Get the results you bought the tools for.
Get past the AI hype and put it to work for your business. You expected time back and better results—not generic messages, unreliable answers, and another pile of work to correct.
I help you get more from AI, with practical support focused on your industry, customers, and business needs. Better sales conversations, smoother fulfillment, more reliable billing, and better cash flow are the goals. The work should make your business easier to run, without unnecessary complexity.
Now accepting pilot customers
Give sales more conversations worth having.
The Qualified Prospect Pilot helps established businesses put AI to work on a result that matters: more worthwhile conversations with prospects who have a relevant need and a reason to talk.
The aim is more time selling, less time rewriting generic outreach, and fewer dead ends. Start with the sales result your business needs, with practical support that fits your offer and customers.
Start where the problem is costing you most.
Begin with qualified sales conversations, then consider other improvements as your needs and results justify them. Additional services are scoped separately.
| Service approach | Qualified Prospect PilotNow accepting pilot customers | Next Revenue ProcessExtend the improvement | Ongoing Process CareKeep the improvements useful |
|---|---|---|---|
| The problem | Too much time spent chasing people who are unlikely to buy. | Sales are moving, but follow-up, fulfillment, billing, or collections keep getting stuck. | Tools and processes become less reliable as the business changes. |
| What better looks like | More useful conversations with prospects who have a relevant need and a reason to talk. | Smoother fulfillment, more reliable billing, and better cash flow with less manual work. | More confidence in the work your team relies on, with experienced help when problems arise. |
| Who it helps | Businesses with an established offer and capacity to serve new customers. | Teams losing time and customer goodwill to a recurring revenue-process problem. | Businesses that want ongoing support for improvements already in place. |
| Start with a conversation | Discuss the pilot | Discuss your next priority | Discuss ongoing care |
Now accepting pilot customers
Qualified Prospect Pilot
Too much time spent chasing people who are unlikely to buy.
- What better looks like: More useful conversations with prospects who have a relevant need and a reason to talk.
- Who it helps: Businesses with an established offer and capacity to serve new customers.
Extend the improvement
Next Revenue Process
Sales are moving, but follow-up, fulfillment, billing, or collections keep getting stuck.
- What better looks like: Smoother fulfillment, more reliable billing, and better cash flow with less manual work.
- Who it helps: Teams losing time and customer goodwill to a recurring revenue-process problem.
Keep the improvements useful
Ongoing Process Care
Tools and processes become less reliable as the business changes.
- What better looks like: More confidence in the work your team relies on, with experienced help when problems arise.
- Who it helps: Businesses that want ongoing support for improvements already in place.
Keep the value moving through the business.
A better sales conversation is the beginning. Your customer still needs a good experience through delivery, billing, and payment. These services address the problems that can get in the way.
Lead generation & qualification
Too many names, too few useful conversations. Help your sales team spend more time with people who have a relevant need and a reason to talk.
Sales follow-up & CRM
Promising conversations stall when next steps are missed or information is unreliable. Improve follow-through and give your team a clearer view of each opportunity.
Sales-to-fulfillment handoff
Customers expect delivery to match what sales promised. Reduce the missing details and repeated clarification that slow work down after a deal is won.
Fulfillment & delivery
Delivery surprises cost time and trust. Help your team keep customer commitments on track with less chasing and fewer avoidable delays.
Billing & subscription operations
Invoice corrections and subscription problems create extra work and customer frustration. Reduce avoidable billing issues so getting paid is less complicated.
Cash flow & revenue visibility
What has been sold, fulfilled, billed, and paid should be clear. Reduce the delays and unanswered questions that hold up payment, with the aim of improving cash flow.
Keep useful improvements working for you.
As your business changes, the work your team depends on needs attention. Ongoing Process Care gives you experienced support to help keep recurring problems from consuming your time again.
Support is tailored to the services you need, with clear scope and responsibilities.
Experience that connects the whole picture.
My accounting and Controller background, together with hands-on Salesforce and Zuora experience, helps me see how a decision in one part of the business affects the next. I bring that perspective to your revenue processes, from customer interest through billing and cash flow.
Explore Salesforce Services and Zuora Services for the systems expertise behind this work.
Let’s talk about what needs to improve.
Bring the problem costing your team time, opportunities, or customer trust. We’ll discuss whether working together makes sense and what a useful starting point would be.
You receive an agreed scope and price before work begins. Software costs and additional services are identified separately. Specific results depend on your offer, market, and starting point.
Interested in becoming a pilot customer?
Let’s talk about getting more of the right prospects into conversations with your sales team.
Book a 30-minute conversation