Make your revenue engine predictable
Growth exposes broken process. Deals stall in a messy CRM, handoffs drop customers, and nobody trusts the forecast. I build the operations layer — systems, process, and data — that lets sales and customer success teams scale without the chaos.
Book an ops assessmentOperations across the full revenue lifecycle
Sales Operations
Pipeline design, lead routing, territory and quota structure, deal hygiene, and sales process enforcement — so reps sell more and managers see reality, not guesses.
Customer Success Operations
Onboarding workflows, health scoring, renewal and expansion plays, and clean sales-to-CS handoffs — so retention becomes a system, not a scramble.
CRM & Tooling
CRM setup and cleanup, tool selection and consolidation, automations and integrations — a stack your team actually uses instead of works around.
Reporting & Forecasting
Dashboards and metrics leadership can trust: pipeline coverage, conversion rates, churn and NRR, forecast accuracy — the numbers that drive decisions.
For teams outgrowing their process
Startups and growing B2B companies that have found traction but feel the friction — usually somewhere between the first sales hires and a scaled revenue org. If any of these sound familiar, we should talk.
- The CRM is a mess and nobody trusts the data
- Forecasts are gut-feel, not evidence
- Customers fall through the cracks after the sale
- Reps spend more time on admin than selling
- Renewals and churn surprise you every quarter
- You're hiring for growth but process won't scale with it
From diagnosis to running system
1. Assess
I map your current funnel, tools, and processes end-to-end, and identify where revenue is leaking — with a prioritized fix list.
2. Build
Hands-on implementation: CRM structure, automations, playbooks, handoffs, dashboards. I do the work, not just the recommendations.
3. Operationalize
Your team gets documentation, training, and reporting cadences — a system they can run and improve without depending on me.
Where is your revenue leaking?
A short call is usually enough to spot the two or three highest-impact fixes. Let's find them.
Book an assessment