Make your marketing and revenue systems keep up with growth
CRM, automation, data, communication tools and the processes around them should support the way your company works — not become another headache to deal with.
When the Systems You Started With Are No Longer Enough
Your company is growing, but the tools and processes that worked before no longer fit.
Information gets lost between marketing, sales, technical teams or external partners. Automations and integrations become complicated. Reporting is incomplete and you’re never really sure you can rely on your data. Different teams use different processes, or nobody really owns how the whole system works.
I have been dealing with similar problems in different contexts and I can help you fix them too.
How I Can Help
Systems & process analysis — work with you to define your needs, find where current tools or workflows fail, simplify processes and design a better, scalable structure.
CRM, automation & tool decisions — research and compare tools against your requirements, improve existing setups, simplify integrations and design useful automated workflows.
Cross-functional project ownership — coordinate marketing, sales, technical teams and external specialists when implementation crosses departmental boundaries or nobody owns the whole picture.
Marketing & revenue operations support — provide ongoing senior oversight of systems, processes, data and improvements without requiring a full-time hire.
Technical → business/customer communication — help translate complex products, systems or requirements between technical specialists, business teams and customers.
Why Me
I bring 15+ years of experience helping businesses and non-profits streamline and update their processes, set up technical tools to support them and coordinate the work of multiple teams, in project manager, business analyst, systems engineer and independent consultant roles.
My experience includes helping a fast-growing technology company adjust its marketing and sales systems to support growth; researching and selecting CRM and communication tools based on an organization’s needs; simplifying integrations and setting up automated workflows; improving data use and reporting; coordinating projects across internal teams and external specialists; translating business needs into requirements technical teams can work with.
I don’t need to “know” a specific tool to start working with it. This is one of the advantages a higher education in computer science gives you: understanding principles, rather than just learning individual tools. And principles of marketing, sales, CRM and communication systems, and how they best work together, I know, both in theory and in practice.
What Clients Say About Working With Me
