AI-Powered Revenue Workflows

One system to
grow and retain revenue.

We set it up on your data, run it with you, and keep it producing — from the first lead that comes in to the clients you already have.

Steerco
All sources Search ⌘K
47 New buyers identified today
31 ICP matches
24 Pushed to outreach
4 min Median response
2 selected Add to sequence Push to CRM Export
Company
Contact
ICP fit
Status
Last seen
Ramp ramp.com
Dana Whitfield VP Revenue Operations
96
New
12s ago
Rippling rippling.com
Marcus Lee Director, Demand Gen
91
ICP match
4m
Vanta vanta.com
Priya Nair Head of Sales
88
In outreach
9m
Deel deel.com
Sofia Alvarez RevOps Manager
84
ICP match
16m
Brex brex.com
Tom Becker VP Customer Success
82
In outreach
22m
Notion notion.so
Grace Kim Growth Marketing Lead
78
ICP match
38m
Airtable airtable.com
Owen Hart Head of Partnerships
74
Identified
1h
Retool retool.com
Maya Patel Account Executive
71
In outreach
2h
Figma figma.com
Jonas Weber Sales Ops Lead
66
Synced to CRM
3h
Miro miro.com
Elena Rossi VP Marketing
63
Identified
4h
Loom loom.com
Chris Doyle Director of Growth
58
Synced to CRM
5h
Carta carta.com
Nina Sorensen Revenue Operations Lead
55
Identified
6h
Webflow webflow.com
Andre Silva Head of Growth
52
Synced to CRM
7h
Showing 13 of 47 identified today View all
portal.ledgerline.co/miro
Ledgerline Prepared for Miro Live · updated 2m ago
Q3 2026 · Business review

Your team’s quarter, in numbers.

A live view of everything Miro runs on Ledgerline — refreshed continuously.

214
Active seats
+18 this quarter
87%
Weekly engagement
+6 pts vs Q2
96h
Saved per month
+22% vs Q2
What changed

Ops adoption doubled after the March rollout.

34 workflows now run weekly — up 22% from Q2. The onboarding and review cycles your ops team moved into Ledgerline in March account for most of the gain, and engagement has held above 85% since.

Jenna Cole Miro · 2h ago

Love this — can we pull the EU workspaces in too?

Sara Patel Adding this week.
March rollout 34 / wk Feb Mar Apr May Jun Jul
Weekly workflow runs
01 Two new workflows launch Onboarding + comp review · August
02 SSO rollout completes Okta, all 3 workspaces · September
03 Exec business review With Sara Patel · October 3
Prepared by Sara Patel · Ledgerline Made with Steerco
What we build for you

Everything between a stranger and a renewal.

Every vendor has a lead engine now. The difference with ours is who runs it — we build it, tune it, and keep it producing.

01 · Capture

We bring the leads.

Your market, built from your ideal client profile: every company worth selling to, with the right buyer named. Lookalikes of your best customers keep the list growing. And the people already on your site stop leaving as anonymous traffic.

Steerco
All sources Search ⌘K
47 New buyers identified today
31 ICP matches
24 Pushed to outreach
4 min Median response
2 selected Add to sequence Push to CRM Export
Company
Contact
ICP fit
Status
Last seen
Ramp ramp.com
Dana Whitfield VP Revenue Operations
96
New
12s ago
Rippling rippling.com
Marcus Lee Director, Demand Gen
91
ICP match
4m
Vanta vanta.com
Priya Nair Head of Sales
88
In outreach
9m
Deel deel.com
Sofia Alvarez RevOps Manager
84
ICP match
16m
Brex brex.com
Tom Becker VP Customer Success
82
In outreach
22m
Notion notion.so
Grace Kim Growth Marketing Lead
78
ICP match
38m
Airtable airtable.com
Owen Hart Head of Partnerships
74
Identified
1h
Retool retool.com
Maya Patel Account Executive
71
In outreach
2h
Figma figma.com
Jonas Weber Sales Ops Lead
66
Synced to CRM
3h
Miro miro.com
Elena Rossi VP Marketing
63
Identified
4h
Loom loom.com
Chris Doyle Director of Growth
58
Synced to CRM
5h
Carta carta.com
Nina Sorensen Revenue Operations Lead
55
Identified
6h
Webflow webflow.com
Andre Silva Head of Growth
52
Synced to CRM
7h
Showing 13 of 47 identified today View all
02 · Engage

Answered in minutes.

Every hot lead gets a reply drafted from the pages they actually read. Sequences and meeting booking run end to end. Nothing goes out without your sign-off — until you decide it doesn’t need one.

Speed-to-lead follow-up Live
Trigger: Website visitors · Updated 2d ago · Autosaved
47 Runs today
31 Drafts ready
4 min Median response
12 Meetings this week
Run history Share
AGENT
Personalization Agent
Running · 31 / 47
Draft three follow-up variants per lead — concise, standard, and detailed. Match tone to role and industry, use public context only, and queue the best variant for the owner’s review.
31 / 47 leads this run
Drafted follow-up for Dana Whitfield · Ramp 12s
Enriched Marcus Lee · Rippling 1m
Meeting booked with Priya Nair · Vanta 9m
Variant 2 sent to Tom Becker · Brex 22m
Follow-up opened by Sofia Alvarez · Deel 31m
Enriched Owen Hart · Airtable 47m
Drafted follow-up for Maya Patel · Retool 1h
Synced Jonas Weber to HubSpot · Figma 2h
Dana Whitfield · Ramp

Subject: RevOps at Ramp — quick question

Hi Dana — congrats on the growth this year. Usually at that stage, pipeline data ends up spread across five tools and follow-up starts slipping.

We build that plumbing so your team doesn’t have to — scoring, enrichment, and follow-up that runs itself. Happy to show you how similar teams cut response time to minutes.

Worth 15 minutes on Thursday?

Variant 1 of 3 · concise Queued for review
Pause run Review drafts
03 · Keep

Clients that stay.

Every client gets a live page showing the work you’re doing for them — value they can check at any hour, not a deck that’s a quarter old. Underneath, health scores watch the whole book. If an account goes quiet, you hear it from us first.

Steerco
All CSMs Search ⌘K
114% Net revenue retention
$170K ARR at risk
3 Expansion signals
4 Renewals ≤ 90 days
Account
CSM
Health
ARR
Renewal
Next play
Miro miro.com
Sara Patel
38
$74K
Aug 12 in 32d
Save play queued
Segment segment.com
James Okafor
64
$96K
Aug 21 in 41d
QBR scheduled
Snowflake snowflake.com
Ana Reyes
88
$210K
Sep 12 in 63d
Renewal in motion
Gong gong.io
James Okafor
84
$88K
Sep 27 in 78d
Renewal in motion
Calendly calendly.com
Ana Reyes
59
$68K
Oct 13 in 94d
QBR scheduled
Datadog datadoghq.com
Ana Reyes
92
$140K
Nov 12 in 124d
Expansion ready
Amplitude amplitude.com
Sara Patel
86
$112K
Nov 30 in 142d
On track
Asana asana.com
Sara Patel
90
$155K
Dec 9 in 151d
Expansion ready
Intercom intercom.com
James Okafor
79
$104K
Dec 18 in 160d
On track
Zendesk zendesk.com
James Okafor
81
$120K
Jan 15 in 188d
On track
Klaviyo klaviyo.com
Ana Reyes
61
$82K
Feb 3 in 207d
QBR scheduled
Box box.com
Sara Patel
83
$97K
Feb 24 in 228d
On track
DocuSign docusign.com
Ana Reyes
87
$132K
Mar 10 in 242d
Expansion ready
Showing 13 of 24 accounts · sorted by renewal View all
What your clients see

Anything your client needs to see. Live.

ROI reports, proposals, business reviews, success plans — everything you put in front of a client is a live page in your brand, built on your data. It’s current every time they open it, and they can comment right on it. We run our own company on these.

portal.ledgerline.co/miro/value
Ledgerline Prepared for Miro 1 of 87 client pages Live · updated 4m ago
Value report · 2026 YTD

What Ledgerline returned to Miro.

$412K Value delivered YTD +31% vs 2025
6.2x Return on subscription $66K cost YTD
1,240 hrs Team hours saved ≈ $218K
Feb 9 Subscription paid back 39 days in
Value delivered vs. subscription cost Jan – Sep
Payback — Feb 9 $412K value $66K cost Jan May Sep
Where the value comes from $412K
Hours automated $218K
Errors prevented $84K
Faster close cycle $67K
Tooling replaced $43K
Value captured by team 4 teams
Ops $172K
Finance $118K
Sales $77K
HR $45K
Behind the numbers YTD
Reports auto-generated 312
Workflow runs YTD 11.2K
On-time closes 9 / 9
Tools retired 3
Prepared by Sara Patel · Ledgerline Live from Stripe · Salesforce · Amplitude Made with Steerco
ledgerline.co/p/ramp-pilot Owner view
Ledgerline Prepared for Ramp
Pilot proposal · 90 days

Faster follow-up, in 90 days.

Prepared for Dana Whitfield · scoped from our July 14 call

What’s included 90-day pilot
Platform · 50 seats RevOps + SDR team $24,000
Workflow builds · 5 Speed-to-lead, onboarding, QBR + 2 custom $12,000
Enrichment credits 10,000 contacts $4,500
Onboarding & training 2 live sessions, recorded $1,500
How the 90 days run
01 Kickoff & connect CRM, site pixel, inboxes · day 1
02 Workflows go live Speed-to-lead first · week 1
03 Review & scale Pilot review with Sara · day 90
What we’ll measure reviewed at day 90
First response to a hot lead 4 hrs 5 min
Meetings booked / month 6 20
Pipeline sourced / quarter $380K modeled

“Dana — everything here is scoped to what your team described on the 14th. Sign and we kick off the following Monday; the first workflow is live before the week is out.”

Sara Patel · Ledgerline
Prepared by Sara Patel · Ledgerline Made with Steerco
portal.ledgerline.co/miro/plan Owner view
Ledgerline Prepared for Miro
Shared success plan · H2 2026

Where we’re going, together.

Miro × Ledgerline · owned by Jenna & Sara · updates live

Objectives H2 2026
Roll out to the ops team 172 of 214 seats active 80%
Automate onboarding + reviews Running weekly since March Done
EU workspaces live Kickoff September 30%
Action items · shared 4 of 12 open
Onboarding workflow live Sara Patel · Ledgerline · Done · Jul 2 Done
Invite EU admins Jenna Cole · Miro · Aug 20 Up next
Configure SSO for EU Marco Silva · Miro · Sep 2 Up next
Build comp-review workflow Sara Patel · Ledgerline · Sep 5 In progress
Exec business review Sara Patel · Ledgerline · Oct 3 Scheduled
Milestones 2 of 4 done
Kickoff & rollout Done · June
Ops team at 80% Done · July
EU workspaces live Sep 15 · up next
Exec business review Oct 3 · with Priya

“Jenna — check off your two items and progress updates for both teams, instantly.”

Sara Patel · Ledgerline
Prepared by Sara Patel · Ledgerline Made with Steerco
portal.ledgerline.co/miro/q3 Owner view
Ledgerline Prepared for Miro
Q3 business review · Renewal

A strong year. Let’s run it back.

Prepared for Jenna Cole · renews August 12

What shipped Q3 2026
34 workflows live Up 22% from Q2 · ops team rollout +22%
Onboarding cycle automated March rollout · runs weekly 12h/wk
2 live dashboards Exec + ops views, auto-updating Live
SSO rollout Okta · all 3 workspaces Done
How the renewal runs
01 Review this recap Live data, not slides · you are here
02 Exec sign-off Priya Shah · by Aug 5
03 Renewal Aug 12 · seamless transition
The year in numbers Aug 2025 → today · live
Active seats 148 214
Weekly engagement 61% 87%
Team hours saved / month 34 96
Prepared by Sara Patel · Ledgerline Made with Steerco
portal.ledgerline.co/miro/usage
Ledgerline Prepared for Miro Live · updated 2m ago
Usage report · July 2026

How Miro runs on Ledgerline.

214 / 230 Active seats 93% utilized
87% Weekly active +6 pts vs Q2
1,284 / wk Workflow runs +9% MoM
96h / mo Time saved +22% vs Q2
Weekly active users 12 weeks
SSO launch 187 May June July
Feature adoption % of seats
Onboarding 92%
Reviews 84%
Dashboards 61%
Goals 47%
Comp reviews opportunity 38%
Workflow runs by team 1,284 / wk
Ops 620
Sales 340
HR 210
Marketing 114
Seats by workspace 214 / 230
United States 128 / 130
Europe 54 / 60
APAC 32 / 40
Prepared by Sara Patel · Ledgerline Made with Steerco
How our clients use it
A sales agency

Every client watches their own campaign live — calls made, meetings booked, pipeline created.

A data platform

Each client sees the numbers that matter and what they’re worth — live, no quarterly review required.

An enterprise software company

A weekly report to ninety people — researched and written by four AI agents.

How we use it

Every new Steerco client onboards on a shared success plan — one live page both teams work from, tasks checked off as we go.

And it reports back

Every page tells you when to call.

Who opened it, what they read, who they forwarded it to. The proposal you sent is also your best intent signal.

Steerco
Q3 Business Review · Analytics Live
Shared with Miro · 2d ago · portal.ledgerline.co/miro/q3
Open artifact
128 Views
23 Unique visitors
4m 32s Avg time viewing
2m ago Last viewed
Views over time Last 30 days
Shared with Miro
Jun 16 Today
Accounts & viewers 3 accounts
Jenna Cole VP Customer Ops · 2m ago 32
Marco Silva VP Ops · Yesterday 18
Priya Shah CFO · First view · 1h ago 2
Sharing created Jul 14
Who can view Anyone at miro.com
Require email to view
Allow downloads
Expires Never
Stop sharing
Top cities approximate
Amsterdam 46
San Francisco 38
New York 21
London 12
Devices
Desktop 71%
Mobile 24%
Tablet 5%
Recent activity
Jenna Cole viewed 12 sections 2m
First view from Priya Shah · CFO 1h
Forwarded outside Miro → bain.com 3h
Marco Silva downloaded the PDF 1d
Jenna Cole commented on the chart 2d
Proof

8 teams. 100% retention.

Every team that has turned Steerco on is still here.

Our customers
  • Branch 49
  • Liquified Solutions
  • Deepvest AI
  • Model N
  • Chakra Consulting
  • Swiftly
  • Creative Mines
  • Impact Minds
  • Bespoke
“Steerco has completely changed how Branch49 interacts with our clients.”
John Darby
COO, Branch49
Why we built Steerco

Most companies leak revenue they already paid to win.

You pay for traffic and most of it leaves without a name. Leads sit in an inbox over the weekend. A client goes quiet, and by the time anyone notices, they’ve already taken a call from someone else.

We started Steerco to build the fix ourselves. We build the system and run it, and our name goes on the result. Our own company runs on the same platform.

Zach Hawley
Zach Hawley
Co-Founder & CEO, Steerco

Turn it on. See revenue in 7 days.

You bring the business. We bring the system, the people, and the guarantee: if it isn't producing, we keep working until it is. Want proof before you buy? Ask us to show you ours — the same system, running our own revenue, live on the call.