Planning
Reading cash, ICP, buying cycle, competition and sales capacity. This is where you decide where investing is worth it.
Who we work for and how
Nothing happens by chance: planning becomes strategy, and strategy becomes results.
The market demands ever sharper positioning. Only once strategy is defined do AI and stack come in to multiply what already makes sense.
Method
From planning to results, in that order.
A tool without strategy becomes a cost. That is why each stage depends on the one before it.
Strategy
Positioning, offer, channels and pipeline targets defined with data. The plan says what technology needs to solve.
Stack and AI
Only then do we choose: build a custom solution with AI or connect AI to the tools you already use.
Operation and optimization
A monthly results ritual, continuous testing and documentation, so your team can operate on its own.
A competitive market punishes whoever buys tools before defining positioning. Well-positioned strategy is what makes AI and stack deliver returns.
AI in practice
AI as a developer or as reinforcement for your stack.
Two ways to apply AI to your revenue engine, chosen by what your process actually needs.
AI as a developer of custom solutions
When no off-the-shelf tool solves it, AI builds the solution tailored to your process.
- Prospecting and lead qualification agents
- Automations across CRM, email and communication
- Custom CAC, funnel and attribution dashboards
- Integrations that replace overlapping licenses
AI as a support stack for your tools
When the right tool already exists, AI makes it faster and smarter, without replacing what works.
- HubSpot and other CRMs: workflows, data cleaning and scoring
- Marketing and email automation with AI
- Reports and analyses that are manual today
- Team training in prompts and routines
Pain points
The pain points we solve with strategy and AI.
Leads that never become opportunities
Qualification criteria, lead scoring and a clear handoff between marketing and sales.
A disorganized CRM and unreliable data
Data cleaning, a mapped funnel and reliable attribution before any automation.
Too many tools, too few results
A stack audit, cutting overlapping licenses and integrating what generates revenue.
Not knowing your real CAC by channel
CAC, payback and LTV dashboards kept up to date, without manual spreadsheets.
A lean team without prospecting capacity
Agents and automations that keep outreach cadence, with data-based prioritization.
AI purchased, but no results
Strategy and use case defined first, so AI comes in where there is return.
Qualification
Who Carratu is designed for.
We work with SaaS and remote B2B services that already have traction and want to make growth predictable. Check what describes your company.
It makes sense if your company
Check the criteria that apply.
Probably not the right time if
- There is no structured sales operation yet.
- The only goal is lead or follower volume.
- You want one-off media execution, without touching data and process.
- There is no internal owner for the change.
Frequently asked questions
Frequently asked questions about strategy, AI and stack.
Is Carratu an agency or a consultancy?
Both exist. As a B2B marketing agency, we run data, process, media, RevOps and AI alongside you. As a consultancy, we design the revenue plan and follow your own team's execution. The free diagnostic helps decide which format makes sense.
Why start with planning and strategy instead of tools or AI?
Because tools and AI amplify what already exists. Without a defined ICP, positioning and targets, they automate the problem instead of solving it. Planning first avoids unused licenses and automations nobody adopts.
What does it mean to use AI as a developer of custom solutions?
It means that when no off-the-shelf tool fits your process, we use AI to build the tailored solution: agents, automations, integrations and dashboards. The solution starts from planning and is documented so your team can run it.
Do you work with HubSpot and other tools?
Yes. We work with HubSpot and with other CRM, automation, email and BI tools. In those cases AI comes in as a support stack: it organizes data, builds workflows, generates reports and speeds up routines, without requiring a tool change.
Do I need to replace the tools I already use?
Not necessarily. We start with a diagnostic of your stack. If your current tool works, we keep it and boost it with AI. We only recommend a change or a custom build when there is a clear revenue or cost gain.
Which companies is Carratu right for?
For SaaS and B2B services with remote sales and recurring revenue that already have traction, an active sales team and a decision maker willing to sponsor the process change.
How does the free Data-Driven Commercial Diagnostic work?
You fill in a quick form and we schedule an alignment meeting. Then we map your funnel, CAC, stack and the 3 cash levers. You leave with priorities, numbers and a 90-day plan, with no obligation to hire us.
How do you handle my company's data when using AI?
We define with you which data goes into each automation, follow Brazil's LGPD and document access and flows. Sensitive data only goes in when there is a clear need and authorization.
How soon will I see results?
It depends on the starting point of your funnel and stack. The diagnostic delivers a 90-day plan with priorities and targets by stage, and the monthly results ritual tracks progress.
Can I hire only the consulting, without the operation?
Yes. With Carratu Consulting you get a diagnostic, a revenue plan and follow-up, and your team executes. Learn more at consultoria.carratu.com.br.
Next step
Start with the diagnostic and find out where strategy needs to come in first.
Prefer consulting to an agency? You get a diagnostic, a revenue plan and follow-up, and your team executes.