A clear process, not a black box
You shouldn’t have to guess what happens after you reach out. Here’s how an engagement actually works, from first call to ongoing partnership.
1
Scoping call (free, 20 minutes)
We talk through your situation and whether this is a fit before either of us commits to anything.
2
Audit
A focused diagnostic on your CRM, MarTech, attribution, or local visibility. You get a written report and a prioritized roadmap.
3
Roadmap review
We decide together what’s next: a defined project, ongoing fractional leadership, or handing it back to your team.
Engagement
Fixed-scope build or ongoing retainer — grounded in what the audit found, not a generic playbook.
What makes this different
Depth inside the CRM, not just around it
Most RevOps consultants operate at the strategy layer. I work inside the platforms — configuring fields, building attribution models, administering the actual stack.
Two pillars most consultants split apart
Marketing operations and local visibility are usually sold separately. For a multi-location business, they’re one system — I treat them that way.
Accuracy over impressiveness
If a claim doesn’t hold up to a direct question, I won’t pitch it. You get what’s actually possible with your stack and budget.
Clear on where my lane ends
Larger builds sometimes need infrastructure-level work — API integrations, custom development, security sign-off — that belongs with your IT team. I specify exactly what’s needed and partner with your team to get it built.