Services
Lean systems that are simple to manage, produce accurate data, and scale with the business.
CRM health audits & optimization
Fix inefficiencies, improve adoption, create a single source of truth.
CRM implementation & migration
HubSpot and Salesforce configuration, plus the GTM tools around them.
Workflow automation
Zapier, n8n, and Google Apps Script to eliminate manual busywork.
Sales operations
Pipeline design, forecasting, and reporting for predictable revenue.
Sales playbooks
Repeatable, documented steps so wins are consistent across the team.
Customer success ops
Onboarding, retention, and upsell systems that drive expansion.
Team enablement
Training, tutorials, and playbook rollouts that actually stick.
Dashboards & reporting
Clear visibility at every level, from reps to leadership.
Where I also add value
- GTM tool setup and integration
- Admin support for Salesloft, ZoomInfo, Outreach, Nooks, Pardot
- Marketing ops (campaign automation, lead scoring)
- Tech stack recommendations
- Data cleanup and standardization
- Notion and knowledge base setup
Engagement options
System audit
A fixed-scope review of your stack with a prioritized action plan.
Project-based
A defined build: implementation, migration, or a reporting layer.
Retainer
Ongoing operator support as the team and systems keep changing.