HOW I WORK
Start small. Keep what works.
Most clients start with an audit. From there, choose a fixed-scope project, ongoing fractional support, or both.
STEP 1 · ~2 WEEKS
Audit
I review the systems and the way work actually moves through them. You get a clear diagnosis and a prioritised fix list, not a deck that sits in a folder.
What’s included
CRM, pipeline and data quality review
Stack and process interviews with the people doing the work
Prioritised roadmap with quick wins and dependencies
About 2 weeks
Findings and a prioritised fix list
Fixed fee
What’s included
Clear scope, milestones and owners
Hands-on configuration, integrations or custom development
Testing, documentation and team handover
2–8 weeks
A working system and handover
Fixed scope
STEP 2 · 2–8 WEEKS
Build
We agree the outcome, scope and handover up front. Then I configure or build the system, test it with your team and put it into use.
STEP 3 · MONTHLY
Run
I join your operating rhythm and own the revenue systems behind it. We keep the data clean, the process useful and the next improvements moving.
What’s included
Weekly operating cadence and decision support
Ongoing CRM, reporting and process ownership
A practical improvement backlog, delivered month by month
Ongoing
Embedded senior RevOps support
Monthly retainer
Straight answers.
Tell me where revenue gets stuck.
A free 30-minute call. You’ll leave with at least one thing to fix, whether we work together or not.