Services

​

Financial Intelligence Systems:

Clean up books and build dashboards

Build FP&A models

Set up metrics and automated reporting  Install cash flow tracking

Budgeting and forecasting setup

​

Operations Automation: 

Process redesign Automations

Intake and scheduling workflows

Payment collection automation

Customer onboarding and off-boarding flows

 

Revenue Operations: 

CRM audit and rebuild

Pipeline design

Lead routing and follow up automation

Sales sequencing

Reporting dashboards for CPL, CAC, funnel conversion, rep performance