Flexible support for growing teams.

plant growing against a brick wall

  • 8–14 week engagements focused on major infrastructure improvements.

    Typical projects include:

    • HubSpot clean-up & restructures

    • Lifecycle & lead scoring redesigns

    • Integrating HubSpot with Salesforce

    • Attribution rebuilds

    • Reporting modernization

    • Lead management optimization

  • Monthly advisory and execution support for teams that need experienced operational leadership without a full-time hire.

    Ideal for organizations looking for:

    • Strategic guidance

    • Hands-on implementation & troubleshooting

    • Team enablement

    • Continuous optimization

A practical approach to fixing what’s slowing growth.

  • 1. Audit

    We start with a comprehensive review of your marketing systems, CRM architecture, automation, reporting, and lead management processes.

  • 2. Design

    I develop a roadmap focused on improving scalability, visibility, and operational efficiency while reducing technical debt.

  • 3. Implement

    Together, we rebuild the workflows, reporting, lifecycle automation, and system architecture required to support future growth.

  • 4. Enable

    Your team receives documentation, training, and governance frameworks so the improvements continue long after launch.

Client Work

Marketing Automation & Revenue Operations Assessment
A full review of a B2B health benefits company's HubSpot and Salesforce instances, with prioritized recommendations, a lead scoring model, and an implementation roadmap.

Read the plan