If you're working with a company that's hitting friction in their revenue systems, I'd appreciate the introduction.
The right referral is a $10M to $100M manufacturer, distributor, construction or trades company, multi-location service business or professional services firm that runs Salesforce or HubSpot and has stopped trusting what it says. These are the signals that usually come up:
Fill this out and I'll reach out to them directly. No pressure, no hard pitch. Just an honest conversation about whether there's a fit.
Six things that set this apart from the last pitch you got.
I've spent years inside Salesforce and HubSpot building the fields, flows, routing, reports and forecasts teams actually use.
Why it matters: the fix gets built in your system, not described in a document.
Manufacturers, distributors, contractors, multi-location service companies and professional services firms sell differently from SaaS. Quotes, estimates, bids, branches and renewals come first.
Why it matters: your CRM matches how you actually sell.
A $3,500 audit, then an optional retainer at $2,000 or $3,500 a month. You approve the number before anything starts.
Why it matters: no open-ended invoices and no surprise line items. See the numbers →
Every audit follows the same Four Rooms structure: Map how revenue moves, Find the leaks, plan the Fix, and Prove it in reporting.
Why it matters: you know exactly what you're getting before you buy.
I started as an account executive. I know why reps skip steps, why activity doesn't get logged and why CRM data rots.
Why it matters: I build systems people will actually use.
I'm not a reseller and I don't take referral fees. I work inside the Salesforce or HubSpot you already have.
Why it matters: the advice is just the advice.
Referrals are the highest form of trust. I take every introduction seriously and will make sure your contact has a great experience, regardless of fit.
Or reach out directly →Drop your name and email. I'll reach out within 2 business days.
