I keep my client list intentionally small. The companies I work with share a common profile: growing fast enough that their systems can't keep up, and leadership that's ready to fix it.
If your business fits one of these profiles, we're probably worth a conversation.
$5M to $100M revenue. Real pipeline, but the systems haven't kept pace. Reporting is unreliable, handoffs are inconsistent, and leadership doesn't fully trust the forecast.
You've found product-market fit. Now you're scaling a sales motion and your GTM systems weren't built for this stage. You need CRM structure, attribution, and a real pipeline process.
The founder closes everything and it's time to build the system that works without them in every deal. First real go-to-market motion, first real CRM discipline, first real pipeline structure.
Post-acquisition, the board wants clean reporting and a scalable revenue motion fast. I come in as fractional RevOps lead to clean up systems and build infrastructure for growth.
Consulting, legal, staffing, agencies. Complex engagements, long cycles, relationship-driven pipelines. I help you build CRM and process discipline to scale without losing the human touch.
You need RevOps but aren't ready to hire full-time. I act as fractional RevOps lead, build the infrastructure, and help you hire into a system that already works.
Not every business needs a six-month engagement or a full-time RevOps hire. Some just need the right person to fix one specific problem: cleanly, quickly, without an ongoing commitment.
I take a handful of small business projects every quarter because I genuinely enjoy it. There's something satisfying about building something that works for a team that couldn't have afforded real RevOps help otherwise.
See Small Business Projects →Donor pipelines, grant tracking, and program reporting have the same structural problems as any revenue operation, they just use different vocabulary. Staff turnover wipes out donor history. Grant deadlines live in one person's calendar. Board reporting takes a week when it should take an hour.
I work with nonprofits on fixed-scope projects to build CRM systems, grant tracking infrastructure, and board-ready reporting, at rates that reflect the reality of a nonprofit budget.
See Nonprofit Services →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 will tell us both. It's a working session. You'll leave with clarity regardless of whether we work together.
Start the Conversation →Drop your name and email. I'll reach out within one business day.
