01
Spend feeding no workflow.
Tools and seats on the card statement that no revenue workflow touches.
Every line item looked reasonable on its own.
Your revenue runs on systems nobody owns.
I own them.
CRM, follow-up, email infrastructure, tracking and integrations. I own the layer continuously, so it works like one system.
The record
AI creates output. Someone still has to make the business run.
Building B2B revenue systems since 2016; the digital side of investor operations for real estate firms since 2018. Most of that work was behind the brand: I was the operator, not the logo.
How I got here →01
How this shows up in revenue
If any of these feel familiar, your team is not the problem. The system underneath them is where it gets fixed.
02
Hours lost to re-checking.
Output got faster. Your best people now spend afternoons checking, fixing and reformatting it.
More output, less speed.
03
Follow-up that never fires.
The lead sat in the CRM. Nothing decided what happens next.
You cannot control what competitors take. You can control what a missing trigger loses.
Monday, someone exports a list from the CRM. Thursday, nobody can say which of those two hundred leads got a second touch. Nothing is broken enough to page anyone. It is just quietly costing you deals.
None of this depends on your market. It is your system, measurable in your own numbers, and fixable, which means the gain is yours to take.
02
The six decisions underneath the work
Your team already has the tools. Everything needed to pull ahead is already in the building.
Six operating decisions sit unmade in most revenue teams. While they sit unmade, every tool answers them by accident.
- What should AI do?
- What should humans review?
- What should go into the CRM?
- What should trigger follow-up?
- What should leadership measure?
- What should not be automated?
Making them means choosing the right method for each step. Some steps need judgment. Some need automation that runs the same way every time. Some need a human, on purpose.
A reliable revenue system is those choices, made and written down.
03
How I work
Three steps, in order, each one optional after the last. No pitch process and no proposal theater.
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01
The fit call, with a live pre-audit Free
Thirty minutes. Before we speak I run an outside-only check on your public surface: whether your sending domain is actually authenticated, whether your tracking fires, where your systems visibly hand off. Nothing to install, no access needed, no staff time. You leave with at least one verified finding, whether or not we go further.
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02
One project $2,500 to $7,500 typical
A bounded piece of work with a written acceptance spec, scoped from what the audit found. 50% to start, balance on acceptance. Everything delivered is owned by you and executable without me. Larger builds are scoped individually.
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03
The retainer From $6,000 per month
Continuous ownership of the revenue systems layer: deliverability and DNS monitoring, CRM hygiene, integration repair, tracking and attribution upkeep, campaign implementation, email operations, reporting, AI tooling control, site and application maintenance.
If it is finished when it is finished, it is a project. The retainer is for the work that never finishes.
04
Where the method has held up
My longest client relationship has run continuously since December 2018. The same firm, across 200+ tools and systems.
Real estate capital raisers
Helped raise $80M+ across client work.
19 sponsor investor systems, 5,000+ accredited investor leads, sponsors raising $3M to $30M+ per deal.
Professional services
California personal injury firm: 219 signed cases.
$17M in revenue, 18.6x ROI, $650K+ managed ad spend. Intake, attribution and the conversion path rebuilt end to end.
Writing published in Attorney at Work.
13 CRM migrations. 100+ funnels built. Hundreds of CRM and automation integrations.
05
What I won't do
- Replace your team. I do not run your marketing department, manage your vendors, or take over the work your people are hired to do. I own the systems layer underneath them.
- Sell you tools. No affiliate fees, referral commissions, or vendor kickbacks. When I recommend a platform, it is because it fits your situation, not because someone pays me when you adopt it.
- Promise outcomes I cannot verify. I will not guarantee specific revenue lift, adoption rates, or time savings. Every project has a written acceptance spec, and I stand behind that. What the market does after that is not something I or anyone can promise.
Want to know what your revenue systems layer looks like from outside?
A 30-minute call. Before we speak, I will have already checked your public surface, and I will tell you what I found whether or not we go further. No pitch.
Book a 30-minute fit call