plan calls for, not a fixed menu
- Your expertise in front of buyers consistently, in the formats that reach them
- New tools and workflows added as your needs change
- A monthly report on meetings, pipeline and revenue, and a quarterly planning session
Priced as
Monthly retainer, set from the plan
What we report on every month
Qualified sales meetings
And what influenced them
Pipeline
Created and influenced, by stage and source
Revenue
Closed from opportunities the engine touched
What we build
The systems we build are the ones we run every day.
AI is how we deliver, not what we sell. What we build depends on what your plan calls for. These are some of the systems we've built and run for clients, and we run our own business on the same ones.
Content engines
Expertise from calls, webinars and events turned into articles, newsletters, LinkedIn posts and sales material, with your experts approving instead of writing.
Your voice, built in
AI trained on how your firm actually talks and thinks, so everything it drafts sounds like you.
Tools that start conversations
Benchmarks, assessments and diagnostics that give buyers something useful and give your team a reason to talk.
Account intelligence
Ongoing monitoring of priority accounts and market signals, so your team knows who to call and why.
Business development bootcamps
Hands-on workshops that teach your team to prospect, run discovery and move deals forward, built around your offer and your buyers and grounded in Sandler training.
Sales management
Coaching rhythms, pipeline reviews and the metrics your sales leaders need to run the team week to week, set up alongside them until they own it.
Event and webinar programs
Everything before, during and after an event, from promotion to the recap to months of follow-on content.
Revenue operations with Claude in the middle
Your CRM, sales tools and reporting connected, with skills and agents doing the repeatable work.
Plans and reporting leadership uses
Annual plans built account by account, and one page per seat showing where each number stands and which way it moved.
AI in your team's daily work
Meeting notes turned into action items, proposals drafted from past wins, research done before the call.
Who we work with
Companies at the point where growth has to be worked out.
The company
B2B companies, usually professional services firms and software companies, with a real offer and enough of a team and stack to build on.
The moment
Launching something new, entering a new market, taking on bigger competitors, coming off a plateau, or moving past founder-led sales.
The mindset
Leadership wants a clear plan and is ready to act on it. They want people who will build it and run it, not hand over a deck.
About
Senior operators, doing the work ourselves.
DNA is senior operators. We've spent our careers running sales, marketing and growth for agencies, professional services firms and technology companies. We started DNA because the companies we worked with kept getting the same thing from outside help: a senior person in the pitch and a junior team in the delivery, a strategy deck with nobody to build it, or a new tool nobody ended up using.
Frequently Asked
Questions we hear in every first conversation.
Let's talk.
Tell us what you're trying to grow and where things stand today. We'll get back to you within one business day.