Where I usually get pulled in.
Fixed-scope projects or ongoing support — pick what matches where your system is today.
CRM Setup & Migration
Clean pipeline architecture, custom fields that mean something, and a migration plan that doesn't lose your history.
Workflow Automation
Lead routing, follow-up sequences, internal alerts — the repetitive work your team shouldn't be doing by hand.
Systems Integration
Connecting your CRM to billing, support, and marketing tools so data moves once and stays consistent everywhere.
Reporting & Dashboards
Pipeline visibility that answers real questions — where deals stall, what's converting, what's not.
Data Cleanup
Deduping, standardizing, and rebuilding trust in a database nobody wants to look at anymore.
Ongoing Systems Support
Monthly retainer to maintain, monitor, and extend automations as your process changes.
Same process, every project.
Audit the mess
I trace how a lead actually moves through your business today.
Design the system
Pipeline stages, fields, and automation logic get mapped out first.
Build & test
Automations get sandboxed and stress-tested before going live.
Train & hand off
Your team gets a walkthrough and docs — the system outlives the engagement.
Not sure which service fits?
Tell me what's slowing you down — I'll tell you honestly what needs fixing first.