Three connected services that move every customer from closed deal to cash collected, with nothing lost along the way.
Map how work actually moves between your teams. Then define the handoffs, owners, and rules that keep it moving.
Remove repetitive steps, require key information, and surface exceptions in the tools you already have.
Apply AI to repeatable tasks, with people reviewing anything that affects customers, contracts, or billing.
The right approach depends on your tools, team, and volume.
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
Required info at deal close, automatic onboarding tasks, and a handoff summary the next team can trust.
A kickoff checklist, milestones, and a go-live sign-off that Billing can see.
Upgrades, downgrades, and cancellations with clear approvals and billing triggers.
Requests routed to a named owner, with a clear escalation path.
Consistent reminders and account history in one place, so earned revenue gets collected.
Recurring checks for duplicate or mismatched CRM and billing records.
Every service is available one-time, monthly, or fractional.
A one-time Operations Assessment or monthly advisory. I assess, advise, and can lead the project. Your team does the work.
Month to month and hands-on. I build the fixes with your team, without a full-time hire.
Book a 30-minute call. We'll look at where work is stuck and the right place to start.
Atlanta, Georgia
