CRO or VP Sales
Owns new ARR and the forecast
- Judged on
- New ARR, win rate and a forecast the board can check.
- What changes for them
- Reps work accounts that are already using the product, with a brief attached, instead of a cold list.
AI Transformation · Technology, SaaS and media
Enterprise AI for support, security reviews and renewals.
For software, SaaS and digital media companies: agents that resolve support tickets, answer security questionnaires and review contracts, alongside AI for churn risk, billing and always-on account-based marketing.
# Enterprise AI programme · B2B SaaSindustry: saasfunctions: revenue: agents: [account-research, churn-risk] support: agents: [ticket-triage] finance: agents: [usage-billing-reconciliation] security: agents: [security-questionnaire] legal_and_audit: agents: [contract-playbook-check, audit-evidence]controls: approval: named_person audit_log: every_run data: stays_in_your_stackowner: your_team # documented and handed overWritten for
CRO or VP Sales, Head of GTM or Revenue Operations and Head of Growth
The question you came with
Why is sales working a cold list while product-qualified leads sit in the warehouse?
Part of Enterprise AI Transformation
Where it starts in SaaS. The first work handed to agents: support resolution agent, security questionnaire agent and contract review agent. Each one drafts or flags, and a named person approves.
See the whole programmeWhat breaks in SaaS commercial teams
Patterns, not anecdotes. If two of these are true, the rest of this page is about you.
Product-qualified leads sit in the warehouse while sales works a cold list.
Self-serve sign-ups and sales-led deals live in different systems with different numbers.
Reps research every account by hand before every call.
Churn risk shows up in the renewal call, not three months before it.
Who we work with
The three people who feel these problems first, and what each of them gets from the system.
Head of GTM or Revenue Operations
Owns the funnel and the forecast
- Judged on
- ARR growth, efficiency and a forecast leadership believes.
- What changes for them
- One funnel and one set of numbers from sign-up to expansion, without growing the ops team first.
Head of Growth
Owns self-serve and expansion
- Judged on
- Self-serve conversion, activation and expansion revenue.
- What changes for them
- Product signals reach sales the same day, not at the quarterly review.
Product usage, turned into pipeline
Usage and fit are scored together every night, so reps start the day with accounts that are already in the product, and the reason they are worth a call.
- Usage, joined to the account.Read from your warehouse or product analytics and matched to the right company in the CRM.
- Fit, so noise stays out.A busy free team at a tiny company does not jump the queue ahead of an ICP account.
- Routed with the reason.The right rep gets the signal, the seat count and a research brief in one alert.
| Account | Usage | Fit | Signal | Next step |
|---|---|---|---|---|
| Northwind Analytics | 82% | A | Seats 48 of 50 | To AE |
| Helio Freight | 64% | A | Invited finance | To AE |
| Larkspur Health | 51% | B | Champion from a customer | Brief sent |
| Quillstone | 38% | B | Usage up 3x in 14 days | Nurture |
| Tidewater Labs | 22% | C | Single user | Self-serve |
score = usage + fit · rules your team can read and change
What we build
The foundations, the agents across your operations, and the revenue agents, shaped for SaaS. Each agent drafts or flags, and a named person approves.
Foundations
Product, billing and CRM data joined
Usage, subscriptions and accounts in one model, so every team reads the same customer.
Forecast and retention reporting
Revenue, churn and expansion reported from one definition.
Agents across operations
Support resolution agent
Resolves common tickets from docs and account data, and hands the rest to support with context.
Security questionnaire agent
Drafts answers to security and compliance questionnaires from your approved library.
Contract review agent
Checks customer contracts and DPAs against your standard terms.
Revenue agents
Churn-risk agent
Flags accounts at risk from usage and support signals, with a brief for customer success.
Always-on ABM agents
One agent per target account, from research to a meeting booked on a rep's calendar.
Where we start in SaaS
The review comes first. After it, this is the Core program focus we recommend for SaaS teams.
Step 1
AI transformation review
$1,500, credited to your first month. We map your stack against the six layers of Agentic OS and check it for the product-signal and funnel gaps on this page. You keep the findings whether or not you work with us.
Step 2 · Recommended
Core program: revenue intelligence
$4k–6kper month
Know which accounts are ready for sales, and why.
- Usage and fit score from your warehouse, written to the CRM every night.
- PQL routing to the right rep, with the reason and the seat count attached.
- A research brief before every first call, checked by the rep.
Agentic OS for SaaS
The same six layers on every engagement, built around product-led and sales-led growth in the same funnel.
01 · Signal
Usage spikes, seats near plan limits, champion moves and funding rounds.
See the Signal layer 02 · ContextProduct usage joined to the right account in the CRM every night.
See the Context layer 03 · AgentsAccount research, churn-risk and security questionnaire agents, each reviewed by a person.
See the Agents layer 04 · FlowProduct-qualified leads routed to the right rep with the reason and seat count.
See the Flow layer 05 · PulseOne funnel from sign-up to expansion, with net revenue retention on signed-off definitions.
See the Pulse layer 06 · LoopScoring rules re-tested against won and lost deals every month.
See the Loop layerSignals we watch
Changes that mean an account is worth a conversation now, matched to your ICP and written to the CRM with the reason.
Usage spikesSeats near plan limitHiring in key ICP rolesNew tools in the stackFunding roundsChampion job changes
Questions
Can you use product data from our warehouse?
Yes. We read from the warehouse or product analytics you already run and write scores back to the CRM. Nothing is copied into a tool you do not control.
Do you handle self-serve and sales-led together?
Yes. The point is one definition from sign-up to expansion, so both motions report into the same funnel and nobody argues about whose number is right.
Which tools do you build with?
Your CRM, usually HubSpot or Salesforce, your warehouse or product analytics, and your sequencer. A new tool is recommended only where there is a real gap.
Where to start
Fixed-scope offers that fit this industry. Each has a set timeline and a deliverable you keep.
Offer · Pilot
Always-on ABM: Meetings Booked
Fully automated account-based marketing that books qualified meetings on your reps' calendars
Offer · Assess
AI Product Sprint
A tested prototype and a build plan, so you can decide whether to build
Offer · Pilot
Service Resolution Agent
An agent that resolves common requests end to end in your CRM, and hands the rest to people with context
Keep going
The services, tools and rules that matter most in technology, saas and media.
Services for technology, saas
AI transformation for the agentic engine era
Start with a fixed-fee AI transformation review. We map your systems, data and teams against the six layers of Pegasus Agentic OS and name the first workflows to hand to agents. You keep the findings whether or not you work with us.