10+ years building, cleaning, and managing CRM pipelines, client handoffs, and revenue operations across B2B SaaS, EdTech, and wellness. I bring operator-level experience and a consultative approach — your systems get cleaner, your forecasts get real, and your team stops fighting the CRM.
Not theory — actual pipeline management, client partnerships, and systems discipline across four distinct operating environments.
Every engagement follows the same proven rhythm — scoped to your stack, team size, and goals.
Audit pipeline stages, fields, dashboards, and handoff points. Identify stuck deals, missing next steps, and renewal blind spots.
Define stage exit criteria, hygiene rules, and lifecycle stages. Build handoff playbooks, QBR templates, and leadership dashboards.
Roll out SOPs with light training, accountability checkpoints, and manager-friendly reporting. Built to stick after I'm gone.
I've worked across these tools hands-on — not just "familiar with." The principles are universal; the implementation adapts to your ecosystem.
Pipeline stages with real exit criteria — the numbers leadership sees actually match reality.
Sales → CS transitions with documentation, so customers don't start from scratch.
Simple health signals that surface at-risk accounts early — before the fire drill.
Fields that matter, dashboards that self-serve, SOPs that don't collect dust.
Audits, sprints, retainers, and add-ons — all scoped to where you are and what you need. No surprises.