Revenue operations

Managed lanes

One responsibility kept true every month, for one team.

• Composed outcome

  Monthly revenue-operations lane: CRM lists, held junk leads, mail checks and an allowance

  For one CRM: monthly data-quality lists, tested junk-lead holds, mail-sending checks, checked report notes and up to two bounded items a month. Proposed GBP 985 a month; scope by written proposal.

  Quote after scope check

Monthly services

Each one re-tests and tunes the work above every month.

• Recurring responsibility

  Get a monthly list of pages losing traffic, with the queries behind each

  Each month you get pages whose clicks or impressions fell, competing pairs and one proposed action each, recomputed from your Search Console export. We publish nothing.

  £79/month · untested offer price

• Recurring responsibility

  Get a monthly list of CRM duplicates, dead deals and blank fields, with evidence

  Each month you get the duplicate groups still outstanding, the open deals that match your stale rules and the blank fields with proposals waiting, each with evidence. We change nothing.

  £149/month · untested offer price

• Recurring responsibility

  Keep your bot-lead hold rules tested every month, with the held list reviewed

  Each month the seeded set is re-run, the held list and a sample of routed leads are checked, the release rate is reported, and rule changes wait for your approval.

  £79/month · untested offer price

• Recurring responsibility

  Re-test every month that an unsubscribe in one email tool stops all of them

  Each month the opt-out matrix is re-run with a test contact in up to four tools, the re-import trap is repeated, and any tool that no longer suppresses is named.

  £59/month · untested offer price

• Recurring responsibility

  Check every month that all your mail sources are set up and nothing odd sends as you

  Each month a written record shows each sending source authenticated, unknown senders listed, the spam rate against Google's limit and one-click unsubscribe present. Mostly rules and checks.

  £79/month · untested offer price

• Recurring responsibility

  Keep your enquiry sorter and reply drafts tested every month

  Each month 30 of your enquiries are labelled by you and compared with the sorter, the traps are re-run and 20 drafts are traced to your answer sheet. The send log must stay empty.

  £149/month · untested offer price

• Recurring responsibility

  Get a weekly list of quotes gone quiet, with a follow-up draft for each

  Each week the quote owner gets open quotes with no reply after the number of days you set, each with a draft using only that quote's facts. The owner sends or discards; we mail no one.

  £99/month · untested offer price

• Recurring responsibility

  Get a weekly list of accounts renewing soon that show risk signals, with evidence

  Each week you get accounts renewing in the window you set (for example 90 days) that show any agreed risk signal, with evidence and dates. Read-only: the account owner decides.

  £149/month · untested offer price

Test and verify

Check an assistant or automated step before it goes live and keep checking it.

• One-off outcome

  Link up to 300 pages from related pages so none is left orphaned

  For up to 300 URLs, a crawl against your page list shows no orphan and at least the agreed number of contextual links into each page. Every link is one you ticked.

  £295 · untested offer price

• One-off outcome

  Make sure an unsubscribe in one email tool stops email from all of them

  A test contact that opts out in any one of up to four tools cannot be emailed from any of them, and the opt-out is recorded with date and source. A rules job, not an AI one.

  £245 · untested offer price

• One-off outcome

  Ask every customer for a review the right way, with no screening

  After each completed job or order, every eligible customer gets one identical request and at most one reminder. Nobody is screened by satisfaction and no incentive is offered.

  £295 · untested offer price

Assistants and drafting

Answers and drafts from your own material, with a person approving what goes out.

• One-off outcome

  Put each call summary on the right contact and deal, once

  Each recorded call from the recorder you already use appears once as a labelled note on the right contact and deal. An unknown attendee goes to a list, not a guess.

  £395 · untested offer price

• One-off outcome

  See which quotes have gone quiet, with a follow-up draft you can send

  Each week the quote owner gets open quotes with no reply after the number of days you set, each with a draft using only that quote's own facts. The owner sends or discards; we mail no one.

  £295 · untested offer price

• One-off outcome

  Get a first draft of each narrative tender answer from your own material

  A draft of each narrative answer built only from your library and past responses, each paragraph with its source and gaps highlighted. A person writes the final text.

  From £345 · untested offer price

Sort and route

Incoming messages, tickets, orders and requests sorted into your categories.

• One-off outcome

  Sort incoming enquiries and have a reply draft ready for you to send

  Each new enquiry from the form or mailbox you name is labelled, routed by your table and given a reply draft built only from your answer sheet. Nothing is sent.

  £395 · untested offer price

• One-off outcome

  Put the best inbound leads at the top of the queue, and see why

  Each new lead gets a fit band and a one-line reason, tested against 100 past leads you label. The band only orders the queue: no lead is declined or auto-answered.

  From £495 · untested offer price

Documents and text to data

Documents, emails and free text turned into checked rows.

• One-off outcome

  Add company size and sector to each new lead, with a source for every value

  For new leads with a business email, named company fields are written with a source and date, or marked unknown. Free-mail addresses and personal data are left alone.

  £395 · untested offer price

• One-off outcome

  Fill your blank industry, country and lead-source fields, but only the changes you approve

  For up to three blank fields you name, you get a change file with a proposed value and source per row. Only the rows or bands you tick are applied, with a rollback file.

  £295 · untested offer price

• One-off outcome

  Code your own win-loss interviews into reasons, with the quotes behind each

  Interview notes you collected yourself are coded to reasons you approve, with the verbatim quote behind each code. We never contact your buyers.

  £249 · untested offer price

• One-off outcome

  Find out why you win and lose deals, from what your reps wrote

  Closed deals in a period are tagged to a reason list you approve, each with the note excerpt behind the tag, and counts that reconcile. Labelled "as recorded by reps".

  £249 · untested offer price

Review and moderate

Content, code and changes checked against your own rules.

• One-off outcome

  Hold bot leads from your web forms for review, without deleting any of them

  Submissions that match junk rules you approve are held in a review view, not routed or counted. A test of 30 junk and 30 genuine invented submissions checks that no genuine one is lost.

  £295 · untested offer price

Watch and flag

Systems and data watched, with exceptions flagged and the evidence attached.

• One-off outcome

  Hear when ad spend jumps or conversions stop, with the numbers

  When spend, clicks or conversions leave a band against the same-weekday baseline, a named person gets one plain alert with the numbers. We change no bids, budgets or campaigns.

  £99 · untested offer price

• One-off outcome

  Find duplicate contacts and companies in your CRM, and check them before any merge

  You get duplicate groups in three bands, each with the fields that matched and a pre-merge export. We merge nothing: your admin decides and merges.

  From £245 · untested offer price

• One-off outcome

  See which open deals are really dead, with the evidence for each

  You get a list of open deals that match rules you approve, ranked by days since the last activity, each with its evidence and one proposed action. Nothing is written to your CRM.

  £149 · untested offer price

• One-off outcome

  Get a weekly digest of mentions from the sources you name

  Once you switch it on, each week you get new items from feeds and pages you name that match your keywords, each with a link, date and matching text. No profiling of people and nothing is posted.

  £149 · untested offer price

• One-off outcome

  See which accounts renewing soon look at risk, with evidence for each

  A list of accounts renewing in the window you set (for example 90 days) that show any agreed risk signal, each with the evidence and its date. Read-only; the account owner decides.

  £395 · untested offer price

Forecast and price

Plans and prices proposed from your own history, inside limits you set.

• One-off outcome

  Find out whether your sales forecast beats a simple baseline

  Your last forecasts are scored against actuals and against a plain seasonal baseline, period by period, with a verdict. If the baseline wins, you get the baseline. No future forecast is promised.

  £295 · untested offer price

Knowledge and reports

Help pages, documentation and reports kept current and traceable.

• One-off outcome

  Give the next account owner a brief on each account that traces to the CRM

  One page per named account where every statement links to the CRM record it came from. Where no record exists, the brief says "no record".

  £245 · untested offer price

• One-off outcome

  Give your writer a proper brief for each page you should write

  Up to ten briefs, each with a target query from your own export, intent, headings, sources with working links and claims not to make. We write and publish no article.

  £249 · untested offer price

• One-off outcome

  See which pages are losing traffic and what to do with each

  A list of pages whose clicks or impressions fell, with query-level evidence, pairs of pages competing for one query, and one proposed action each. We publish nothing.

  £149 · untested offer price

• One-off outcome

  Document every custom CRM field and see which ones nobody uses

  You get a data dictionary of every custom property, with fill rates and where each is used, plus a list of fields that look safe to retire. No changes made.

  £149 · untested offer price

• One-off outcome

  List every CRM workflow and see which ones overlap or conflict

  You get an inventory of every workflow in your CRM export, with trigger, fields changed and owner, plus the pairs that overlap or loop. A report only: nothing is changed.

  £195 · untested offer price

Guides for this work

• Troubleshooting guide

  AI-assisted SEO work and Google's spam policy: what stays on the safe side

  Google allows AI as an aid and expects human fact-checking. It treats many pages made to manipulate rankings as spam however they are made.

• Troubleshooting guide

  Unsubscribes across email tools: what the UK and US rules say, in plain terms

  Who counts as an individual, how fast an opt-out must be honoured and what the penalties are, so you know what to test. Not legal advice.

• Troubleshooting guide

  Asking customers for reviews: what the FTC, Google and the UK allow, and what they do not

  Asking everyone is allowed. Screening by satisfaction and hiding bad reviews are not, and Google bars rewards for reviews. A short, sourced summary, not legal advice.

• Troubleshooting guide

  Before you merge CRM duplicates: what HubSpot says a merge cannot undo

  Why a merge needs a sample and an export first, what HubSpot documents about limits and workflows, and how to band duplicate groups.

• Troubleshooting guide

  A forecast must beat a simple baseline: how to test one on your own history

  Rolling-origin testing against mean, naive, seasonal-naive and drift forecasts, and why a language model is not a reason to trust a forecast.

• Troubleshooting guide

  Ad spend alerts: what Google already gives you free, and what a set-up job adds

  Google publishes a free anomaly script for Ads accounts. Know its limits before you pay for alerts, and what a test on days the bands did not use shows.

• Troubleshooting guide

  Google's bulk-sender rules and how to check every tool that sends as your domain

  The thresholds Google publishes for spam rate and the authentication needed from large senders, and a monthly checklist per sending source.

• Troubleshooting guide

  Putting AI call notes in your CRM: the notice and consent you need first

  What UK rules ask of a business recording calls, the US lawsuit about notetaker bots, and what HubSpot already offers, before you build anything.