For SaaS, software, AI & technology businesses

You built the product. Let's build the business.

Free frameworks, AI Skills that run in your own assistant, and senior commercial support when you want it applied. Rev-IQ Advisory helps technology businesses build the commercial engine to scale.

Joel Smith, founder of Rev-IQ
Founded by Joel Smith

Built on three decades of operating experience, not theory.

Rev-IQ was founded by Joel Smith, a technology CEO whose career spans three decades across telecommunications, mobile and data, technology services, on-premise software and SaaS in Australia, New Zealand and the UK. Having led growth, transformation, acquisitions and AI initiatives from inside executive teams, he built Rev-IQ Advisory to help founders and leadership teams build stronger, more valuable technology businesses.

“Joel makes intelligent, well-informed, but quick decisions: one of the few leaders who truly has a vision and takes action based on it.”

Allen Boening · Co-Founder, Synsona
EducateBuild fluencyOperationaliseEmbed in workflowProductiseShip AI valueGovernance railOwner · Policy · AI register · Human review
Educate → operationalise → productise, with governance underneath
Flagship framework

The Rev-IQ 3-pillar AI strategy framework

Most technology businesses treat AI as a feature backlog. This framework turns it into a commercial capability by sequencing the work (educate the organisation, operationalise it in the workflow, then productise it into something customers pay for) so AI investment compounds instead of scattering. A governance rail runs underneath all three, with a clear gate before each step up.

Flagship frameworks

Four resources people come back to most. Start here if you're not sure where to begin.

StrategyFlagship
AcquisitionConversionPricingRetentionExpansion
Acquisition → conversion → pricing → retention → expansion

The 5 Levers That Actually Drive SaaS Revenue

Acquisition, conversion, pricing, retention and expansion, with a worksheet to identify which lever is really constraining growth.

Strategy
WeeklyPipeline check-insMonthlyMetrics & forecastQuarterlyStrategy reset
Weekly, monthly and quarterly review cadence

Designing a Simple Operating Rhythm for a Growing Business

The minimum cadence of meetings, reviews and decisions that keeps a growing team accountable without adding bureaucracy.

Finance
Recurring revenueMRR / ARRGross churnRevenue lostNet churnAfter expansionCACCost to acquireCAC paybackMonths to recoverRunwayMonths of cash
Six numbers on one dashboard

The Six SaaS Numbers That Actually Matter

Recurring revenue, gross and net churn, CAC, CAC payback and runway explained plainly, with a one-page dashboard template.

AI Skills

Run Rev-IQ's frameworks in your own AI assistant

Free skills for Claude, ChatGPT and Perplexity that score your revenue engine, check your SaaS numbers, test your pipeline, assess AI readiness and sharpen your positioning, using your own data.

Commercial Engine Scorecard Six SaaS Numbers Pipeline Health Check AI Readiness Check Positioning Sharpener
Explore AI Skills

Ways to engage

Some people just want the frameworks. Others want a structured read on their own business, or want Rev-IQ in the room. All three are welcome.

Learn

Self-serve, at your own pace

Free frameworks and worksheets, no conversation required.

Diagnose

Get a structured read on your business

Use the frameworks as a diagnostic against your own commercial engine.

Engage

Bring Rev-IQ in directly

A diagnostic, an advisory board seat, fractional leadership or a session for your team.

What leaders say about working with Joel

“Joel gave us an outside view we couldn't get ourselves. He challenged our thinking, sharpened our priorities and made the next steps feel achievable for a business our size.”

Steve Hockey · Founder, MyHub Intranet Solutions Read the MyHub case study →

“Joel instantly understood the value of leveraging best practice to drive change, and moved quickly to reshape commercial messaging.”

Amy Orr · Former Executive Advisor, CEB / Gartner

“Joel demonstrated real passion for results through strong sales and channel leadership, with communication skills at the highest level.”

Chris Barnet · Cloudflare

“Joel's professionalism and strong leadership create exceptional loyalty and support. I have no hesitation recommending him to do business with.”

David Barrett · Director, Connect Super
Start here

Have a specific commercial problem in mind?

A short conversation is often the fastest way forward: a structured read on what's actually going on and where to start.

Book a strategy conversation