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InsightVector Consulting

  • Sales-to-Cash Control for Project-Based Service Firms

    InsightVector Consulting helps owner-led, project-based service firms regain control of cash flow by fixing the disconnect between sales, delivery, and invoicing.

    We don’t offer broad consulting menus or software resale.
    We deliver one focused outcome: operational cash visibility you can trust.
    Take the Assessment
Services

Our Core Service

30-Day Sales-to-Cash Control System

This is a fixed-scope, fixed-fee engagement designed to restore financial clarity in under 30 days.
We install the operational discipline required to ensure deals turn into invoices—on time, every time.

What we install:

  • A connected workflow from CRM → Delivery → Billing
  • Clear billing rules and ownership
  • A single owner dashboard showing sold, delivered, invoiced, overdue, and blocked revenue
  • A team trained to maintain the system after we leave

Engagement Fee: $12,500
Timeline: 4 weeks
Outcome: Control, predictability, and confidence in the numbers

What This Service Solves

Intro copy:

Most project-based firms don’t lose money because of bad clients or weak delivery.
They lose money because the system between sales, delivery, and billing breaks down.

Common issues we fix:

  • Invoices going out weeks after work is completed
  • No clear ownership between teams
  • Finance chasing updates instead of billing
  • Forecasts that don’t match reality
  • Owners unsure where revenue is getting stuck

These are systemic problems—not people problems.
Our service fixes the system.

How the Engagement Works

Week 1 — Truth & Structure

We map how deals actually become invoices today and expose where revenue leaks.

Week 2 — System Wiring

We connect sales, delivery, and billing so information flows without manual chasing.

Week 3 — Billing Discipline

We implement billing triggers, rules, and accountability so invoices go out on time.

Week 4 — Owner Control

You receive a single dashboard and a team trained to operate the system going forward.

Simple. Intense. Measurable.

Who This Service Is For

Ideal clients:

  • Owner-led service firms (10–40 employees)
  • Project or milestone-based billing
  • Engineering, technical services, specialty contractors, environmental/compliance firms, IT/MSPs
  • Firms experiencing invoice lag, AR creep, or cash unpredictability

Who This Is Not For

This service is not a fit if:

  • You sell products, not projects
  • You want software installed without process change
  • You’re looking for generic coaching or strategy decks
  • You’re unwilling to enforce billing discipline

We filter aggressively—by design.

Optional Ongoing Support

Some firms choose ongoing support after the 30-day engagement for:

  • Dashboard refinement
  • Process reinforcement
  • Team onboarding as the firm grows
  • Periodic system audits

This is optional and scoped only after the core system is installed.

Pricing & Common Questions

How much does this cost?

Engagements start at $12,500 for the 30-day Sales-to-Cash Control System. The scope, timeline, and fee are fixed.

Why is this a fixed fee instead of hourly?

Hourly incentives reward time, not outcomes. We price for delivery and accountability. You know exactly what you’re getting and when.

Is this just a Zoho implementation?

No. Zoho is a toolset, not the product. We install operational discipline across sales, delivery, and billing. The outcome is control—not software configuration.

What if our processes are messy or inconsistent?

Most are. We don’t require perfection. We map reality, then install the minimum structure required for visibility and billing discipline.

What results should we realistically expect?

Results vary, but common outcomes include faster invoicing, reduced AR days, fewer billing disputes, and accurate visibility into sold vs delivered vs invoiced revenue.

Do you require a long-term contract?

No. The core engagement is 30 days. Ongoing support is optional and based on need.

What happens if we’re not a good fit?

We’ll tell you upfront. That’s why we start with the Assessment instead of a sales call.

Start With the Assessment

We don’t start with a pitch.
We start by determining whether we can actually help.

The Sales-to-Cash Assessment takes about 10 minutes and helps identify:

  • Where revenue is leaking
  • Whether your firm is a fit
  • Whether the 30-day system is the right next step
Take the Assessment