/ Services

What I build.

Hands-on business systems leadership. I design it, build it, integrate it, and transfer it, so your team runs it without me.

Best fit Growth-stage and mid-market SaaS and tech companies running HubSpot or Salesforce plus the systems around it. Engagements flex to the problem: recent ones have ranged from focused builds of a few dozen hours (a pipeline rebuild, a GTM stack standup) to embedded systems work running six months and counting.
Service area

Business Systems & Architecture

I design, build, and manage the technology stack that runs your operations. Whether you have five tools or a hundred, I create the integrations, automations, and data flows that connect every department into one system that produces measurable results.

  • Salesforce administration & development (Apex, Flows, Lightning)
  • HubSpot pipeline architecture & MEDDPICC implementation
  • CRM and ERP integration (Intacct, Workday, Zuora)
  • Marketing automation (Marketo, attribution, lead management)
  • iPaaS & middleware (Workato, SnapLogic, Dell Boomi)
  • Analytics & BI (Domo, executive dashboards)
  • Web-to-CRM forms, lead capture & routing
  • Vendor evaluation, selection & contract negotiation
Service area

AI & Operations Strategy

I help organizations adopt AI responsibly and optimize go-to-market operations for scale. From governance frameworks to automating manual workflows, everything I deliver is grounded in real implementation experience, not theory.

  • Enterprise AI adoption & governance
  • AI tool training (Claude Code, Windsurf, Cursor)
  • AI-assisted outbound (GPT sequencing, Clay ICP scoring)
  • GTM process optimization (lead-to-cash, CPQ, deal desk)
  • Pricing & packaging transformation
  • Cross-functional process design
  • M&A systems integration & data migration
  • Data compliance (CCPA/GDPR requests & process)
03 The process

How an engagement runs

You stay in the driver's seat: we agree on the roadmap before any build starts, and you'll always know what's shipping, who owns what, and what's next.

Step / 01

Assess

Map your current systems landscape, find the gaps, and build an as-is to to-be roadmap grounded in where you actually are, not where a slide deck says you should be. We agree on it together before anything gets built.

Step / 02

Architect

Design the integrations, automations, and processes that connect your tools into one cohesive system. No band-aids, just solutions built to last. Your stakeholders review the design before we commit.

Step / 03

Execute & transfer

I build and deploy alongside your team. Apex code, API integrations, platform configuration, UAT. Then documentation and training, so the systems keep running long after I'm gone.

04 Next step

Ready to get your systems right?

Send a few sentences about your stack and what's not working. I'll come back with an honest read on whether I can help.

Send me the details →

Reply within 24 hours · No obligation