Revenue Operations · CRM Strategy · GTM · Forecasting
Growth isn't just about more demand. It's about how revenue moves through your business. the XO lab analyses where it slows, where it compounds, and where it leaks - then strengthens the processes that accelerate it and removes the ones that dilute it.
Build the operational foundations your business needs to scale cleanly from the start - before disconnected systems, manual processes, and poor visibility become expensive problems.
- CRM & pipeline setup
- Dashboards & reporting
- Workflow automation
- AI & system integrations
- Operational tool setup (project management, communications, AI, and more)
- Cross-functional process design (so teams share the right data from day one)
Best for: Early-stage businesses building revenue infrastructure for the first time.
A structured review of how revenue moves through your business - identifying where friction, broken processes, and disconnected teams are costing you money you don't know you're losing.
- Revenue systems audit
- Sales reporting that shows what's actually happening - for owners and investors
- Cross-functional process review (are your teams sitting on data another team needs?)
- Workflow & reporting optimisation
- Forecasting clarity
- CRM, AI & tool integrations
- Process automation - typically cutting time spent on manual processes by 30-50%
- Identification of revenue leaks, bottlenecks, and unnecessary spend
Best for: Scaling businesses with existing systems that aren't operating efficiently.
Your operations need to evolve as fast as your business does. This is ongoing oversight to make sure they do - catching issues before they become problems, keeping reporting accurate, and making sure your systems scale with you.
- Dashboard & reporting maintenance
- KPI & forecasting oversight
- Automation & integration support
- Workflow improvements as the business changes
- Regular review of cross-functional processes and data flows
Best for: Businesses that want operational clarity maintained long-term, not just fixed once.
CRM
HubSpot · Salesforce · Monday · Bullhorn · any system you're already on · and more
AI
Claude · ChatGPT · Gemini · Copilot · Perplexity · and more
Project Management
Jira · Asana · ClickUp · Trello · Linear · and more
Communication & Collaboration
Slack · Microsoft Teams · Loom · and more
Reporting & BI
Looker · Tableau · Power BI · Google Looker Studio · Databox · and more
Automation
Zapier · Make · n8n · HubSpot Workflows · Salesforce Flow · and more
Data & Spreadsheets
Google Sheets · Excel · Airtable · and more
Docs & Knowledge
Confluence · Google Workspace · and more
Annabel joined us to rebuild our pipeline and fill a cohort against a tight deadline. She had minimal onboarding and a lot riding on the outcome. She understood the brief quickly and got straight to work. She tightened the pipeline, got the CRM into proper order, and improved conversion speeds, the cohort was filled on time. What stood out to me was her judgement about where to put her effort: she was quick to work out what would actually move the numbers, and unsentimental about the things that wouldn't. She stayed committed through a genuinely demanding stretch of work. If you're looking for someone who will stay focused on delivering and hit the deadline, Annabel is that person.