
What this function is and why a service business needs it
How it differs from sales, marketing and service operations
Owning the whole funnel rather than a segment of it
The symptoms of a company without it
The revenue funnel against the sales funnel
The stages from lead through to retention
Where revenue most often leaks in a service business
Stage criteria, and the agreements between functions
The single company-level metric worth having
Reconciling marketing, sales and delivery metrics into one set
Acquisition cost, lifetime value, payback, churn and expansion
Connecting team metrics to the profit and loss
The customer system as a single source of truth
The structure it needs to support analysis
Fields, statuses and data-entry rules
Dashboards for owners, and avoiding analytics for its own sake
Which revenue processes to standardise first
Automating across enquiry, sale and delivery
Where AI genuinely strengthens the system
The automation mistakes that break a funnel
Where to start the rollout
A 90-day launch plan
Selling it internally
Quick wins against systemic change
What a project is, and its four stages
Delivering a result rather than running activity
The role of the person accountable, and the difficulties in it
The PMBOK 7 principles and performance domains
Collecting the ideas worth considering
Building the business case
Developing the charter
Cost-benefit analysis, and choosing which work to take
Who your stakeholders actually are on a client engagement
Compiling and prioritising the list
Assessing influence against interest
Planning engagement rather than improvising it
Establishing that the work is needed at all
Defining where it starts and ends
Setting the boundaries explicitly
Documenting assumptions, which is what protects your margin later
Breaking the work into parts
Describing the plan as a diagram
Identifying risks at planning stage
Time planning, and the network diagram
Methods for planning time
Determining how long activities take
The Gantt chart, and the tools that produce one
Identifying participants, and the resource matrix
Project cost, and the types of cost involved
The three stages of a project budget
Identifying risk factors and assessing them
Managing risk rather than listing it
Building the structure for the work
Operating in a matrix, where people serve several clients
Defining roles and allocating tasks
Starting the team, and keeping it working
What control actually means here
The reporting system for progress
Monitoring spend and handling deviations
The report, the meetings, and the communications plan
Planning the closure rather than drifting into it
The administrative matters
Surveying what the work produced
Bringing the principles together at the end
Why a business needs this function once it passes fifty people
How it differs from project management and from the chief operating role
The areas it is actually responsible for
The typical mistakes and false expectations about it
What a process is and what it is not
End-to-end thinking, and value for the business
Mapping the key processes of a service company
Where formalisation helps, and the cost of over-regulating
Why metrics fail in most companies
Input, output and outcome indicators
Leading and lagging metrics, and who owns each
Operational dashboards, without analytics for its own sake
Where time, money and focus actually go
Bottlenecks and system constraints
Queues, downtime and context switching
Quick wins, standardisation, and when automation is genuinely needed
Why teams fail to connect with each other
Cross-functional processes
Reducing friction between functions
Weekly, monthly and quarterly rhythms that do not become theatre
Why order keeps breaking down as you grow
Operations during scaling
Resistance, sabotage and inertia
Prioritising change, and when to stabilise rather than rebuild
What the toolkit actually consists of
Process and workflow systems
Metrics, dashboards and data sources
When a spreadsheet beats a corporate system, and the automation mistakes
Who comes into this work and from where
Operations as a strategic rather than administrative role
Demonstrating the value to the business
Calculating the return on operational management
What a process is, and the characteristics that define one
The different types of process
What improvement means in practice
The benefits, stated so a client or an owner will accept them
The core values behind improvement work
What triggers it, and what waste actually is
Standardisation, the cheapest control there is
Process maturity, the five phases, and where to start
What mapping is, and how it differs from modelling
Stakeholder, relationship, flow, cross-functional and value stream maps
What a map consists of
The stages of mapping, run end to end
This course contains the use of artificial intelligence.
A service business rarely stops growing because demand ran out. It stops because every new client is served from scratch, and the person doing the serving is you.
Where service businesses actually break
The work gets done well and the margin is a surprise every quarter. You could not say which of last year's projects lost money, because scope moved by agreement in a series of small conversations that nobody wrote down. Delivery lives in the heads of three senior people, so the fourth client has to wait. Nobody has mapped what happens between an enquiry arriving and an invoice being paid, which means nobody can say where it slows down. And the moment you take a fortnight off, everything queues behind you — which is the clearest evidence that what you built is a job rather than a business.
What this course covers
Forty-six lessons around the full loop. Predictable revenue first: why the funnel needs its own owner, the stages from enquiry to retention, where it leaks, stage criteria, acquisition cost against lifetime value, the system of record and the rules that keep it usable, automation, and a 90-day rollout. Then delivering what you sold, on PMBOK 7: business case and charter, stakeholders, scope and documented assumptions, the plan and network diagram, schedule and resource matrix, the three stages of a budget, risk, a team working across several clients at once, control, and closure. Then the operational layer: why this function appears past fifty people, end-to-end processes and minimum sufficient rules, input against output against outcome metrics with named owners, bottlenecks and context switching, operating rhythms that are not theatre, growth and the chaos it produces, the toolkit including when a spreadsheet beats a corporate system, and how to prove operations pays. Then repeatability: waste, standardisation, maturity, five kinds of process map, architecture, and root cause tools from 5 Whys and 8D through SIPOC and DRIVE. Then the client: journey audit, service strategy and standards, the team, service levels and standard procedures, automation, and the metrics — net promoter, satisfaction, effort, first-contact resolution, handling time. Finally asking properly: survey design, honest participation, the report, the open-ended answers, and the action plan.
A note on one block
The six lessons on surveys were recorded for a people-function audience, so the catalogue of survey types includes engagement and exit surveys alongside client ones. The method is what matters and it does not change with the audience: how to phrase a question, how long a questionnaire can be before answers stop being honest, how to get real participation, and how to read open-ended responses, which is where anything useful is usually hiding.
Who is teaching this
I am Mike Pritula. I built the people system at Preply as it became a unicorn, and I have worked at Wargaming, iDeals and Alfa-Bank. More than 1.6 million students have enrolled in my courses across 185 countries, and over 150,000 specialists have gone through my programmes. I hold PHRi and SHRM-CP certifications and represent HRCI in more than ten countries.
What is included
Lifetime access to all 46 lessons
Active instructor support in the Q&A section
A Udemy Certificate of Completion
Working material: the funnel model, unit economics, the PMBOK 7 charter and control set, the metric ownership frame, five map types, 5 Whys, 8D, SIPOC, DRIVE, service level and procedure templates, the survey and report structure
Operations treated as a source of margin rather than an administrative cost
Where to start
Take your last completed engagement and write down what it was quoted at, what it actually cost in hours, and where the difference came from. If you cannot reconstruct the difference, that is the whole course. Enrol now and start today.