Posio starts by understanding how leads currently enter your business, how your team qualifies and follows up with them, how sales are closed, and how customers pay. Then we identify what is working, what is slowing growth, and where revenue is falling through the cracks — reviewed by both an operator and a CFO, so every fix is measured in pipeline and in cash.
Every engagement follows the same six steps. No black box, no software-first shortcuts.
We meet with your team and learn how the business currently operates — the calls, the tools, the handoffs, the workarounds.
We document the complete process from first lead to final payment, so every stage becomes visible on one page.
We identify slow response times, missed follow-up, disconnected systems, manual work, and reporting gaps.
We create a practical improvement plan based on your people, goals, KPIs, and existing technology.
We implement the right CRM, AI, automation, dashboards, and workflows — only what fits the business.
We track results, improve adoption, and continue refining the system as the business grows.
The right system should support the way your team works while improving accountability, speed, visibility, and customer experience. Posio combines business experience with modern technology to build systems people will actually use.
Ten dimensions of your lead-to-cash system — scored, documented, and turned into a concrete plan.
How every inquiry — call, form, text, chat — lands in your system.
How fast the first response goes out after a prospect raises their hand.
How you separate ideal-fit opportunities from time-wasters.
Booking, confirmations, reminders, and no-show recovery.
Structured, multi-touch sequences that keep opportunities warm.
Whether the team actually keeps records current, or works around it.
How quotes go out, get chased, and turn into signed business.
Handoff from sales to delivery so momentum is not lost.
Invoicing, reminders, and AR workflows that get cash in the door.
Dashboards leadership can trust — not spreadsheets rebuilt every Monday.
Business, sales, and operations experience across small and midsize companies.
Every engagement is led by an operator, not handed off to a template.
Technology is chosen to fit the business — not the other way around.
A small number of clients at any given time. Every engagement gets attention.
Posio is two partners in one engagement. Robert Posten brings 25+ years in sales, business development, and revenue operations. Dwayne Redmon brings 30+ years of CFO-level finance — VP of Finance for the Golden State Warriors and Atlanta Hawks, and managing member of a 20-location franchise group. 55+ years combined, so the system you build is measured in pipeline and in cash.
The assessment takes a few minutes and returns a clear picture of your biggest revenue leaks — before we ever have a conversation.