Not templates. Not generic packages. Every engagement starts with understanding your specific situation before recommending anything.
Your CRM should be the single source of truth, not a graveyard of stale data. I design systems your team actually uses, built around your real sales process.
Reduce the manual work that kills momentum: routing, follow-up, scheduling, and handoffs that run reliably without depending on individual reps to remember.
Leadership should look at a dashboard and immediately know what's happening and what to do next. I build reporting that earns trust instead of generating debate.
Most leads die in the gap between marketing and sales. No clear owner, no follow-up trigger, no SLA. I build the handoff logic that keeps leads alive and assigns clear accountability at every step.
Practical AI layered onto your existing workflow: lead scoring, forecasting, conversation intelligence, deployed systems your team uses every day.
Ongoing monthly presence without the cost or commitment of a full-time hire. One person who knows your system, your team, and your numbers.
Every engagement starts with understanding your specific situation. See which profile fits yours.
Pipeline visibility, follow-up automation, and CRM hygiene for teams with active sales reps closing recurring or placement-based revenue.
See profile →Long-cycle pipeline management, referral tracking, and reporting that reflects what's actually in the book of business.
See profile →CRM and pipeline discipline for consulting, legal, and service firms with complex, long-cycle engagements and referral-driven revenue.
See profile →Revenue systems for $5M–$100M businesses where the pipeline volume has outgrown the process that was built when you were smaller.
See profile →Build the CRM, process, and reporting infrastructure before you hire so your first RevOps person steps into a working system.
See profile →One problem, fixed price, no retainer. For businesses that need a specific thing done right without an ongoing commitment.
See options →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.
Three ways to work together. Every one is a fixed price for a fixed scope, so you are never billing against an open clock.
The Four Rooms audit. I map how revenue actually moves through your business and find where it leaks.
We fix the highest-leverage thing the audit found. I build it in your system, not in a document.
Month to month. I stay in the system as your revenue motion changes, instead of handing it off and disappearing.
No hourly billing. No change orders. No surprise line items. If the scope genuinely changes, we agree on a new number before any work happens. Most engagements start with the assessment, because guessing at the fix is how the last consultant wasted your money.
We'll figure it out together. The first conversation is a working session. You'll leave knowing what to fix even if we don't work together.
Book a Discovery Call →Drop your name and email. I'll reach out within one business day.
