CRM schema built on commercial reality.
Most CRM problems are not tool problems. They're data model problems. The pipeline stages are guesswork. The fields don't match how sales actually qualifies. I design your object model, fields, and relationships around what you actually sell.
Select Engagements
Detailed overviews of infrastructure transformations for high-growth B2B and consumer brands.
Seed-Stage Revenue Engine — Zero to 20× MRR
Three-Brand Portfolio — Attribution From Zero
System Architecture
I don't just advise; I build. These are the platforms where I spend my time engineering the underlying logic of your revenue engine.
Objects, fields, relationships, and governance.
Your CRM data model is the formal definition of what your business knows about buyers and how that knowledge is structured. A well-designed model makes reporting automatic. A badly designed one makes every report a manual exercise in data cleaning.
I define which standard and custom objects you need, how they relate, and the field-by-field architecture for qualification. I build lifecycle definitions as state machines with explicit Boolean entry criteria, not vibes.
The output is a CRM foundation that your entire tech stack can depend on, providing a single source of truth for marketing, sales, and operations.
Diagnostic Audit
Deep dive into current configuration, identifying structural flaws, gaps, and technical debt.
Architecture Design
Mapping the target state — data model, logic, integrations, and reporting framework.
Full-Stack Build
Configuring platforms, writing automation, deploying infrastructure. Hands on keyboard.
Handoff & Ops
Training your team to operate the system, or retaining me for ongoing fractional ops.
Engagement Models
Transparent scoping. No retainer traps. You pay for infrastructure that works.
Diagnostic Audit
A 2-week deep dive into your existing setup resulting in a comprehensive tear-down document.
- CRM Schema Review
- Attribution Gap Analysis
- Tech Stack Rationalization
Infrastructure Rebuild
End-to-end execution of the architecture designed in the audit phase. Hands-on build.
- CRM Migration & Setup
- Automated Routing Logic
- Custom Attribution Modeling
- Campaign Architecture
Fractional CMO RevOps
Retained execution to manage, iterate, and scale the infrastructure as you grow.
- Weekly Optimization Sprints
- Ad-hoc Campaign Builds
- Continuous Data QA
Stop guessing.
Fix the foundation.
Schedule a 30-minute diagnostic call to discuss your current infrastructure bottlenecks and see if we're a fit.
Book a diagnostic call