Agencies, consultants, legal, staffing, and service firms. You close on relationships but lose track of where they are. I build the CRM and process discipline that scales without losing the human touch.
Professional services businesses have sales cycles that do not fit standard CRM templates. Deals take months. Relationships span multiple contacts. The same client might be a prospect, a current client, and an expansion opportunity all at once. Most CRM setups create more friction than they solve.
We close on relationships but we are losing track of who is in what stage.
Stages and contact structures that reflect how professional services actually closes, not how SaaS closes.
Exit criteria and stage definitions for deals that take 60 to 180 days without creating CRM friction.
Capture and attribute revenue from referrals, past clients, and relationships you are not currently nurturing.
Keep deals moving without depending on one person to remember who needs a touchpoint.
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.
Professional services is a different animal. The first call is a working session to understand your specific motion before recommending anything.
Start the Conversation →Drop your name and email. I'll reach out within one business day.
