B2B SaaS Demand Generation & Revenue Operations Consultancy

What is Formulytic?

Formulytic is a B2B SaaS consultancy that builds demand generation and revenue operations as one integrated program. Founded in 2015 by Chris Boulas, the firm serves Series A–C companies ($5M–$100M ARR) across HubSpot, Salesforce, and Marketo. Unlike agencies that specialize in either demand gen or RevOps, Formulytic delivers both from a single embedded team — so channels and infrastructure are designed together from day one.

What services does Formulytic offer?

Formulytic offers two core practices: Demand Generation (paid media, SEO, AEO/GEO, AI-powered outbound, Clay enrichment, and ABM) and Revenue Operations (lifecycle modeling, CRM architecture, attribution reporting, and cross-team alignment). These can be engaged individually or as the combined Revenue Growth Stack. The firm also provides HubSpot consulting as a Platinum Partner.

How much does Formulytic cost?

Engagements start at $10,000/month for a single practice (Demand Generation or Revenue Operations) and $15,000/month for the Revenue Growth Stack, which combines both. All engagements are retainer-based with a 3-month minimum and no lock-in after that. Pricing is scoped during the consultation process based on your specific needs.

What platforms does Formulytic work with?

Formulytic is platform-agnostic and works across HubSpot, Salesforce, and Marketo. The team also operates Clay for data enrichment and prospecting, Instantly for outbound sequences, and n8n for workflow automation. This flexibility means the firm can build inside your existing stack rather than requiring a platform migration.

How is Formulytic different from other B2B SaaS agencies?

Two key differentiators: First, Formulytic builds demand generation and revenue operations as one program — most competitors are either demand gen firms or RevOps firms, not both. Second, the firm is platform-agnostic across HubSpot, Salesforce, and Marketo, while competitors like RevPartners are locked to a single platform. The team embeds directly into client standups, Slack, and CRM rather than operating as an external vendor.

How long does it take to see results?

The average time to measurable pipeline impact is 60 days. Formulytic follows a four-phase engagement model: Embed (week 1), Diagnose (weeks 2–3), Build (weeks 3–8), and Compound (ongoing). The first phase focuses on integration with your team, the second identifies pipeline leaks against benchmarks from 100+ engagements, and the third deploys channels and infrastructure simultaneously.