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Pipeline Audit — $3,500 Go-To-Market Strategy — $7,500 Sales Playbook — $10,000 Pipeline Growth Retainer — $6,500/mo 90-Day Growth Sprint — $10,000/mo RFP & Proposal Support — $5,000 Deal Rescue — $15,000 Fractional VP of Sales — $12,000/mo
Industries
Technology, IT & AI Banking & Financial Services Healthcare & Pharma Facilities & Commercial HR & People Services Professional Services Manufacturing & Industrial About Pricing ROI Calculator Pipeline Health Check FAQ Insights Contact Book a Strategy Call →
Silicon Valley–Based B2B Sales Consulting Silicon Valley · B2B Sales
Accepting 2 new clients
Stop Chasing. Start Converting.
CaptivIQ hunts alongside you — from first outreach to signed contract.

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."
Free Download: The B2B Pipeline Audit Checklist
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How CaptivIQ Works

CaptivIQ operates a proprietary 5-stage revenue system — combining precision targeting, industry-specific outreach, and relationship-first engagement to take you from zero pipeline to signed revenue.

01
AI-Powered Target Mapping
We research and build a precise account list — right company size, right industry, right decision-maker — before a single outreach goes out.
02
Personalized Multi-Channel Outreach
We deploy customized email sequences, LinkedIn engagement, and direct phone outreach — each message crafted to the buyer's industry, role, and pain point. Not templates. Not spray-and-pray.
03
Relationship-First Qualification
We build real trust before pitching. Every conversation is designed to understand the buyer's situation — so when we advance the relationship, it converts at a materially higher rate than cold pipeline.
04
Active Deal Advancement
We don't hand off leads and disappear. We stay in the deal — navigating stakeholders, strengthening proposals, and driving the opportunity forward until it's at the decision stage.
05
Revenue Closed. Documented.
Every engagement ends with a signed client or a measurable pipeline advance — not a report. We track outcomes, document what worked, and build a repeatable system your team can run independently.

Our Services

Eight focused services. Every one designed to directly generate, accelerate, or protect your revenue. Choose the engagement that matches where you are right now.

Diagnostic & Strategy
One-Time · $3,500 Flat
Pipeline Audit
A paid diagnostic of your existing pipeline. We identify stalled deals, revenue leaks, and conversion gaps — and deliver a prioritized written action plan that tells you exactly what's broken and what to fix first.
Best for companies with sales activity that isn't converting. The logical entry point before any other engagement.
One-Time · $7,500 Flat
Go-To-Market Strategy
A structured strategy engagement for companies entering a new market, launching a product, or restarting stalled growth. Delivers ICP definition, channel prioritization, messaging framework, and outreach roadmap. Pure strategy — no execution included.
Best when you need the roadmap before you can execute. Feeds directly into the Pipeline Growth Retainer or 90-Day Sprint.
One-Time · $10,000 Flat
Sales Playbook Development
We build your complete internal sales bible — buyer personas, discovery questions, objection handling, email templates, call scripts, proposal structure, and deal stages. A permanent document your team uses to sell consistently and win more.
Best for companies scaling a sales team or systematizing inconsistent results. Built once, used indefinitely.
Ongoing Revenue Execution
Monthly Retainer · $6,500/mo
Pipeline Growth Retainer
Ongoing monthly engagement covering lead generation and pipeline development. We identify decision-makers, run targeted multi-channel outreach across email, phone, and LinkedIn, and build a structured measurable pipeline from scratch — so you always have qualified deals moving forward.
Best for companies with no outbound motion or inconsistent lead flow. Predictable monthly execution that compounds over time.
90-Day Engagement · $10,000/mo
90-Day Growth Sprint
Full-stack revenue execution over a defined 90-day window. We run outbound, advance active deals, support proposals, and drive pipeline to close. Intensive, time-boxed, and measured against real revenue outcomes. Clear start, middle, and end.
Best for companies that need immediate results — new market, board pressure, or aggressive growth targets.
Executive Retainer · $12,000/mo
Fractional VP of Sales
VP-level sales leadership without the full-time cost. Bhaavya owns your revenue strategy, sets targets, manages the sales process, coaches your team, and reports to the CEO — as your part-time head of sales. Ongoing, no fixed end date.
Best for $1M–$15M companies that need executive sales leadership without a $200K+ full-time hire. The top of the CaptivIQ engagement ladder.
Targeted Interventions — Event-Driven
Per Bid · $5,000 Flat
RFP & Proposal Support
You have an active RFP or competitive bid in hand. We step in immediately — strengthening your proposal structure, developing win themes, sharpening competitive positioning, and improving your chances of winning the contract you deserve to win. Triggered by a live bid, not an ongoing engagement.
Best for B2B vendors who keep losing RFPs despite being the stronger offering. Enterprise bids scoped upon discovery call.
One Deal · $15,000 Flat
Deal Rescue
One specific high-value deal has gone cold, stalled, or is at risk of being lost to a competitor. We diagnose the stall, identify remaining stakeholders, rebuild the re-engagement strategy, and push the deal to close before the opportunity disappears entirely. The ROI math is simple.
Best for companies with a large contract at risk right now. Enterprise engagements scoped upon discovery call.
Not sure which service is right for you?
Calculate your ROI first — or chat with our AI Growth Assistant to identify your biggest revenue gap instantly.
Calculate ROI →

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 & Commercial
Janitorial, security, maintenance, and commercial facility companies targeting enterprise 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 is what working with CaptivIQ looks like in practice.

60–90
Days
Most B2B engagements see first qualified pipeline conversations with real decision-makers within 60 to 90 days of engagement.
3–6×
Pipeline Growth
A focused pipeline engagement typically targets a 3–6x increase in active, qualified opportunities within the first two quarters.
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
RFP and proposal engagements focus on win-theme strategy and competitive positioning — the factors that most often determine which vendor wins the bid.
15+ years selling to enterprise accounts from 50 to 600+ employees across multiple industries
Deep experience across Technology, Healthcare, Facilities, HR, and Professional Services
Based in Silicon Valley — serving US-based and international clients remotely
Founder-led model — Bhaavya works alongside your team directly, not as an outside vendor

Three Common B2B Revenue Problems

These are the patterns CaptivIQ sees most often — and how we approach each one. If one of them describes your situation right now, the 30-minute discovery call is the fastest way to find out how we'd approach your specific deal or pipeline.

Technology & IT
The Situation
A Bay Area managed IT services provider has a strong offering but thin, unpredictable pipeline. Outbound efforts aren't generating meaningful conversations, and the team can't get in front of VP- or C-suite IT buyers at 200–800 employee targets.
CaptivIQ's Approach
Map the target account segment precisely. Identify the right VP- and C-level IT decision-makers. Build a multi-channel outreach sequence crafted to each buyer's role and pain point. Run monthly pipeline reviews to keep live opportunities advancing, not just generating first meetings.
Within 90 days
Qualified enterprise conversations begin opening with decision-makers the team had been trying to reach for months
Facilities & Commercial Services
The Situation
A facilities services company has a strong local reputation but keeps losing competitive bids to larger commercial accounts. They're submitting RFPs and losing them without knowing why.
CaptivIQ's Approach
Audit recent RFP submissions for weak positioning and unclear differentiation. Rebuild the proposal structure with a clear win theme. Coach the team on responding to procurement requirements the way procurement buyers actually read them. Apply this to the next live bid.
Measurably better
Win rate on competitive RFPs improves in the quarter following the intervention — often from losing most bids to winning the majority
HR Tech & High-Value Deals
The Situation
An HR technology company has a high-value deal that stalled months ago. The prospect went silent after a strong initial meeting. The internal sales team has lost visibility and momentum, and the deal is drifting toward lost.
CaptivIQ's Approach
Diagnose why the deal stalled. Map remaining stakeholders on the buyer side — including those who may never have been in the room. Rebuild the re-engagement strategy around the buyer's unstated concerns. Support the team through final negotiations with a revised proposal.
Weeks, not months
Cold, stalled deals often close following focused Deal Rescue engagement — at a fraction of the cost of replacing the opportunity entirely

Built on 15 Years of Enterprise B2B Sales

CaptivIQ is a new firm currently accepting its first 2 client engagements. Founding clients receive direct founder access on every call, preferred rates, and the opportunity to shape how CaptivIQ builds its track record.

15+ YEARS
Enterprise B2B Sales Experience
United States, Canada, and international markets. Every engagement built from zero — cold outreach to signed contract.
BT
Bhaavya Trivedi
Founder & CEO  ·  CaptivIQ
PRIOR EMPLOYERS
Tier-1 Enterprise Organizations
American Express, Standard Chartered Bank, Aramark, and Nespresso Professional. References available upon request.
Enterprise Track Record
Ask for a reference on the discovery call
INDUSTRIES SERVED
Sector-Specific Expertise
Banking and financial services, corporate services, pharma and life sciences, manufacturing, technology, IT services, AI, and SaaS.
Industry Expertise
Outreach and positioning built for your specific buyer
FOUNDER-LED
No Handoffs. No Junior Reps.
Every engagement is run directly by the founder. When you hire CaptivIQ, you work with Bhaavya — on every call, every strategy session, every deal.
Direct Founder Access
Every client. Every engagement. No exceptions.
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

Across 15 years in enterprise B2B sales, Bhaavya has built and grown accounts in banking, corporate services, pharma, manufacturing, technology, and SaaS — building books of business from zero in the United States, Canada, and international markets. That operator experience is now the foundation for CaptivIQ's client work.

Bhaavya holds an MBA in Marketing and a Post Graduate Diploma in International Business Management from Toronto — academic foundations that sharpen the strategic rigour she brings to every client engagement.

CaptivIQ offers 8 B2B revenue services including Pipeline Audit ($3,500), Pipeline Growth Retainer ($6,500/mo), 90-Day Growth Sprint ($10,000/mo), Go-To-Market Strategy ($7,500), Sales Playbook Development ($10,000), RFP & Proposal Support ($5,000), Deal Rescue ($15,000), and Fractional VP of Sales ($12,000/mo). The firm serves clients across the United States and internationally from Silicon Valley.

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 2026Coming soon
Deal Rescue
What Is Deal Rescue and When Do You Need It?

A high-value deal has gone cold. Your team has tried following up. Nothing is working. Deal Rescue is the focused intervention designed to get it moving again — before the opportunity disappears entirely.

April 2026Read more →
Sales Strategy
B2B Sales Consulting vs. Hiring an SDR: Which Is Right For You?

Should you hire a Sales Development Rep or bring in a fractional sales consultant? A direct cost and results comparison to help you make the right call for your stage of growth.

April 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 is a Silicon Valley fractional revenue firm offering 8 services across the full client buying journey — from Pipeline Audit and Go-To-Market Strategy through to Pipeline Growth Retainer, 90-Day Sprint, Deal Rescue, RFP Support, Sales Playbook, and Fractional VP of Sales. Every service is designed to directly generate, accelerate, or protect your revenue.
Where do I start if I'm not sure which service I need?
Start with the Pipeline Audit at $3,500. It's a paid diagnostic that tells you exactly where your pipeline is breaking and which service addresses it. Most clients find the Audit pays for itself immediately by identifying one recoverable opportunity they had written off.
What is Deal Rescue and when should I use it?
Deal Rescue is intensive, focused intervention for one specific high-value deal that has gone cold or is at risk of being lost. If you have a large contract that has been silent for weeks, CaptivIQ steps in — diagnoses the stall, rebuilds the re-engagement strategy, and pushes the deal to close. Enterprise deals scoped upon discovery call.
What is the Fractional VP of Sales?
An ongoing executive leadership retainer at $12,000/mo. Bhaavya becomes your part-time VP of Sales — owning revenue strategy, setting targets, managing the sales process, coaching your team, and reporting to the CEO. Built for companies between $1M–$15M that need VP-level leadership without a $200K+ full-time hire.
How quickly can we expect to see results?
Most clients begin seeing qualified pipeline conversations with real decision-makers within 60–90 days. Revenue conversion follows your industry's natural sales cycle — typically 3–6 months for B2B deals. Deal Rescue and RFP Support can produce results within days to weeks depending on the situation.
Do you work with large enterprise deals?
Yes. CaptivIQ has deep expertise in facilities, corporate services, and B2B commercial categories where individual contracts can reach $5M–$15M+. For enterprise-scale engagements in these sectors, pricing is scoped upon discovery call to reflect the complexity and stakes involved.

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.

No pitch. 30-minute conversation. You'll leave with at least one actionable idea about your pipeline — whether we work together or not.
Or reach us directly: bhaavya@captiviq.com  ·  (510) 279-4362
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