Our Journey Together

A Partnership Built on Innovation

2018
The Introduction
Industry event in Carmel, CA. Patrick attended Tom's session on a new model — now known as Buyerlytics. Included in FedEx RFP.
Nov 2019
Selected & Launched
Following rigorous evaluation, Infinity selected as DDC partner. Partnership officially launched.
Year 1
Lead Scoring & ADNR
Implemented lead scoring framework. Significantly improved ADNR within the first year.
Year 2
Cost & Productivity
Drove key initiatives: cost reduction, productivity improvement, and revenue growth.
Year 3
Sales Playbooks
Structured sales processes and standardized playbooks across regions.
Year 4
Comp Model Overhaul
Enhanced compensation models. Rolled out new plan aligning AE incentives with performance.
Year 5
Nearshore Delivery
Implemented lower-cost nearshore model. Expanded operational capacity while managing costs.
Year 6
Revenue OS Built
Buyerlytics Revenue OS built from concept to production. AI coaching deployed.
Today
Accelerate Forward
System in motion. Ready to accelerate — not start over.

This partnership started with a vision

Patrick saw something different in Carmel — a model built on buyer intelligence, not headcount. Six years later, that vision is a fully operational Revenue OS.

The Industry Challenge
The Old Model Hit Its Ceiling.
We Built the New Standard.
The Old Model
❌
Headcount = Success
❌
Hero-Dependent Performance
❌
Coaching By Anecdote
❌
React After Problems Surface
❌
Attrition Erodes Knowledge
The ceiling
VS
The Infinity Standard
✔️
Revenue Accountability
✔️
System-Driven Consistency
✔️
AI-Powered Real-Time Coaching
✔️
Predict and Prevent
✔️
System Retains Knowledge
Where Infinity operates
The question isn't whether the model needs to change —
it's whether your partner has already changed it.
The Revenue Operating System for BPOs
BUYERLYTICS® Rev OS
A New 100% Performance Standard®
Signal Inputs
📡Buyer Signals
Intent, engagement, behavioral triggers
hover for detail →
📡 Buyer Signals
What Feeds In
  • Inbound and outbound engagement activity
  • Buyer intent and behavioral trigger data
  • Contact and account interaction history
  • Campaign response and conversion signals
Why It Matters
Unified buyer signals become the foundation for every downstream action — without clean inputs, the system can't separate signal from noise.
📊Performance Data
Pipeline, conversion, velocity KPIs
hover for detail →
📊 Performance Data
What Feeds In
  • Pipeline stage and conversion rate metrics
  • Revenue, retention, and margin KPIs
  • Sales velocity and cycle time data
  • Agent and team performance scorecards
Why It Matters
Performance data establishes the baseline for identifying where revenue, retention, and margin opportunities exist — the starting point for the Insights phase.
🏗️Operating Model
Workflows, systems, org structure
hover for detail →
🏗️ Operating Model
What Feeds In
  • Current workflow and process structure
  • Technology stack and integrations
  • Organizational design and role clarity
  • Governance and management cadence
Why It Matters
Buyerlytics doesn't replace the operating model — it embeds into it. Understanding the existing framework is critical to implementation design.
👥Workforce & Culture
People, readiness, talent structure
hover for detail →
👥 Workforce & Culture
What Feeds In
  • Hiring profiles and role design readiness
  • Training gaps and onboarding maturity
  • Retention, recognition, and compensation data
  • Cultural alignment and performance accountability
Why It Matters
People are the execution layer. The system makes everyone perform — but only if workforce readiness and culture alignment are in place.
Our Proven 5 Step Process
1
Insights
Assess current state, find highest-value opportunities
Phase 1: Insights
Identify where revenue, retention, and margin opportunities exist through a structured diagnostic.
Two Entry Paths
  • Snapshot ($10K) — Focused diagnostic, directional clarity
  • Blueprint ($50K) — Deep cross-functional assessment + implementation blueprint
Deliverables
  • Current-state findings and gap analysis
  • Prioritized opportunity areas with sequencing
  • Operating model recommendations
  • Phased activation roadmap & KPI/ROI baseline
2
Activate
Embed the OS into people, process, tech
Phase 2: Activate
Guided implementation — embed Rev OS into the client's people, processes, technology, and operating structure.
Key Actions
  • Launch implementation workstream and rollout plan
  • Stand up Revenue Success Office cadence
  • Configure and deploy workflows, tools, systems
  • Onboard leaders, managers, and frontline teams
  • Install governance and execution routines
  • Prepare all five engines for go-live
3
Validate
Engines go live, measure and prove results
Phase 3: Validate
Execution and optimization — Rev OS Engines go live. Performance is measured and results are proven.
Engines Activated
  • Strategy — Alignment, priorities, visibility
  • Human Capital — Hiring, training, retention
  • Technology — CRM, automation, enablement
  • Performance — Playbooks, coaching, QM
  • Intelligence — Dashboards, AI, ROI tracking
4
Ignite
Scale what works, deepen adoption, maximize ROI
Phase 4: Ignite
ROI realization — engines shift to hyper-drive. Scale practices across teams, programs, and accounts.
Outcomes
  • ROI quantified and visible to leadership
  • Performance gains sustained over time
  • Adoption expands across the business
  • Rev OS Engines driving long-term value
5
Scale
Operationalize what works across teams
Phase 5: Scale
Institutionalize the system. Operationalize performance across sites, programs, and new client engagements.
What Happens
  • Standardize delivery across sites and regions
  • Reduce variance, increase predictability
  • Deploy across new enterprise client footprints
  • Use as competitive wedge to win new logos
  • Performance culture becomes institutional DNA
Guided By
The Revenue Success Office®
The command center — aligning leadership, client success, and execution teams to drive performance, adoption, and ROI.
Powered By the Rev OS Engines
🧭 Strategy ▴
🧭 Strategy Engine
Your Fractional Board of Directors
Strategic alignment to revenue and margin goals — defining what winning looks like, where to compete, and how to build the edge.
Core Capabilities
  • Strategic alignment to revenue and margin goals
  • Opportunity prioritization and execution sequencing
  • Operating model alignment
  • Leadership visibility into what matters most
At Scale
  • Expansion planning across teams, clients, or BUs
  • Ongoing alignment to growth and margin priorities
  • Prioritized roadmap for continued scale
Anchored In
The Five Strategic Choices: Define winning → Choose where to compete → Decide how to win → Build capabilities → Install management systems.
👤 Human Capital ▴
👤 Human Capital Engine
Not Commodity Labor — Performance Culture
AEs operate inside the Buyerlytics system with continuous skill development, meritocratic accountability, and an "own your seat" mindset.
Core Capabilities
  • Hiring profiles and role design
  • Recruiting support and selection standards
  • Onboarding and ramp structure
  • Training and ongoing readiness (LMS)
  • Culture, recognition, and retention support
  • Compensation and performance alignment
At Scale
  • Scaled hiring and talent planning
  • Stronger retention and performance culture
  • Expanded role clarity and comp alignment
Product Suite
Hiring Profile SystemRecruiting SOPCareer PathingAE Comp ArchitecturePerformance Cadence
⚙️ Technology ▴
⚙️ Technology Engine
Built In, Not Bolted On
Seamless technology integration with AI-enhanced tools for productivity, insight generation, and frontline enablement.
Core Capabilities
  • CRM and workflow configuration
  • Tool alignment and integration support
  • Process automation opportunities
  • System enablement for frontline teams
  • AI integration and testing
At Scale
  • Broader workflow adoption and utilization
  • Expanded integration and automation
  • Infrastructure to support scale across the model
Product Suite
CRM CoreWFM IntegrationAI RoleplayAI Operational TriggersEnterprise Security
🚀 Performance ▴
🚀 Performance Engine
The Execution Standard
Standardized execution, coaching architecture, and quality management — the system that makes everyone perform, not just the top 25%.
Core Capabilities
  • Revenue playbooks and execution standards
  • Coaching routines and management cadence
  • Quality management and compliance oversight
  • Campaign and program execution support
  • Daily / weekly / monthly performance cadence
2-3x
Avg performance lift
3.4x
Gap compressed (from 8.7x)
Product Suite
Process PlaybooksCoaching ArchitectureQM CoreQM ComplianceClient Success RoadmapSLA/SOW Governance
🧠 Intelligence ▴
🧠 Intelligence Engine
Inspect What You Expect
Real-time visibility into leading and lagging indicators at the individual and program level. AI-enabled insights turn data into action.
Core Capabilities
  • KPI dashboards and scorecards
  • Performance thresholds and reporting
  • Analytics and trend visibility
  • ROI tracking and baseline measurement
  • AI-enabled insights and triggers
  • Data-driven optimization recommendations
At Scale
  • ROI dashboards and business impact reporting
  • Trend analysis and performance benchmarking
  • Expanded visibility across revenue, retention, margin
  • Data-driven recommendations for future growth
Product Suite
Analytics CoreCRM AnalyticsAI Quality IntelRevenue AttributionPerformance ScorecardKPI Dictionary
Performance Outcomes
📈Land Customers
Higher acquisition, faster conversion
← hover for detail
📈 Land Customers
What The System Delivers
  • 2-3x lift in acquisition performance
  • Faster pipeline conversion and shorter cycles
  • 5.7x volume increase (Global Tech case)
  • Proven across B2B, B2C, and multi-vertical
The Shift
From hoping the top 25% carries the team to a system where the entire floor produces. The bottom doubles; the variance collapses.
🚀Expand Customers
Expansion, upsell, scalable growth
← hover for detail
🚀 Expand Customers
What The System Delivers
  • 6.3x average order value increase (Global Tech)
  • Upsell maximized — policies per order +43%
  • Teams scaled 4x with predictable performance
  • Innovation Lab de-risks pilots before scaling
The Shift
From labor scale to performance scale. Revenue per AE expands, margins grow, and the system gets better as it scales.
💎Retain Customers
Retention, quality, brand protection
← hover for detail
💎 Retain Customers
What The System Delivers
  • Proactive churn prevention via intelligence signals
  • Integrated QA protecting brand integrity
  • Trial-to-pay conversion lifted +40pts
  • Client success roadmaps driving expansion
The Shift
From reactive account management to a governed system of client success — where retention is an outcome of execution quality, not relationship management.
⚡Grow Margins
Efficiency, margin discipline, ROI
← hover for detail
⚡ Grow Margins
What The System Delivers
  • Higher efficiency reduces cost per acquisition
  • Revenue per AE increases while cost structure holds
  • Performance economics replace labor economics
  • Revenue share alignment drives accountability
The Shift
Margins expand, not compress. The math works for everyone — enhanced incentives drive achievement while efficiency gains flow to the bottom line.
Get Customers. Keep Customers. At Scale.
Our Approach

AI Strategy: Smart, Not Heavy

We don't chase AI hype. We solve real problems.

1

Identify the Need First

Every AI initiative starts with a specific performance gap — not a technology looking for a problem. We audit the workflow, quantify the impact, and only then design the solution.

2

Co-Develop with Clients

FedEx isn't a customer of our AI — you're a co-creator. We build with your data, your workflows, your edge cases. This isn't off-the-shelf. It's purpose-built for DDC.

3

Build First, Buy If Needed

We build proprietary solutions that we own and control. If a best-in-class vendor solves a specific layer better, we integrate it — but the intelligence layer stays ours. No vendor lock-in. No black boxes.

4

Measure Everything

Every AI capability has a defined ROI target before deployment. If it doesn't move revenue, retention, or ramp time — it doesn't ship. We kill projects that don't prove value.

Roadmap

Technology Evolution Timeline

NOW — DEPLOYED
Foundation Layer
Conversation Intelligence Real-Time Dashboards Readiness Benchmarks AI Coaching Prompts Performance Governance
Q3–Q4 2026
Intelligence Layer
Predictive Buyer Intent Next-Best-Action Engine Auto-Strategy Deployment Advanced Call Scoring
Q1–Q2 2027
Optimization Layer
FedEx-Specific LLM Fine-Tuning Autonomous Pipeline Management Predictive Attrition Models Dynamic Territory Intelligence
H2 2027+
Autonomous Layer
Self-Optimizing Revenue OS AI-Driven Hiring Profiles Full Lifecycle Intelligence Cross-Program Learning