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Who I Work With
Mid-Market Companies Growth-Stage SaaS Founder-Led Teams PE-Backed Businesses Professional Services Pre-Hire RevOps Small Business Projects Nonprofits
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Who I Work With

The right fit matters more than the right pitch.

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.

Companies where I make the biggest difference.

If your business fits one of these profiles, we're probably worth a conversation.

Mid-Market
Mid-Market Companies

$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.

We're growing but the CRM is chaos. Nobody agrees on what stage a deal is actually in.
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Growth-Stage SaaS
Growth-Stage SaaS

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.

Sales, marketing, and CS each have their own version of the truth. We need one.
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Founder-Led
Founder-Led Teams

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.

The founder closes everything. We need a repeatable process that doesn't depend on me.
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PE-Backed
PE-Backed Businesses

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.

The board wants a revenue dashboard they can trust by Q2. We don't have one.
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Professional Services
Professional Services

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.

We close on relationships, but we're losing track of who's in what stage.
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Hiring First RevOps
Scaling Teams Pre-Hire

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.

We need a RevOps hire but don't know what the job description should even say yet.
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I also love working with small businesses.

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 →
What a small business project looks like
Scoped upfrontClear deliverable and price before anything starts.
Fixed pricingYou know the number before you say yes.
No retainer requiredOne project, done, yours to keep forever.
Senior-level workYou work with me directly, not a junior associate.

Mission-driven organizations need systems too.

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 →
What nonprofits most often need
Donor CRM architectureMajor donor pipelines and stewardship workflows that survive staff transitions.
Grant management systemDeadlines, reporting requirements, and funder relationships out of inboxes and into one place.
Board-ready dashboardsRevenue by source, retention trends, and pipeline coverage that does not require three days to pull together.
Nonprofit rates availablePricing that reflects the reality of a mission-driven budget, not a corporate one.

Not sure if you're the right fit?

The first call will tell us both. It's a working session. You'll leave with clarity regardless of whether we work together.

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