Turn Inbound Interest Into Qualified Pipeline — Without Manual Follow-Up
The moment a qualified demo request is booked and confirmed — before an SDR ever touches it.
Recommended starting point:Foundation Package
The Problem
SaaS and B2B service companies don't lose deals because of weak products — they lose them because speed, qualification, and follow-through break down. Demo requests arrive after hours, inbound leads sit unworked for days, SDRs chase unqualified prospects, and context is lost between marketing, sales, and onboarding. Every handoff introduces friction. The result is bloated pipelines, low show rates, long sales cycles, and revenue that leaks before it ever reaches a close.
System Architecture
Meet Your New Team
Operator isn't just software. It's a verified swarm of specialized AI agents working in concert to run your operations.
Intake Specialist
Routing Manager
Engagement Lead
Policy Expert
System Logic: Inbound inquiry received via phone or web
Intake Specialist
Qualifies intent and gathers core requirements.
Policy Expert
Checks internal SOPs for case-specific compliance.
Routing Manager
Assigns to appropriate department with full context.
Engagement Lead
Schedules automated follow-up sequence.
Where Most SaaS Teams Start
Most SaaS and B2B teams begin with the Foundation Package, which installs the core infrastructure required to run Operator inside the business.
What's Included
- Operator Node (Mac Studio) — on-prem runtime (as scoped)
- OperatorOS activated (control plane app)
- Core Stack (Lite) included — baseline intake → routing → handoff loop
- One HQ deepened beyond Lite mode (e.g., Voice or Data/RAG)
What It Can Do
- Respond to inbound demo requests and inquiries 24/7
- Capture structured lead context (company size, role, use case, urgency)
- Route qualified inquiries to the correct next step (calendar booking, form, or SDR review)
What it intentionally does NOT include: Deal-stage logic or forecasting, sales qualification frameworks, multi-touch follow-up orchestration, or marketing attribution or lifecycle automation. The Foundation Package establishes availability and structured intake — it stops inbound demand from going dark, but does not yet optimize conversion.
Capability Expansion Path
HQ Pro applies templated, niche-specific logic based on common SaaS and B2B sales motions. This includes ICP-aware intake flows (company size, role, tech stack), qualification paths for inbound vs outbound vs referral leads, standardized demo and follow-up sequences, and guardrails aligned to typical SaaS or service sales cycles.
HQ Pro is built from proven patterns across similar companies. It is standardized by design — reliable, but not bespoke.
Operator HQ represents the full system operating as one coordinated unit. For SaaS and B2B teams, this typically includes:
At this level, all HQs share context, actions are coordinated automatically, and Operator functions as a true revenue operations layer.
Custom Operator is designed for SaaS and B2B organizations with complex or non-standard sales motions — multi-product SaaS companies, usage-based or enterprise pricing models, long or multi-stakeholder sales cycles, or custom onboarding or implementation workflows.
This includes deep workflow excavation, bespoke system architecture, custom qualification and routing logic, and advanced reporting and internal controls. This is not a template — it is built around how that business actually sells and delivers.
Every tier reduces pipeline leakage — higher tiers add qualification, coordination, and ultimately full revenue operations control.
Outcomes (Modeled / Typical)
Practices deploying Operator may experience:
Outcomes vary by deployment level and configuration.
Pricing Notes
Packages cap scope, not capability.
Operator does not provide legal, financial, or business advice. Capabilities depend on configuration, integrations, and internal processes.
Optional Expansion: We Don't Just Operate Your SaaS — We Can Build It
For SaaS and B2B teams, Operator can go beyond running sales and operations. At higher tiers, OperatorHQ can become the foundation of the product itself. This is designed for teams that want more than tooling — they want a proprietary SaaS asset.
Building the Product Layer (SaaS-as-Infrastructure)
At this stage, Operator is no longer just coordinating intake and revenue. It becomes the core operating layer behind your software product.
- A custom SaaS application built on top of Operator OS
- Private, on-prem or hybrid infrastructure (Mac Studio + cloud edge)
- Internal and customer-facing dashboards powered by Operator memory
- Embedded AI agents that act as product features, not support tools
How This Fits Into the Tiers
Operator HQ (Advanced Use): Internal tools become modular, product-ready components. Operator manages onboarding, support, usage signals, and retention. Early-stage product logic is standardized and reusable.
- Custom Operator (Full SaaS Build): Bespoke product architecture designed around your business model
- AI agents become first-class product features
- Custom permissions, billing logic, and workflows
- Private models or RAG systems trained on your proprietary data
- The SaaS becomes an owned asset — not a wrapper around third-party tools
What This Is — and Is Not
This is a custom-built SaaS, powered by OperatorHQ — designed for long-term ownership and leverage, built around your workflows, data, and customers.
- This is NOT a no-code app builder
- This is NOT a generic AI wrapper
- This is NOT a templated SaaS with light branding
- Each build is scoped independently and designed as a durable product
Product builds vary by scope and deployment. Examples illustrate what becomes possible when Operator expands from operations into product infrastructure.
Examples only. Capabilities vary by scope, data quality, and integrations. Not legal, medical, or financial advice.
Ready to Deploy?
See how OperatorHQ can work for your specific needs.