Lead to cash process mapping
We’ll map out every step from new lead to paid invoice. For most teams, this will be the first time you’ve seen the whole thing at once.
What it is
Every step from first touch to paid invoice, mapped end to end across every team and every system, on one page.
Handoffs, owners and system of record marked, including the spreadsheets quietly holding the whole thing together. For most teams it is the first time anyone has seen it all at once.
Problems it solves
Deals that stall at the seams between teams, where everyone owns a piece and nobody owns the join.
Manual steps nobody has counted, work done twice in two systems, and an invoice that goes out late for a reason no one department can explain on its own.
Our process
We interview marketing, sales, CS and finance separately. The gaps between the four accounts are usually the first finding.
Then we follow real records through the real systems and time them, because the process people describe and the process that runs are rarely the same thing. It closes with the map and a ranked fix list.
Who it is for
Teams who know something is slow but cannot say where, and teams about to buy software to fix a process they have never actually drawn.
Often the first step before a design engagement, but it stands on its own and obliges you to nothing.
What you get
Complete flowchart
From lead generated to invoice paid, we’ll map out every step along the way.
Stalled revenue insights
Where records sit and for how long, in days rather than in adjectives.
A ranked fix list
Cheapest and highest impact first, with what it costs to leave each one alone.