After the Sale: How Services Companies Get From Deal to Payment (#5 of 6)
Sales closes the deal. Then everything that happens next lands on ops.
Pricing the job, scoping it, chasing the client, getting the invoice out, and rebuilding the same spreadsheet every month to keep track of it all. For most services businesses, that whole stretch runs on manual work.
In this session, we’ll:
🔹 Walk the full journey of a job, from closed deal to money in the bank
🔹 Work out where the time actually goes once sales hands over
🔹 See live automations for pricing, chasing and invoicing, built in Make.com and Airtable
🔹 Look at how this plays out differently in small teams and enterprise
What to expect
A short presentation, then Charlie (Ops Consultant in Stealth) opens up the systems he’s built and walks through them live, from handling real pricing, to chasing and invoicing. Bring your own questions and challenges!
You should join us if you’re:
✅ Running ops in a services or consultancy business
✅ Already working in Airtable, Make.com or similar tools and want to see what good looks like
✅ Spending more of your week in post-sale admin than you’d like
However, you’re unlikely to benefit if:
❌ Your business sells a product where delivery is the same every time
❌ You want a high-level strategy discussion, as this one gets into the build
Each of the RevOps session stands on its own, so you can jump straight in now. If you’d like to catch up anyway, all the recordings are on Disco for ON members.
Meet your speakers
Filip Szczeciński
CEO & Co-Founder @ Sunbay.io
Filip has spent years in the ops trenches, from fixing broken processes at scaling startups to building automation systems that actually stick. Now co-founder of Sunbay.io, he's on a mission to eliminate the gap between "deal closed" and "cash received." A long-time ON Member and extremely helpful voice in the community, he brings a lot of hard-won experience to this series.
An ops leader through and through, Filip previously held roles including Head of Business Operations at CallPage, Head of Operations at HCM Deck, and also led BizOps at Plane. Today, he brings that same systems-first operational mindset into Sunbay.io, helping companies build RevOps foundations that are practical, scalable, and actually stick.]
Charlie Chamberlayne
Charlie Chamberlayne works with ops-heavy startups to build their core operating systems, focusing on workflow automation and integrations across their stack, and deploying AI tooling where it delivers genuine impact.
Together with 🙌
Sunbay.io
Most B2B finance teams still issue invoices manually, chase payments over email, and match bank transfers by hand. Sunbay automates the entire journey from invoice to payment, inside the tools you already use. No manual chasing, no drama.
Sunbay saves you 20+ minutes per invoice. No new tools, no manual chasing, no drama. Interested in learning more? Get in touch with Filip at [filip@sunbay.io] 👋
Please note: This is a co-hosted event between Sunbay and Operations Nation. Attendee information submitted at registration will be shared with both parties for the purposes of running this event. Read Operations Nation's privacy policy and Sunbay's privacy policy.