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GTM Strategy & Execution for B2B SaaS | Phi Consulting

Phi designs, builds, and operates the Revenue Infrastructure behind your GTM. Strategy to closed-won. Dedicated teams. Compliant operations. Fully managed by Phi.

The Execution Layer for Revenue Teams

Our GTM pods embed into your company, your stack, your teams. Dedicated to your business. Fully managed by Phi. We design the revenue system, build it, and run it alongside you. Then we engineer the AI automation layer that makes it compound without adding headcount.

What We Design, Build, and Operate

  • Outbound GTM Pods — SDRs. AEs. GTM Engineers. Dedicated to your org and fully managed by Phi. 93 meetings booked for Payoneer in 4 months.
  • AI Automation Engineering — LLMs, APIs, and workflow tools wired into fully automated pipelines. Lead enrichment, personalized outreach at scale, meeting scheduling.
  • RevOps — CRM architecture. Attribution. Reporting. Revenue teams run on data, not gut feel. 97% CAC drop at Datatruck.
  • Customer Experience — Onboarding. Retention. Expansion. 40% CSAT improvement at AtoB.
  • Marketing Ops — Content. Automation. Demand gen. SEO, email nurture, and paid campaigns.
  • SalesOps — Lead routing. Process design. Performance loops. Rep scorecards and pipeline hygiene.

How Phi Works

  1. Signal — Two weeks inside your data, your calls, your market.
  2. Blueprint — Hiring plan. Tool stack. Process design. 90-day scorecard.
  3. Build — Phi operators embed. We hire, train, tool, and run the playbook.
  4. Compound — The system runs. We hand over and make ourselves unnecessary.

Client Results

  • AtoB — 7% U.S. market share. $800M valuation.
  • Datatruck — Zero to $2.5M ARR. 97% CAC reduction.
  • TruckX — $2M to $16M ARR in 18 months.
  • Mudflap — 150% conversion increase.
  • DigitalOcean — New market. New pipeline.
  • Payoneer — 93 meetings. 44 closed deals.

Testimonials

“We didn't just get a consultancy. We got a true GTM partner. Phi helped us sell smarter, scale faster, and dominate our category.” — Tapan Chaudhari, CEO, TruckX
“They became our on-demand revenue team. Within weeks, a complete turnaround in our outbound motion.” — Shohruh Rahmanov, CEO, Datatruck

Built for Regulated Industries

Freight, fintech, logistics, and insurance. Compliance-ready operations with managed infrastructure, secure access, NDA-signed operators, E&O insurance up to $1M.

Industries

  • Logistics & Freight
  • Fintech
  • Cloud
  • SaaS
  • InsurTech
  • PropTech
  • HealthTech

Trusted by companies that have raised over $2B collectively. $437M+ revenue generated. 3.4x average ROI. 40+ clients scaled.

Talk to someone who's done this beforeSee all case studiesSee how it works
Revenue Infrastructure for B2B Companies

Tools don't build pipeline.
Systems do.

Not advisors. Operators. Phi puts a dedicated revenue team inside your company, builds the system, runs the playbook, and owns the outcome.
Dedicated teams. Fully compliant. Fully managed by Phi.

See how it worksTalk to us

Trusted by companies that have raised over 2B collectively.

AtoB
Datatruck
TruckX
Mudflap
DigitalOcean
Payoneer
Bobtail
OTR Solutions
Outgo
Shipwell
AtoB
Datatruck
TruckX
Mudflap
DigitalOcean
Payoneer
Bobtail
OTR Solutions
Outgo
Shipwell
AtoB
Datatruck
TruckX
Mudflap
DigitalOcean
Payoneer
Bobtail
OTR Solutions
Outgo
Shipwell

This Is Not Consulting. This Is Infrastructure.

Our GTM pods embed into your company, your stack, your teams. We design the revenue system, build it, hire and train the operators, and run it alongside you.

You don't manage five vendors hoping someone owns the result. You have one team that does.

What We Design, Build, and Operate

01

Outbound GTM Pods

SDRs. AEs. GTM Engineers. Dedicated to your org and fully managed by Phi. Designed to generate pipeline, not activity reports.

Clay / HeyReach / Instantly / n8n93 meetings booked for Payoneer in 4 months
Explore Outbound GTM Pods 01
02

AI Automation Engineering

We wire LLMs, APIs, and workflow tools into fully automated pipelines. Lead enrichment, personalized outreach at scale, meeting scheduling, post-sale nurture. Running without human intervention.

n8n / Make / Clay / Claude
Explore AI Automation 02
03

RevOps

CRM architecture. Attribution. Reporting. We build the infrastructure so revenue teams run on data, not gut feel.

HubSpot / Salesforce / Segment97% CAC drop at Datatruck
Explore RevOps 03
04

Customer Experience

Onboarding. Retention. Expansion. Dedicated CX operators embedded in your org, managed by Phi. Systems that keep the revenue you already earned.

Vitally / Intercom / Zapier40% CSAT improvement at AtoB
Explore Customer Experience 04
05

Marketing Ops

Content. Automation. Demand gen. SEO, email nurture, and paid campaigns wired into your pipeline. An inbound engine that compounds alongside outbound.

Webflow / Ahrefs / Buffer
Explore Marketing Ops 05
06

SalesOps

Lead routing. Process design. Performance loops. Rep scorecards and pipeline hygiene built into the daily motion. GTM that repeats without depending on heroes.

HubSpot / Salesforce / Gong
Explore SalesOps 06

How Phi Works

01

Signal

Two weeks inside your data, your calls, your market. We find what is broken before recommending anything.

02

Blueprint

A working plan. Hiring plan. Tool stack. Process design. 90-day scorecard. Signed off before we start.

03

Build

Phi operators embed. We hire, train, tool, and run the playbook. One point of contact owns the outcome.

04

Compound

The system runs. We hand over, train your leaders, and make ourselves unnecessary. That is the job.

Who We've Built Revenue Systems For

AtoB7%U.S. market share
Datatruck9:1return on every dollar
TruckX8xrevenue in 18 months

Same systems. Different companies. Full breakdowns below.

What We Built and What Happened

AtoB7% U.S. Market Share77 customers to thousands. We embedded a full sales operation and CX engine across three product lines. $800M valuation.DatatruckZero to 2.5M ARRWe placed one founding AE who built the entire revenue engine. CAC dropped 97%. 12M Series A raised off the pipeline we built.TruckX2M to 16M ARRWe rebuilt the sales infrastructure from scratch. 18 months. 8x growth. Same product, different system.Mudflap150% Conversion IncreaseWe ran outbound campaigns that uncovered the real ICP. Product-market fit came from execution, not assumptions.DigitalOceanNew Market. New Pipeline.We repositioned outbound from developer messaging to business buyers. Built the entire motion from zero.
Payoneer93 Meetings. 44 Closed Deals.APAC expansion. We deployed a multi-region SDR pod in two weeks and ran it for four months.
See all case studies

What It's Like Working With Phi

“They didn't just advise. They sold with us, built with us, scaled with us.”
Revenue Leadership, AtoB
“We didn't just get a consultancy. We got a true GTM partner. Phi helped us sell smarter, scale faster, and dominate our category.”
Tapan Chaudhari, CEO, TruckX
“Our customer experience is now a growth lever. Phi turned CX into a revenue-generating system, not just a support cost center.”
Operations Team, AtoB
“They became our on-demand revenue team. Within weeks, a complete turnaround in our outbound motion.”
Shohruh Rahmanov, CEO, Datatruck
“Phi helped us speak the language of startups. Their outbound team delivered pipeline that actually converted, and fast.”
Revenue Ops Team, DigitalOcean
“They didn't just advise. They sold with us, built with us, scaled with us.”
Revenue Leadership, AtoB
“We didn't just get a consultancy. We got a true GTM partner. Phi helped us sell smarter, scale faster, and dominate our category.”
Tapan Chaudhari, CEO, TruckX
“Our customer experience is now a growth lever. Phi turned CX into a revenue-generating system, not just a support cost center.”
Operations Team, AtoB
“They became our on-demand revenue team. Within weeks, a complete turnaround in our outbound motion.”
Shohruh Rahmanov, CEO, Datatruck
“Phi helped us speak the language of startups. Their outbound team delivered pipeline that actually converted, and fast.”
Revenue Ops Team, DigitalOcean

Built for Regulated Industries

We operate in freight, fintech, logistics, and insurance. Industries where compliance is not optional and data handling is not negotiable.

Your Data. Your Systems.

Every Phi operator works inside your CRM, your tools, your stack. No shadow systems. No data leaving your environment.

Managed Infrastructure

Campus-based teams. Managed devices. Secure access. NDA-signed operators. Complete endpoint security. E&O insurance up to 1M. Liability insurance on every engagement.

Full Visibility

Real-time dashboards. Weekly reporting. Pipeline metrics. Activity tracking. You see everything your pod is doing, when they're doing it, and what it's producing.

Compliance-Ready

We work with companies in DOT-regulated freight, PCI-adjacent fintech, and compliance-heavy logistics. Our operational standards match yours.

We Work Across Every Stage

Seed

Building GTM from scratch. First pipeline. First system. Datatruck: $0 to $2.5M ARR.

Learn more →

Series A through Pre-IPO

Scaling past founder-led sales. Rebuilding the GTM that got you here. TruckX: 2M to 16M ARR.

Learn more →

Enterprise

Fixing a GTM motion that stalled. We run OTR Solutions' supplementary sales motion for west coast factoring and sales card partnership teams.

Learn more →

The stage changes. The infrastructure gap doesn't.

LogisticsFintechCloudSaaSInsurTechPropTechHealthTech
Explore our industries →

Let's Figure Out What's Broken

Not a pitch. Not a deck. What's not working and how fast we can fix it.

Talk to someone who's done this before
Phi

Revenue Infrastructure.
AI-Engineered. Fully Operated.

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