Lead routing that runs on rules, not guesswork.
Predicate-based assignment with territory awareness, capacity balancing, fallback chains, and SLA monitoring. No more round-robin roulette — every lead goes to the right rep for the right reason, and you can prove why.
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.
Rules-based routing with fallback chains.
I audit your existing routing — every assignment rule, queue, round-robin, and manual override. Most systems have 3-5 routing paths that contradict each other, plus a graveyard of leads that fell through the cracks.
Then I design predicate-based routing: Boolean conditions evaluated in sequence with territory awareness, capacity weighting, specialisation matching, and timed fallback chains for when the primary assignee doesn't act.
SLA timers ensure no lead sits unworked. Every routing decision is logged and auditable. Your team can answer "why did this lead go to that rep?" for any record.
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