A pipeline you can see, trust and forecast.

I help healthcare, aesthetic and education businesses build revenue operations: one process from first contact to repeat revenue, with clear stages, owners, handoffs and numbers leadership can rely on.

The problem

Most B2B teams in healthcare don't have a lead problem.

They have a process problem. Leads arrive from events, distributors, referrals and campaigns, then disappear into spreadsheets, WhatsApp threads and personal memory. Sales can't say which deals are real. Marketing can't say what worked. Leadership can't forecast.

Revenue operations fixes this by treating revenue as one system. Marketing, sales, education and customer success work from the same stage definitions, the same data and the same review rhythm.

The result is fewer lost deals, faster follow-up, and a forecast you can plan hiring, stock and events around.

Most B2B teams in healthcare don't have a lead problem. They have a process problem.

Mohamed B. Kumiha

Revenue architecture

One revenue process, six stages.

Each stage has one definition, one owner and one number that tells you if it is working. Handoffs are written down, so deals stop falling between teams.

  1. Lead

    A contact from an event, campaign, referral or distributor, captured in the CRM within 24 hours.

    Owner
    Marketing
    Key metric
    Leads by source
  2. Qualified lead

    Fits the ideal customer profile and has shown intent: a request, a demo or a course enquiry.

    Owner
    Marketing to Sales
    Key metric
    Speed to first response
  3. Opportunity

    A real need, a decision maker and a timeline confirmed in a discovery conversation.

    Owner
    Sales
    Key metric
    Opportunity win rate
  4. Proposal

    Written offer sent, with price, terms and next step agreed.

    Owner
    Sales
    Key metric
    Deal size and cycle length
  5. Won

    Signed, paid or first order placed. Onboarding and training are scheduled.

    Owner
    Sales to Success
    Key metric
    Revenue against forecast
  6. Expansion

    Repeat orders, new products, advanced courses or referrals.

    Owner
    Customer success
    Key metric
    Net revenue retention
Roadmap

From scattered leads to a forecast in four phases.

A practical sequence that improves visibility first, then conversion, then growth.

  1. Phase 1Weeks 1 to 2

    Audit

    • Pipeline and data review
    • Interviews with sales and marketing
    • Leak map

    Decision gateWhere is revenue actually lost?

  2. Phase 2Weeks 2 to 5

    Design

    • Stage definitions and handoffs
    • Lead scoring and routing
    • Dashboard specification

    Decision gateDoes every stage have an owner?

  3. Phase 3Weeks 5 to 9

    Build

    • CRM configuration
    • Playbooks and templates
    • Team training

    Decision gateIs the team using it every day?

  4. Phase 4Months 3 to 6

    Run and improve

    • Weekly pipeline reviews
    • Monthly forecast
    • Quarterly growth review

    Decision gateIs the forecast within range?

The engagement

A pipeline leadership can forecast from.

Stages, owners, CRM set-up and a weekly review rhythm that sticks.

  • Revenue process mapEvery stage from first contact to renewal, with entry and exit criteria.
  • CRM design and clean-upPipelines, fields, required data and automations in HubSpot or your current CRM.
  • Lead scoring and routingWhich leads go to whom, how fast, and what happens if no one responds.
  • Sales playbooksDiscovery questions, qualification, objection handling and follow-up sequences.
  • Dashboards and review rhythmWeekly pipeline review, monthly forecast, quarterly growth review.
  • Partner and key-account plansGrowth plans for distributors, key clinics and institutional accounts.
Consultation

Have a strategic challenge in front of you?

Tell me what you are trying to build or change. We will find the real constraint and agree the clearest next move, whether or not we work together after that.

  • Send the challenge by form, email or WhatsApp
  • I reply within one to two working days
  • We agree whether, and how, to work together
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