Operations

Marketing and Sales Operations Consulting

Give marketing and sales a clear process for turning inquiries into qualified opportunities and coordinated action.

Improve your marketing and sales process

From the question to the next decision

Choose a step to see the details.

Agree the stagesQualification and pipelineExplore the scope
Make ownership clearHandoff, follow-up, workflowsSee what you receive
Keep work movingScorecards, milestones, reviewHow we evaluate the work

An approach to this service, not a reported client result.

When to bring me in

Is this the challenge you are facing?

I help businesses define how marketing, sales, and supporting teams should work together. The service connects lead qualification, handoff, follow-up, pipeline stages, reporting, and the ownership needed to keep work moving.

It can also support cross-functional marketing projects, product launches, and campaign preparation. The aim is a process the team can understand, use, and improve through regular review.

When this service is useful

Inquiries are missed, duplicated, or passed between teams without clear ownership.
Sales and marketing use different definitions of a valuable lead.
Follow-up and pipeline data depend on individual habits.
Projects have tasks but unclear priorities, deadlines, or responsibilities.
Reporting identifies problems without a consistent process for resolving them.

The scope

What I work on

Lead stages and criteria, responsibility, handoff rules, response and follow-up requirements, data capture, workflow and automation needs, scorecards, and review meetings. For cross-functional projects, I help define milestones, dependencies, and accountability.

The process is translated into practical requirements for your current tools or an agreed implementation. Systems are selected and configured to support the working method.

Usable outputs / Agreed responsibilities

What you receive

A process map, shared definitions, responsibility rules, workflow requirements, reporting and scorecards, and an implementation roadmap. Training, implementation support, and ongoing review can be included within the project.

Focused consultation

Review one decision, the evidence available, and useful next actions. Implementation is not included in a consultation.

Explore consultation

Audit and roadmap

A deeper diagnosis with evidence, hypotheses, priorities, and a practical plan. Execution is agreed separately.

Explore a diagnostic

Implementation or ongoing support

Deliver agreed work, or establish a recurring review cycle with clear responsibilities for me, your team, and other specialists.

Explore project support

Evidence and limitations

How we evaluate the work

We review response time, data completeness, stage progression, losses, adoption, and closed actions. Cross-functional projects also use milestones and assigned owners. Revenue effects require separate evidence.

Why work with me

A connected commercial view

I understand the marketing objective and the operational work required after the inquiry or campaign launch. This helps connect acquisition activity with consistent follow-through.

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Turn marketing and sales data into reporting your team can use to make decisions.

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Help more of the right visitors understand your offer and take a meaningful next step.

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Growth Strategy and Marketing Audit

Understand what is limiting growth and turn the findings into a practical plan your team can execute.

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Clear expectations

Questions before we start

Is this a CRM implementation service?

CRM work can be part of the implementation, but the core service defines the business process, responsibilities, and information the system needs to support.

Can we keep our current tools?

Yes, where they support the agreed process. The review identifies what can be improved within the current setup and where changes may be needed.

Can you help coordinate a launch or campaign project?

Yes. Coordination can cover responsibilities, milestones, reporting, and review within a defined marketing or commercial project scope.