CRM and lead capture
Every form, call and trade show scan lands in one place, tagged by source, so you know which channel actually produced the deal.
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Growth systems and AI automation
Most founder-led companies don't need more tools. They need the tools they already pay for to talk to each other. I build the systems that capture every lead, follow up on time and report the numbers without anyone copying a spreadsheet. Same method as my CMO work: data drives decisions.
Every form, call and trade show scan lands in one place, tagged by source, so you know which channel actually produced the deal.
Nurture emails, reminders and handoffs to sales that fire on rules, not on someone remembering.
Draft, review and publish workflows with a human approval step, and a monthly report that builds itself from your CRM and analytics.
Pages, structured data and content built so Google and AI answers can find you and say the right thing about you.
I test every system on my own businesses before I bring it to yours.
We list every manual step in your marketing and sales, how often it happens and what it costs in hours.
We automate what pays back fastest first. If it won't pay back in three months, we leave it manual.
I build on the tools you already have where I can, with a human approval step anywhere a customer would see the result.
Each system reports what it saved and what it produced, so we keep what works and cut what doesn't.
Usually not. Most of the gain comes from connecting what you already pay for. If a new tool earns its place, you'll see the numbers first.
It can be a standalone project, but it works best inside a CMO engagement, where the strategy decides what gets automated.
No. Anything a customer or prospect sees goes through a person first.
Book a free 30-minute growth diagnostic. You leave with the one system I'd build first.
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