Questions?
  • Data Trust
  • Signal Overload
  • Execution Gap
  • GTM Alignment
  • Measurement Confidence
  • AI Impact Gap
  • Trust Crisis
  • Dark Funnel
  • Motion Complexity
  • Budget Pressure

Turn intelligence2
into advantage

We partner with the GTM leaders who refuse to plateau,turning AI into revenue you can forecast, decisions you can trust, speed and efficiency your existing agency can’t match

Trusted by

Our approach: AI plus human intelligence

/ AI + Human = Intelligence squared

AI gives the canvas. Humans decide what to paint.

Artificial intelligence gives go-to-market leaders a blank canvas. Human intelligence decides what's worth painting.

That era is ending. The canvas is suddenly blank again, and the brush is in the hands of the people closest to the customer. The question is no longer what the software allows. It's what you want your go-to-market motion to become.

Pair the two and something compounds. Judgment scales, experiments multiply, and teams stop optimizing the old playbook and start rewriting it.

Building has never been this easy.

Not long ago, turning an idea into a working tool meant a business case, a budget cycle, an engineering queue and two quarters of waiting. By the time it shipped, the market had moved.

The cost of trying something has collapsed toward zero. That changes the math of every decision. You no longer have to be right before you start; you can be curious, build three versions and let the results tell you which one deserves to live.

The bottleneck is no longer the build. It's the imagination, and the discipline, to know what is worth building next.

Speed without judgment is just noise.

When anything can be built, the new risk is building the wrong thing faster. A team with unlimited tools and no point of view ends up with a dozen dashboards nobody opens and automations nobody trusts.

The best go-to-market leaders treat models like brilliant, tireless junior partners: fast, wide-ranging and occasionally confidently wrong. Their value multiplies when someone experienced frames the problem and edits the output.

Intelligence squared isn't AI plus a human reviewer at the end. It's human judgment woven through every step, deciding what to paint before a single brushstroke lands.

GTM leaders can now do almost anything.

For the first time, the ceiling on a revenue team's ambition isn't budget or headcount. It's vision. A lean team can operate with the reach of an enterprise, and an enterprise can move with the speed of a startup.

Marketing, sales and customer success no longer need to be separate relay runners handing off a baton. With shared data and intelligent workflows, they can act like one continuous conversation with the customer.

The canvas is blank. The tools are ready. What gets painted now depends on the people holding the brush.

Who We Are

We exist to make revenue predictable. Opsforce brings operators, expert networks, and AI together so go-to-market teams can act on truth instead of guesswork.Every engagement is measured the only way that matters: pipeline you can forecast, decisions your board trusts, and speed your competitors can’t copy.

Lauren Crist

Co-founder

John McCoy

Co-founder

Chelsea Freidenrich

Head of Expert Network

Matt Litchfield

Head of Gaux AI

Sylvia Carrizosa

Vetted Expert

Glen Shillinglaw

Vetted Expert

Michelle Bewersdorff

Fully Vetted Expert

Thomas Pepperz

Vetted Expert

Opsforce by the numbers

GTM Projects Delivered End-to-End
1,643 Across strategy & ops, data & analytics, technology enablement, and custom solutions practice areas.
Saved vs. Big-Firm Consulting Fees
$156M+ Saved by clients in billable hours compared to using Accenture, EY, KPMG, Deloitte, BCG, Slalom, or any other large consulting firm.
Years Building GTM Engines
13 Supporting large enterprise, mid-market, and emerging GTM organizations, including private equity, B2B SaaS, insurance, telecom, and more.
Client Stakeholders Promoted
92 Internal client team members who were project stakeholders and have been promoted to date.
US-Based GTM Experts on Call
1,500+ Available and based all over the US at rates competitive with offshore teams.
Embedded Inside Client Teams
100% Working within client organizations for maximum collaboration and faster delivery timelines.

Industries we serve

Private Equity & Portfolio Companies

  • Commercial diligence and a 100-day GTM value creation plan.
  • One portfolio-standard revenue operating model and reporting pack.
  • Exit-ready pipeline, retention and forecast reporting.

Result: 18% avg. lift in pipeline coverage within two quarters

B2B Software & Data

  • Coverage, territory and capacity models tied to efficient growth.
  • Product usage signals wired into sales and CS plays.
  • Pricing, packaging and deal desk redesign.

Result: 30% faster rep ramp across enterprise teams

Financial Services & Insurance

  • Relationship-based CRM and data models built for compliance.
  • Governed AI use cases for advisors and service teams.
  • Household and account views that unlock cross-sell.

Result: 2.4x cross-sell rate on governed advisor plays

Telecom, Media & Enterprise Services

  • Enterprise coverage design across business units.
  • Deal desk and quote-to-cash redesign.
  • Phased modernisation of the revenue tech stack.

Result: 40% shorter quote-to-close cycle

Healthcare

  • Compliant CRM and consent-aware data models.
  • Account plans mapped to payer and provider buying groups.
  • Outcome reporting that sales can put in front of buyers.

Result: 25% faster sales cycle for health-tech buyers

Manufacturing

  • Partner and distributor portals with shared pipeline.
  • CPQ built for complex, configurable products.
  • Installed-base plays for service and renewals.

Result: 50% fewer quote errors on configurable products

Public Sector

  • Pipeline stages aligned to procurement milestones.
  • Long-cycle forecasting tied to budget calendars.
  • Contract vehicle and partner strategy.

Result: 2x forecast accuracy on 12-month cycles

Retail

  • Wholesale account management and reorder plays.
  • Marketplace and channel revenue reporting.
  • Loyalty signals wired into sales outreach.

Result: 20% lift in wholesale reorder rate

What we do: GTM case studies

Engagements where the go-to-market model itself was the problem, overlapping territories, stalled integrations, and org designs that no longer matched how buyers buy. These are the programs where we sat with the C-suite, redrew the operating model, and stayed until it ran.

Comcast

Redesigned enterprise sales coverage across three business units, cutting account overlap and shortening approval cycles.

Three business units were calling on the same enterprise accounts with different pricing authority and conflicting proposals. Deal desk approvals routinely took eleven days, and reps were spending more time negotiating internally than with customers.

  • Coverage & territory design: Rebuilt account segmentation around buying-center reality instead of product lines, resolving overlap on the top 400 accounts and setting a single owner per relationship.
  • Deal desk redesign: Collapsed a nine-step approval chain to three tiers with delegated authority thresholds, taking median approval time from eleven days to under two.
  • Change management: Ran the comp transition, manager enablement and escalation forum through two quarters so the new model survived the first hard quarter.

HCLTech

Stood up a global RevOps function to replace eight regional operations teams working from different definitions.

Regional operations teams each owned their own forecast cadence, CRM configuration and reporting logic. Global roll-ups required a week of manual reconciliation and still landed with a material variance to actuals.

  • Organizational design: Designed a hub-and-spoke RevOps org with a central standards team and embedded regional partners, including role charters, leveling and hiring profiles.
  • Process improvement: Standardized forecast cadence, opportunity hygiene rules and one definition of qualified pipeline across all regions.
  • Strategy & execution: Sequenced the transition region by region so no quarter ran without an owner, and tracked adoption with a weekly scorecard for the CRO.

CA Technologies

Integrated two overlapping sales organizations post-acquisition without losing a quarter of pipeline.

An acquisition doubled the seller count and created duplicate accounts across two CRMs. Sellers were unclear on quota credit, and attrition risk was concentrated in exactly the reps holding the largest renewals.

  • Mergers & acquisitions: Ran the GTM integration workstream end to end: account de-duplication, quota and territory reconstruction, and a retention plan for the sellers carrying the top renewals.
  • Operational transformation: Merged two pipeline models into one and migrated the smaller CRM instance with a parallel-run period so the forecast never went dark.
  • Strategy & execution: Held a weekly integration council with both leadership teams to force decisions rather than let them queue.

Kaiser Permanente

Rebuilt the provider-network operations model, removing manual handoffs across four back-office teams.

Contracting, credentialing, data management and support each operated as separate queues. A single network change touched all four with no shared record, and cycle times drifted well past service commitments.

  • Process improvement: Mapped the end-to-end change process, eliminated eleven redundant handoffs and defined one system of record for network state.
  • Organizational design: Reorganized the four queues into cross-functional pods with end-to-end ownership of a change from intake to activation.
  • Operational transformation: Instrumented cycle-time reporting so the operating committee could see where work sat, not just how much of it there was.

Panasonic

Shifted a hardware-led commercial org toward a recurring-revenue motion with new roles, metrics and incentives.

A subscription line was growing but was measured, compensated and forecast like hardware. Renewals had no owner, and churn only became visible after it had happened.

  • Strategy & execution: Built the recurring-revenue operating plan: retention targets, renewal ownership, and the metrics the board would actually be held to.
  • Organizational design: Introduced a customer success and renewals function with clear boundaries against sales, and reset incentives around net retention.
  • Operational transformation: Rewired the forecast to separate new, expansion and renewal so each could be managed on its own cadence.

GuideStone

Simplified a member-facing service operation, reducing escalations while cutting operating cost.

Member requests arrived through five channels into three teams with different scripts and no shared history. Escalations were rising and the cost to serve was climbing faster than membership.

  • Process improvement: Consolidated intake into one queue with routing rules based on request type rather than channel, and removed duplicate verification steps.
  • Operational transformation: Rebuilt capacity planning around demand patterns, reducing overtime while improving first-contact resolution.
  • Change management: Trained frontline teams and supervisors together so the new routing survived the first peak season.

Programs where the stack was fighting the team. We consolidated tooling, designed the architecture, and shipped AI that sits inside real workflows, with humans reviewing anything that touches a customer or a number.

Salesforce

Consolidated a sprawling internal RevTech estate and shipped an agent-assisted account research workflow.

Sellers were moving between nine tools to prepare for a single call, and three of those tools duplicated the same account intelligence. An earlier AI pilot had produced confident summaries that sellers stopped trusting after two bad calls.

  • Cloud & RevTech strategy: Rationalized the stack from nineteen applications to eleven, with a documented system-of-record decision for each data domain.
  • Solution design: Designed an account-research agent grounded strictly in first-party CRM and product-usage data, with citations on every claim and a visible confidence state.
  • Application development: Built the workflow into the seller's existing surface with a mandatory human review step before anything reached a customer-facing document.

Adobe

Designed and delivered an AI-assisted quoting workflow that cut proposal turnaround from days to hours.

Complex multi-product quotes required product, legal and finance input, and each pass added a day. Reps worked around the process with offline spreadsheets that finance could not reconcile.

  • Solution design: Modeled the quote-to-approval path and identified which decisions could be automated, which needed a rule, and which genuinely required a human.
  • Application development: Built a guided quoting experience with AI-drafted configuration and pricing rationale, held behind deterministic guardrails on discount and term.
  • Agile transformation: Ran the build as six two-week increments with sellers in every review, so the workflow shipped with adoption rather than after it.

VMware

Replatformed partner-facing systems and introduced automated deal registration with fraud checks.

Deal registration was a manual review with a five-day SLA that partners routinely missed. Duplicate and speculative registrations were consuming the review team's entire capacity.

  • Cloud & RevTech strategy: Moved partner systems onto a common platform and retired two bespoke portals.
  • Application development: Automated registration approval for the clean majority of submissions and routed the ambiguous remainder to reviewers with a scored explanation.
  • Solution design: Built duplicate and conflict detection into submission so partners saw the problem before it became a rejection.

Arm

Built an internal knowledge agent over engineering and commercial documentation, with strict source grounding.

Field engineers were answering the same integration questions repeatedly, and answers varied by who was asked. Documentation existed but was spread across four systems with no shared search.

  • Solution design: Designed a retrieval layer over approved documentation only, with explicit refusal behaviour when the answer was not in the corpus.
  • Application development: Delivered the agent inside the tools the field already used, with every answer linked to its source paragraph.
  • Cloud & RevTech strategy: Set the content governance model so documentation owners, not the model, remained accountable for accuracy.

Forcepoint

Rebuilt lead routing and enrichment after a platform migration left conversion rates in decline.

A migration had silently broken enrichment on roughly a third of inbound leads. Routing rules had been rewritten by three different owners, and no one could explain why some segments never received follow-up.

  • Solution design: Reconstructed the routing logic as a single documented rule set with test coverage, replacing rules embedded across four systems.
  • Application development: Rebuilt enrichment with fallback providers and a monitored failure path, so a silent break becomes an alert instead of a slow leak.
  • Agile transformation: Introduced change control on routing so future edits are reviewed and reversible.

Workfront

Delivered an AI summarization layer for customer health reviews used weekly by the CS organization.

Customer success managers spent the first day of every week assembling account health narratives from usage data, tickets and notes. The output was inconsistent and rarely made it into leadership reviews intact.

  • Solution design: Defined the health narrative structure with CS leadership first, so the model had a target format rather than an open brief.
  • Application development: Built drafted summaries from product usage, support and engagement signals, with the CSM editing and approving before publication.
  • Cloud & RevTech strategy: Consolidated the three health-scoring approaches in use into one, so the summaries and the dashboards finally agreed.

Qlik

Modernized the demo and trial environment, cutting provisioning time from days to minutes.

Every technical evaluation required a manually built environment. Provisioning took three to five days, and inconsistent setups made evaluation results hard to compare or reproduce.

  • Cloud & RevTech strategy: Moved evaluation environments to templated, self-service provisioning with lifecycle and cost controls.
  • Application development: Built the provisioning service and the seller-facing interface, including automatic teardown at trial end.
  • Agile transformation: Handed the service to the platform team with runbooks and an on-call rotation rather than leaving it as a project artifact.

Work that made the numbers trustworthy again. Definitions, lineage, models and reporting rebuilt so leadership stops arguing about whose figure is right and starts deciding from one.

American Express

Established a governed commercial data model that ended competing revenue figures across three reporting teams.

Finance, sales operations and the business units each produced a revenue view, and all three were defensible under their own definitions. Monthly reviews opened with reconciliation instead of decisions.

  • Data governance: Established ownership, a certified metric layer and a change process for definitions, with an approved dictionary covering the forty metrics that mattered.
  • Data modernization: Rebuilt the commercial data model with documented lineage from source system to reported figure.
  • Advanced analytics: Delivered variance analysis that explained movement by driver rather than restating totals.

NYSE

Built a client revenue analytics platform with auditable lineage for every reported figure.

Reported client revenue could not be traced back to source without manual investigation, which made both internal review and external scrutiny slow and uncomfortable.

  • Data modernization: Rebuilt ingestion and transformation with lineage captured as a first-class output, not documentation written afterwards.
  • Data governance: Defined controls, approval gates and a retention model appropriate to a regulated reporting environment.
  • Data visualization: Delivered reporting where any figure can be expanded to its contributing records in two clicks.

The Trade Desk

Rebuilt attribution and pipeline reporting so marketing and sales worked from one funnel.

Marketing reported sourced pipeline that sales did not recognize. Two attribution models ran in parallel, and the gap between them was large enough to change budget decisions.

  • Advanced analytics: Built a single multi-touch model with documented assumptions, and published the difference against the old models rather than quietly replacing them.
  • Data strategy: Aligned marketing and sales on one funnel definition, including what counts as sourced, influenced and self-generated.
  • Data visualization: Shipped one funnel dashboard used by both teams in the same weekly meeting.

BNY Mellon

Delivered a governed client-360 view spanning custody, treasury and markets relationships.

Relationship data lived in product-aligned systems with no reliable entity resolution. Coverage teams could not see the full relationship, and cross-sell conversations were based on partial information.

  • Data modernization: Built entity resolution and a client hierarchy that reconciled legal entity, billing and relationship views.
  • Data governance: Set stewardship by domain with a documented escalation path for disputed records.
  • Data visualization: Delivered a coverage view that shows the whole relationship, including where the bank is not present.

Tableau

Consolidated more than 600 legacy reports into a certified set of 40 used across the commercial org.

Report sprawl meant most decisions were made on uncertified content, and no one could tell which dashboard was current. Refresh cost was significant and largely spent on reports nobody opened.

  • Data visualization: Audited usage, retired dead content and rebuilt a certified core set with clear ownership and refresh commitments.
  • Data governance: Introduced certification tiers so self-service could continue without being mistaken for source of truth.
  • Data strategy: Set the roadmap for what belongs in the semantic layer versus a team's own workspace.

GLG

Redesigned the demand and capacity model that matches expert supply to client requests.

Fulfilment planning ran on rules of thumb, and demand spikes in specific expertise areas produced long response times in exactly the segments that mattered most.

  • Advanced analytics: Built demand forecasting by expertise area with seasonality and client-cohort effects, replacing a single blended assumption.
  • Data strategy: Defined the data required to plan supply properly, including the gaps that needed collecting rather than modeling.
  • Data visualization: Delivered planning views that show projected coverage gaps far enough ahead to act.

Engagements where the answer wasn't known at the start. We prototyped fast, tested with real users, and stayed embedded through delivery, people, process and technology moving together.

Google

Took a partner-facing commerce concept from prototype to production in two quarters.

A promising internal concept had stalled between teams for a year. There was no agreed scope, no owner and no evidence it would work for the partners it was meant to serve.

  • Design thinking: Ran discovery with fourteen partners to establish what the product actually had to do, and cut the scope to the two jobs that mattered.
  • Rapid prototyping: Put a testable prototype in front of partners in five weeks, killing two of the original assumptions before they became build cost.
  • Solution delivery: Delivered to production with the internal team alongside us, handing over ownership at launch rather than after it.

Workday

Led the product and change program for a new partner onboarding experience across four regions.

Onboarding a new implementation partner took nine weeks and varied significantly by region, which limited how quickly capacity could be added in growing markets.

  • Product management: Established one product definition of onboarding with regional variation handled as configuration rather than separate processes.
  • Change management: Ran the regional transition with local owners so the new process was adopted rather than mandated.
  • Solution delivery: Delivered the supporting workflow and content, taking onboarding to under three weeks in the first two regions.

Impossible Foods

Built the commercial operating system behind a fast-scaling foodservice channel.

Growth had outrun the systems supporting it. Distributor performance sat in spreadsheets, and the team could not tell which accounts were genuinely growing versus reordering unevenly.

  • Rapid prototyping: Stood up a working performance view in three weeks so the team could act while the durable build was in progress.
  • Solution delivery: Delivered the production system covering distributor, operator and velocity reporting on a single model.
  • Product management: Set the roadmap and prioritization practice the internal team now runs without us.

Sage

Designed and shipped a self-serve trial-to-paid journey alongside the existing sales-led motion.

A self-serve motion had been discussed for two years but always lost to sales-led priorities. Nobody had tested whether the target segment would actually convert without a seller.

  • Design thinking: Framed the segment and journey, and defined what would count as evidence the motion worked.
  • Rapid prototyping: Shipped a limited-market test in seven weeks to prove conversion before committing to full build.
  • Solution delivery: Scaled the journey with routing rules that prevent the two motions from competing over the same accounts.

Windstream

Delivered a rebuilt quoting and order journey for complex network services.

Quoting a multi-site network deal required specialist involvement and typically took two weeks, with errors surfacing only at order entry.

  • Design thinking: Reframed the journey around the seller and the customer's actual sequence of decisions rather than the internal system order.
  • Solution delivery: Delivered guided quoting with validation at the point of entry, moving errors out of the order stage.
  • Change management: Trained sellers and specialists together and ran a supported cutover across regions.

EarthLink

Rebuilt the digital acquisition journey and the operations behind it in a single program.

The buying journey and the fulfilment process had been improved separately for years, so a smoother sign-up simply pushed more work into a provisioning process that could not absorb it.

  • Design thinking: Mapped the customer journey and the operational journey together, and prioritized the constraints rather than the surface.
  • Solution delivery: Delivered front-end and provisioning changes as one release train so improvements landed together.
  • Product management: Established shared metrics between marketing and operations so neither could improve at the other's expense.

Flyers Energy

Modernized field sales and service workflows for a distributed commercial fuel operation.

Field teams worked from paper and phone calls, and pricing decisions were made without visibility of current account terms. Back-office rekeying introduced errors and delays into billing.

  • Rapid prototyping: Tested a mobile workflow with two territories before committing to a full rollout.
  • Solution delivery: Delivered field capture integrated with billing, removing the rekeying step entirely.
  • Change management: Ran adoption territory by territory with field supervisors leading the training.

How we ensure results

Revenue leaders don't lose quarters to bad strategy. They lose them to work they can't see, talent they can't get fast enough, and systems that take two quarters to change. We close all three.

  • Command Centre: Every workstream, owner, decision and deliverable in one portal, so you always know where the number stands.
  • Gaux.ai: Describe the workflow or app you need and Gaux.ai builds it: production-ready, on your infrastructure, under your security stack.
  • GTM Expert Network: About 1,500 US-based operators who have already run your motion, matched in days, not procurement cycles.

Tech partners

  • Phave (GTM Data & Signals): We wire Phave's GTM signals into scoring and routing so reps work the accounts showing real intent.
  • Anthropic (AI Models): Claude powers our agent workflows — research, drafting and QA — with humans reviewing every judgment call.
  • Fivetran (Data Platforms): We use Fivetran to land CRM, marketing and product data in the warehouse without brittle custom pipelines.
  • Snowflake (Data Platforms): Snowflake is the single source of truth we model GTM metrics on, from pipeline to retention.
  • Databricks (Data Platforms): We build scoring and forecasting models in Databricks and push the outputs back into daily seller tools.
  • Winning by Design (Strategy & Research): Their revenue architecture is the blueprint we implement — bowtie models, stage definitions and metrics.
  • Salesforce (CRM & Sales): We design and clean up Salesforce so the CRM reflects how your revenue engine actually runs.
  • Adobe (Marketing & Experience): We connect Adobe's experience stack to pipeline so marketing sees what actually converts.
  • Domo (Analytics & BI): We build Domo dashboards leaders actually open, tied to the numbers the board asks about.
  • Microsoft (Cloud & Collaboration): We roll out Copilot and Teams workflows so AI help shows up where your people already work.
  • Gartner (Strategy & Research): Gartner research informs how we benchmark your stack and priorities against peers.
  • OpenAI (AI Models): We use OpenAI models where speed and breadth matter, paired with human review for accuracy.
  • Perplexity (AI Models): Perplexity speeds up account and market research so sellers walk in prepared.
  • HubSpot (CRM & Sales): We set up HubSpot for fast-moving teams that need clean handoffs from marketing to sales.
  • Gong (Revenue Intelligence): We turn Gong call data into coaching loops and deal risk alerts.
  • Clari (Revenue Intelligence): We tune Clari forecasts so the call on Monday matches reality on Friday.
  • Outreach (CRM & Sales): We build Outreach sequences around real buyer signals, not generic cadences.
  • ZoomInfo (GTM Data & Signals): We use ZoomInfo to fill account and contact gaps before they slow down routing.
  • Marketo (Marketing & Experience): We rebuild Marketo programs so lead flow, scoring and attribution line up.
  • Segment (Data Platforms): Segment gives us clean product events to feed scoring and lifecycle plays.
  • Tableau (Analytics & BI): We model GTM metrics once and surface them in Tableau for every team.
  • dbt Labs (Data Platforms): We model revenue data in dbt so every metric has one tested definition.
  • Workato (Automation): Workato recipes connect the stack so data moves without manual copy-paste.
  • Gainsight (Customer Success): We connect Gainsight health scores to expansion and renewal plays.
  • Zendesk (Customer Success): We feed Zendesk signals into account health so service insight reaches sales.
  • Amazon Web Services (Cloud & Collaboration): We run data and AI workloads on AWS when clients are already invested there.
  • Demandbase One (Marketing & Experience)
  • OneSignal (Marketing & Experience)
  • Zoho One (CRM & Sales)
  • Apollo (CRM & Sales)
  • Seamless.ai (CRM & Sales)
  • Shopify (CRM & Sales)
  • SalesLoft (CRM & Sales)
  • SurveyMonkey (Marketing & Experience)
  • ActiveCampaign (Marketing & Experience)
  • MailChimp (Marketing & Experience)
  • Wordpress (Marketing & Experience)
  • UIPath (Data Platforms)
  • Automation Anywhere (Data Platforms)
  • Lattice (Data Platforms)
  • SAS (Data Platforms)
  • Slack (Cloud & Collaboration)
  • Dropbox (Cloud & Collaboration)
  • Smartsheet (Cloud & Collaboration)
  • Cisco Webex (Cloud & Collaboration)
  • Trello (Cloud & Collaboration)
  • Zoom (Customer Success)
  • Zoho (Customer Success)
  • FreshWorks (Customer Success)
  • Zoho Desk (Customer Success)
  • Fathom Video (Customer Success)