The Ultimate Founder’s Playbook to Building a Scalable Sales Engine

For Early-Stage B2B AI & SaaS Startups

If you're an AI or SaaS founder building a great product—but struggling to generate predictable pipeline and scalable sales—this guide is for you.

Inside this FREE downloadable playbook, you'll get a complete, step-by-step framework to build your revenue engine from the ground up, even if you're still founder-led or pre-revenue.

What You’ll Get When You Download

 

Phase 1: Build the Foundation With a Scalable CRM

✓ How to choose the right CRM (plus a checklist of decision criteria)

✓ What to look for in an implementation partner

✓ How to avoid common CRM adoption mistakes

✓ Templates for sales playbooks, automations, and reporting

 

Phase 2: Set Up Systems That Scale

✓ Step-by-step CRM implementation blueprint

✓ How to build deal pipelines, enrichment workflows, and lifecycle stages

✓ Sales enablement tools to ramp reps and improve execution

✓ Custom dashboards for performance, forecasting, and attribution

 

Phase 3: Activate Your Multi-Channel Outreach Engine

✓ Proven outbound strategies using LinkedIn, email, and cold calling

✓ Referral programs and network activation playbook

✓ Scripts, sequences, and message templates that convert

✓ How to connect all outreach back to your CRM for full visibility

Built for Founders Who

 

✓ Are pre or post product-market fit

✓ Sell to mid-market or enterprise buyers

✓ Don’t have time (or budget) to figure out GTM alone

✓ Need a repeatable system to generate qualified pipeline

Ready to Build a Sales Engine That Works

Download your free copy now and get started today.

What Customers Say About Us

"If you can use sales automation in place of hiring more sales reps to generate revenue that’s really good, and that’s something that did happen for us. It’s hugely beneficial to help grow our margins and revenue without having to hire and train more sales reps. I would recommend Revvy to anyone."

Jesse K., Co-Founder @ Contend Capital

"It's a shame when a business is limited on what they can do because of technology. With HubSpot and Revvy, we can come up with any offering we want. Now, we can focus on new revenue streams... Between the savings on man hours, opportunity costs, and new revenue, we've significantly outgained our investment."

David W., Co-Founder @ 80/20 Endurance

"Once Revvy came in and showed us all the things we could do with HubSpot, it completely changed our business. I think for me the biggest impact was to the sales team. I can now scale my sales team with HubSpot, and I never would have been able to do that without Revvy."

Sarah D., COO @ Hitch

Our Certifications

Solutions Partner-1 Revenue Operations-1 Solutions Architecture Architecture 1 Architecture 2 Data Integration Integrating HubSpot 1 Data Migration-1 Inbound-1 Marketing Hub Software Marketing Hub Implementation Sales Hub Software Sales Hub Implementation Delivering Sales Services Service Hub Software-1