Your CRM was configured, not designed. I fix that.
Custom fields nobody can explain. Lifecycle stages that mean different things to different reps. Automation that fires in sequences nobody documented. I audit every object, field, and association — then design and build the target state myself.
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.
Audit the schema. Design the model. Build the machine.
I start with a comprehensive audit — every object, custom field, association, workflow, and automation in your CRM gets catalogued, documented, and evaluated against your actual commercial model.
Then I design the target architecture: entity relationships, lifecycle stages with predicate-based transitions, routing logic with territory awareness and fallback chains, and a commercial ontology that maps what you sell to how your CRM represents it.
I configure the CRM myself, test every automation path, and produce architecture documentation that your team can operate against.
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