Routing that runs on rules, not spreadsheets.
A lead meets the MQL threshold. No one routes it to the right rep. Or it sits in a queue for four days. I build predicate-based assignment with territory awareness, capacity balancing, and SLA monitoring.
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.
Every transition has a predicate. Every predicate has a timer.
Lifecycle management and routing logic are two separate problems that most CRMs collapse into one. I build them as distinct, complementary systems.
First, I define formal lifecycle stages with explicit Boolean entry and exit criteria. Then, I design routing rules based on those transitions — covering initial assignment, round-robin distribution, fallback handling, and SLA enforcement.
SLA timers ensure no lead sits unworked. Every routing decision is logged and auditable, meaning you can always prove exactly why a lead went to a specific rep.
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