You have real pipeline, real teams, and real friction. The systems that got you here are starting to show their limits. I step in when leadership stops trusting the numbers.
Mid-market companies hit a predictable wall. Pipeline volume outgrows the processes that were built when you were smaller. Stages get fuzzy, handoffs get inconsistent, and the forecast becomes a negotiation instead of a number. Leadership starts doing their own math.
We are growing but the CRM is chaos. Nobody agrees on what stage a deal is actually in.
Stage definitions, exit criteria, required fields, and hygiene rules your team will actually follow.
Pipeline categories that reflect real deal health, not optimism. Reporting leadership uses to make decisions.
Marketing to sales to CS, with clear ownership at every transition and SLAs that get enforced.
Find the overlap, cut the waste, fill the actual gaps. Most mid-market teams are over-tooled and under-systemized.
Six things that make this different from the last engagement you were pitched. No discovery theater, no 40-page deliverable, no invoice by the hour.
I've built and run complete revenue operating systems: pipeline visibility, attribution, CRM architecture, and the process that ties sales, marketing, partnerships, and technology together.
Why it matters: I've had to live with the systems I build. That changes what you build.
The default answer in this industry is another subscription. When that's the wrong answer, I build the piece you actually need instead: a custom tool, or the connection between two systems that were never meant to talk to each other.
Why it matters: you stop renting software that only does part of the job.
A fixed ladder, not an hourly rate: a diagnostic assessment, a build sprint, then an optional monthly retainer. You approve a number before anything starts.
Why it matters: no open-ended agency invoice, no scope creep, no surprise line items. See the numbers →
Every engagement opens with the same Four Rooms revenue-leak audit. It's the framework behind the book I'm writing on where revenue quietly goes missing.
Why it matters: it's the same audit every time, so you know exactly what you're getting.
I started as an account executive. I know why reps skip the sequence, why activity doesn't get logged, and why CRM data rots.
Why it matters: adoption is where most RevOps projects die. I build systems reps will actually use.
I'm not a certified partner for any vendor and I don't take referral fees. I work inside whatever stack you already have, and if you're still choosing one, I'll tell you what actually fits your business.
Why it matters: nothing I recommend pays me, so the advice is just the advice.
Put plainly: you get an operator who has built these systems before, diagnoses your leaks against a named framework, and installs the fix at a price you approve up front. Not a consultant billing you by the hour to describe problems you already knew you had.
The first call is a working session. You will leave with a clearer picture of what to fix even if we do not work together.
Start the Conversation →Drop your name and email. I'll reach out within one business day.
