For funded startups
You raised. The product works. You are still the only one selling it.
Five to thirty people, seed to Series A, and the founder still runs sales. This is the sales operation you put in before the first sales hire.
+ CREDITED IN FULL · REFUND IF THE READOUT MAPS UNDER $10K · YOU OWN THE CODE
Your partner at every step.
Who we build this for
Our approach
Helix puts the sales operation in before the first sales hire.
Workflow first, AI second. We map how a lead moves through your company before anything is built, then build only the pieces that pay for themselves. Every action drafts behind your approval from day one, and we report against your pipeline numbers, not our slides.
First module live in two weeks. System-run over the quarter.
Layer 01 · Diagnose
The 72-Hour Diagnostic
One 90-minute recorded session, then the readout three days later: the map, the three things to build first, each one priced.
Learn moreLayer 02 · Build
The modules, highest payback first
Every module priced in the readout and built in your tools, approval-gated from day one.
Learn moreLayer 03 · Run
We run it with you
Monitoring, tuning, new modules as the company grows, and a documented handover written from day one.
Learn moreThe problem
You raised. The operation around the product was never built.
You have tried the obvious fixes. None of them removed the bottleneck.
Follow-up is you remembering
Leads go quiet during build weeks. Nothing chases them, because the only follow-up system is the founder’s memory.
The pipeline is a spreadsheet
The board asks for the number, and answering it takes a day of stitching together a sheet, an inbox and a calendar.
The first sales hire lands in nothing
Hiring before the system exists means paying someone to rebuild the founder’s memory from scratch, in a blank CRM.
Nobody mapped the work first
The automation went in where it was easy, not where it paid. The steps that cost the most are still done by hand between builds.
Nobody can see where the hours go
The hours are real and the dropped leads are real, but neither is counted, so there is no baseline to show the board.
The problem is not your team. It is the work nobody wrote down. That is what we map. That is what we build.
We are not the 200-slide roadmap, the AI tool that never stuck, the sales hire made too early into a blank CRM, or the AI SDR that blasts your list. Workflow first, AI second.
How we work with you
A system in your tools, not a deck in your inbox.
The build lands where the work already happens, on terms your board can read.
Your tools. Your approval queue. Your numbers.
- Every action drafts behind your approval until that action type earns autonomy on a low override rate
- Built on Claude, Slack, Cal.com and your existing CRM and mail layer
- The baseline is set the day the diagnostic is paid
- Nothing to migrate. We plug in where the work already happens
Credited in full. Scope fixed in writing.
- The $2,500 diagnostic credits in full to the build
- Scope and price are fixed in writing before any build starts
- Full refund if the readout maps under $10K of recoverable value
- Documented handover: you own the system and the code
The engagement
Three steps, and what lands in each.
In that order, with the terms shown at every step.
Step 01 · Diagnose · 72 hours
We find where AI pays for itself.
One 90-minute recorded session with the founder and whoever touches a lead. Three days later you get the readout: what to build, in what order, and what each piece is worth.
- The 90-minute recorded session
- The map of how a lead moves through the company
- The three things to build first, each priced
- The number behind each, in hours handed off and leads no longer dropped
- Two or three working proof-of-concepts on dummy data, each with a price tag, so you choose between things you can click, not slides
- The readout in three days
- You keep the map either way
Track A · default
The 90-minute session
Readout in 72 hours. This is what most funded startups at this size need.
Track B
15 to 50 staff
A kickoff, then four to six interviews across the teams that touch a lead, then the readout in five to eight days. Priced at kickoff.
Step 02 · Build · from two weeks
The modules, highest payback first.
Every module is built in your tools and priced in the readout, then shipped one at a time, highest payback first.
What gets built
- Intake. Every enquiry answered and qualified inside the first ninety minutes.
- Follow-up. The ladder that runs while the founder is in a build week.
- Pipeline. One board the whole team can read.
- Win-back. Leads contacted once and dropped, re-worked.
- Investor update. Drafted from the numbers, not a day of the founder’s time.
- Proposal drafting. Drafted against the map, not from a blank page.
How it is built
- In your tools: your CRM, inbox, calendar, billing and data
- Every action drafts behind human approval from day one
- Proof of concept first, then production
- First module live in about two weeks, then one module at a time, highest payback first
- Each module priced in the readout
What you own
- The system
- The code
- The documented handover
Step 03 · Run · monthly
We run it with you, and hand it over.
The system stays live, watched and tuned. New modules land as the company grows, and the handover is written from day one.
The build is the small part. Getting the team to actually use it is the rest, and that is what Run is for.
- Monitoring and tuning
- New modules as the company grows
- Usage checked at weeks 2, 4 and 8
- Every action is checked against its real result before it counts
- Quarterly re-diagnosis
- Documented handover: you own the system and the code
The published case
What’s running today.
leads at a music school that had been contacted once and then dropped
- They were contacted once, then dropped. Nothing chased them.
- Follow-up and win-back modules work that list now.
- The second brain sits underneath, so every message knows the history.
Also shipped
Built and running. We do not publish a client’s name without their approval, so ask about any of them on the call. Our own company runs on the same system, shown live on the call, not on a slide.
No published startup case yet. This track opened in September 2026.
One ladder
The price is on the page.
Not a $500 look-over. Not a free workshop. A priced map with a number behind it.
Diagnose · 72 hours
Credited in full to the build. You keep the map either way.
From two weeks
Scoped and priced in your readout, on your modules and your numbers.
Monthly
Priced on the work, agreed before it starts. Documented handover.
If the readout does not map at least $10K of recoverable value in the business, you get a full refund. Scope and price are fixed in writing before any build starts. The full breakdown is on the pricing page.
Fit
Who this is for.
For you
- Your board asked for an AI plan and nobody knows where to start
- You raised three to twelve months ago
- Five to thirty people, and the founder still runs sales
- No account executive or SDR in the seat yet
- You are not an AI-native company; AI is not the product you sell
- You want pipeline moving while the team keeps building
Not for you
- You want AI inside your product. We build the operation around it.
- You already have a sales team running a system that works.
- You want a deck. We build and run the system.
FAQ
The procurement questions.
What happens in 72 hours?
Where does our data live?
Who owns the IP?
What happens if we stop working with you?
Next step
Stop being the only one who can sell it.
Twenty minutes. Tell us where leads come in and where they stall, and we will tell you whether the 72-hour diagnostic is worth running.
$2,500 diagnostic, credited in full · you keep the map either way · you own the system and the code