Skip to main content
InsightVector Consulting

  • Stop Losing Money Between Sales, Delivery and Invoicing.

    We install a 30-day sales-to-cash control system for project-based service firms—so owners trust their numbers and regain cash predictability.

    Take the Assessment
    See How It Works

    Austin-based • Operator-led • Built for project billing

Home

Ausin-Based

Consultancy

Zoho Ecosystem 

Experts

Operational Discipline

Guaranteed

The Problem Isn’t Demand. It’s Control.

Most project-based firms don’t struggle because they lack clients or expertise. They struggle because money gets lost between systems and handoffs.

You might recognize this:

Photorealistic close-up of an unpaid invoice showing a total due of $12,750 beside a silver clock, symbolizing delayed billing and late payments under soft, neutral lighting.

Late invoices

Deals close, work gets delivered… but invoices go out late

Photorealistic workspace scene showing a CRM dashboard on a laptop, a project management screen on a tablet, and accounting data on a phone, separated by a broken chain, illustrating disconnected business systems and lack of integration.

Disconnected systems

Finance can’t explain why cash doesn’t match the pipeline

Photorealistic desk scene with scattered cash, overdue invoices, and a jagged revenue chart, illustrating unpredictable cash flow caused by billing that is not aligned with delivery milestones.

Unpredictable cash

Sales, delivery, and billing each operate in isolation

Photorealistic lifestyle image of a business owner reviewing conflicting financial dashboards on a laptop, holding his head in frustration, illustrating lack of trust in forecasts and unreliable business numbers.

Lack of trust

Forecasts feel like guesses, not decisions. Owners spend more time reconciling than leading.

Revenue exists. Visibility doesn’t.

Take the Assessment

What Changes in 30 Days

After installing our system, owners can see—in one place:

  • What’s been sold
  • What’s been delivered
  • What’s been invoiced
  • What’s overdue
  • What’s blocked and why

No spreadsheets. No chasing updates.
Just control across the entire sales-to-cash lifecycle.
Photorealistic lifestyle image of a business owner reviewing a clear financial dashboard on a laptop, showing sold versus delivered versus invoiced amounts, highlighted overdue invoices, and real-time cash visibility, conveying confidence in data-driven decisions.

30‑Day Sales‑to‑Cash Control System

This is not software resale.

It’s a fixed-scope, fixed-timeline engagement that installs operational discipline across your existing systems.

Engagement Fee: $12,500
Timeline: 4 weeks
Outcome: Owner-level cash visibility
Not for everyone.

We work best with:

  • Owner-led, project-based service firms
  • 10–40 employees
  • Project billing (engineering, technical services, specialty contractors, IT/MSPs)
  • Firms experiencing late invoices, AR creep, or forecast uncertainty

If that’s not you, we’ll tell you upfront.

Take the Assessment

How It Works

Truth & Structure
System Wiring
Billing Discipline
Owner Control
Truth & Structure

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

Read More
Photorealistic office scene of a team collaborating around a sales-to-cash process diagram labeled “Truth & Structure,” illustrating a structured journey from leads and sales through project delivery to invoicing and cash control.
System Wiring

We connect CRM, delivery, and billing so data flows without manual intervention.

Read More
Photorealistic office meeting where a team reviews a system wiring diagram linking Zoho CRM, Projects, and Books, illustrating how deals trigger projects and completed tasks update invoices in a unified sales-to-cash workflow.
Billing Discipline

We enforce clear billing rules, triggers, and accountability.

Read More
Photorealistic office meeting where three professionals review a billing discipline workflow, showing invoicing cadences aligned to delivery milestones and highlighting the shift from billing delays to predictable cash flow.
Owner Control

You get a single dashboard and a team trained to maintain it.

Read More
Photorealistic executive meeting where a team reviews an “Owner Control” dashboard showing sold, delivered, invoiced, and overdue metrics, illustrating how business owners gain clear visibility and confidence in cash and operational performance.

Simple. Intense. Measurable.

Real Outcomes We Deliver

While every firm is different, results commonly include:

  • Invoice lag reduced by weeks—not days
  • AR days materially reduced
  • Forecast accuracy restored
  • Fewer billing disputes
  • Leadership meetings driven by data, not explanations
Case Studies for Qualified Prospects.
Photorealistic office meeting with an inspection firm team wearing safety vests and hard hats, reviewing performance results that show reduced invoice lag, lower accounts receivable, and improved cash predictability through clearer sales-to-cash controls.

Inspection Firm

Read More
Photorealistic construction-site handoff where a contractor in a safety vest shakes hands with a business manager, symbolizing a clean project transition with eliminated handoff chaos, improved forecast accuracy, and zero overdue invoices.

Specialty Contractor

Read More

Davis Herbold

Read More

Why InsightVector

We’re operators, not theorists.

InsightVector was founded in Austin by leaders who ran engineering and consulting firms themselves. We built these systems first to solve our own cash flow problems—then helped others do the same.

Our principles:

  • Operator mindset — decisions grounded in reality
  • Simplicity over complexity — systems that hold under pressure
  • Transparency — no hidden issues, no jargon
  • Execution over workshops — real change in 30 days

Start With the Assessment

We don’t start with a sales call.
We start by understanding whether we can actually help.

The Sales-to-Cash Assessment takes about 10 minutes and tells us:

  • Where control is breaking down
  • Whether your firm is a fit
  • What solving this would realistically require

If it makes sense, you’ll be invited to book a diagnostic call.
If not, we’ll tell you honestly.
Take the Assessment

FAQ

What is “sales-to-cash control”?

Sales-to-cash control means you can see—at any moment—what was sold, what was delivered, what has been invoiced, what’s overdue, and what’s blocked. It’s not a report. It’s an operating system that prevents revenue from getting lost between sales, delivery, and billing.

Is this just a Zoho implementation?

No. We don’t sell “Zoho setup.” We install operational discipline across the sales-to-cash lifecycle. Zoho CRM, Projects, and Books are the tools we commonly wire together, but the outcome we sell is control: fewer billing delays, fewer surprises, and numbers you can trust.

How do you deliver results in 30 days?
We use a fixed-scope, four-week method:
  • Week 1: Map reality and expose leakage
  • Week 2: Wire handoffs and data flow
  • Week 3: Install billing rules and triggers
  • Week 4: Deliver an owner dashboard and train the team

It’s intense, hands-on, and designed for speed.

What kinds of firms are a good fit?

Owner-led, project-based service firms typically with 10–40 employees, where projects are sold, delivered by teams, and billed after milestones or time. Common fits include engineering/technical services, specialty contractors, environmental/compliance firms, and IT/MSPs with project billing.

What if we already use QuickBooks or another accounting system?

That’s fine. The system can still work. The goal is clean handoffs and billing discipline. In many cases we connect delivery and sales to whatever accounting platform you use so invoices go out on time and you can track what’s stuck.

What if our process is messy or inconsistent?

Most are. That’s the point. We don’t require perfection—we install structure. In Week 1 we map what’s really happening, then we implement the minimum process and controls required for visibility and consistent invoicing.

What results should we expect?

Results vary by firm, but the most common outcomes are:

  • Faster invoicing (less lag between delivery and billing)
  • Reduced AR days and fewer “missing invoices”
  • Clear visibility into sold vs delivered vs invoiced
  • Fewer billing disputes due to clearer scope and milestones

We’ll never promise a specific number without seeing your workflow first.

What does the engagement cost?

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

Do you require a long-term contract?

No. The core offer is a 30-day implementation. Some firms choose ongoing support afterward, but it’s optional and based on need.

What happens after we take the Assessment?

If your responses indicate a strong fit, you’ll be invited to book a diagnostic call. We’ll review your current workflow, identify the biggest revenue leaks, and confirm whether the 30-day system is the right next step.