Fractional revenue operations
You don't have a revenue system. You have revenue tools that don't connect.
You probably inherited it. A CRM, a marketing platform, and the infrastructure underneath, none of them agreeing with each other. Now the board wants an AI plan on top. I find where the system breaks, show you what it's costing, and rebuild it so your numbers finally agree and the AI you adopt has something solid to run on.
Pipeline velocity
Conversion lift
See if your stack is working for you
Take the assessment
The pattern
If you're saying any of these, you're in the right place.
This is what it sounds like from the inside, usually six to twelve months into a role you walked into, not one you built.
Forecast accuracy
47%
"Our numbers don't match."
I can't trust the forecast.
3x revision cycles per quarter
Data conflicts
38%
We have three systems and I don't know which one is right.
Email reach
↓51%
"Half our emails aren't reaching anyone."
"The board wants an AI plan and our data is a disaster."
The common thread
Nobody owns how the pieces connect. That's exactly the part I own.
I was hired to fix this and I don't even know where the actual problem is.
You think it's a lead problem, or a tool problem, or a hire you haven't made yet. Usually it isn't. It's that nobody owns how the pieces connect, and that's exactly the part I own.
When teams call me in
When things are already broken.
Five scenarios where I get the call. If one of these is your last 30 days, we should talk.
A new head of revenue just landed.
You inherited a CRM built by three predecessors, a marketing stack nobody trusts, and reporting that contradicts itself. The first 90 days can't be diagnostic theater.
The CRM rollout stalled.
HubSpot or Salesforce went live 18 months ago. Adoption is patchy. Half the team still works in spreadsheets. Someone has to rewrite what the system actually promises.
Post-acquisition, nothing reconciles.
Two CRMs, two marketing platforms, two sets of dashboards. Sales and marketing each insist their numbers are right. They are both wrong.
The stack got ahead of the team.
Outreach, Apollo, 6sense, Clay, a chat tool. Bought on promise, wired on hope. Budget signed, pipeline silent.
Email is quietly failing.
SPF is overflowing, DMARC is set to none, outbound is landing in spam, and nobody has owned the email layer in two years. Revenue is leaking through the part of the stack nobody looks at.
What changes
What you get back.
Outcomes you can take to your CEO or your board, not a ticket list.
First 30 days
The bleed slows. Leads route without anyone hand-sorting them. You can finally see where they actually come from.
By 90 days
Your numbers agree across sales, marketing, and finance. Attribution becomes something you point at in a meeting instead of apologize for. The forecast is one you can defend.
Ongoing
Stack spend gets honest. The tools that earn their renewal stay, the rest get cut. And the AI you adopt lands on clean ground instead of running a broken system faster.
How I work
A few rules I don't flex on.
If these conflict with how you want to work, we're not a fit, and it's better we both know now.
CRM is a contract.
What's written in the CRM is what the company commits to. Most of those promises got broken years ago. The work is rewriting them so everyone sees the same numbers and means the same thing.
The system has to encode behavior, not demand data entry.
If a rep has to remember to do it, the system already lost. Good automation just hands them qualified work with the context attached.
Simplicity compounds.
Every field, rule, and automation earns its place or gets cut. The stack gets clearer each quarter, not heavier.
AI goes last, on purpose.
Observe, summarize, suggest, then automate, in that order. Skip the first three and you've built a fast way to do the wrong thing. This is why the foundation comes before the agents.
The person who runs the system helps design it.
I build it with your operator, or I build your operator. Then I hand it over and leave.
The gate
I only take on teams actively investing to generate revenue.
That's a feature, not a filter. If you're still debating whether revenue matters this year, you're not in a change moment yet.
A 20-minute fit call. We decide together whether the diagnostic is the next step.