Service Delivery & Revenue Operations Consulting

Connect the journey from lead to cash — and from delivery to the next commercial outcome.

Closing the deal is only one part of revenue.

I redesign the operating journey across Sales, Service Delivery and Finance so leaders can see what was sold, what is being delivered, what can be billed, what has converted into cash and what should happen next.

The result is clearer ownership, cleaner handovers, better revenue visibility and fewer places for customer value or cash to get lost between teams and systems.

Closed-Won Is Not the End of the Revenue Process

Growing businesses often build strong sales capability before the operating model behind that growth catches up.

Sales knows what has been sold. Service teams know what they are delivering. Finance knows what has been invoiced. Customer Success knows whether the client is engaged. Leadership receives reports from each function.

But the end-to-end picture is often missing.

A healthy revenue operation connects:

Lead → Opportunity → Contract → Onboarding → Delivery → Billing → Cash → Retention → Expansion
When those stages operate as separate functions rather than one connected journey:

Deals reach delivery without a clean handover; delivery teams discover commitments too late; CRM and ERP data do not reconcile; leadership cannot trace booked revenue through to cash; invoices are delayed or disputed; forecasts rely on inconsistent definitions or spreadsheets; customer progress is not captured consistently; and renewal, referral and expansion depend too heavily on individual judgement.

The answer is not always more sales.

Sometimes the revenue already exists. The operating model around it is what needs fixing.

Revenue Operations Beyond the Sales Pipeline

Revenue Operations — often called RevOps — is usually associated with CRM, pipeline management, forecasting and go-to-market performance.

Those matter. But revenue does not stop when a deal closes.

A complete revenue operating model connects what was promised, what is being delivered, what can be billed, what has converted into cash, what value the customer has received and what commercial action should follow.

That means joining up:

Sales

What are we selling, to whom, on what terms and with what commitments?

Commercial Handover

Does the delivery team know exactly what was sold, what success looks like and what happens next?

Service Delivery

Can the business see customer progress, delivery milestones, risks and value created?

Billing & Finance

Do the contract, CRM, ERP, invoice and cash position tell the same story?

Retention & Growth

Is there a clear point at which customer progress should trigger renewal, expansion, referral or another commercial conversation?

The objective is not another dashboard.

It is a revenue operating model the business can actually run.

For Founders and Growing SMEs

When the CEO is still the person connecting everything.

Smaller businesses rarely begin with a Chief Revenue Officer, Revenue Operations team, Finance Transformation function or dedicated operating-model team.

The founder or CEO often connects the entire journey manually. That can work while the business is small.

Growth introduces more customers, more people, more systems, more handovers and more places for information or revenue to fall between them.

The work focuses on making that operating model clearer.

  • Mapping the end-to-end lead-to-cash process
  • Clarifying ownership and handovers
  • Identifying revenue leakage and operational friction
  • Improving billing and cash visibility
  • Defining useful management information
  • Making customer progress visible
  • Creating clearer routes into retention, referral and repeat revenue

The principle

You do not need an enterprise-sized transformation programme. You need enough structure to support the business you are becoming.

For Chief Revenue Officers and Revenue Leaders

Own the revenue number without personally operating every process behind it.

A Chief Revenue Officer may own revenue performance, but revenue crosses organisational boundaries.

Pipeline may sit in Sales. Customer data may sit in the CRM. Delivery milestones may sit elsewhere. Billing sits with Finance. Customer health may sit with Customer Success. Cash collection may sit in Accounts Receivable.

That creates a structural problem:

  • Connecting Sales, Customer Success, Service Delivery and Finance
  • Improving CRM-to-ERP handovers
  • Redesigning the lead-to-cash operating model
  • Strengthening revenue and cash visibility
  • Clarifying decision rights and ownership
  • Creating management information that follows revenue through to cash

My role

I work alongside CROs and commercial leadership teams as the operational transformation lead behind the revenue strategy.

Division of responsibility

The CRO continues to own the market, customers, growth and commercial performance. My role is to turn that strategy into clearer processes, systems, data, governance and cross-functional ways of working.

The outcome

The commercial strategy remains with the CRO. The operating engine underneath it becomes easier to see and run.

The Service Delivery Roadmap

Turn client progress into retention, referrals and repeat revenue.

Good service delivery should do more than complete contracted work. It should make customer progress visible and create the conditions for the next commercial outcome.

The Service Delivery Roadmap connects what happens during delivery with what happens commercially afterwards.

The model follows six BRIDGE stages:

B — Baseline

Map the current customer journey, revenue process, systems, responsibilities, data and points of friction.

R — Roadmap

Define the future journey: what should happen, when it should happen, who owns it and how progress will be measured.

I — Implement

Put the priority changes into operation across processes, systems, roles, workflows and management information.

D — Deepen

Strengthen service delivery by making customer progress, outcomes and value clearer during the relationship.

G — Gather

Capture the evidence, feedback, data and signals that show what the customer has achieved and what they may need next.

E — Embed

Build the routines, ownership and governance that make the new approach part of normal operations.

Frequently Asked Questions

Revenue Operations, or RevOps, connects the processes, systems, data and responsibilities that produce revenue. My approach extends beyond pipeline and forecasting into the wider lead-to-cash journey: Sales, commercial handover, service delivery, billing, cash collection, retention and repeat revenue.

Sales Operations focuses primarily on the effectiveness of the Sales organisation. Revenue Operations looks across the wider revenue journey and the handovers between functions. That can include Sales, Customer Success, Service Delivery, Finance, CRM, ERP, billing, reporting and retention processes.

No. The CRO or Head of Sales remains accountable for commercial strategy and performance. My role is operational: translating that strategy into clearer processes, systems, data, governance and cross-functional ways of working.

Yes. Growing SMEs often need stronger Revenue Operations before they need a dedicated internal RevOps function. The work is particularly useful when the founder or leadership team is still manually connecting Sales, Delivery and Finance, or when growth has started to expose gaps between them.

No. The principles apply to B2B organisations where revenue depends on a journey involving a sale, delivery of a product or service, billing, payment and an ongoing customer relationship. That includes technology, SaaS, professional services and other service-led businesses

Not necessarily. Technology is part of the operating model, not the starting assumption. The first step is to understand how the current processes, systems, data and responsibilities work together. In many cases, the priority is improving how existing systems and teams operate before considering major technology change.

Lead-to-cash is the end-to-end process from prospective customer through sale, contract, fulfilment, billing and payment collection. Looking at it as one connected process exposes delays, duplicated effort, unclear ownership and places where revenue or cash can get stuck.

The workshop examines how customers move from sale into delivery, billing, cash, retention and future revenue. The purpose is to identify the important gaps and create a shared leadership view of what needs attention.

The sprint follows BRIDGE: Baseline → Roadmap → Implement → Deepen → Gather → Embed. We map the current operation, define the target journey, implement selected changes and establish the ownership and operating routines required to sustain them.

I am based in London and work with organisations across the UK and internationally.

Make Revenue Easier to See — and Easier to Operate

If your business can see the pipeline but cannot clearly trace the journey from sale through delivery to cash and the next commercial outcome, the operating model needs attention.