Frequently Asked Questions

Working Together

I do both — but always with a clear purpose.
I work hands-on to untangle systems, clean up how things actually operate, and help teams implement changes that stick. My goal is to leave you with clarity, working processes, and systems your team can run without relying on me long-term.
I work as a true fractional partner.
That typically means a set number of focused hours each week, clear priorities, and consistent check-ins. I’m hands-on where it matters, but not embedded in daily noise. The goal is steady progress without adding meetings, friction, or dependency.
It varies, but we focus on gaining early momentum.
We start by identifying the highest-impact wins — the things creating the most friction or uncertainty — and address those first. That usually means teams begin to see clearer ownership, simpler workflows, and more trustworthy visibility within the first few weeks. Larger changes roll out in phases, but early improvements help teams move faster while the deeper work continues.
Usually, no.
Most teams don’t need new tools — they need better integration, clearer ownership, and simpler processes across what they already use. We start by stabilizing and improving what’s in place, then identify gaps only if they’re truly holding you back. Any change is intentional, scoped, and tied to real outcomes.

This work is best suited for growing B2B teams who feel the strain of growth.
It’s not a fit if you’re looking for campaign execution, content creation, or a short-term boost without addressing underlying systems. I focus on building durable operations, not quick wins that fade.
No.
I work across HubSpot and Salesforce frequently because they’re common, but the work isn’t tool-dependent. I’ve supported teams using a mix of CRMs, marketing platforms, spreadsheets, and custom setups. The focus is always on how data, process, and people connect — not forcing a specific tool.
Absolutely.
Agencies are most effective when systems are clean, handoffs are clear, data is trustworthy, and reporting connects activity to outcomes. I don’t replace agencies — I make their work more effective and measurable.

The most common breakdowns I’m brought in to resolve are:
- unclear lifecycle and funnel definitions
- unreliable attribution and reporting
- CRM clutter and automation chaos
- poor handoffs between marketing, sales, and success
- data gaps that make forecasting difficult
- too many tools and no operating model to connect them
The outcome is a revenue system that leaders can actually trust to make decisions.
Description text goes here
Audits uncover how your revenue systems and workflows operate today — where data becomes unreliable, where automation breaks down, and where reporting loses integrity. This includes CRM usage, lifecycle and funnel logic, automation, attribution, handoffs, data structure, and reporting foundations.
The result is a clear map of what’s true, what needs attention, and what order to fix things in.
Yes, where possible.
Cleanup includes data hygiene, field and object structure, standardization, funnel logic, automation review, reporting foundations, and documentation. Implementation is done collaboratively with your team — not in a black box.
Yes, but not as isolated artifacts.
Dashboards only work when the data model, lifecycle definitions, funnel logic, and ownership are aligned. I build reporting that is decision-ready, not just visually attractive.

Most initial engagements last 6–12 weeks depending on scope. After that, many teams move into ongoing fractional support for optimization, reporting, and enablement.
Yes.
Many clients keep me on for fractional RevOps leadership, reporting oversight, integration help, or operational scaling initiatives once the foundations are solid.
Typically remote.
Occasional onsite work is possible for workshops, audits, or alignment sessions if helpful.
RevOps touches multiple functions, so I work across marketing, sales, success, RevOps, and leadership. I translate between teams, clarify ownership, and build shared understanding so everyone is operating off the same model.

Yes — that’s the goal.
I leave behind documentation, operating rhythms, and reporting structures so the work doesn’t depend on my continued presence. No mystery automation, no tribal knowledge.
That’s normal.
Data clutter is a symptom of unclear ownership, inconsistent processes, and tool sprawl. We fix the root causes, not just the surface-level issues.
Only when necessary.
Tool changes are evaluated against:
- fit for process
- data model requirements
- integration/support burden
- total cost to maintain
Most teams can avoid replatforming with the right structure.
Gradually and transparently.
I involve the teams who will own the workflows, create simple documentation, and set operating rhythms so new behaviors stick. The goal isn’t disruption — it’s clarity.

Pricing is based on scope, platform complexity, and desired outcomes. After the initial audit, we outline recommended workstreams and options so you can prioritize based on impact — not hours.
Most clients are mid-size B2B companies where revenue teams have outgrown their original systems and need structure, alignment, and clarity to scale. I work with earlier-stage companies if the complexity warrants it.