Most of the revenue you're missing is already in your data

Hidden revenue, siloed data and human error.

Your CRM, invoices, email list, and ads are each tracking a different piece of your business. None of them talk to each other. That gap costs most £500K–£10M B2B companies £20,000 to £80,000 a year, and nobody sees it because nobody joins the dots.

Every month systems stay disconnected is another month of decisions made on partial information.

£8,873
In unpaid invoices found in one afternoon
8,322
Senior contacts the sales team didn’t know existed
5,750
Contacts never emailed. First campaign sent week one.

Seven daysOne clear picture

No new tools. No new platforms. Just your data, finally in one place, with a cost attached to every gap.

  1. Day 1
    The 30-minute call

    We agree the scope. You tell us where the numbers live, and we arrange read-only access from each. Your team does nothing else.

  2. Days 1–3
    Connect and read

    HELIOS pulls from CRM, email platform, ad accounts, and invoicing tool. No manual exports. No spreadsheets sent by email.

  3. Days 3–6
    Gap costing

    We cost every gap. Not ‘you’re underperforming.’ Specifically: £14,000 in contacts who haven’t heard from you.

  4. Day 7
    Delivery

    A board-ready report. The three gaps costing you the most. The fix for each one. Yours to keep and act on.

Revenue thatwas already there

Four businesses. The same pattern: the money was in the data the whole time.

The report is very interesting. We want to change all of our marketing material around this. We had no idea the audience was this senior.

Chief Commercial Officer · UK B2B tech publisher · 12,000+ newsletter subscribers

B2B Trade Publisher

8,322 senior contacts

10% of their content was driving 81% of all traffic. Inside that 10%, 8,322 senior contacts at a 66.3% open rate. The sales team was pitching volume to sponsors. They should have been pitching quality. One data read changed the entire commercial pitch.

B2B Wholesale Distributor

17 delayed orders

17 delayed orders from their largest client, sitting unattached inside years of Excel-based order history. The data existed. The team had no way to query it. One read of their operational data surfaced what the account manager had been missing for months.

Professional Services

5,750 contacts

5,750 contacts in their CRM who had never received a single email. Not because they failed an email test. Because nobody had ever connected the two systems. First campaign sent in week one. No new tool. No new hire.

Professional Services

£8,873 recovered

£8,873 in unpaid invoices found in one afternoon. Tracked against a £12,807 overdraft. The money was already owed to them, sitting in a system nobody had read properly. Recovered that same week.

One platformEvery answer

HELIOS connects the systems you already use and reads across all of them at once. Not a dashboard. Not a BI tool. A diagnostic that tells you what the gaps are costing you. No new logins for your team. No new tools to learn. No consultants embedded for six months before you see anything.

CRM

  • HubSpot
  • Salesforce
  • Pipedrive

Email

  • Mailchimp
  • ActiveCampaign
  • Klaviyo

Advertising

  • Google Ads
  • Meta Ads
  • LinkedIn Ads

Finance

  • Xero
  • QuickBooks
  • FreeAgent

Analytics

  • Google Analytics 4
  • Plausible
  • Fathom

If your data is there, HELIOS can read it. Don’t see your tool? Get in touch. We add integrations based on Sprint demand.

Once connectedthe work runs automatically

The Sprint shows you where the gaps are. If you want us to implement the findings, we connect the systems and automate the recurring work around them.

Data moves between tools, reports update, and agreed follow-up happens without your team rebuilding the same work by hand. Your team handles the exceptions and the decisions.

  1. 01
    Connected data

    Information flows between the systems you already use.

  2. 02
    Reports that update themselves

    The numbers stay current without another spreadsheet rebuild.

  3. 03
    Follow-up that happens

    Agreed triggers start the next step, so routine work keeps moving.

  4. 04
    Your team stays in control

    We hand over the workflows and documentation so your team can run them.

What people askbefore booking

How long does the Sprint actually take?

Seven days end to end. Day one is a 30-minute scoping call. Days one to three we connect to your systems and read across them. Days three to six we cost every gap. Day seven you get the report and a live walkthrough. That's the whole thing.

Do we need to share sensitive data?

Read-only access to the platforms you already use. We don't write to anything. Access is removed at the end of the Sprint unless you continue with us. We work under NDA. Your data is not stored after delivery.

We already have a BI tool or analytics dashboard.

Good. HELIOS isn't a replacement. Dashboards show you what's there. HELIOS reads what's between your tools and tells you what the silos are costing you. Different question, different answer.

What happens after the Sprint?

Your choice. Most clients move to the Full Build to implement what we found and automate the recurring work. Some take the report and run it themselves. Some bring us back later. There's no pressure either way.

Is this only for publishers or media companies?

No. Our Sprints have covered publishers, B2B services, wholesale distribution, and SaaS. The pattern is the same: businesses doing £500K to £10M whose systems don't talk to each other. The tools differ; the gaps look the same.

The revenueis already there

Most B2B businesses doing £500K to £10M have between £20,000 and £80,000 sitting in gaps between their systems. The Sprint finds it in 7 days.

Book a Sprint Call

30-minute call · No obligation