Clear sales-to-delivery handoffs
Give the delivery owner the agreed scope, timing, and billing information.
Consulting & Professional Services
Connect the work you win to the work you deliver.
Bring sales, project delivery, and billing into an agreed operating process. We help consulting firms improve handoffs, reporting, and the systems behind each engagement.
For founders, COOs, managing partners, and delivery or finance leaders.
Discuss your processA connected operation01 / 04
- Won engagementAgreed definitions
- Project kickoffAn accountable owner
- Approved workA working connection
- Invoice preparationA useful next decision
Sales, delivery & finance
A familiar operating problem
A signed deal still needs someone to carry every detail.
The project setup does not match the agreement. Scope changes miss the invoice. Leadership combines several exports to see capacity. We connect the records and responsibilities behind those decisions.
Connected billing preparation
Link approved time or milestones to the records finance needs.
Capacity and project reporting
Define the measures and source data behind your operating review.
A practical starting point
Start where the handoff slows down.
Follow one recent engagement from signed agreement through project setup and billing. The gaps will give us a concrete place to begin.
Worked examples
Follow the decisions
behind the workflow.
Fictional operating scenarios, practical worksheets, and clearly explained design choices.
Worked exampleFinance & delivery
Commission dashboard: trace the payout back to the deal
Give reps a clear earnings view and finance a reviewable path from deal credit to payout.
Explore the proposed workflow
Worked exampleRevenue & CRM
Automated Scoping Agent: turn a scattered brief into a reviewable proposal
Carry a scope brief into an estimate, a proposal, and a coordinated sales handoff.
Explore the proposed workflow
Worked exampleFinance & delivery
Consultant portfolio: see stalled work across delivery tools
See project health, stalled work, and the next useful action across your delivery tools.
Explore the proposed workflow
Relevant services
The team behind the change
Core service
RevOps & Operations Consulting
Improve processes across sales, delivery, finance, and internal operations, with CRM, data, automation, and reporting work scoped around your priorities.
Explore RevOps & Operations ConsultingCore service
Workflow Automation & Integrations
Connect lead capture, onboarding, delivery, and billing so your team spends less time re-entering records and chasing the next step.
Explore Workflow Automation & IntegrationsCore service
Custom Apps & Web Development
Design and build marketing websites, internal applications, and client portals connected to your business systems.
Explore Custom Apps & Web DevelopmentA practical next step
Where does your operation get stuck?
Tell us about the process, the systems involved, and the decision you need to make. We’ll help identify a practical next step.
Discuss your operationsFree 30-minute discovery call