Question 1

What does Sophizo do?

Accepted Answer

Sophizo is a fractional AI and Revenue Operations firm for growth-stage B2B companies. It rebuilds the operating layer behind revenue rather than running isolated pilots. The work combines senior leadership, revenue architecture, AI workflows, and governance, with the goal of leaving a system the company team can operate independently.

Question 2

Who is a good fit for Sophizo?

Accepted Answer

Sophizo works with growth-stage B2B companies that need senior AI or revenue leadership but are not ready for a full-time executive hire. The advisory page describes CEOs, founders, revenue leaders, and CFOs working through disconnected pipeline data, low forecast confidence, or AI activity without a revenue architecture.

Question 3

How does an engagement usually begin?

Accepted Answer

Most clients start with the Diagnostic Sprint: a fixed $2,500, two-week review of the AI stack, pipeline data, forecast logic, and governance posture. It produces a board-ready ROI projection and prioritized Architecture Map. The fee credits in full toward a subsequent engagement, and you keep the deliverables either way.

Question 4

What does the Diagnostic Sprint cost and include?

Accepted Answer

The Diagnostic Sprint costs $2,500 and runs for two weeks. It applies the Sophizo ROI formula to your pipeline, forecast accuracy, and RevOps cost structure, then delivers a board-ready ROI projection and prioritized Architecture Map. You keep the work whether or not you continue, and the fee credits toward an engagement.

Question 5

Are engagements locked into a long contract?

Accepted Answer

Pricing states that engagements are month-to-month after the first quarter. If the work is not working by day 60, either side can call it, and you keep deliverables produced to that point. The Diagnostic Sprint is separately described as a fixed-fee, two-week starting engagement, with its fee credited toward later work.

Question 6

What does Fractional RevOps leadership cover?

Accepted Answer

The Fractional RevOps Leader offer is for companies whose forecast, pipeline, and tool stack have stopped agreeing. Work includes revenue architecture review, forecast discipline across bull, base, and bear cases, pipeline hygiene, stage definitions, handoff repair, and tool-stack rationalization. It is priced from $3,500 per month for a single discipline.

Question 7

Can you work with the CRM and tools we already own?

Accepted Answer

Sophizo's stated approach is to build on top of systems a company already owns, rather than requiring a platform replacement. The RevOps page distinguishes a CRM database from a revenue operating system, and describes adding intelligence such as deal scoring, pipeline alerts, and forecasting while keeping the CRM in place.

Question 8

How do you approach forecasting?

Accepted Answer

The RevOps offer describes bull, base, and bear scenarios, forecast discipline, and statistical modeling tied to actual pipeline data. ForecastIQ's method audits the process producing the data, builds on company-specific conversion patterns, and publishes predicted versus actual results each cycle. The method page emphasizes forecasts that leadership can defend to the board.

Question 9

What if our CRM data is messy or incomplete?

Accepted Answer

Sophizo's about page describes thin, noisy data as a starting condition, not a reason to begin with custom machine learning. It recommends retrieval and rule-based scoring, enrichment to fill data gaps, and predictive models only when the underlying data can support them. The process begins by fixing the operating architecture and data discipline.

Question 10

What is a Fractional AI Officer?

Accepted Answer

The Fractional AI Officer is a part-time executive owner for AI strategy, governance, and execution. The role joins leadership decisions, sets priorities, establishes guardrails, and helps deploy and measure useful workflows. It provides the leadership and operating scope of a Chief AI Officer sized for a company that does not yet need a full-time hire.

Question 11

What does AI governance work include?

Accepted Answer

The AI Governance offer includes an inventory of models and tools, usage policy, approval workflow, and human-in-the-loop controls. It also describes audit-ready documentation for security reviews and a board-level governance brief. The purpose is to make ownership and risk legible to company leadership, auditors, and enterprise buyers.

Question 12

How do you decide where AI belongs in the revenue process?

Accepted Answer

The Sophizo method establishes a MECE revenue foundation before deploying agents. Once the architecture is sound, multi-agent workflows, copilots, and retrieval-driven revenue intelligence can enter seller and manager workflows. Each agent is assigned a task-success target, a decision trigger, and a direct connection to a pipeline metric.

Question 13

How are agents introduced safely?

Accepted Answer

The method starts agents in a controlled environment, then moves them into shadow mode alongside human work without making live decisions. Autonomy increases on low-stakes calls only after the pattern holds, and production follows evidence. Governance work adds inventories, acceptable-use policies, approval workflows, and human review controls.

Question 14

What is included in the Fractional AI Officer seat?

Accepted Answer

The integrated $14,500-per-month seat combines RevOps, AI advisory, and AI governance under one operator. Pricing describes end-to-end ownership, AI architected into the revenue engine, production agents, and one accountable owner. It is positioned for situations where the three disciplines are colliding and separate vendors lack a single owner.

Question 15

How is the work transferred to our team?

Accepted Answer

Capability transfer is a stated deliverable, not an afterthought. Sophizo describes teaching a client's team to operate, iterate, and extend what is built, with an exit ramp in the contract from day one. The goal is for internal owners to run the system without ongoing dependency on Sophizo.

Question 16

Who does the work?

Accepted Answer

The pricing page identifies John Utley as the person doing the work. The about page describes his background in financial services, engineering roles at IBM and HCL Software, a fintech SaaS journey through IPO, and co-founding an SEC-approved BTC and ETH algorithmic hedge fund. Sophizo describes its model as senior fractional operators doing architecture-level work.

Question 17

How do you measure whether AI is creating value?

Accepted Answer

The Sophizo method uses an ROI formula that accounts for revenue base, generative output quality, agentic efficiency, execution speed, and implementation cost. Its measurement discipline follows causal leading indicators rather than lagging vanity metrics, and ties initiatives to ARR, pipeline, or EBITDA so executives can judge whether investment is compounding.

Question 18

Can we begin with one discipline instead of the integrated seat?

Accepted Answer

Yes. Pricing presents separate RevOps, AI advisory, and AI Governance offers alongside the integrated Fractional AI Officer seat. Its guidance is to choose one discipline when a single problem is clearly the bottleneck, and the integrated seat when RevOps, AI, and governance keep colliding and leadership wants one accountable owner.

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