CRM and revenue operations for growing businesses.

I help businesses simplify fragmented CRM, reporting, sales, and marketing systems, creating clearer operational structures that improve visibility, reduce friction, and support sustainable growth.

Signs your systems are no longer working.

 

Reporting is difficult to trust

Leadership teams struggle to get consistent visibility across pipeline, performance, and revenue reporting.

Sales and marketing are disconnected

Teams lose visibility across the customer journey, leading to inconsistent lead management and missed opportunities.

Processes rely on manual workarounds

Spreadsheets, disconnected tools, and inconsistent processes create operational friction and make scaling difficult.

Teams can’t easily prioritise

It becomes harder to identify high-intent leads, track long-running deals, and maintain operational consistency.

Operational Audit & Diagnostic

From £1,500

Strategic review of CRM, reporting, lifecycle management, operational processes, and systems visibility.

Ideal for businesses experiencing:

  • fragmented reporting
  • disconnected systems
  • poor visibility
  • scaling complexity
  • CRM uncertainty

The outcome is a clearer understanding of where operational friction exists, which systems are creating visibility gaps, and what needs to change first.

 

 

Systems & Process Design

Typically £5,000–£15,000+

Design of scalable CRM, reporting, lifecycle, and processes across sales and marketing operations.

This creates stronger visibility across pipeline, reporting, lead management, and customer operations - reducing reliance on disconnected processes and manual workarounds.

 

 

 

Strategic Advisory & Implementation Oversight

 

Retainers from £1,500/month

Ongoing strategic support across CRM, reporting, systems, and operational decision-making.

The result is greater operational consistency as the business grows, with clearer decision-making and stronger confidence in underlying systems and reporting.

 

Platforms & Tooling

Much of my work has involved HubSpot across CRM, marketing, sales, reporting, and operational processes.

However, the focus is always broader than a single platform.

Operational visibility often depends on how systems work together across the wider business, from CRM and reporting tools through to operational workflows, spreadsheets, and supporting platforms.

Part of the work is helping businesses understand:

    • which systems are still serving them well
    • where operational gaps exist
    • what infrastructure is needed for the next stage of growth.

Bring greater visibility and structure to the way your business operates.

If your systems, reporting, or processes are beginning to feel fragmented or difficult to scale, I’d be happy to discuss how I can help.