Sales, marketing and service processes

Processes that scale together with the company.

In many companies processes emerge by accident — from habits and ad-hoc decisions. The result? Silos, duplication, frustration and results that depend on who happens to be at work. I help you see how you really operate, and redesign it so that every step leads to customer value — and can be repeated without heroics.

Book a call How it works

Who it is for

Recognise any of these situations?

Results depend on people, not on the system

When the best salesperson leaves, 30% of the pipeline disappears. Nobody knows how they did it.

Leads get lost between marketing and sales

Marketing reports leads, sales says they are weak. Nobody knows where along the way they vanish.

There is a CRM, but nobody trusts it

The pipeline shows 4 million, 400 thousand closes. The forecast is guesswork.

Customer onboarding takes too long

Sales promised one thing, delivery ships another, the customer calls the CEO.

How it works

Step by step. No surprises.

Week 1Map of the current state

I follow a lead and a customer through the company. Conversations, CRM data, observation. What emerges is a map of how things are — not how they should be.

Week 2Bottlenecks

Where the process breaks, where it duplicates, where a decision waits a week. Losses priced in money, not adjectives.

Weeks 3–4Design

New processes with roles, gates, KPIs and standards. Tool and automation recommendations where they make sense.

BeyondImplementation

Workshops with teams, the first weeks under supervision, corrections. A process is ready when it works without me.

What you get

A map of existing processes — from lead to retention
Analysis of flows, decisions and losses
New processes with roles, gates and KPIs
Operating standards that can actually be enforced
Tool and automation recommendations
Implementation workshops with teams

What changes

An end to chaos and firefighting
Predictable results and a forecast you can trust
Teams know who is responsible for what
Lower costs, higher efficiency
A company ready for the next level

Formats

How we can start.

Start here

Health Check

A full diagnosis of your organisation in 2 weeks. You know what to fix — and in what order.

from €3,700 net

2 weeks · remote + a wrap-up meeting

Customer journey analysis
Process and structure diagnosis
Map of gaps and bottlenecks
Growth-readiness assessment
A report with a 3–6 month plan

Result → You know what to do. And why exactly that.

Order a diagnosis

Retainer

Ongoing access to someone who knows your context. You call when a decision can’t wait for the next workshop.

from €1,600 net / month

8–16 h per month · online or on site

Ongoing guidance on growth and commercial topics
A sparring partner for hard decisions — people and strategy
Regular review of pipeline, processes and results
I react when something is on fire — you don’t wait for a slot
I know the context — we don’t start from zero

Result → A head that knows the company, within reach.

Let’s talk

All formats and pricing →

Common questions about processes

Which processes does this cover?

The whole commercial area: lead generation and qualification, the sales process, handover to delivery or customer success, service, retention and upsell. Where commercial processes touch operations or finance — I go there too.

Do you also implement tools, e.g. a CRM?

I design the process and the requirements, recommend tools and set up the working logic in the CRM with the team. I am not an integrator — if deeper configuration is needed, I work with your vendor or recommend a trusted one.

How long does it take to put processes in order?

Diagnosis and design: 2–4 weeks. Implementation: 1–3 months, depending on the number of teams. The effect in the pipeline usually shows after the first full sales cycle.

Won’t this end in bureaucracy?

A good process means less work, not more. If a step doesn’t create customer value or provide information for a decision — it goes. The measure is whether the team uses the process when nobody is watching.

From the blog