Revenue Operations
CRM architecture, reporting, process design, operating cadence, and scalable revenue infrastructure.
Advisory Services
Build revenue with experience, operating discipline, and AI-driven tools.
Advisory work for PE firms, SaaS startups, and operators who need clearer data, stronger systems, and practical execution.
Workflow Automation
Practical AI systems, process automation, and operational simplification.
GTM Systems
Outbound workflows, segmentation systems, targeting, and operational tooling.
Startup Infrastructure
Helping growth-stage startups operationalize what already works.
PE Operating Support
Post-investment operating clarity: revenue visibility, reporting systems, and process maturity.
Executive Translation
Turn technical complexity into practical operating decisions leadership teams can act on.
What I believe
Most CRM problems are process problems.
Simpler systems winAI supports operatorsDashboards should drive decisionsDifferent businesses need different workflows
Client workflow build
Follow-up systems that turn conversations into scheduled next steps.
Example client workflow: an email and calendar follow-up system for Litigation Connection that reaches back out to good conversations and helps schedule next meetings.
See Workflow Labs examples
Work done
From tech stack deployment to GTM swim lanes.
Advisory services build on prior work connecting sales stacks, optimizing CRM and outreach flows, defining sales swim lanes, and turning messy data into actionable revenue systems.
See selected successes