No pitch process and no proposal theater. Three steps, in order, each one optional after the last.
Your revenue runs on a layer nobody owns: the CRM, the follow-up, the sending domain, the integrations between them. I run that layer. We start by looking at it together, from outside, before either of us commits to anything.
Each step stands on its own. Nothing obliges the next one.
Step 01
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.
Your team's time: thirty minutes.
Step 02
One bounded piece of work, scoped from what the audit found: a deliverability fix, a CRM cleanup, an integration repair, a funnel or reporting build.
Larger builds are scoped individually.
Step 03
Continuous ownership of the revenue systems layer. In scope:
Terms in writing: defined scope with a named change-order price, a scheduled rate review, response times in defined hours, and documentation and runbooks as a standing deliverable. Nothing lives only in my head.
Most months, ownership looks like nothing happening. Deliverability stays green, the CRM stays true, the integrations stay connected. And when something breaks at the wrong moment, it is already mine: I trace it across whatever systems it crosses and fix it. No ticket queue, no discovery call, no handoff.
If it is finished when it is finished, it is a project. The retainer is for the work that never finishes: the monitoring, the hygiene, the repairs, the iteration that keeps a revenue system from decaying.
Best fit
Not a fit
If I do not think I am the right next step for your situation, I will tell you directly on the call.
CRM and routing
Pipelines, migrations, lifecycle logic, lead routing.
Email and deliverability
Automations, segmentation, SPF, DKIM, DMARC, sender reputation.
Web and infrastructure
WordPress, hosting, DNS, SSL, forms and funnels.
Automation and integrations
System-to-system workflows, and repair when they silently break.
Tracking and reporting
Analytics, attribution, UTM continuity, the numbers leadership reads.
Investor systems
Portals, subscriptions, document flows and investor communications for firms that raise capital.
Every category above recurs in my actual work record. This is not a services menu; it is what the retainer owns.
Long-term ownership
My longest client relationship has run continuously since December 2018.
The same firm, across 200+ tools and systems.
Systems implementation
13 CRM migrations. 100+ funnels.
Hundreds of CRM and automation integrations.
Capital raisers
Helped raise $80M+ across client work.
19 sponsor investor systems, 5,000+ accredited investor leads.
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