SOUND FAMILIAR?
You're not alone. And there's a fix.
You're spending money
to get leads but
you don't know what
happens to them
You're throwing money at marketing, referrals or a sales team to get opportunities
in the door, but there's no visibility over what
happens next.
Your ROI is anyone's guess!
Your sales team isn't following a consistent process
Everyone's doing it their own way. Some deals get followed up. Others don't.
There's no way to know what's working and what's falling through the cracks.
Your CRM has old
or missing data
Your team all use it differently, or barely at all!
When you need a number, you end up chasing emails and spreadsheets instead of having it in two seconds.
You're making decisions based on gut feel,
not data
You've built a successful business on instinct. But as it grows, gut feel isn't enough. You need to know which clients, which salespeople and which services are actually driving revenue.
Revenue keeps stalling and you can't pin down why
Some months are strong. Others fall flat.
But you can't put your finger on what changed or where things are breaking down in the process.
You're spending too much time in the business,
not on it
You're still the one chasing quotes, following up leads and holding everything together.
Something needs to change - but there's never time to work out exactly what.
We fix this. Let's talk.
WHO THIS IS FOR.
For Business Owners who are done guessing and ready to grow.
You have a sales team and
real deals to manage. Quotes, follow-ups, proposals, pipelines.
You know your business
is capable of more revenue than it's currently producing
You want visibility over
your pipeline without having to chase your team for updates
You want a partner who
builds and implements,
not just advises.
You're ready to back your decisions with data, not just instinct
You're ready to back your business with a proper revenue process, not just gut feel.
Sound like you? Let's talk.
WHAT WE DO
The right process doesn't cost you money. It makes you money.
We work inside your business to fix the process connecting your revenue teams to results.
That means getting your technology and tools working properly, building a process your people actually follow, and giving you the visibility to make confident decisions.
We don't just hand over a plan. We build it, train your team, set up the automation, and service the engine that keeps your revenue engine running.
Full visibility over your pipeline
Know exactly where every deal is, who owns it, and what needs to happen next - without chasing your team for updates.
A revenue process your teams actually follow.
Consistent, repeatable, and built around the way your business already works. No complicated systems. No lengthy training programs.
Revenue you can forecast with confidence
Stop guessing what next month looks like. Get the numbers you need to make decisions - and back yourself with data, not instinct.
Transparency on your marketing spend
See exactly which campaigns and channels are driving revenue and which aren't. Stop spending money in the dark and put your budget behind what's actually working.
How much revenue are you leaving on the table?
RESULTS THAT SPEAK FOR THEMSELVES
OUR SERVICE
RevEngine. One service, built around your business.
Your business has an engine. RevEngine makes sure it's running the way it should.
A diagnostic that tells you exactly what's costing you revenue.
A deep look at your sales process, your pipeline, technology, tools and your data. No assumptions. No generic frameworks. Just a clear picture of what's happening and a prioritised plan to fix it.
A hands-on fix built around your business, not a generic playbook.
Every engagement is built specifically for how your business works. We implement the changes ourselves - process design, CRM setup, reporting and team enablement.
A dedicated RevOps team, running your revenue operation.
We embed our specialists inside your business to keep everything running and improving. Your CRM stays clean, your data stays accurate, your systems stay optimised, and we keep finding ways to get more out of your revenue operation over time.
WHAT OUR CLIENTS SAY
Nathan Knox
Spirit Technology Solutions
Working with SHIFT Advisory has been crucial for scaling our business. Their team provided us with invaluable insight and strategic guidance that helped us navigate complexity in our existing operation, along with identifying new opportunities to scale our growth.