What I do

Three ways I plug into your business

Whether you need a strategic sounding board, a system that finally works the way it should, or numbers you can actually trust — this is where it starts.

Strategic advisory & planning

  • Customer journey design and lead-nurture strategy
  • System integration and vendor evaluation
  • Process consulting for new products, teams, or launches

Operational excellence & documentation

  • HubSpot governance and workflow automation
  • Email, SMS, and campaign process optimization
  • SOPs, training materials, and team onboarding

Data, reporting & analytics

  • Executive dashboards and KPI development
  • Revenue attribution reporting
  • Data architecture, properties, and segmentation strategy