01
What's broken
- Lost deals are never revisited
- Past customers only hear from you when they call
- Sales-to-delivery handoffs live in someone's inbox
All services
Revenue operations
Follow-up, reactivation and reporting on schedule, so won and lost deals keep paying back.
Where it sits on your revenue line
- Marketing
- Leads
- Sales
- Pipeline
- RevenueCovered
- RetentionCovered
- Built once, yours to keepA one-time build that keeps running after handover.
- Accounts in your nameDomains, inboxes, CRM records and copy stay yours.
- A person approvesEvery template, and every message for 30 days.
- 30-day handoverYour team can run the system without us.
01 / 08Who it's for
Built for teams starting from one of three places.
Starting point 1
Follow-up by memory
Whether a deal gets a second email depends on who owns it and how busy their week is.
Starting point 2
Lost deals forgotten
Deals marked lost are never revisited, even when the reason was timing.
Starting point 3
Handoffs in inboxes
Won deals move to delivery through forwarded emails, and details get retyped or lost.
One system. Every team sees the difference.
Pick a team to see what changes for them.
For sales
Open deals get follow-up on schedule, with a named point where someone reviews it.
02 / 08Why it stalls
Follow-up depends on habit, so revenue leaks after the first call.
Deals you already paid to win go cold, and nobody can say where next quarter's revenue will come from.
02
How it feels day to day
Quarter-end turns into a scramble through old deals, and nobody can say where next quarter's revenue will come from.
03
Why it's wrong
Revenue you already paid to win shouldn't depend on someone remembering to send an email.
The usual fix
The reminder in someone's calendar. It works until they're on leave, change role or have a busy week. Then the deal quietly goes cold.
03 / 08How we build it
Four steps, built in your accounts.
- 1
Map the follow-up rules
Which deals get which follow-up, when, and who reviews it. Agreed in writing.
- 2
Automate follow-up and reactivation
Open deals, lost deals and past customers get the right touch on schedule, from your accounts.
- 3
Connect sales to delivery
Won deals hand over with their full context, so nothing is retyped or lost.
- 4
Report weekly
One report on what moved, what stalled and what happens next.
What you keep
Everything is built in your own accounts and documented, so it keeps working after we hand over.
Deliverables
- Follow-up sequences with a named review point
- Lost-deal and past-customer reactivation
- Sales-to-delivery handoffs
- A weekly next-step report
Where you decide
Your team takes the meetings and closes.
After handover
Follow-ups, reactivation and reports keep going after handover.
04 / 08See it run
What happens after the proposal goes out.
Follow-up runs on agreed rules, from your accounts. A person reviews every deal at a set point, so nothing is left to memory.
Agent repeatable workPerson a person decides
Illustrative example. Names and details are invented.
Day 0
Proposal sent by your team.
PersonDay 3
Check-in drafted from the call notes, using an approved template.
AgentDay 10
Relevant case study sent, with a single question.
AgentDay 21
Deal owner reviews: keep going, call, or close it out.
PersonWon
Delivery gets the deal with its full context. Nothing retyped.
AgentLost on timing
Reactivation queued for the quarter the buyer named.
Agent
05 / 08The tools behind it
Wired into the tools you already use.
Your CRM drives follow-up, reactivation and a weekly report, on schedule.
Comes in from
- HsHubSpotDeals
- PdPipedriveDeals
Built by Rivet, owned by you
- n8n8nScheduling
- AIOpenAISummaries
Lands in
- InInstantlyFollow-up
- SlSlackWeekly report
06 / 08What we promise in writing
Six commitments, in writing before we start.
Every engagement runs on the same promises. They're in the scope you sign, not on a sales slide.
Scope of work
Our commitments to you
- A fixed scope, agreed before any work begins
- Everything built in accounts in your name
- No new template goes live without your approval
- A person handles every sensitive reply
- A weekly report from a named operator
- An honest answer if we're not the right fit
Your signature
RivetFor Rivet
- Handover overlap while your team takes over
- 30 days
- Domain warm-up before any sending volume
- 2–4 wks
- Approval gates before anything reaches a buyer
- 4
- Accounts held in our name
- 0
07 / 08What changes
What it costs to leave it, and what you run on instead.
The left side is what we see most often when nobody owns this part of the revenue line. The right side is what we hand over.
If nothing changes
- Open deals go quietNo reply after the proposal, and no second follow-up.
- Lost deals stay lostTiming changes and budgets reopen, but nobody gets back in touch.
- Past customers driftThey only hear from you when they call, often to cancel.
- Handoffs lose detailsDelivery asks the client questions sales already answered.
- Reporting takes a daySomeone pulls numbers by hand every week, and they still don't match.
- Next quarter is a guessWithout a view of follow-up and reactivation, every forecast starts from zero.
After handover
- Follow-up on scheduleOpen deals get the right touch at the right time, with a named review point.
- Lost deals revisitedDeals lost on timing or budget come back up when it makes sense.
- Past customers contactedReactivation runs from your accounts, in your voice.
- Clean handoffsWon deals reach delivery with their full context attached.
- One weekly reportWhat moved, what stalled and what happens next, every week.
- A view of next quarterFollow-up and reactivation activity you can plan around.
08 / 08Case studies
Ask us about similar builds.
See all case studiesWe haven't published a case study for this system yet. On the review we'll walk you through the parts we've built for other teams.
Questions about revenue operations
Can't find yours? Bring it to the review.
No. Reporting is one part. The core is the follow-up, reactivation and handoffs that keep revenue moving.
They go from your accounts, in your voice, using templates you approved.
Usually. We confirm your tools on the review and scope the handoff in writing.
No. Each system works on its own. Most teams start with the part that hurts most.
Follow-ups, reactivation and reports keep running. Your team takes the meetings and closes.
Get a written map before anyone touches a record.
In 30 minutes we map where this part of your revenue line breaks and tell you honestly whether we're the right fit.
Book a 30-minute review