This page expands on how I support teams once we’ve established that there’s a clarity gap worth fixing. My work is structured around restoring confidence in how your marketing systems operate, then building forward in a way your team can sustain.

Tools & Environments

I am familiar with many tools, but work most often within:

HubSpot
Salesforce
Marketing automation platforms
Spreadsheets and interim systems
Analytics and reporting tools

The focus is not the platform — it’s how well the system supports real work.

What Engagements Typically Include

Every engagement is scoped based on your systems and priorities, but most involve a combination of the following:

Marketing & RevOps Audits

A focused assessment of how your marketing and revenue systems actually operate today.

This goes beyond tools to include:

Lead and lifecycle flow
Ownership and handoffs
Data consistency and definitions
Where confidence or visibility breaks down

The goal is not to catalog everything — it’s to surface what matters most.

Decision-Ready Reporting

Reporting is designed around the questions leadership actually needs to answer.

This includes:

Defining “what is the number”
Aligning metrics across teams
Removing conflicting or misleading views
Building confidence in what’s being reported

The focus is clarity and trust.

System Integration & Team Alignment

Where multiple tools are involved, I help clarify how they should work together — and where boundaries should exist.

This includes:

Defining system roles and sources of truth
Reducing duplication or manual reconciliation
Aligning marketing, sales, and operations expectations
Supporting integration decisions and validation

CRM & Automation Cleanup

Once priorities are clear, I help simplify and stabilize your core systems.

This may include:

Lifecycle stages and deal pipelines
Property and field rationalization
Workflow and automation logic
Reducing manual work and exceptions

Changes are made deliberately, with attention to downstream impact.

Lead & Revenue Flow Design

I help ensure leads move through the system in a way that reflects how your team truly operates.

This work often addresses:

Intake and qualification
Sales handoff and follow-up
Visibility into stalled or dropped leads
Repeatable paths from interest to action

Lightweight Documentation & Operating Rhythms

To ensure improvements hold up over time, I document decisions and establish simple operating rhythms.