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Align. Move. Play.

Design partner cohort opening for IT services and AI consultancies

Nobody on your team
selling the same thing?

Your best rep knows something your system doesn't.Neither does anyone else on your team.

Apply as a design partnerSee the Loop
01020304050607VERA
Loop running
Stage 01 · Segment
VERAveritas

Meet Vera.

The advisor that tells you what is true.

Latin root: veritas. Vera lives inside Keel as the advisor who tells you what is true about your revenue, and what to do next.

HonestExperiencedPreciseActionable
Vera says
At Flow Review

“Acme Corp has been in Readiness for 34 days against a 14-day baseline. Likely missing SME involvement. Suggest reverting to Route and re-qualifying the lane.”

The colleague who always gives it to you straight. The great CFO who also ran sales for five years.

Things work sometimes and you do not know why, so you cannot reliably repeat what works or fix what does not.

  • The CRM
    exhibit
    accounts · 3 yrs
    AccountSegmentWhy
    Acme Corp?Won
    Bridgewater?Lost — ?
    Helix SystemsFinancialWon
    Apex Solutions?Lost — ?
    Nexus Tech??

    Three years of data and still cannot tell you which segments actually close, or why.

    Vera resolves

    Vera fills missing segment and close-reason columns from win/loss patterns.

  • The new service line
    exhibit
    2026 launchesoverlap 18w
    Q1
    Q2
    Q3
    Q4
    AI Practice
    Re-training · 6w
    Modernization
    Re-training · 6w
    GenAI Suite

    Means six weeks of re-training that nobody has time for. The next one ships before this one is learned.

    Vera resolves

    Vera generates the new lane playbook from your top wins in the segment.

  • The playbook
    exhibit
    SalesPlaybook_v3.pdf
    42 pp
    Sales Playbook v3opened 67d ago

    Exists. It just never shows up in the deal when you are not in the room.

    Vera resolves

    Vera surfaces the right play in-flow during the call, before the rep has to ask.

  • The pipeline
    exhibit
    Pipeline · $4.2MQ2 2026
    Discovery
    42
    ·
    Qualified
    28
    ·
    Proposal
    18
    ·
    Negotiation
    12
    ?
    Close
    3
    ??

    You can see the shape. You cannot see what is causing the shape. The forecast is a guess wearing a number.

    Vera resolves

    Vera attributes each stage’s behavior to specific deals and ICP fit.

The product

Keel is the revenue operating system for complex B2B selling.

Three connected artifacts that work as one system. Not a dashboard. Not another AI tool. A named operating model your team runs together, the same way, every week.

  • Blueprint
    v1.4
    +BFSI ICP: 500+ employees
    +Stage 3: SME intro required
    −Modernization Proof v2
    Sarah Chen2026-04-29
    The Blueprint

    Versioned doctrine.

    The single source of truth: segments, lanes, plays, exit criteria. Updated when you learn. New reps read it on day one.

  • The Loop

    Seven stages, one cadence.

    Segment, Route, Readiness, Conversation, Flow, Signals, Review. The vocabulary your whole org speaks in every weekly meeting.

  • VERA
    Vera

    The advisor inside the system.

    Tells you what is true about your revenue, and what to do next. Every recommendation anchored to the live Blueprint.

Together they replace the patchwork of slide decks, Slack messages, gut feel, and one-off coaching your team relies on today.

The architecture

Above your stack, in front of your team.

Keel does not replace HubSpot, Gong, or Zoho. It runs on top of them, feeds Vera the truth, and gives every function the next move.

System of ActionAlign. Move. Play.
Keel + Vera
signals up
plays down
Your team
SalesCSMarketingGrowth
context up
truth down
Your stack
HubSpotSalesforceGongZohoSlack+ the rest of your stack
The setup

Three steps from signed to aligned.

  1. 01
    Connect.

    Drop in your CRM, conversation intelligence, and ticketing. Keel reads what is true, never overwrites.

  2. 02
    Add the team.

    Sales, CS, marketing, growth. Each role gets the context they need, in the tools they already use.

  3. 03
    Run aligned.

    Vera coordinates the next move across functions, every day, anchored to the live Blueprint.

No data warehouse to stand up. No new dashboard for your team to ignore. Keel is the layer; the tools stay where they are.

The Keel Loop

Seven stages your whole revenue team runs in the same way.

The Loop is the named operating model at the center of Keel. Each stage has a guiding question, a ritual, and a Vera commentary. Stages 6 and 7 feed back into Stages 1 and 2. That backward connection is what makes this a loop, not a funnel, and the most important detail in the whole design.

Stage 1 of 7
Segment
Stage 01Segment Review · Monthly

Segment

Who should we be selling to, and what is the market actually telling us?

Segment Hit Rate
Last 4 weeks
71%
prior 78%
−7
SDR volume in sub-30-rep companies is dragging the rate. Recommend a targeting brief.
Stage 02Offer Map Check-in · Monthly

Route

When a buyer shows up, how do we route them into the right offer lane?

Route Accuracy · AI Automation
This week
64%
−9 pts
SDR team A
78
SDR team B
42
Team B routes 80% of mis-routes to Digital Engineering by default.
Stage 03Playbook Tune-Up · Bi-weekly

Readiness

Do our reps know how to talk, qualify, and handle this segment and lane?

Top Objection · Modernization
+40% MoM
Buyer said
“We tried this before and it didn't work.”
Mar 12
Apr 18
Apr 27
Current response is underperforming. Vera has drafted a replacement.
Stage 04Deal Labs · Weekly

Conversation

In this live deal, what should we actually say and show next?

Next Move · Acme · Stage 04
Vera
Platform Modernization · case study
replaces BFSI deck
P
Priya · Principal Architect
bring in for architecture talk
Stage 05Flow Review · Weekly

Flow

Are deals moving honestly through the stages, and what do we realistically expect to land?

Stage Velocity · Stage 03
vs 14d baseline
+20d
Acme Corp
14d target
34d actual
6 deals stuck. 5 missing SME assignment. Vera suggests reverting to Route.
Stage 06Signal Sync · Monthly

Signals

After we deliver, what are customers telling us about value, risk, and expansion?

Expansion Cue · Acme Corp
Health 8/10
Milestone
3
NPS
9
Usage
92%
Recommend
Route to AE for Data & Analytics expansion within 14 days.
Stage 07Loop Review · Quarterly

Review

Given everything we have learned, what changes in how we define, sell, and measure?

Blueprint v1.4 · proposed
2026-04-29
−BFSI ICP: 200+ employees
+BFSI ICP: 500+ employees
+Stage 3 exit requires SME intro
−Modernization Proof Asset v2
4 changes · publish to apply
The loop closes
Backward arrow

Signals feeds Segment, and Route.

After delivery, what customers tell us by their behavior, what they expand on, what they churn from, becomes evidence that updates who we should sell to and how we should route them. Every other revenue tool stops at deal close. Keel runs the learning loop forward.

The Blueprint

Your operating doctrine, versioned and alive.

When your best rep learns something on Friday, it is in the Blueprint by Monday. Vera applies it across every deal in the same week. Doctrine that updates is doctrine that survives.

Blueprintv1.4→v1.5
Modernization Practice
Why

Three BFSI losses last quarter showed the same pattern. SME involvement only at proposal. Promoting it to a Stage 3 exit criterion, replacing a deprecated proof asset.

+8−1~2
@@Segment: BFSI
+
ICP: 500+ employees, RegTech compliance focus
+
Champion title: Head of Risk Engineering
~
Champion seniority: VP+ to C-suite or VP of Risk
@@Route: Discovery to Readiness
+
Stage 3: Mandatory SME (Risk practice lead)
~
Exit criteria: Discovery call to SME meeting + reference share
@@Proof
−
Modernization Proof v2 (deprecated, weak BFSI signal)
+
Risk Modernization Reference Set v1
+
3 anonymized BFSI references
+
1 RegTech compliance walkthrough deck
@@Vera notes
+
For BFSI deals, surface Risk Modernization Reference at Stage 4
+
Flag any BFSI deal that exits Stage 3 without SME involvement
Vera applied14 active BFSI deals updated
Synced to CRM · 3 minutes ago
Version history
Modernization Practice
  1. v1.0
    Initial doctrine
  2. v1.1
    Healthcare ICP refined
  3. v1.2
    Discovery script v2
  4. v1.3
    Forecasting bands
  5. v1.4
    Manufacturing lane
  6. v1.5live
    BFSI SME requirement
How it is different

Every revenue tool you own ends where the deal begins.

Your CRM tells you what is in the pipeline. Gong tells you what was said. Clari tells you what might close. None of them tell your team what to actually do, in the moment, across the deal, across the tools they already use.

Keel is the only tool that closes that gap.

Tool type
What it optimizes
+What Keel adds
CRM
Storing fields
+Decisions about what is in those fields
Conversation intelligence
Analyzing calls after the fact
+Briefing the rep before the call
Forecasting platforms
Predicting what closes
+Telling you which deals to push, and how
Enablement platforms
Managing training content
+The right asset in the right moment, surfaced by Vera
Keel
The action layer across all of them, in the moment your team needs it.

Keep your CRM. Keep Gong if you have it. Keel tells them what they should be seeing, and tells your team what to do with it. If your CRM is a mess, Keel gives you a clean workspace to run the Loop in, and syncs back only what is worth keeping.

What you get

Four things your revenue engine has been missing.

  • 01 / 04
    The Keel Blueprint

    Versioned doctrine that updates when you learn.

    • Lanes, Segments, Plays, Exit criteria, all first-class objects
    • Every change carries a Why annotation
    • Vera applies the new version across active deals the same week
  • 02 / 04
    The Keel Loop

    Seven stages your whole team runs in cadence.

    • Segment, Route, Readiness, Conversation, Flow, Signals, Review
    • One named ritual per stage on a fixed cadence
    • Backward arrows close the loop, not the funnel
  • 03 / 04
    Vera

    The advisor inside every ritual.

    • Pre-call briefings, post-call updates, in-flight stop and double-down calls
    • Surfaces the right proof asset in the moment the rep needs it
    • Every recommendation anchored to the live Blueprint
  • 04 / 04
    The Loop Scorecard

    Seven metrics that replace pipeline guessing.

    • Operating health of your revenue engine, not vanity numbers
    • Vera commentary every week, with stop and double-down calls
    • Replaces a 90-minute pipeline review with a 20-minute decision session
Who it is for

Revenue teams too complex for gut feel and too lean to field a RevOps army.

If you fit, you will know in five seconds.

You will feel this immediately
  • Multiple offer lanes or service lines
  • Cross-functional selling: sales, delivery, SMEs in the same deal
  • Distributed domain expertise across the team
  • B2B buyers, complex cycles, multi-stakeholder
  • You have a CRM and pipeline, but no repeatable operating model
  • Services, consulting, IT services, or AI firm
Not yet for you
  • Single product through a single, proven motion
  • Still inventing your GTM, no repeatable motion yet
  • 200+ reps with a full RevOps team and bespoke tooling
  • You already run a consistent operating model that works

Twelve people with four practice areas. Or two hundred with one product.Complexity, not headcount.

Design partner cohort

Start with one team. See the Loop working in 30 days.

We are working with a small cohort of services and AI firms to shape Keel for the way they actually sell. Design partners get discounted access for life, direct product input, and our team running the first onboarding alongside yours.

Apply via emailhello@keelflow.ai