For B2B service companies: turn intake, handoffs, and renewals into a governed revenue system in 7 days.
Stop revenue leakage. Automate your revenue operations with precision, control, and AI-driven governance designed for complexity.
Velcar Pilot
AI Revenue Agent
Seamlessly Integrated With Your Stack
Autonomous Revenue Motions
Replace manual friction with intelligent agents that handle the critical handoffs in your business.
Smart Intake
Agents triage inbound leads, enforce qualification criteria, and route only high-fit opportunities to the right owner.
Ops Handoffs
Automate handoff packets, status updates, and follow-through triggers across sales, delivery, and customer success.
Renewal Engine
Run account health checks, renewal nudges, and expansion signals with auditable workflows and human approvals.
Results that compound
Our clients see immediate impact on their operational efficiency and revenue capture.
faster first response on inbound service inquiries
reduction in manual handoff/admin tasks
improvement in qualified-opportunity rate
typical timeline to show operational ROI signal
Built for High-Touch Services
Designed for businesses where operational complexity kills margins.
Growth Agencies
Performance, creative, and RevOps agencies with high lead volume and uneven handoffs.
Consulting Firms
Specialized advisory teams needing intake consistency, project kickoff speed, and better client communication loops.
Legal & Accounting Practices
Firms managing strict intake criteria, compliance-aware communications, and SLA-bound client requests.
Outsourcing & BPO Teams
Operations-heavy providers balancing capacity, quality assurance, and multi-client delivery expectations.
Managed Service Providers (MSPs)
Service desks requiring always-on triage, ticket handoff governance, and predictable response quality.
Specialized Service Operators
Any B2B service business where growth is blocked by manual intake, follow-up lag, and coordination friction.
Governance First. AI Second.
Total Control (RBAC)
Role-Based Access Control
- Granular permission settings per agent
- Human-in-the-loop approval gates
- SSO & Enterprise Identity Management
Audit & Resilience
Full Traceability
- Immutable logs of every AI action
- Automatic rollback on error detection
- SOC 2 Type II Compliant Infrastructure
From Audit to Automation
Workflow Diagnostic
Map intake-to-delivery flow, qualification rules, SLA commitments, and failure points across your current systems.
Governance & Agent Design
Define RBAC, approvals, escalation routes, and rollback rules. Then design agent responsibilities around your SOPs.
Pilot Launch
Deploy one production workflow with instrumentation for SLA adherence, handoff quality, and conversion throughput.
Optimization Sprint
Tune prompts, routing logic, and exception handling to improve KPI lift before scaling to adjacent service workflows.
Investment Packages
Transparent pricing for every stage of automation maturity.
Pilot
1 week
Scoped engagement
- 1 priority workflow (intake, qualification, or handoff)
- Core integrations + KPI tracking
- RBAC baseline + approval checkpoints
- Weekly optimization review
Ops Expansion
2-3 weeks
Scoped engagement
- 2-3 connected workflows across GTM and delivery
- SLA instrumentation + exception routing
- Client communication automations
- Playbook documentation for internal teams
Revenue Engine
30-45 days
Scoped engagement
- Cross-functional intake-to-renewal automation
- Advanced governance (audit trails, rollback strategy)
- Executive KPI dashboard and forecasting signals
- Quarterly optimization roadmap
Frequently Asked Questions
Is this built specifically for B2B service companies or generic automation?
How much effort is required from our team during rollout?
Who owns the workflows, prompts, and process logic after launch?
How do you handle security and access control?
Do we get audit trails for compliance and incident review?
What happens if an agent makes a mistake?
Can this integrate with our CRM, ticketing, and communication stack?
Will this replace my account managers or ops team?
How fast can we see ROI?
What if KPI targets are missed during pilot?
How is pricing structured and are there ongoing costs?
Can we cancel after the pilot if it’s not a fit?
Do you provide post-launch support and incident response?
Have more questions? Contact our support team
Ready to stop revenue leakage?
Join the forward-thinking B2B service companies automating their way to higher margins.
Book Strategy SessionNo credit card required for consultation.