AI Revenue Operations

Stop losing revenue between proposal and close

RevConcierge is your always-on AI revenue concierge — it follows up on proposals, triggers renewals, and flags upsells so nothing slips through the cracks.

No credit card required · Free 14-day trial · Cancel anytime

$0.0M

Average revenue recovered per client per year

0%

Of proposals followed up within 60 minutes

0.0×

ROI on revops spend vs. manual ops

Trusted by premium service providers across North America

$5.23B

RevOps software market in 2026

50.3%

Of that market is SMEs — your segment

16.3%

Annual market growth rate (CAGR)

20–40%

Leads lost to slow follow-up (industry data)

two men in suit sitting on sofa

Market Research Insight

“Premium service providers lose an average of 20–40% of inbound revenue to slow or missed follow-up. RevConcierge closes that gap automatically.”

Meridian ConsultingApex AdvisoryNova AgencySummit PartnersVantage GroupCraft & Co.Meridian ConsultingApex AdvisoryNova AgencySummit PartnersVantage GroupCraft & Co.
WHAT IT DOES

The full revenue ops layer — without the ops hire

RevConcierge manages proposals, follow-ups, renewals, and upsells on autopilot — so you stay focused on delivering great work.

AI Proposal & Follow-Up Automation

Stop losing deals to silence. RevConcierge tracks every sent proposal and fires AI-written follow-ups at exactly the right moment — customized to the client, sent from your inbox.

Renewal & Upsell Pipeline

Every retainer, every contract — surfaced 60 days before it expires. Upsell opportunities flagged automatically.

Client Revenue Health Tracker

A live dashboard of MRR, at-risk accounts, overdue invoices, and churn signals — pulled from your real data.

AI-Generated Outreach Drafts

When it's time to reach out — for upsells, renewals, or new proposals — RevConcierge drafts the message in your voice. You review, you send.

HOW IT WORKS

From connected to captured in 3 steps

Set up takes 15 minutes. The AI runs 24/7 from there.

01

Connect your workflow

Link your email, CRM, and billing tools. RevConcierge maps your active proposals, retainers, and client relationships.

GmailHubSpotStripe
02

AI monitors your revenue gaps

The AI scans for stalled proposals, upcoming renewals, and upsell opportunities every 24 hours — and queues actions.

man in white dress shirt and gray pants standing beside brown wooden table
03

Capture what you've already earned

Approve AI-drafted follow-ups in one click, or let them auto-send. Revenue that was slipping away gets recovered.

Recovered this month

$24,800

WHY REVCONCIERGE

Built for service providers. Not retrofitted for them.

HubSpot and Salesforce are powerful — for sales teams. RevConcierge is purpose-built for the way consultants, coaches, and agencies actually operate.

FeatureRevConciergeHubSpot
Purpose-built for service providers✓ Yes✗ No
Proposal follow-up automation✓ Automatic, AI-written✗ Manual sequences only
Renewal pipeline for retainers✓ Built-in, 60-day alerts✗ Workaround required
AI outreach drafts in your voice✓ Yes✗ No
Client revenue health tracker✓ Live MRR + churn signals✗ Requires HubSpot Ops Hub ($$$)
Setup time✓ 15 minutes✗ Weeks + consultant
Pricing for SMEs✓ Starts at $97/mo✗ $800+/mo for equivalent

The average HubSpot implementation for a 5-person service firm costs $2,400–$8,000 and takes 6–10 weeks. RevConcierge connects in 15 minutes with no consultant required.

a group of people sitting around a table with laptops

WHAT CLIENTS SAY

Results that speak for themselves

★★★★★

We were losing 2–3 proposals a month to radio silence. RevConcierge’s follow-up automation recovered $18,000 in stalled deals in our first 60 days.

SK

Sarah K.

Founder, Apex Strategy Consulting

★★★★★

I fired my $4,000/month ops coordinator and replaced her with RevConcierge. The AI handles every renewal reminder, follow-up sequence, and upsell pitch. I just approve.

MT

Marcus T.

Fractional CFO, MT Advisory

★★★★★

Setup was literally 15 minutes. By day 3 the AI had already caught a renewal I would have completely missed — a $14,400 retainer. Paid for itself before the trial ended.

JL

Jordan L.

Agency Principal, Nova Creative Group

⭐ 4.9/5 across 200+ service providersNo credit card required to start

PRICING

Simple pricing for the revenue you're missing

14-day free trial on all plans. No credit card required to start.

MonthlyAnnual

Solo

Independent consultants & coaches

$97/mo
  • AI proposal follow-up (up to 20 active)
  • Renewal pipeline (up to 10 clients)
  • AI outreach drafts
  • Client revenue health dashboard
  • Email support
Start Free Trial
Most Popular

Growth

Boutique agencies & fractional teams

$247/mo
  • Everything in Solo
  • Unlimited proposals & follow-ups
  • Unlimited client renewal tracking
  • Gmail + Outlook integration (send from your inbox)
  • AI upsell opportunity detection
  • Priority support
Start Free Trial

Agency

Multi-team agencies & ops leads

$497/mo
  • Everything in Growth
  • Up to 5 team seats
  • Stripe live data integration (real MRR + invoices)
  • White-glove onboarding call
  • Custom AI voice training
  • Dedicated Slack channel
  • API access
Start Free Trial

All plans include a 14-day free trial · Cancel anytime · No setup fees

FAQ

Answers to the questions you're already thinking

STOP LEAVING MONEY ON THE TABLE

The revenue you've already earned shouldn't require a manual chase to collect.

RevConcierge recovers it automatically. Set up in 15 minutes, running in 24 hours.

Start Your Free Trial

No credit card required · Cancel anytime

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