Helping growing SaaS businesses simplify, standardise and scale their Go-to-Market operations. Seven areas of experience, each available on a consultancy or fractional basis — process, forecasting, technology, commercial operations, compensation, data and AI-enabled automation.
Mapping and redesigning the revenue process across Sales, Marketing, Customer Success, Finance and Product, defining roles, handoffs and SLAs.
Turning undocumented working practice into written standards teams can actually follow.
Setting the operating rules for how deals, data and decisions move through the business.
Structured rollout, training and reinforcement so new process sticks rather than lapsing.
Diagnosing why the number moves and rebuilding the methodology behind it.
Defining exit criteria, cleaning the pipeline and putting the routines in place to keep it clean.
Designing the weekly and monthly review rhythm, roll-up structure and accountability.
Extending the same discipline to indirect sellers and dealer networks.
Auditing what you own, what it costs and what can be consolidated.
Configuration, data model, permissions and the admin discipline to keep it healthy.
Planning and running tooling moves without stalling the sales team.
Converting commercial requirements into a specification technology teams and vendors can build against.
Standing up the function, its approval matrix and its service levels.
Including document automation integrated with the CRM, as delivered with Xpertdoc at Visiopharm.
Designing pricing rules, discount governance and the reporting to prove the impact.
Removing friction across the full commercial cycle from enquiry to invoice.
Building plans that align to commercial goals and can be administered without argument.
Documentation, approval routes and dispute handling.
Allocating accounts and coverage across direct and indirect teams.
Partner portals, opportunity registration and indirect seller process.
Agreeing what each number means and where it comes from.
Translating operational models into the language leadership makes decisions in.
Building the reporting layer in Salesforce, Clari or Power BI.
The rules and routines that stop reporting quality decaying.
Identifying which revenue operations tasks are genuinely worth automating, and which are not.
Replacing recurring manual reporting with automated production.
Categorisation and assignment logic for operational request queues.
Getting a commercial team to actually use the tools, with the guardrails to do it safely.
“Simplifying complexity and reducing friction”
Talk through a project