Five-year value capture for a B2B sales org. AI prospecting, qualification, and reactivation driving incremental closed revenue.
Prepared by Vincent Oliver
Value Creation Operator
Scenario: Base Case
Client Value · 5-Year
—
Net of fees paid to Agentic Assembly
Total Investment · 5-Year
—
Build + retainer
Client Payback
—
On build investment
Scenario
The dominant driver is revenue: AI surfaces and qualifies more opportunities and reactivates dormant pipeline, which converts to incremental closed deals. Conservatism scales how much of the modeled lead lift actually materializes, plus a ramp through build, pilot, and full rollout.
Operating Inputs
Net new, AI-sourced or reactivated
%
$
%
Value counts margin, not revenue
mo
mo
$
One-time engagement fee
$/mo
Begins after build
Value Drivers · Annual at Full Run-Rate
Labor cost eliminated
$
SDR / list-building
Time reallocated to higher-value work
$
Reps selling, not prospecting
Revenue uplift
—
Computed · core driver
Cost reduction
$
Cost per lead / tooling
Pricing power
$
Optional
Revenue uplift is computed from incremental qualified leads, close rate, deal size, and margin. The other four are supporting value drivers identified in the audit; each ramps with adoption.
What Gets Built
AI prospecting. Surfaces net-new qualified accounts that fit the ideal profile.
Automated qualification. Scores, enriches, and prioritizes every lead.
Pipeline reactivation. Re-engages stalled and lost opportunities automatically.
CRM automation. Handles hygiene and handoffs so reps spend time selling.
Capability overview. Specific systems are scoped to your operation during the Opportunity Audit.
Five-Year Build-Up
Period
Incremental deals
Client value
Agentic Assembly fees
Client cumulative
Year one is partial by design: value accrues after build and pilot, then ramps to full rate. Client value is shown net of fees so the two columns never double-count.