Fábio Magalhães
1-Week Free Audit · Fractional GTM Systems Support · Limited Slots
RevOps · Revenue Systems · AI Transformation · Headless Architecture

I rebuild the operating system behind scale-up growth.

Fractional RevOps and AI transformation for B2B SaaS scale-ups. I design revenue systems — headless architecture, Bowtie diagnostics, and AI agents in production — so forecast, pipeline, churn, and execution live in one operating layer.

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Free · 1 week · AI-readiness roadmap included See the full programme ↓
Systems of Record Salesforce / HubSpot Gong Revenue Intelligence Clay Prospecting Bowtie Lifecycle Model Claude Workspace Pipeline Forecasting
GTM System Health
A control-room view of where growth is leaking.
Forecast Confidence
CR4 · board number risk
Fix
Pipeline Conversion
CR2–3 · qualification quality
Watch
System-of-Record Hygiene
stage gates · data ownership
Fix
AI Automation Layer
alerts · scoring · next actions
Live
7d
Systems audit to map the Bowtie, expose operational debt, and define the highest-value service path.
What I Do Results What People Say How I Work Under the Hood Solutions Start Here Contact
0
Years Systems Experience
£0M
Commercial Systems Managed
0
Avg Forecast Accuracy Gain
0
Pipeline Velocity Improvement
Which best describes you?
What I Do

How I can plug in

Flexible support for founders, CROs, GTM leaders, and scale-up teams that need senior systems-of-record leadership without hiring a full-time operator.

Diagnostic Sprint

Systems-of-Record Audit

A focused diagnostic to find where pipeline, forecast, system-of-record hygiene, handoffs, or customer lifecycle motion are breaking.

  • Bowtie stage audit across CR1–CR8
  • System-of-record, data quality, and workflow review
  • Automation opportunity map
  • Executive-ready findings and fix roadmap
Build & Automate

AI + GTM Systems Build

Design and implementation of practical automations that reduce manual work, improve data quality, and surface revenue risk earlier.

  • Forecast, hygiene, churn, and deal-risk agents
  • Salesforce, HubSpot, Gong, Clay, Claude Workspace, n8n, MuleSoft, and warehouse integrations
  • Dashboards that support real operating decisions
  • Documentation and handover for internal ownership
Results

Selected outcomes

Real systems, real constraints, measurable results. Each engagement started with a broken Bowtie stage and ended with a scalable system.

Context
Problem → Action
Systems Built
Result
Organisation
FinTech Scale-up
Series B · SaaS · London
Problem → Action
Forecast missing by 40%+ (CR4 broken). No single source of truth. Rebuilt the system-of-record data model, stage-gate logic, and AI forecast agent layered on rep input.
Systems Built
CPQ · AI Forecast Agent · Gong integration · Board dashboard
Outcome
+40%
Forecast accuracy in 90 days
Organisation
Enterprise SaaS
Series C · B2B · £80M ARR
Problem → Action
Pipeline coverage 1.8x (CR2–3 broken). Reps sandbagging, poor qualification. Designed MEDDPIC CRM scoring, automated hygiene alerts, Clay ICP enrichment.
Systems Built
MEDDPIC agent · Gong scorecards · Clay ICP · Hygiene automation
Outcome
3.4x
Pipeline coverage in 60 days
Organisation
Growth Co.
Scale-up · PLG + SLG · 120 reps
Problem → Action
CS and Sales in silos, churn invisible (CR6–7 broken). Built unified data layer, connected Gainsight to the CRM and warehouse. Deployed churn risk agent.
Systems Built
Gainsight health agent · Churn risk model · CS-to-Sales handoff · BigQuery
Outcome
-28%
Gross revenue churn
Organisation
SaaS Scale-up
Series B · Finance & Billing ops
Problem → Action
High manual effort recovering failed payments with no visibility across Finance, CS, and Sales. Integrated billing with the CRM via MuleSoft to surface failed payments and trigger automated dunning workflows.
Systems Built
Billing ↔ CRM · MuleSoft middleware · CS recovery dashboard
Outcome
↓ 65%
Manual dunning workload
Organisation
Commercial Team
Scale-up · PO automation
Problem → Action
PO processing was manual, error-prone, and slow. Deployed IDP to extract and validate purchase order data from email; synced to the CRM and Finance via MuleSoft.
Systems Built
MuleSoft · IDP extraction · CRM auto-sync · Finance integration
Outcome
70%
Faster PO processing
Organisation
Enterprise SaaS
Multi-system GTM stack
Problem → Action
Conflicting data across CRM, billing, marketing, and finance. Defined a source-of-truth model for core entities with clear ownership, sync rules, and governance.
Systems Built
Data ownership model · CRM governance · Single source of truth
Outcome
1 SoT
Trusted across exec & board
What People Say

From the teams I've worked with

Feedback from sales leaders, CROs, and CS teams on the systems we built together.

VP
Fábio completely transformed how we think about pipeline. Within 60 days our forecast accuracy went from guesswork to something we could actually present to the board. The Bowtie model gave Sales, CS, and the exec team a shared language for the first time.
VP Sales
Series B FinTech · London
CRO
What set Fábio apart was combining technical depth with genuine commercial understanding. He didn't just build a system — he made sure the team actually used it. Our CRM went from a data graveyard to the operational nerve centre of the business.
Chief Revenue Officer
Enterprise SaaS · £80M ARR
CS
The churn risk model Fábio built with Gainsight changed how our CS team operates. We went from reactive to predictive — we caught three high-risk accounts that would have churned without the automated early-warning system.
Head of Customer Success
Growth SaaS · PLG + SLG

* Representative of feedback received. Full attribution and LinkedIn references available on request.

How I Work

The method

Four phases. No wasted motion. Every engagement starts with diagnosis and ends with something the team can actually run.

01
Diagnose
Map the Bowtie. Find the broken CR. Audit system data, process gaps, system misalignment. No assumptions.
›
02
Simplify
Remove bloat. Eliminate fields nobody uses. Rebuild process logic to match how people actually sell and retain.
›
03
Automate
Deploy AI agents at each broken Bowtie stage. Replace manual work with intelligent, measurable workflows.
›
04
Operationalise
Document, train, embed. Build systems the team owns. Dashboards that drive decisions. Processes that outlast the project.
Under the Hood

Proof, not just a pitch

Headless system design, the AI operating layer, live automations shipped, the full tool stack, and certifications — the technical depth behind everything above.

9 sections · Architecture, AI layer, tools, certifications
See the full technical architecture
Reference diagrams, the live headless demo, deal-intelligence agent spotlight, and the exact stack — Salesforce to Claude — with certifications.
Open the deep dive →
Solutions

Other ways I can help

Beyond fractional leadership — specific builds and programmes, scoped to a defined outcome.

Custom Systems of Record

Your CRM shouldn't need a full-time team just to stay usable.

A lean, custom-built system of record — only the fields your motion needs, API-first, AI-native from day one, no per-seat licence tax.

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Documentation & Business Analysis

Revenue process discovery — before anything gets built.

Stakeholder interviews, as-is process mapping, gap analysis, and a signed-off to-be blueprint, so every build decision traces back to how revenue actually moves.

See a worked example → Start a Discovery →
The Full Programme

Get your business AI-ready.

Six layers that decide whether AI transforms your revenue engine or stays a demo: semantic layer, governance, custom MCP servers, headless architecture, use-case portfolio, revenue per employee.

Get Business-Ready →
How to Work Together

Two ways to start

Start free to understand where your GTM system is breaking. Then choose the right engagement model to fix it.

Free · No Obligation · No Pitch
Free
1-week · audit · roadmap

GTM Systems Audit

Not sure where your GTM operating system is breaking? I map your Bowtie, identify the biggest conversion gaps, and hand you a prioritised roadmap — at no cost.

Bowtie stage audit (CR1–CR8)
System-of-record & data quality review
AI automation opportunity map
Stack overlap & cost analysis
Prioritised fix roadmap
Executive-ready summary
Limited free slots — 2 remaining
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Ongoing · Retainer · Embedded
Fractional
monthly · part-time · embedded

GTM Systems Support

Embedded fractional GTM systems architect — I design, build, and operate your revenue operating system on an ongoing basis. No full-time hire required.

CRM architecture & ongoing governance
AI agent builds & automation rollouts
Bowtie model implementation & tuning
Pipeline & forecast system ownership
GTM stack integration & ops
Weekly exec reporting & diagnostics
2 fractional slots available
Enquire About Fractional →
Contact

Let's build something

For fractional GTM systems support, systems audits, or AI/GTM systems builds, send a short note with the problem you are trying to solve and the systems currently in place.

Book a Call fabio@headlessrevenue.com LinkedIn
Guides Fractional RevOps UK AI Transformation for Revenue Teams Headless CRM Architecture Case Study: Process Discovery