● Service · RevOps and CRM build
CRM setup and cleanup, lead routing, follow-up automation and pipeline reports your team will actually open. Built in the CRM you already pay for.
The problem
Leads arrive and nobody owns them. Deals sit in “proposal sent” for weeks. Calls get booked, and then nobody follows up after a no-show. The data is there, but nobody trusts it, so reps keep their own spreadsheets and managers forecast from memory.
That's a revenue operations problem, not a people problem. It gets fixed with structure: clear stages, clean data, automatic routing and follow-up, and reports built on numbers people believe.
What's included
01
Pipelines and stages that match how your buyers actually buy, required fields, deduplication and a data structure that holds up as you grow.
02
Every new lead gets an owner in minutes: round robin, by territory, by source or by deal size, with a fallback so nothing is left unassigned.
03
Tasks, emails, SMS and alerts that run on their own for new leads, quiet deals, no-shows and cancellations.
04
Calendly, web forms, ads and chat connected to the CRM, so every lead and meeting is logged.
05
Dashboards for the numbers that matter: speed to lead, stage conversion, no-show rate and deals at risk.
06
An SOP for every workflow and video walkthroughs, so your team can run and change the system without me.
CRMs I work in
HubSpot · Salesforce · Zoho · Pipedrive · Close · GoHighLevel, connected with Zapier, n8n or Make
I've built on most of them since 2017, from Zoho CRM and Zoho One for MOBIX France to RevOps on Close CRM at Strike Tax Advisory.
The role
A revenue operations consultant looks at how leads become customers across marketing, sales and customer success, and fixes the processes and systems in between. In practice that's three jobs: finding where revenue leaks out (slow follow-up, lost no-shows, stalled deals, bad data), designing the fix around the tools you already have, and building it so your team can run it.
Some consultants stop at the strategy. I build it too, and hand it over documented.
Timing
→ Leads come in faster than anyone can follow up, and you can't say how many slip through.
→ Your CRM has grown by accident: duplicate fields, stages nobody uses, reports nobody trusts.
→ You've added tools (booking, outbound, chat) that don't talk to the CRM.
→ You don't have a full-time RevOps person yet, or the one you have needs a builder.
How a project runs
01
Audit
We map your pipeline together and mark every place deals slip out. Free, 30 minutes.
02
Blueprint
I design the fix: workflows, CRM structure and AI agents, mapped to the tools you already pay for.
03
Build
Built, tested and documented, with SOPs and video walkthroughs your team can follow.
04
Support
I stay on after launch to fix what breaks and tune what works. The Zapier case study ran with 90 days of support.
Usually the one you already have. Most teams don't need a new CRM, they need the current one set up properly. If yours genuinely doesn't fit, I'll say so in the audit.
Yes. I can build alongside an admin or agency and hand the workflows over to them.
No. Everything lives in your accounts, with an SOP for each workflow and video walkthroughs. Ongoing support is optional.
With the free 30-minute audit. We map your pipeline, find the three biggest leaks and decide whether a build makes sense.
Free · 30 minutes
A working session on your real pipeline. You’ll leave with the 3 biggest leaks and the fixes worth doing first. No pitch, no deck, no obligation.
Book the audit →