B2B Operations Design

The Systems Person
Your B2B Business
Never Had

For busy B2B owners: turn scattered tools, forgotten follow-ups, and messy handoffs into a smooth, reliable pipeline — so you focus on delivering value, not chasing data.

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Free · 30 minutes · No hard sell

Systems
LEAD incoming contact CRM QUALIFY score + segment AUTO PROPOSE send + track NURTURE CLIENT onboard + deliver
Scroll
+€22kpipeline recovered in 8 weeks
−60%fewer late payments after automation
28%re-engagement of abandoned leads
The Problem

Sound
Familiar?

01

Leads disappear into emails, spreadsheets, or forgotten follow-ups.

02

Sales-to-onboarding handoffs are messy — balls get dropped, clients frustrated.

03

Repetitive tasks steal hours every week from actual work.

04

Your tools don’t talk to each other: duplicate data, errors, no single truth.

05

Reporting feels unreliable when you need real numbers for decisions.

06

You’re growing, but ops still feel like an early-startup scramble.

If you’re tired of “it should be simple but isn’t” — you’re in the right place.

Lana Cooper
What I Do

I Design & Connect the Systems Behind Your Workflows

Hi, I’m Lana Cooper. After years as a BI/Product analyst helping non-technical teams turn messy data into real revenue growth — focusing on retention, LTV, and process clarity — I moved into full-time systems design.

I work with small-to-mid B2B service businesses: agencies, consultancies, SaaS teams — to build clean, automated sales and client workflows without extra hires or heavy tool changes.

01
CRM & Pipeline Structure
Clear stages, ownership, and deal flow from first lead to signed client.
02
Lead → Sales → Onboarding
Smooth handover from first contact to active client, zero balls dropped.
03
Process Automation
Remove repetitive steps across sales, ops, and delivery — for good.
04
Tool Integration
Make your CRM, forms, email, and tracking tools work as one system.
05
Data Structure & Tracking
Clean, reliable data for reporting and decisions you can actually trust.
06
Reporting & Dashboards
Real numbers surfaced automatically — no more chasing spreadsheets.
What Changes

What Changes When
Your Systems Work

No lost or forgotten leads — every contact tracked, timestamped, followed up.

Clear, live view of deals and clients at every stage of your pipeline.

Less manual coordination — automations handle the repetitive steps for you.

Faster, consistent onboarding from first contact to active paying client.

Reliable pipeline data — real numbers to drive growth decisions, not gut feels.

Consistent delivery workflows — nothing drops, everything documented.

How It Works

How We Get Your
Systems Running Smoothly

01
Free 30-Min Audit Call

We review your current stack, pains, and goals. No hard sell — just honest clarity on what’s broken and what’s fixable fast.

02
Custom Plan & Fixed Quote

I map your ideal architecture, recommend tools that fit your budget, and provide a fixed-price proposal. No surprises.

03
Build & Integrate

Full system setup, everything connected, tested rigorously. You get clear documentation you’ll actually want to use.

04
Handover + Support

Walkthrough, live systems, training. Add monthly support for ongoing tweaks and improvements as you grow.

The Stack

I Adapt to Your Stack.
No Forced Changes.

Different clients, different tools and budgets. I specialize in making them all connect seamlessly.

ZapierMake.comn8nInstantly.aiApolloClayHubSpotTableauUnagi AnalyticsStripeNotionAirtable& more
Pricing

Choose Your Path

Fix & Optimize Stack
From €1,600

Audit your current CRM and automations. Implement fixes, simplifications, and full documentation.

Book Free Audit →
Most Popular
B2B System Build
From €2,600

End-to-end design and setup: lead capture → CRM → pipeline → onboarding → delivery tracking.

Book Free Audit →
Ongoing Support
From €450/mo

Adjust, extend, and maintain as you grow. Regular check-ins, system improvements, priority access.

Book Free Audit →
Results

Real Outcomes,
Real Systems

B2B Consultancy

Reactivated 35–45% of 600+ Dormant Contacts

Zero follow-up on stale leads. Built automated segmentation database + multichannel reactivation sequence via Make.com and Instantly.ai.

+€22k recovered
pipeline in 8 weeks
REACTIVATION FUNNEL
Total dormant leads600
Reached + sequenced510
Opened / engaged280
Converted€22k
BEFORE: 0 follow-upRESULT: 35–45% reactivated
Service Business

Automated Onboarding Reduced Late Payments by 60%

Manual spreadsheets and forgotten invoices caused delays. Built end-to-end flow via Zapier + Apollo + Stripe.

12 days → 4 days
onboarding time
ONBOARDING TIMELINE
Day 1
Lead captured → CRM auto-created
Day 1
Welcome sequence triggered automatically
Day 2
Contract sent via DocuSign → auto-tracked
Day 3
Invoice generated + payment link sent
Day 4
Client fully onboarded ✓ live in dashboard
−67%
Onboarding Time
−60%
Late Invoices
Service Agency

28% Re-engagement of Abandoned Form Leads

High drop-off after initial contact form. Created journey map + automated nurture sequence via n8n + Apollo enrichment.

+15 qualified
meetings per month
LEAD JOURNEY MAP
Entered
Form submitted
CRM created
Enriched via Apollo
Segmented
Intent scored
Warm → sequence A
Cold → suppressed
Result
Nurture email 1–3
Re-engaged ✓
Meeting booked
28%
RE-ENGAGEMENT → +15 MEETINGS/MO
FAQ

Common
Questions.

No — I work with what you already use or suggest affordable additions only if they genuinely make sense. Nothing is forced.

Fix & Optimize: 1–3 weeks. Full Build: 3–6 weeks, depending on complexity and integrations involved.

Yes. Everything comes with clear documentation and video walkthroughs. I handle the heavy lifting.

That’s the norm — custom integrations are my specialty. The audit call maps your unique situation before any commitment.

Full satisfaction on the setup phase — we iterate until it works perfectly for your workflow.

Let’s Start

Ready to Fix
the Chaos?

Book your free 30-minute stack audit — we’ll map your pains, spot quick wins, and outline exactly how to build reliable systems without hiring full-time.

Book Free Audit Connect on LinkedIn

Book Your Free
Stack Audit

30 minutes. No hard sell. Just clarity on what’s broken and how to fix it.

Request sent — I’ll be in touch within 24 hours.