How I Work With Clients
Embedded partnership that stabilizes your revenue stack in 8-16 weeks—without freezing revenue for months.
Process
Three-Phase Approach
From discovery to production deployment with regular cadence
Diagnose
Deep-dive audit of your revenue stack. I map automations, integrations, data flows, and surface what's broken.
- 15-minute intro call with executive recap
- Prioritized modernization backlog ranked by revenue risk
- Aligned budget, owners, and success metrics
Rebuild
Ship regular improvements to routing, forecasting, attribution, and integrations with regression tests and rollback plans.
- Version-controlled automations with reviewers
- Live health dashboards for SLA, pipeline, and ARR
- Change log committed to your repo with Loom walkthroughs
Stabilize
Wire observability, documentation, and enablement so the internal team owns the system without vendor hand-holding.
- Leadership scorecards wired to trusted data
- Runbooks and enablement sessions for admins and GTM
- 30-day follow-up window for edge cases
Impact
Client Results
Real outcomes from recent engagements
$100M+ Series C SaaS Company
Smart water cooler manufacturer · Former employer
The Challenge
- Lead routing took 2+ hours manually through spreadsheets and Slack messages
- Sales team bypassed Salesforce for Google Sheets due to data trust issues
- Duplicate systems across departments costing $200K+ annually
- Forecast accuracy unreliable—board deck numbers didn't match CRM
The Solution
- Rebuilt lead routing with intelligent territory assignment and automated SLA tracking
- Unified data pipelines across Salesforce, HubSpot, and analytics platforms
- Implemented real-time pipeline reporting with automated data quality checks
- Consolidated 50+ integration workflows eliminating duplicate data entry
Quantified Results
Timeline: 12-week embedded engagement ·Team: Principal-only delivery ·Scope: 150+ workflow implementations
Series B Case Study #2
Additional client story coming soon
Nonprofit Case Study
Capability breadth example coming soon
Client logos and additional anonymized case studies available upon request
Ready to discuss your situation?
Let's map what's broken and outline the fix together.