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