Stop losing leads to broken routing.
I audit every assignment rule, queue, and round-robin in your CRM — then replace the chaos with predicate-based routing that ensures every lead reaches the right rep, every time, with SLA monitoring built in.
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 chaos. Replace it with logic.
I start by mapping every existing routing path — documented and undocumented. Most systems have 3-5 contradicting assignment rules plus a graveyard of leads that fell through.
The replacement system uses predicate-based routing: sequential Boolean evaluation with territory logic, capacity balancing, and timed fallback chains.
SLA timers ensure no lead goes unworked. Every routing decision is logged. Your team can audit any assignment and understand the logic behind it.
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