Excelsior Forge is a team of revenue operators, growth engineers, and strategists who help you automate the grind across outbound, sales enablement, revenue operations (RevOps), and customer success.
Book an intro callTrusted by
We lived this
Research, lists, data, CRM cleanup, manual follow-up. The grind nobody got into sales to do crowds out the work that actually brings in revenue: the calls, the meetings, the deals, the customers. And the old fixes only pile it higher: hire more reps and you add more grind, buy more tools and someone has to run them, rent a lead-gen agency and you own none of it.
The grind we automate
The work your team does
We automate the grind. Your team grows the revenue.
The best revenue teams use AI to take the grind off their people and point them at the work that matters: the right buyers, reached when the need is real, with the message that wins. Your team does not just sell more, they sell smarter. And your system keeps getting sharper about your buyers every cycle, your people are amplified, not replaced, and you pull ahead of the teams still guessing.
That is the shift. This is what it takes now, end to end, from finding buyers to keeping them.
The grind, handled
We set up and run the automation behind every one of these, so your team stays on the calls, the meetings, and the close.
Outbound & pipeline
We find the right companies, reach the right people, and turn replies into booked meetings.
Outbound & pipeline
Sales enablement
Your team spends time selling, not preparing to sell. Every rep walks in ready.
Sales enablement
Revenue Operations
The CRM stays honest, the pipeline current, and the work gets sharper every cycle.
Revenue Operations
Customer success
The revenue you already won is the cheapest you will get. We help you keep it and grow it.
Customer success
Most clients take the full motion. Some want one specific thing, run a specific way. We forge the engagement to fit you.
How it fits together
Outbound, sales, revenue operations (RevOps), and customer success are not four tools bolted together. They run on one live model of your business, built on your own data, that gets sharper every cycle. The longer it runs, the better it knows your market.
what it runs on
Your market
Who’s ready to buy now: the buying signals, funding, hiring, and job changes across your whole market (your TAM), and where your best-fit buyers sit.
Conversations
Every call, email, reply, and note your team has with buyers and customers.
Accounts & history
Your CRM: accounts, deals, what you have won and lost, the relationships you have built.
Your offer
Your product, proof, pricing, and how you actually position and win.
Your Revenue Brain
One live model of your business. Market, buyers, offer, and history, connected and kept current, so every part of your team works from the same truth.
the work it does
Outbound & prospecting
Reach the right accounts at the right time, in your buyer’s own voice.
Sales
Briefs, social proof, the objections that actually come up, and why you win or lose. Rich context on every account before every call.
RevOps
Enrichment that stays fresh and a CRM that does not go stale. Clean, current data the whole team can trust.
Customer success
Onboarding, customer signals, QBR prep, and expansion, matched to the use cases that fit.
Your edge compounds
Every cycle feeds the next: your team gets freer, your aim gets sharper, and you know your buyers deeper than any competitor can. The longer you run, the further ahead you pull, and it is yours to keep.
We stay at the forefront of the revenue stack, pick what’s worth it, and run it on top of the tools you already use.
Why you two?
Anyone can stand up a tool now. Almost nobody behind these systems has carried a number, run a team, or had to make a quarter. You feel the difference in the work.
We’ve carried the number.
Built the team, ran the org, hit targets a CEO swore were impossible. We have sat in your seat, not studied it from the outside.
We build it, not just advise it.
Strategy is easy to sell. We are technical enough to ship the real system, not just put it on a slide.
We have sold in your world.
We have sold across SaaS and complex, service-based businesses, the kind with long cycles and many stakeholders. Built businesses from scratch, broken into new verticals, and helped teams clear seven figures.
Made for your problem, not a template.
We go deep on the messy, specific work most agencies will not touch. You get a system shaped around how your business actually sells, not a playbook off the shelf.
We’ll tell you straight
Your system makes a working motion go further. It can’t manufacture demand that was never there, and we’d rather tell you that than take the engagement. Here’s who we do our best work with, and when we’d tell you to wait.
Where we’re a great fit
When we’d tell you to wait
Most teams doing this only know one world: SaaS. We have sold across a lot more, so we can run a real motion inside a traditional or service-based business, not just another software company. We know how a buyer in these markets actually thinks, so your system speaks their language instead of the SaaS jargon they bounce off.
Not sure where you land? That’s exactly what the call is for.
Before you book
How much is it?
A flat monthly retainer, scoped to your company: your market, your team, and how much of the machine we build and run. You get your exact number in writing after the intro call, before you sign, and it does not change after. The tools are billed to you directly with no markup. No hourly billing, no per-meeting fees, no hidden add-ons.
Will this replace my sales team?
No. Your system takes the grind off your reps, the research, lists, data, and follow-up, so they spend their hours on calls, meetings, and closing. They get better targets and richer context, and they keep the judgment and the conversations. Same team, doing more of the work that actually brings in revenue.
How is this different from a lead-gen agency?
A lead-gen agency rents you results from its own accounts; stop paying and everything stops. We build and run the system inside your business. Three differences: you own everything we build, the people doing the work have carried a number and run teams, and we are as at home in construction, logistics, and staffing as in SaaS.
Do I own it? What do I keep?
You own all of it, from day one. We work inside your accounts, on your data, with your tools, so the lists, the playbooks, the infrastructure, and everything we learn about your buyers are yours, not rented and not locked behind our login.
How long is the engagement?
Four months is the minimum, and most builds run six. Month one is setup: accounts, data, lists, copy, and warming the sending domains. Real sending starts in month two, and a full quarter of data is the honest minimum to judge fit. That is what it takes for the system to learn to write in your voice. At the end you choose: keep us on a lighter retainer, take it in house, or build the next piece.
What do you do?
We build and run the system that does your revenue grind: finding your best-fit buyers, reaching them by email and LinkedIn, prepping every call with briefs and a dialer, keeping your CRM clean, and helping you keep the customers you win. It runs on your own data and gets sharper the longer it runs. Three things set us apart: we have carried the number ourselves, we work in construction, logistics, and staffing as well as SaaS, and you own everything we build. Most clients start with outbound and grow into the rest.
Do you only work with SaaS companies?
No. SaaS is core for us, and we also go where most shops in this space won't: construction, logistics, staffing, oil and gas, and other service-based businesses with long cycles and real relationships. We know how those buyers actually think, so your outreach sounds like your world, not the software jargon they tune out.
Ready when you are
We will look at how your revenue runs today, find what is working and what is leaking, and figure out together whether there is a fit.
Book an intro call