Sales & Revenue Operations Optimization for Service Teams
Starting at
$
2,000
About this service
Summary
FAQs
Is this sales coaching or training?
No. This focuses on systems and execution—how leads move, how follow-up happens, and how visibility is maintained—not scripts or sales techniques.
What types of businesses is this best for?
Service-based businesses with inconsistent follow-up, long sales cycles, or unclear pipeline visibility.
Do you work with existing CRMs or tools?
Yes. The goal is to improve how current systems are used before adding anything new.
Can this lead into ongoing operations support?
Yes. Some clients extend into fractional operations support to maintain and improve revenue systems over time.
What's included
Sales Workflow Assessment
Review of current lead handling, follow-up, qualification, and handoffs to identify bottlenecks, drop-offs, and revenue leakage.
Revenue System Design
Design of improved sales and lifecycle workflows, including ownership, stages, and decision points to support consistency and visibility.
Process & Automation Implementation
Implementation of improved workflows and supporting automation (AI-assisted workflows, Make, Zapier, n8n) to reduce manual work and speed execution.
Reporting & Visibility Setup
Basic reporting and dashboards to track pipeline movement, follow-up discipline, and revenue signals without overengineering.
Duration
2 weeks
Skills and tools
Industries