How I work with clients.

Every engagement is different. These are the structures that tend to fit.

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Systems Intro Call

A 30-minute conversation to understand your current stack, identify likely system failures, and determine whether a deeper diagnostic is warranted. No pitch. No assumptions. Just a clear look at how your systems are actually working.

Schedule a Systems Intro Call

If deeper investigation is needed

Revenue Systems Diagnostic

A standalone engagement with a defined scope and a written deliverable. This is not the intro call. It is the structured investigation that follows if the intro call confirms deeper analysis is warranted.

  • Systems map covering how data moves through your tools and where connections break down
  • Failure point analysis identifying specific misalignment and what it is costing you
  • Prioritized recommendations ranked by impact and effort
  • Written deliverable your team can act on, whether or not we continue working together
Ask about the Diagnostic

Revenue Infrastructure Projects

Revenue Infrastructure Projects are scoped engagements to architect, rebuild, or integrate the systems that revenue depends on. Whether you have completed a diagnostic or already know what needs fixing, this is where the work gets done.

Common project types:

  • CRM architecture and migration (HubSpot setup, cleanup, or rebuild from scratch)
  • WooCommerce to HubSpot integration, order sync, deal creation, contact mapping
  • HubSpot to QuickBooks reconciliation, invoice-level accuracy across payment systems
  • Custom automation pipelines using n8n or Make
  • Reporting and dashboard infrastructure for sales and leadership visibility

Who it’s for:

Companies that have already identified a systems problem, or completed a diagnostic, and need someone to own the fix end to end, not just advise on it.

Send a message about your project

Revenue Signal Automation

This is the layer most companies haven’t built yet. Revenue Signal Automation uses behavioral and transactional data to surface the moments your sales team should be acting on, before the window closes.

What this looks like in practice:

  • Lifecycle purchase signals, identifying high-value customers approaching a reorder window
  • Upsell and cross-sell triggers, behavioral patterns that indicate buying intent
  • Account reactivation alerts, flagging dormant accounts before they churn permanently
  • At-risk deal notifications, surfacing stalled opportunities before they go cold
  • Proactive sales notifications built on CRM, e-commerce, and financial data combined

Who it’s for:

Sales and operations teams who already have decent data infrastructure but aren’t yet using it to generate proactive signals. If your team is reactive when it could be predictive, this is the gap.

Send a message about Revenue Signals

Not sure which fits?

Most engagements begin with a Systems Intro Call to assess the current state and determine next steps. If deeper investigation is needed, the Revenue Systems Diagnostic is the next engagement. If you already know what you need, send a message directly.

Schedule a Systems Intro Call Send a message →