Work

Different stages. Same hands-on work.

Four engagements at four levels of operational maturity—from building the foundation to improving a CRM environment as complexity grows. Clients are anonymized and described by industry only.

Early stageEnterprise

Case 04
Build from zero
Case 03
Build the GTM engine
Case 02
Connect the revenue stack
Case 01
Untangle enterprise complexity

01Global Transportation Company

Untangle enterprise complexity

Enterprise CRM Transformation

Problem: Years of duplicate records, legacy tools, and manual processes across marketing, sales, and operations.
Built: Mapped the legacy operating logic and rebuilt it in HubSpot—cleaner data, an operational pipeline, and revenue workflows.

HubSpotCRM ArchitectureRevOpsData OperationsAutomation

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27,067

contact records updated in production

failures during the production backfill

Shape of the work

Legacy ops→Data mapping→HubSpot→Workflows→RevOps

02Executive Leadership Consultancy

Connect the revenue stack

Connected Revenue Stack

Problem: A growing business with subscribers, payments, and meetings spread across separate tools.
Built: Made HubSpot the center of the stack, with a clear lifecycle model and a workflow that brings Contact context onto Deals.

HubSpotCRM ArchitectureIntegrationsAutomationReporting

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500+

CRM records audited and standardized

core platforms connected or managed

Shape of the work

Beehiiv / Stripe / Calendly→Zapier→HubSpot→Reporting

03AI Analytics Startup

Build the GTM engine

AI-Assisted GTM Data Engine

Problem: An unproven ICP and prospect data scattered across spreadsheets and discovery tools.
Built: Turned the ICP into a prospect data pipeline, with AI-assisted classification checked by people, HubSpot fields, and a measured outbound pilot.

HubSpotAI EnrichmentCRM DataProspectingOutbound

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5,000+

contact records AI-categorized with human QA

target industries standardized

Shape of the work

ICP→Discovery→AI + QA→HubSpot→Outbound

04Health & Wellness Startup

Build from zero

Zero-to-One Marketing Infrastructure

Problem: Founder ideas living in conversations, audio notes, and loose tasks—with nothing built yet.
Built: Created the project operations, audience data, no-code campaign pages, and email and SMS automation needed to execute.

Marketing OperationsNo-CodeAutomationProject ManagementData Operations

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5,000+

contacts cleaned and segmented

no-code web properties built

Shape of the work

Strategy→Projects→Audience→No-code web→Automation

Selected Work

Additional engagements that show more of the range.

Travel Technology Company

AI-Assisted Growth & Acquisition

Target-market research and LinkedIn prospecting, with AI-assisted research and outbound personalization, plus no-code visual materials to support sales conversations.

AI-assisted research · LinkedIn prospecting · Outbound personalization · No-code visual work

Wherever your CRM is today, there’s a sensible next step.

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