Revenue · 8 stages
GTM automation system
Target accounts to closed-won hand-off: research, outbound, routing, follow-up and CRM upkeep.
Blueprints
Whole functions, automated end to end
A blueprint is a complete system for one function: every stage from first signal to finished record, with a named person on each decision. We start with one workflow and build out from there.
GTM automation system
8 stages
Revenue
Pipeline, marketing and quote-to-cash, from target account to signed order
Revenue · 8 stages
Marketing operations system
Briefs to published content, campaign builds, lead scoring, MQL routing and attribution.
Revenue · 8 stages
Quote-to-cash system
Quotes, discount approvals, contracts, e-signature, order booking, invoicing and collections.
Customer
Onboarding and support, from closed-won to resolved ticket
Customer · 7 stages
Customer onboarding system
Closed-won hand-off, kickoff, document collection, provisioning, training and health checks.
Customer · 7 stages
Support operations system
Intake, triage, resolution, escalation, QA scoring, help center upkeep and customer insight.
Finance
Order-to-cash, procure-to-pay and the month-end close
Finance · 7 stages
Order-to-cash system
Order entry, credit holds, invoicing, payment matching, collections and disputes, end to end.
Finance · 7 stages
Procure-to-pay system
Requisitions, approvals, POs, supplier onboarding, invoice capture, matching and payment runs.
Finance · 7 stages
Month-end close system
Reconciliations, accruals, intercompany, journal checks, variance commentary and board packs.
Operations
Contracts and cross-team processes, from request to renewal
Operations · 8 stages
Contract lifecycle system
Contract intake, drafting, playbook review, redlines, approvals, signature and renewals.
People
The employee lifecycle, from requisition to offboarding
People · 7 stages
Employee lifecycle system
Requisitions, screening, offers, onboarding, employee requests, reviews and offboarding.
Tell us which function you want to run end to end.
A 30-minute call with an engineer. You will leave knowing what a system could do for that workflow and what it would take to build.
What happens next
- 1
Strategy call
We learn how the workflow runs today and what a good outcome would be.
- 2
Workflow audit
We map the process and measure where a system would save the most time.
- 3
Proposal
A written scope, timeline and fixed price for your first system. No obligation to build.