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Customer lifecycle operations for growing B2B companies

Connect your customer lifecycle, from sales handoff to cash collected.

I fix the handoffs and workflows between Sales, Onboarding, Support, Billing, and Collections, with automation and practical AI where they help. Less manual work. Less revenue lost.

Rejiane Bryant, founder of One Stop Sourcing Group
Sound familiar?

Two places things usually break.

Your customers and team have grown. Your operations haven't kept up.

PATH 01

Your systems and handoffs

“Onboarding keeps chasing Sales for the same details.”
“Our CRM and billing system never quite match.”
“Price changes and credits don't always make it to the invoice.”

The process between your teams grew instead of being designed. That's where revenue slips.

Customer Lifecycle Process Design →
PATH 02

Your team's workload

“We live in spreadsheets, reminders, and Slack threads.”
“Every exception still needs someone to chase it.”
“We know AI could help. We don't know where to start.”

Your team is doing work a workflow should handle. That's capacity you pay for twice.

Workflow Automation →

Usually it's both. That's why I look at the whole customer lifecycle.

Built for growing B2B teams: founders still running operations; Operations, RevOps, and Finance leaders; and Customer Success and Onboarding leaders.

A good fit if you have:

Recurring or contract revenue
Several teams touching the customer before cash comes in
Frequent pricing exceptions or account changes
A CRM and billing system that don't talk to each other
Process or historical knowledge that lives with one person or one team

Industries I work with: SaaS and Technology · IT and Managed Services · Professional Services and Agencies · Logistics and Distribution · Manufacturing and Wholesale · Financial and Business Services

One connected journey

Your customer experiences one company, not six departments.

When each stage gets complete information and a clear owner, the whole operation runs with less effort.

01
Sales & handoff
Deal terms, contacts, and requirements captured once and passed on complete.
02
Onboarding
A clear kickoff, owner, and checklist for every new customer.
03
Implementation
Milestones and go-live sign-off that billing can see.
04
Success & support
Requests, changes, and escalations routed to the right owner.
05
Billing
Accurate invoices built from complete, approved account information.
06
Collections
Consistent follow-up with the account context to resolve issues.

Closing the gaps between stages improves the customer experience and stops revenue from leaking out.

Services

Three connected ways I help.

Process comes first. Automation and AI follow where they make the work faster and easier to see.

01

Customer Lifecycle Process Design

Map how work actually moves between your teams. Then define the handoffs, owners, and rules that keep it moving.

Current-state workflow assessment
Customer journey and process mapping
Handoffs from Sales to Onboarding, Customer Success, and Billing
Learn more →
02

Workflow Automation

Remove repetitive steps, require key information, and surface exceptions in the tools you already have.

Task creation, notifications, and routing
Required-data checks and approval workflows
Less duplicate entry and fewer manual follow-ups
Learn more →
03

Practical AI Enablement

Apply AI to repeatable tasks, with people reviewing anything that affects customers, contracts, or billing.

Summarizing customer history and handoff notes
Extracting contract information for human review
Categorizing and routing customer requests
Learn more →
Also available

Customer lifecycle projects for larger organizations

For mid-market and enterprise teams going through a major change, I take on scoped lifecycle projects, working with your team or alongside your implementation partner.

End-to-end customer lifecycle redesign
Standardizing onboarding across teams, products, or regions
Support and escalation workflow design
Post-acquisition integration of teams, processes, and data
CRM, support, billing, and ERP migrations
Selected work

Results from real B2B operations work.

Work from One Stop Sourcing Group engagements and in-house leadership roles.

Pearl
B2B SaaS

Customer lifecycle and billing operations

Improved processes across the customer lifecycle, from closed sale through collections
Automated manual billing steps across the order-to-cash process
Led monthly billing and AR health checks to prevent revenue leakage
4SYT Industries
Private industry

Project management and delivery

Led the project from kickoff through delivery
Tightened workflows and handoffs within the project
Sourced specialized talent for skill-specific work
CivicPlus
B2B SaaS

Collections, acquisition integration, and systems

Built the collections process and automated follow-up
Led a five-company acquisition integration, consolidating two billing systems into one
Selected collections software and led the implementation
You work with me

Operations experience from inside the customer lifecycle.

15+
years in leadership and operations
Team members led across domestic, international, and offshore operations

I'm Rejiane Bryant, founder of One Stop Sourcing Group. I've worked across the customer lifecycle, from sales handoffs and onboarding through billing, accounts receivable, and collections.

Partnered closely with Sales, Customer Success, Onboarding, Implementation, and Finance
Built processes, controls, and documentation teams actually use
Hands-on with HubSpot, Salesforce, Stripe, Adyen, QuickBooks, and billing platforms
SOPs in Notion and Supered, and workflow automation with Claude and other AI tools
No account managers: you work with me from the first call
Free resource

Find where revenue is slipping.

The Revenue Leakage Checklist: 24 yes-or-no questions across six lifecycle stages. About 10 minutes, and every “no” shows you where to look.

Sales handoff, onboarding, and account changes
System sync, collections, and data hygiene
A simple score and what to do with your results
Your checklist is ready.

Thanks for requesting the Revenue Leakage Checklist. Download your copy below.

Download the Checklist (PDF)
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FAQ

Have questions?

Engagements, plans, pricing, tools, and AI.

Tell me where work is getting stuck.

LET'S TALK

Share a little about your team and the process or handoff you want to improve. I'll reply personally.

Not sure where to start? We'll decide together on the call.

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Prefer to talk? Pick a time below for a 30-minute call with Rejiane.