Revenue Operations
A revenue engine with clear definitions, handoffs and reporting.
- Pipeline process
- Forecasting inputs
- Funnel definitions
- Handoffs
- Reporting rhythm
Service pillar
Turn messy processes, tools and workflows into systems your team can actually use.
Operations & Systems helps SMEs clean up how work moves through the business: CRM, workflows, automation, internal tools, documentation and process.
Problems we solve
If any of these sound familiar, you are in the right place.
- CRM is inconsistent or unreliable.
- Sales process is not reflected in systems.
- Manual tasks waste team time.
- No clear process ownership.
- Reporting is messy or not trusted.
- Internal systems are patched together.
- AI is being discussed but not implemented usefully.
- Processes live in people’s heads.
What this covers
Operations & Systems services.
CRM Optimisation
A CRM your team trusts and actually uses.
- Field cleanup
- Pipeline stages
- Data hygiene
- Automations
- Adoption and enablement
Workflow Automation
Remove repetitive manual work with practical automation.
- Manual task reduction
- Intake flows
- Notifications
- Tool-to-tool automations
- Internal approvals
Process Mapping
See how work really flows, then design how it should.
- Current-state mapping
- Bottleneck identification
- Future-state design
- Ownership and governance
Documentation Systems
SOPs and knowledge bases that stay current and get used.
- SOP libraries
- Knowledge bases
- Version control
- Handover documentation
AI Integration
Useful, safe AI in real workflows, with humans in the loop.
- AI workflow discovery
- Prompt and process design
- Safe use cases
- Human-in-the-loop controls
- Governance and responsible AI
Operational Audits
An honest look at systems, process and tooling, with a roadmap.
- Systems audit
- Process audit
- Tool stack audit
- Recommendations and roadmap
Internal Systems
The internal tooling and rhythm that keep a growing team aligned.
- Tool selection
- Internal workspace design
- Team operating rhythm
- Reporting dashboards
Example packages
Scoped ways to start.
Fixed-scope micro-packages with clear deliverables. Scope and pricing are confirmed after a short consultation.
Operations & Systems
CRM Setup + Pipeline Hygiene
A clean, trustworthy CRM: fields, stages, automations and adoption support so reporting finally means something.
- Best for:
- Teams whose CRM is inconsistent, unreliable or quietly ignored.
- Timeline:
- Typically 3-5 weeks
- Pricing:
- Scoped after consultation
Operations & Systems
Workflow Automation Sprint
Remove the manual tasks that waste team time: intake flows, notifications, approvals and tool-to-tool automations.
- Best for:
- Teams losing hours each week to copy-paste work between tools.
- Timeline:
- Fixed-scope sprint, typically 2-4 weeks
- Pricing:
- Scoped after consultation
Operations & Systems
Operational Audit
A structured audit of your systems, processes and tool stack, with a prioritised roadmap of fixes.
- Best for:
- Founders who know something is inefficient but cannot see where.
- Timeline:
- Typically 2-3 weeks
- Pricing:
- Scoped after consultation
Operations & Systems
SOP Documentation Sprint
Get critical processes out of people’s heads and into a clear, maintained SOP library.
- Best for:
- Businesses where key processes live with one or two people.
- Timeline:
- Fixed-scope sprint, typically 2-4 weeks
- Pricing:
- Scoped after consultation
Operations & Systems
AI Workflow Readiness Sprint
Find the AI use cases that are actually safe and useful for your business, with human-in-the-loop controls.
- Best for:
- Teams discussing AI but not yet implementing it usefully.
- Timeline:
- Typically 2-3 weeks
- Pricing:
- Scoped after consultation
Operations & Systems
Internal Systems Cleanup
Rationalise patched-together internal tools into a workspace and operating rhythm your team can rely on.
- Best for:
- Teams juggling overlapping tools with no clear owner.
- Timeline:
- Typically 3-5 weeks
- Pricing:
- Scoped after consultation
Fix your systems and workflows
Tell us where it hurts and we will recommend the cleanest place to start.