Built around your actual business.

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.

• Stage definitions that reflect real buyer behavior
• Custom properties tied to your process
• Website-to-CRM lead capture
• Automated follow-up sequences
• Pipeline hygiene and data governance

Reduce the manual work that kills momentum: routing, follow-up, scheduling, and handoffs that run reliably without depending on individual reps to remember.

• Lead routing and assignment logic
• Automated scheduling
• Email and SMS nurture sequences
• Task creation and notifications
• Quote and proposal automation

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.

• Custom dashboards by role and function
• Lead source and conversion attribution
• Pipeline velocity and health metrics
• Forecast accuracy tracking
• Monthly business reviews

Marketing, sales, and customer success need to operate as one revenue team. I design the handoffs and feedback loops that make that real.

• Marketing-to-sales handoff design
• Lead scoring and qualification
• ICP definition and segmentation
• Sales-to-CS transition playbooks
• Retention and expansion tracking

Practical AI layered onto your existing workflow: lead scoring, forecasting, conversation intelligence, deployed systems your team uses every day.

• AI-assisted lead scoring
• Conversation intelligence setup
• Predictive pipeline analytics
• Smart personalization at scale
• Competitive intelligence automation

For teams that need senior RevOps presence without the cost or commitment of a full-time hire. One point of accountability, consistently.

• Monthly strategy and review sessions
• Ongoing system optimization
• Stack audits and vendor evaluation
• Team training and enablement
• Priority support access