Integrated GTM & RevOps
Formulytic designs demand generation channels and revenue infrastructure as a single program, ensuring alignment and direct pipeline measurement.
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Agency
Formulytic
MarketingOps
RevOps
Demand generation
Formulytic is a B2B SaaS consultancy specialising in integrated demand generation and revenue operations. They focus on connecting marketing spend to pipeline by building GTM channels and revenue infrastructure as a single, cohesive program. The firm works with B2B SaaS companies, particularly those in Series A-C, to improve pipeline visibility and GTM alignment.
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Section 01Works GTM growth and operations firm for B2B SaaS. Small enough that you'd be talking to the founder, not a rep.
“Formulytic integrates GTM execution with revenue infrastructure, designing channels and their measurement systems concurrently to ensure pipeline impact and attribution.”
Value proposition
Section 02Formulytic provides integrated B2B SaaS growth and revenue operations services, aiming to connect marketing spend directly to pipeline generation. Their core approach involves building demand generation and revenue operations as one unified program, ensuring that marketing channels are designed alongside the revenue infrastructure used to measure them. This integration helps clients understand which channels drive revenue and prevents disjointed efforts between demand generation and RevOps.
The company addresses issues like unclear strategy, disjointed teams, and overcomplicated workflows by creating alignment across marketing, sales, success, and finance. They offer services in both demand generation (e.g., AI agents, paid media, ABM) and revenue infrastructure (e.g., lifecycle modeling, CRM architecture, attribution), which can be engaged separately or as a combined 'Revenue Growth Stack'. Formulytic embeds within client teams, working across platforms such as HubSpot, Salesforce, and Marketo, and focuses on measurable pipeline and revenue contributions.
Core competencies
Section 03Agentic GTM Implementation
They build AI agents for prospecting, account research, and personalised outreach directly within clients' lifecycle models, attribution, and CRM systems.
Platform Agnostic Solutions
The firm works across HubSpot, Salesforce, and Marketo, integrating with existing client technology stacks.
Embedded Team Model
Formulytic embeds directly into client teams, participating in standups and working within their CRM and communication tools as an extension of the team.
Full-Stack Execution
They provide both strategic advice and hands-on execution, building, managing, and optimising systems and campaigns.
Products & services
Section 04- Demand Generation & Pipeline Creation
- Data-driven programs for qualified pipeline, including ICP & segmentation, outbound, ABM, paid media, organic search, AEO/GEO, and AI-powered GTM.
- Systems, Data & GTM Alignment
- Infrastructure, processes, and reporting for measurable, scalable revenue motion, covering HubSpot consulting, lifecycle modeling, CRM architecture, attribution, and data hygiene.
- AI Agents & Agentic Workflows
- Implementation of AI agents for autonomous account research, personalised outreach, and automated enrichment/scoring using platforms like Clay and n8n.
- HubSpot LaunchTrack
- A fixed-fee HubSpot implementation and onboarding package for teams deploying HubSpot or migrating from other platforms, with an 8-week go-live timeline.
- Revenue Growth Stack
- A combined offering that integrates both Demand Generation and Revenue Operations practices for a unified growth system.
Key takeaways
Section 05- Value Proposition
- Formulytic aims to eliminate the disconnect between marketing spend and pipeline by unifying demand generation and revenue operations.
- Operational Model
- They operate as an embedded extension of client teams, rather than a traditional agency or consultancy, ensuring direct integration and ownership of outcomes.
- Technological Edge
- The company leverages AI agents for GTM activities, integrating them directly into revenue infrastructure for attributable and governed autonomous touchpoints.
- Target Audience Insight
- Specialisation in B2B SaaS, particularly Series A-C companies, indicates deep sector-specific expertise and benchmark data.
- Engagement Structure
- Their methodical four-phase engagement (Embed, Diagnose, Build, Compound) suggests a structured approach to problem-solving and continuous improvement.
FAQ
Section 06- What is Formulytic?
- Formulytic is a B2B SaaS consultancy founded in 2015 by Chris Boulas. It builds demand generation and revenue operations as one integrated program for Series A-C companies across HubSpot, Salesforce, and Marketo.
- What services does Formulytic offer?
- Formulytic offers Demand Generation (e.g., paid media, SEO, AI-powered outbound) and Revenue Operations (e.g., lifecycle modeling, CRM architecture, attribution reporting). They also provide HubSpot consulting and the combined 'Revenue Growth Stack'.
- How much does Formulytic cost?
- Engagements start at $10,000/month for a single practice (Demand Generation or Revenue Operations) and $15,000/month for the Revenue Growth Stack. All engagements are retainer-based with a 3-month minimum.
- What platforms does Formulytic work with?
- Formulytic is platform-agnostic, working across HubSpot, Salesforce, and Marketo. They also utilise Clay, Instantly, and n8n for specific functions.
- How is Formulytic different from other B2B SaaS agencies?
- Formulytic differs by integrating demand generation and revenue operations as one program, being platform-agnostic across major CRMs, and embedding directly into client teams rather than operating as an external vendor.