Nobody calls me while sales is going well.
Your team isn’t underperforming. They’re working inside something nobody designed.
I’m Chanel. I find where revenue gets stuck in founder-led businesses, then build the process your team keeps using after I’ve gone.
Chanel Greeff. Pretoria, working in South Africa, the UK and the US.
BrightRock “Top New Business”, 2021.
It’s rarely a people problem. Almost always, it’s a process problem.
A lead goes cold because nobody owns the next step. A good salesperson underperforms because the process changes every week. Everyone works harder, the meetings get longer, and nobody can say why growth stalled.
Most people see sales as conversations. I see the infrastructure behind them: the handoffs, the reporting, and the dozens of small decisions that decide whether a business grows predictably or depends on two exceptional people carrying it.
Deals are rarely lost to competitors. They’re lost to silence.
Nothing was broken. Nothing had been built.
Ten years, ten kinds of business.
-
Payments & SaaS
The pipeline looked great. Month-end didn’t.
Signed deals stalled in onboarding and nobody could see where. Dashboards to expose the hold-up, friction removed for the team and the client. Case 03 →
-
Long-term insurance
They won the business, then lost weeks to the admin.
Underwriting ran 40–90 days across 30+ adviser practices. Rebuilt, it ran in about a month — and BrightRock named it “Top New Business” in 2021. Case 01 →
-
Legal staffing, US
It started in PDFs and spreadsheets. It runs as RevOps now.
Countless hours with US law firm owners, then the engine built: five people to lead, and the system duplicated and improved with every new hire’s enablement. Case 02 →
What a sales operations consultant does, and what it costs here →
Often several of these in the same office at once: a practice selling insurance, investments and estate planning; a payments company selling SaaS.
Different products, different customers, the same failure points every time.
The people who work inside it are the real reference.
When she set out to build our sales operation, she did not just set up a CRM; she engineered a complete, streamlined engine from scratch. Her end-to-end pipeline system tracked leads from initial touchpoint all the way through to close, remaining remarkably intuitive and easy to navigate.
Having experienced firsthand what it is like to work inside her systems, I can attest to her ability to turn complex operations into clear, repeatable motions. … She does not just build scalable processes; she builds high-performing, resilient, and empowered teams.
Adoption is the job. This is what it sounds like from the other side of it.
Tool-agnostic by design. I build in what you already run.
- monday.com
- HubSpot
- Pipedrive
- Salesforce
- atWORK
- Placement Partner
- Clio
- Apollo
- Clay
- LinkedIn Sales Navigator
- Lemlist
- Aircall
- Gong
- Fathom
- Zoom
- Calendly
- PandaDoc
- Notion
- Canva
- Zapier
- Make
- Claude
- Wispr Flow
- Google Workspace
- Microsoft 365
- Slack
- Xero
- Stripe
- Wise
- Netlify
Two links above can earn me something: monday.com is an affiliate link and Wispr Flow a referral link. Sign up through either and I may earn a fee or a reward, at no extra cost to you. Neither changes what I recommend — every tool here is one I use, and the recommendation was written before the link was. What those links track.
-
monday.com
Where there’s nothing yet, this is what I recommend.
It bends to your process, and your team can still change it a year later without me. Certification in progress.
-
PandaDoc
Because a proposal you can’t see opened is a proposal gone quiet.
Sent, viewed, signed — visible in the pipeline instead of in somebody’s sent folder.
-
Fathom
Call notes that get written, because nobody has to write them.
It records the call, summarises it, and the agreed next step goes into the CRM the same day instead of a week later from memory.
Replacing the tool is the most expensive way to find out it wasn’t the problem.
HubSpot and monday.com certified. Every badge on this page links to the issuer, not to a screenshot of one.
Three things I was plainly wrong about.
-
On CRMs
That a good one fixes a bad process.
It doesn’t. It makes the bad process visible at scale. The CRM was never the problem; it is where the problem became impossible to ignore.
-
On salespeople
That they resist systems.
They resist systems built to report on them. Build one that helps them sell and they will defend it from you.
-
On lead flow
That more leads answers a quiet pipeline.
Usually it is the most expensive answer. The cheapest revenue is sitting in the deals that went quiet and the clients nobody went back to.
Ten years in, and I still get to be wrong out loud.
I don’t sell you the fix until I know what’s broken.
No charge, no deck. You’ll leave knowing whether there’s anything here worth paying for, including when the answer is no.
Last updated