The jargon, explained for service firms
RevOps, ABM, BANT, MCP. The terms arrive before anyone explains them. Each guide answers one question properly, in plain English, and says honestly where software helps and where it doesn’t.
Looking for a single definition? Try the glossary.
Winning the work
How to qualify a lead (and where BANT still helps)
Lead qualification explained for B2B service firms. What BANT means, where it breaks, the alternatives, and a simple checklist you can use on your next enquiry.
Read the guide →Lead scoring without a predictive model
How rubric lead scoring differs from predictive lead scoring, how to design a points rubric for a service firm, why reasons matter, and how to recalibrate it.
Read the guide →Account-based marketing for small B2B firms
What account-based marketing is, why a 20-person agency runs it differently from an enterprise, a lightweight ABM process, and what to measure.
Read the guide →Does B2B direct mail still work?
An honest look at B2B direct mail in the UK. When a letter works, personalising it from research, the costs to weigh, the data rules, and reviewing before you post.
Read the guide →Revenue and billing
What is RevOps? Revenue operations for service businesses
RevOps, or revenue operations, joins sales, delivery and billing so revenue doesn't leak between teams. What it means for a 10–75 person service firm.
Read the guide →Sales pipeline stages and the weighted pipeline for service firms
Typical sales pipeline stages for an agency or service firm, exit criteria for each, how to calculate a weighted pipeline, and the mistakes that make it misleading.
Read the guide →Planned, invoiced, collected: the three numbers that aren't cash flow
Pipeline, planned billables, accounts receivable and collected cash are different numbers. Why merging them misleads, and what a real cash-flow forecast also needs.
Read the guide →Late payment interest and credit control in the UK
How the Late Payment of Commercial Debts Act works, how to calculate statutory interest and compensation, and a calm credit control process that keeps the client.
Read the guide →Customers and teams
Customer health scores for agencies and service firms
What a customer health score is, which signals matter for an agency, where NPS helps and where it misleads, and a simple scoring model you can run monthly.
Read the guide →90-day plans that survive the quarter
How to write a 90-day plan that is still in use in week twelve. A simple template, how it differs from OKRs, a review cadence and who should own each line.
Read the guide →CRM, PSA or operations software? What an agency actually needs
What a CRM, a PSA and operations software each do, how they differ, and how a 10–75 person agency can decide which it needs without buying three overlapping tools.
Read the guide →AI and the jargon around it
What is MCP? A plain-English guide for business owners
MCP, the Model Context Protocol, lets Claude or ChatGPT connect to your business systems. What it is, why permissions matter and what to ask before you connect.
Read the guide →AIOps vs AI for business operations: what's the difference?
AIOps is AI for IT operations, such as alert correlation and incident response. AI for business operations is a different category. How to tell which you need.
Read the guide →See it on your own workflow
Tell us which module you would start with: Outreach, Sales, Billing or Delivery. We will show you that part of OpsUPLOOP, set up the way your firm works.
30 minutes, with the people who build it. No slides.