What I Build
CRM Setup
Your CRM as the source of truth. Set up properly, cleaned up, working the way you need.
System Connections
Your tools sharing data automatically. Enter it once, it shows up everywhere.
Automated Handoffs
When deals close or projects kick off, the right things happen automatically.
Dashboards
Data from everywhere in one view. Real-time. No digging.
Sound Familiar?
"My team is copy-pasting between five different tools."
Connections that sync automatically. Enter it once, it's everywhere.
"Our CRM is a mess and nobody trusts the data."
Cleanup, proper setup, systems that keep it accurate.
"Things fall through when deals close."
Automated handoffs. The right actions trigger without anyone remembering.
How I Work
1. Audit - I map your tools, find the gaps, figure out what's costing you.
2. Plan - Clear plan for what gets connected and how data flows.
3. Build - I build it, test it, make sure it works before you rely on it.
4. Train - Your team knows how it works. You're not dependent on me.
Timeline: 2-4 weeks. ROI in 4-8 weeks.
Systems I Work With
CRMs: HubSpot, Salesforce, Pipedrive, Go High Level, Zoho
Email: Mailchimp, ActiveCampaign, Klaviyo, Gmail
Forms: Typeform, JotForm, Gravity Forms, Webflow
Accounting: QuickBooks, Xero, FreshBooks
E-commerce: Shopify, WooCommerce
Project Management: Asana, ClickUp, Notion
If it has an API, I can probably connect it.
Results
Got a problem?
Book a call. Just tell me what's not working.