Skip to main content
InsightVector Consulting

  • Our 4‑week Sales‑to‑Cash Control System

    We follow a proven, operator‑grade process that installs order and discipline without derailing your existing operations.
    Take the Assessment
Services How It Works

Week 1: Truth & Structure

We start by mapping your current sales, delivery and billing flows. Together we identify where money slips through the cracks. We design the data structures (custom fields, deal stages, project templates and invoice rules) that will become your operational spine.

Week 2: System Wiring

Next we configure and connect Zoho CRM, Projects and Books. Deals automatically spawn projects, tasks sync to time sheets and expenses, and invoice drafts are created on schedule. We automate the hand‑offs so nothing gets lost between teams.

Week 3: Billing Discipline

In week three we focus on cash. We implement invoicing cadences aligned to delivery milestones. We install approval workflows and escalations to ensure invoices go out on time and get chased proactively. Your AR days shrink and cash flow becomes predictable.

Week 4: Owner Control

Finally we put control in your hands. You’ll receive a consolidated dashboard showing sold vs delivered vs invoiced, overdue receivables and blockers. We train your team on how to operate the system and leave you with documented playbooks.

What you get

Operational spine

An integrated CRM → Projects → Books workflow tailored to your business model.

Billing discipline

Automated billing cadences that eliminate invoice lag and improve cash predictability.

Owner dashboard

A single source of truth that shows sold, delivered, invoiced, overdue and blockers in real time.

Team enablement

Playbooks and training so your team can run the system after we’re gone.

Ready to get started?

Complete our assessment to see if your firm is a fit for our 30‑day system.

Take the Assessment