Who do you work with?

Small to midsize companies that don't have a dedicated RevOps or BI person. Usually it's an owner, CEO, VP Sales, or head of marketing who knows the CRM isn't pulling its weight but doesn't have the bandwidth to fix it in-house.

How do we get started?

Reach out through the contact form or book a call directly. First conversation is just about what's actually broken, your CRM, your forecasting, your pipeline visibility, before anything gets scoped.

What's your approach?

I've done this work at $1B pipeline scale and as a department of one. Most RevOps problems aren't strategy problems, they're a CRM nobody cleaned up or a forecast nobody trusts. I start there, not with a framework.

How long does it take to see results?

Depends on what's broken. CRM cleanup and workflow fixes can show up in weeks. Forecasting you can actually trust in a leadership meeting takes longer to build right. I'll tell you which one you're looking at before we start.

Depends on scope. I'll give you a clear number after the first call, not a vague 'it depends' and a follow-up sales call to get the real answer.

About

25 years doing this at every scale, from $1B pipelines to a team of one

Built the CRM and BI infrastructure behind a $1B global sales pipeline. Then rebuilt marketing and sales ops from scratch as a department of one. I know what's overkill for a 20-person company and what's actually needed

Let's Talk

Consulting

Empowering your business to expand and thrive

My Expertise

CRM architecture, pipeline management, forecasting that leadership actually trusts. Built HubSpot from the ground up more than once, at very different budget levels.

My Approach

No frameworks borrowed from enterprise playbooks. I look at what's actually broken in your CRM and fix that first, not what looks good in a slide deck.

Who I work with

Small to midsize teams without a dedicated RevOps function. If you know your tools aren't working as hard as they should but don't have the bandwidth to fix it, that's the fit.

Track Record

What "at scale" actually means.

At a clean energy start-up, I built the CRM and BI infrastructure behind a global sales pipeline that grew past $1 billion, and developed the go-to-market strategy behind the largest solid-state hydrogen installation in North America. At smaller established company, I did the same job as a department of one: rebuilt the website, overhauled HubSpot workflows and email sequencing, and built an AI content system that saved 4 to 6 hours a week.

Different budgets, different team sizes. Same fundamentals: clean data, a CRM people actually trust, and forecasting that holds up when leadership asks hard questions.

Big company or small, the tools only work if someone actually maintains them.

Faq

Frequently asked questions

Solution

Built for teams too lean to have a RevOps department.

CRM cleanup, forecasting leadership actually trusts, and automation that doesn't break the second you stop watching it. No enterprise price tag, no bloated process.