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Silicon Valley–Based B2B Sales Consulting Silicon Valley · B2B Sales
Stop Chasing. Start Converting.

Turn Opportunities
Into Revenue

CaptivIQ is a Silicon Valley B2B sales consulting firm helping companies generate qualified leads, build pipeline, and convert prospects into revenue. Serving clients across the US and internationally.

15+
Years Experience
B2B
Enterprise Focus
100%
Revenue Focused
Bhaavya Trivedi – Founder & CEO, CaptivIQ
Bhaavya Trivedi
Founder & CEO, CaptivIQ
"We work alongside companies as a trusted partner — focused on helping them win new business and build lasting client relationships."

How CaptivIQ Works

A focused, repeatable sales strategy that takes you from identifying the right targets to closing real revenue — with a trusted B2B sales consultant at every stage.

01
🎯
Opportunity Identification
We identify target accounts, map decision-makers, and uncover pipeline development opportunities where your company can expand its customer base.
02
💬
Strategic Engagement
We initiate meaningful lead generation conversations with key stakeholders and decision-makers inside your target organizations.
03
🤝
Relationship Development
Building strong B2B relationships is the foundation of every closed deal. CaptivIQ nurtures connections into real, lasting business opportunities.
04
📈
Deal Advancement
We move pipeline opportunities through the sales cycle with focused support on proposals, conversations, and negotiations.
05
💰
Revenue Conversion
The ultimate goal — converting pipeline into signed clients and measurable, repeatable revenue growth for your business.

Our Services

CaptivIQ provides end-to-end B2B sales consulting — from auditing your pipeline through to closing revenue. We don't just advise; we execute alongside you.

Core Growth Services
🔎
Revenue Pipeline Audit
We review your current sales pipeline to identify stalled deals, missed opportunities, and conversion gaps — delivering a clear action plan to accelerate revenue growth.
  • Review pipeline structure and deal stages
  • Identify stalled or at-risk opportunities
  • Evaluate lead quality and movement
  • Detect revenue leaks and follow-up gaps
  • Deliver prioritized action roadmap
🔍
Lead Generation
We build qualified lead flow by identifying the right decision-makers, researching target accounts, and running targeted outreach campaigns that generate meaningful business conversations.
  • Identify and map key decision-makers at target accounts
  • Deep prospect research to find the highest-value opportunities
  • Personalized outreach campaigns that generate qualified conversations
  • Multi-channel engagement across email, phone, and LinkedIn
📊
Pipeline Development
We build and manage a consistent B2B sales pipeline — so you always have a predictable flow of qualified opportunities moving toward revenue.
  • Build a consistent, measurable sales pipeline from scratch
  • Identify and prioritize high-value opportunities
  • Track and manage pipeline health across the sales cycle
  • Eliminate pipeline gaps that make revenue unpredictable
Conversion & Strategic Services
💰
Sales Conversion
We take qualified pipeline and convert it into signed clients — with focused deal advancement, proposal support, and negotiation guidance that closes business.
  • Move prospects through the pipeline with strategic follow-through
  • Proposal, pitch, and presentation support
  • Negotiation guidance to close deals at the right terms
  • Revenue growth strategies that scale beyond the first close
📋
RFP & Proposal Support
We help B2B vendors strengthen competitive proposals, structure RFP responses, and improve win readiness through clear messaging and strategic positioning.
  • Full RFP response strategy and execution support
  • Proposal messaging, win-theme development, and competitive differentiation
  • Pricing narrative and executive summary preparation
  • Presentation prep and bid review readiness
🚨
Deal Rescue
Focused, intensive support for stalled or high-value deals that need expert intervention to get back on track and move toward a close.
  • Rapid deal assessment to identify stall points and risk factors
  • Re-engagement strategy for dormant or cold prospects
  • Stakeholder mapping and coach identification inside the account
  • Hands-on support through final negotiations and close

We Solve the Challenges
That Stall Growth

Companies partner with CaptivIQ when they want to accelerate revenue growth but need stronger B2B sales consulting and business development execution to make it happen.

  • Difficulty opening doors with the right decision-makers at target accounts
  • Inconsistent pipeline of qualified leads, leaving revenue unpredictable
  • Long sales cycles that stall or go dark before reaching a close
  • Lack of dedicated focus and bandwidth on new business development
  • Strong products or services but limited outbound sales capacity
  • Losing RFPs and competitive bids despite being the stronger offering
How CaptivIQ Helps
Real-world sales expertise applied to your unique situation
15+ years of B2B sales consulting and enterprise sales experience
Relationship-driven lead generation that builds trust before pitching
Proven pipeline development systems across multiple industries
Expert RFP and proposal strategy that strengthens your competitive position
Deal rescue expertise for high-value stalled opportunities
Unwavering focus on measurable revenue growth outcomes
15+
Years of B2B Sales Experience

Industries We Serve

Deep expertise across the B2B sectors where CaptivIQ has driven real revenue results for clients.

Technology, IT & AI
SaaS, managed IT, cloud services, and AI vendors growing enterprise accounts.
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Facilities & Workplace
Janitorial, security, maintenance, and workplace services companies targeting commercial accounts.
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Healthcare, Pharma & Life Sciences
Medical device, pharma, and health tech companies navigating complex institutional sales.
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HR & People Services
Staffing, HR tech, benefits, and people services firms growing their enterprise client base.
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Professional Services
Consulting, legal, accounting, and advisory firms looking to expand their client roster.
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Manufacturing & Industrial
Industrial suppliers, manufacturers, and commercial vendors pursuing new enterprise contracts.
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Banking & Financial Services
Banks, credit unions, fintech firms, and financial services providers building commercial pipelines.
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What CaptivIQ Delivers

Every engagement is built around one goal — measurable revenue growth. Here's what clients consistently experience working with CaptivIQ.

60–90
Days
Most clients see their first qualified pipeline conversations with real decision-makers within 60 to 90 days of engagement.
3–6×
Pipeline Growth
Clients consistently report a significant increase in active, qualified pipeline within the first two quarters of working with CaptivIQ.
15+
Years Experience
Every engagement is led personally by Bhaavya Trivedi — bringing 15+ years of enterprise sales expertise directly to your business.
↑ Win Rate
RFP & Proposals
Clients who engage CaptivIQ for RFP and proposal support consistently improve their competitive win rates on enterprise bids.
Enterprise accounts from 50 to 600+ employees served across multiple industries
Clients across Technology, Healthcare, Facilities, Food Services, HR, and Professional Services
US-based and international clients served remotely from Silicon Valley
Advisory-led model — Bhaavya works alongside your team, not as an outside vendor

How We've Helped B2B Companies Grow

A look at the types of challenges CaptivIQ has helped B2B companies solve — and the outcomes that followed.

Technology & IT
Challenge
A managed IT services provider in the Bay Area had a strong offering but was struggling to get in front of enterprise decision-makers. Their pipeline was thin and unpredictable, and outbound efforts were generating no meaningful conversations.
CaptivIQ's Approach
CaptivIQ mapped target accounts across the 200–800 employee segment, identified VP-level and C-suite IT buyers, and built a targeted outreach campaign. Monthly pipeline reviews kept opportunities advancing.
6
Qualified enterprise conversations opened within the first 90 days
Facilities & Workplace Services
Challenge
A facilities services company had a solid local reputation but couldn't break into larger commercial accounts. They had submitted several RFPs without success and weren't sure why they kept losing to competitors.
CaptivIQ's Approach
CaptivIQ reviewed their RFP submissions and identified weak positioning and unclear value differentiation. We rebuilt their proposal messaging, developed a clear win theme, and coached their team on responding to procurement requirements more competitively.
2 of 3
RFPs won in the following quarter after proposal strategy overhaul
HR & People Services
Challenge
An HR technology company had a high-value deal that had been stalling for four months. The prospect had gone silent after an initial strong meeting and the sales team had lost all visibility into the account.
CaptivIQ's Approach
CaptivIQ engaged through Deal Rescue — mapping remaining stakeholders, developing a re-engagement strategy, and supporting the team through final negotiations with a revised proposal that addressed the buyer's unstated concerns.
Closed
Deal rescued and signed within 6 weeks of CaptivIQ engagement

What Our Clients Say

Real feedback from B2B companies that have worked with CaptivIQ to grow pipeline and close more revenue.

★★★★★
"Bhaavya brought a level of strategic thinking and enterprise sales credibility that we simply didn't have internally. Within three months we were having real conversations with decision-makers we'd been trying to reach for over a year. The pipeline she helped us build changed how we think about growth."
JM
James M.
VP of Sales  ·  Managed IT Provider, Bay Area
★★★★★
"We had been losing RFPs for two years and couldn't figure out why. CaptivIQ looked at our proposals and immediately identified the problem — our messaging was generic and didn't speak to what procurement buyers actually care about. After working with Bhaavya, we won our next two competitive bids."
SR
Sandra R.
CEO  ·  Facilities Services Company, Texas
★★★★★
"CaptivIQ rescued a deal we thought was dead. A major prospect had gone silent for months and our team had given up. Bhaavya came in, identified what had stalled it, rebuilt the approach, and we closed the contract six weeks later. The ROI on that single engagement was extraordinary."
AT
Alan T.
Director of Business Development  ·  SaaS Company, Chicago
★★★★★
"What sets CaptivIQ apart is that Bhaavya actually understands enterprise sales at a deep level. She's not giving you a generic playbook — she's working through your specific deals, your specific buyers, and your specific challenges. Every conversation was immediately actionable."
KL
Karen L.
COO  ·  Corporate Food Services, California
★★★★★
"We were a strong healthcare vendor with a weak pipeline. CaptivIQ helped us identify the right target accounts, build a prospecting system, and develop outreach that actually got responses. Within 90 days we had more qualified conversations than we'd had in the entire previous year."
MP
Michael P.
VP Business Development  ·  Healthcare Vendor, New York
★★★★★
"Bhaavya's relationship-first philosophy is what convinced us to work with CaptivIQ. She doesn't push for quick wins — she builds real business relationships that lead to long-term clients. We've now closed three enterprise accounts that came directly from her pipeline work."
ND
Nicole D.
Founder  ·  Professional Services Firm, Seattle
🏢
Enterprise Sales
Deep experience navigating complex, multi-stakeholder enterprise environments
🔗
Relationship-Driven
Long-term partnerships built on trust, not transactional outreach
🔍
Lead Generation
We create qualified pipeline from the ground up — not just manage it
📊
Revenue Growth
Everything we do is measured against real, tangible business outcomes
🤝
Trusted Partner
We operate as an extension of your team, not just a vendor

Meet Bhaavya Trivedi

Bhaavya Trivedi – Founder & CEO of CaptivIQ, Silicon Valley B2B Sales Consulting
Bhaavya Trivedi
Founder & CEO, CaptivIQ

Bhaavya Trivedi is the founder of CaptivIQ, a Silicon Valley–based B2B sales consulting firm focused on helping companies convert prospects into paying customers.

With over 15 years of experience in enterprise sales, business development, and revenue growth, Bhaavya has:

  • Built and scaled enterprise sales pipelines generating $50M+ in qualified opportunities across banking, hospitality, and workplace services sectors
  • Closed complex deals with Fortune 500 accounts including American Express and national restaurant chains
  • Rescued $10M+ in at-risk pipeline through strategic deal repositioning

Bhaavya founded CaptivIQ with a clear mission: to help B2B companies bridge the gap between generating opportunities and actually converting them into customers. While many firms focus only on lead generation, CaptivIQ focuses on the entire revenue journey — from identifying the right prospects and building pipeline to converting those prospects into paying clients.

Based in Silicon Valley, Bhaavya works with companies across the United States and internationally, helping them build smarter sales systems, stronger pipelines, and sustainable revenue growth.

🏆
Enterprise Sales Expert
Experience with enterprise accounts and complex, multi-stakeholder sales environments
📍
Silicon Valley Based
Serving clients across the US and internationally
🎯
Execution-Focused
Practical, hands-on approach — building systems that generate real results
📈
Revenue-Driven
Every engagement measured against pipeline growth and closed revenue

B2B Sales Insights

Practical guidance on B2B sales consulting, lead generation, pipeline development, and revenue growth — straight from the field.

Pipeline Development
How B2B Companies Can Build a Strong Sales Pipeline in 2026

Most B2B companies underestimate how long it takes to build a reliable pipeline. Here's a practical framework for creating consistent, qualified deal flow — without burning out your team.

March 2026Read more →
Sales Conversion
Why Most Leads Don't Convert Into Customers — And How to Fix It

Lead generation is only half the battle. The real challenge is converting those leads into revenue. Discover the most common breakdown points in the B2B sales process and how to address them.

March 2026Read more →
RFP Strategy
How to Win More RFPs: Positioning, Pricing, and the Proposal Mistakes That Cost You the Deal

After reviewing hundreds of B2B proposals and RFP responses, these are the most common — and most fixable — mistakes that cost companies competitive bids they should have won.

February 2026Read more →

Common Questions About CaptivIQ

Everything you need to know about our B2B sales consulting services, how we work, and what you can expect.

What does CaptivIQ do?
CaptivIQ helps B2B companies generate qualified leads, build pipeline, and convert prospects into paying customers. We provide end-to-end B2B sales consulting — from lead generation and pipeline development through to revenue conversion, RFP support, and deal rescue.
Who do you work with?
We work with B2B companies including technology firms, managed IT providers, SaaS companies, facilities services, corporate food vendors, healthcare and pharma vendors, HR and people services companies, professional services firms, and manufacturing and industrial vendors — any B2B company that wants to grow revenue and build stronger sales pipeline.
What is Deal Rescue?
Deal Rescue is an intensive, focused service for high-value or stalled deals that need expert intervention. If you have a major opportunity that has gone quiet, stalled in negotiation, or is at risk of being lost to a competitor, CaptivIQ can step in to re-engage the prospect, clarify the decision process, and guide the deal to a close.
Do you offer RFP and proposal support?
Yes. CaptivIQ provides RFP & Proposal Support as a dedicated service — helping B2B vendors strengthen proposal structure, position their offer competitively, and improve win readiness through clear messaging and strategic differentiation.
How quickly can we expect to see results?
Most clients begin seeing qualified pipeline activity — real conversations with decision-makers — within the first 60–90 days. Revenue conversion follows the natural sales cycle of your industry, typically 3–6 months for B2B deals. We focus on building sustainable, long-term revenue growth.
Do you work remotely?
Yes. CaptivIQ is headquartered in Silicon Valley but serves clients across the United States and internationally. We work remotely and can engage with companies in any geography or time zone.

Ready to Turn
Opportunities Into Revenue?

Let's start a conversation about how CaptivIQ's B2B sales consulting can help your business generate more leads, build stronger pipeline, and close more revenue.

Or reach us directly: bhaavya@captiviq.com  ·  (510) 279-4362
💼
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