AI-Native Revenue Operations for leaders at $5M–$50M companies — DTC, B2B SaaS, services — who need AI deployed inside the revenue function, not bolted on top of a broken one.
Diagnose. Design. Deploy. Operate. The four-step methodology behind every Blue Jacket engagement.
They don’t need more tools. They need the system underneath to work — and an operator who can wire AI in where it compounds, not where it accelerates the chaos.
Not because the data is bad — because nobody owns the forecast. Sales commits one number, ops plans for another, marketing pours fuel on the loudest quarter. Layering AI on top doesn't fix it. It just makes the wrong number arrive faster.
Nobody caught it. The metric lives in three dashboards with three definitions. By the time anyone notices, a quarter is gone. The fix isn't more dashboards — it's a single source of truth wired to the system that moves money.
The tools work. The integration doesn't. Apollo doesn't talk to HubSpot, HubSpot doesn't talk to Shopify, the team manually reconciles. That's not a tooling problem — it's a system that was never designed.
A four-step engagement methodology. Each step is a deliverable, not a consulting deck. Each step earns the next.
Audit the current revenue engine end-to-end. Identify the broken systems beneath the AI conversation — forecast ownership, CAC/LTV definitions, data flow between Apollo, HubSpot, the e-com stack. The diagnostic is a deliverable, not a sales pitch.
Architect the integrated revenue stack with AI deployed where it compounds — prospect intelligence, enrichment, forecasting, customer signal. The design names the agents, the workflows, the data contracts, and the metrics that prove it’s working.
Build and integrate the stack. Wire Apollo + HubSpot + Cowork. Stand up custom agents that draft, enrich, and stage outreach overnight. Hands-on implementation — not a slide deck handed to your team to figure out.
Ongoing leadership and optimization. The agents drift. The market moves. The data contracts need maintenance. Operate is where IP compounds — for you, and for the next engagement.
We meet you where the system is. Most engagements start with the diagnostic, and the work compounds from there.
A focused assessment of your revenue substrate, AI deployment readiness, and the 90-day path forward. Walk-away usable regardless of next steps.
Hands-on execution of the priorities surfaced in Diagnostic, working directly with your team. Defense before offense. Substrate before agents.
Embedded revenue operations leadership for companies between part-time advisor and full-time CRO. Operator on the inside.
Pricing discussed on the discovery call, calibrated to scope and engagement model.
Not sure where you sit? The discovery call is the cheapest and easiest way to find out — and it’s on the calendar, not in a sales funnel.
Book the callThree years as Head of Sales & Revenue Operations. Here’s how each move actually shook out. Specifics are available under NDA on the discovery call.
Three teams, three forecasts, one truth. The number sales committed to wasn't the number ops planned against — every single quarter.
Stood up a single forecast owner with a weekly cadence. Once the underlying pipeline data was clean, layered Gemini and Vertex AI for trend signal — not before.
Ops and commercial finally planning against the same number — no more reconciling three sets of math at quarter-end.
First dedicated RevOps hire. The “system” was three subscriptions and a Notion doc. No team, no budget, no playbook.
Built the function end-to-end — pipeline architecture, attribution, segmentation, onboarding, ramp. Reduced new-hire ramp time from approximately 15 days to under 3 through systematized onboarding.
Three years of compounding revenue growth across U.S. and international markets — tied to the operating system I built.
U.S. growth flattening. International markets under-penetrated. Same playbook, same channels, diminishing returns.
Re-segmented the customer base. Stood up a separate operating motion for international expansion. AI-augmented prospecting on the accounts that mattered.
International category expansion materially outpaced legacy growth rates. Customer acquisition compounded across the engagement.
I’m Joseph Alise. Thirteen years across enterprise data sales, e-commerce, and revenue operations. Navy veteran — Yeoman aboard the USS Bonhomme Richard (LHD-6), Surface Warfare Specialist. The Navy taught me how to read systems under pressure and how to build a watch that runs when the senior person isn’t in the room.
Most recently I built a revenue operations function from zero as the first dedicated hire — no team, no budget, no playbook. Pipeline architecture, attribution, segmentation, onboarding, ramp. Drove sustained double-digit YoY revenue growth across U.S. and international markets. Piloted Vertex AI and Gemini for pipeline forecasting, customer segmentation, and inventory optimization before most operators were taking AI seriously.
Blue Jacket exists because most companies are layering AI on top of broken processes — and most consultants are happy to sell them more tools instead of fixing the system underneath. The work I do compounds because the system underneath compounds first.
Blue Jacket is a small firm on purpose. The people on the engagement are the ones doing the work. Steady on.
A deliberately chosen, integrated stack — built so one operator does work that previously required a small team. The agents inherit your ICP, your offer, your voice, and your proof.
Source of truth for ICP, signals, and enrichment. The agents read from here.
Pipeline, forecast, and revenue quality. Dashboards roll up to one number.
Cowork-driven workflows that move data and apply your ICP, offer, and voice at scale.
Draft, enrich, and stage outreach overnight. The morning queue is already triaged.
The stack is the IP layer. Components chosen for integration depth, not brand. Runbooks documented. Your team owns it when we leave.
I’ll ask three questions about your revenue engine, name what I’m hearing, and tell you whether the AI Revenue Diagnostic is the right next step. If it isn’t, you’ll know on the call.
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