Revenue OS Built around the way you sell

The systems
behind your
next sale.

Connect every inquiry, conversation and appointment. RevSet builds lead response, booking and follow-up into one clear process—with your team in control.

Build your system Watch the film

Done-for-you implementation for service businesses.

YOUR CUSTOMER JOURNEYEvery next step, connected.

Demo

InquiryCaptured ✓Context in one place

AppointmentConfirmed ✓Thursday · 10:30 AM

Next actionAssigned ✓Your team takes over

The customer journeyEmma’s design consultation

InquiryQualifiedBookedHuman handoff

Emma WilsonKitchen design consultation

Appointment booked

✓

Follow-up pausedA booking stops the unanswered-inquiry sequence.

Just now

✓APPOINTMENT CONFIRMEDLet’s talk about
your kitchen.Thursday, September 2410:30 AM – 11:00 AM

EEmma + Northside studio

Illustrative workflow. Delivered interfaces depend on your tools.

BUILT FOR THE ENTIRE JOURNEY

Lead response→Qualification→Booking→Follow-up→Human handoff

A connected sales process

Less busywork.
More forward motion.

Give every opportunity a home, an owner and a next step. Start with one workflow, then connect the rest around your business.

↗

Turn an inquiry into a conversation.

Approved replies, useful qualification questions and clear routing. Give the right person the context to move things forward.

Explore lead response

Northside studioIllustrative conversation

Hi, can you help redesign my kitchen?

Hi Emma! We can help. Are you looking for a design consultation or a full renovation?

A design consultation first.

✓ Context captured · Ready for the next step

▦

Make booking the easy part.

Connect calendars, confirmations and reminders. Keep the customer informed and your team ready.

Explore booking

September‹ ›

MTWTFSS21222324252627

Design consultationThu 24 · 10:30 AM · Emma

✓

⌁

Follow-up that knows when to stop.

Defined sequences for open inquiries and estimates, with stop rules for replies, bookings and decisions.

Explore quote follow-up

Customer replies↓Pause sequence↓Notify the owner

◫

The full picture. In one place.

Keep records, stages and ownership connected, so the next person starts with the whole story.

Explore CRM & pipeline

New inquiry Emma→Appointment Confirmed ✓

See the process in motion

One customer.
Every next step.

A 20-second look at the journey from a first hello to business won. The routine steps stay connected. Your team owns the decisions.

Explore the customer journey

Real implementation. Visible results.

CLIENT WORK / AUSPAK INTERNATIONAL

A better handoff.
A team ready to call.

For this education consultancy, RevSet connected the inbox, AI qualification, lead scoring and chosen-time callbacks in one custom system.

21 days: Delivery and initial results
~1,100: Leads handled by the agent
780: Qualified leads called at their chosen times

“I have been very impressed by his professionalism, commitment, and the tangible results he has delivered.”

Sohail Rizvi · CEO, Auspak International
From his feedback at handover.

Read the implementation and results ↗Review your lead-to-booking process ↗

Education consultancy project. Results cover qualification and callbacks through handover. Measurement details.

Designed for your business

Your tools.
Your process.
Connected.

Revenue OS is our implementation service. We map the customer journey, configure the workflows and test the handoffs—then give your team a system they can operate.

Explore Revenue OS

WORKFLOW / INQUIRY TO APPOINTMENTIllustrative

01
Map the journey
Understand where inquiries arrive and where the process stalls.
02
Connect the steps
Agree on tools, approved actions, ownership and stop conditions.
03
Test and hand over
Check the customer journey and its exceptions. Document the rules.

Start with your stack.

We assess your existing CRM, calendar and communication tools before recommending changes.

Explore integrations

Scope before you build.

Workflows, costs, access and delivery milestones are agreed before implementation.

Scope & investment

Know who owns the next step.

Exceptions, pricing and commercial decisions reach the right person on your team.

Human handoff

Two colleagues smiling and discussing their work across a table, with open notebooks.

Illustrative photography · Credits

Built around people

Make more room
for the conversation.

Understanding the customer. Giving the right advice. Agreeing on the work.

Your team brings the expertise. We build the responses, reminders and handoffs around them.

See where people take over

For HVAC businesses

The phone rang.
What happened next?

Connect missed-call recovery, service qualification, scheduling and estimate follow-up around your dispatch team.

Explore HVAC systems

01 Recover the missed call ↗02 Book the right service ↗03 Follow up the estimate ↗Use the call-booking script

Explore the details

Try the interactive customer journey.

A fictional example from inquiry to deposit paid.

ONE CUSTOMER. EVERY NEXT STEP.

From the first hello.
To the deposit paid.

Watch Emma’s inquiry become an appointment, a proposal,
and a project ready to begin. The conversation stays connected.

Wed 23 Sep · 6:42 PM

The inquiry arrives. The conversation starts.

Emma asks about her kitchen. The assistant responds, collects the right context, and gives the inquiry a home.

WHAT YOUR CUSTOMER SEES

9:41

NorthsideDesign studio · AI assistant

Wed 23 Sep · 6:42 PM

Hi, I’m looking for help redesigning my kitchen. Do you work in Northside?Emma

Hi Emma. Yes, we work in Northside. Are you looking for a design consultation or a full renovation?Northside · Assistant

A design consultation first. I’d like to get started next month.Emma

Message

Emma Wilson · One continuous conversation

WHAT YOUR BUSINESS SEES

Northside / Revenue workspaceDEMO

RevOS / New inquiryAI assistant · initial response

INQUIRIES

A new project. Already in context.

The useful details arrive with the conversation.

Emma WilsonKitchen design consultation · Northside

EW-1042

ProjectKitchen design

LocationNorthside

WhenNext month

Next stepArrange a consultation

✓

Ready for the next conversation

Emma’s inquiry is captured once. Her context travels with her.

Project and location capturedKitchen design · Northside · Next month

EMMA WILSON · SALES PIPELINENew inquiry

New lead

EWEmma WilsonKitchen design

Booked

Attended

Proposal

Won

Invoiced

Deposit paid

01 / 07 · Inquiry

One inquiry. A clear next step.

Illustrative journey, fictional business, and example pricing. Messages, calendar events, documents, and payments are simulated. AI handles approved routine work; people own attendance, scope, and pricing.

Want this around your business? Book a consultation ↗

Inquiry

Emma asks about her kitchen. The assistant responds, collects the right context, and gives the inquiry a home.

Project and location captured. Kitchen design · Northside · Next month.

Booking

The assistant offers an available appointment. Emma chooses it. The calendar, confirmation, and reminder update together.

Appointment created · reminder scheduled. Thu 24 Sep · 10:30–11:00 AM · Sam.

Attendance

Sam confirms attendance after the consultation begins. The system carries the context forward. If Emma misses it, recovery starts instead of a quote.

Attendance recorded by Sam. Project notes available · Consultation complete.

Quotation

Sam approves the scope and price. Emma receives a clear proposal, while the business sees exactly what is waiting for a decision.

Approved proposal shared · follow-up queued. Q-1042 · £4,800 · Awaiting customer decision.

Accepted

Emma accepts the agreed proposal. The deal moves to won, quote reminders stop, and the approved deposit terms carry into billing.

Deal won · quote follow-up stopped. Q-1042 accepted · Deposit terms: 25%.

Invoice

An invoice is issued against the accepted proposal. The customer sees how to pay. Your team sees what is due, without re-entering the job.

Invoice issued · payment pending. INV-1042 · £1,200 due · Linked to Q-1042.

Paid

The payment event updates the invoice and customer record. Delivery gets the accepted scope, payment status, and a named owner. One continuous journey.

Payment recorded · delivery handoff prepared. £1,200 received · £3,600 future milestone balance.

Before we build

A clearer starting point.

A few answers to help you plan your first workflow.

Is RevSet right for my business?

RevSet is designed for service businesses with consistent inquiries and a sales process involving appointments, consultations or quotes. Start with a specific gap in response, booking or follow-up.

Do we need to replace our software?

We assess your existing CRM, calendar and communication tools first. Any new platform, integration or migration is scoped with its costs explained.

Does the system close deals on its own?

Your team handles advice, pricing, negotiation and confirming the agreement. Automation handles approved routine steps and routes commercial questions to the right person.

How much does implementation cost?

Your proposal defines scope, investment, dependencies, delivery milestones and support before you commit. Software subscriptions and usage costs are explained separately.

Let’s find your first workflow

Ready for a better next step?

Bring one inquiry, appointment or estimate that stalled. Leave your 30-minute review with a first workflow to improve.

Book your review With Arsalan Zaffar · Founder, RevSet Labs

⌘

Come with a clearer brief.

Map your process, tools and goals before the call.

Prepare a project brief

↗

See what’s possible.

Explore practical workflows and implementation guides.

Explore the field guides

The systems
behind your
next sale.

Less busywork.
More forward motion.

Turn an inquiry into a conversation.

Make booking the easy part.

Follow-up that knows when to stop.

The full picture. In one place.

One customer.
Every next step.

A better handoff.
A team ready to call.

Your tools.
Your process.
Connected.

Map the journey

Connect the steps

Test and hand over

Start with your stack.

Scope before you build.

Know who owns the next step.

Make more room
for the conversation.

The phone rang.
What happened next?

Try the interactive customer journey.

From the first hello.
To the deposit paid.

The inquiry arrives. The conversation starts.

A new project. Already in context.

A clearer starting point.

Ready for a better next step?

Come with a clearer brief.

See what’s possible.

Find your next answer.

Find a time to talk.

The systemsbehind yournext sale.

Less busywork.More forward motion.

Turn an inquiry into a conversation.

Make booking the easy part.

Follow-up that knows when to stop.

The full picture. In one place.

One customer.Every next step.

A better handoff.A team ready to call.

Your tools.Your process.Connected.

Map the journey

Connect the steps

Test and hand over

Start with your stack.

Scope before you build.

Know who owns the next step.

Make more roomfor the conversation.

The phone rang.What happened next?

Try the interactive customer journey.

From the first hello.To the deposit paid.

The inquiry arrives. The conversation starts.

A new project. Already in context.

A clearer starting point.

Ready for a better next step?

Come with a clearer brief.

See what’s possible.

A little insight. Your choice.

The systems
behind your
next sale.

Less busywork.
More forward motion.

One customer.
Every next step.

A better handoff.
A team ready to call.

Your tools.
Your process.
Connected.

Make more room
for the conversation.

The phone rang.
What happened next?

From the first hello.
To the deposit paid.