Make your tools work better together and fix nagging problems.

Tool Setup + Integration: Implement, integrate, and build within your tech stack. Very familiar with Hubspot, Salesforce, Gong, and a whole lot of other tools.

Lead + Account Management: Improve lead handoff, routing, and enrichment. Set up guardrails to make data management easy.

Funnel Tracking: Build foundational stages and statuses to measure marketing, sales, and CS performance.

Drive revenue with playbooks and powerful automation.
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Prioritize People + Accounts: Analyze closed deals, find buying signals, and build a prioritization system. I've built this for >50 companies.

Build + Automate Plays: Create repeatable plays using buying signals to engage the right people at the right time with the right message.
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Enablement: Train your sales team to leverage buying signals. Analyze what works, what doesn't, and where to improve.

Understand the current state of your business and plan for the future.

Annual Planning: Build a bottoms-up model and identify gaps in capacity and demand. Identify ways to close gaps with marketing, sales, and CS.

Funnel Analysis: Dig into a specific piece of your funnel, like lead to opportunity creation. Identify weak points and figure out a solution to improve.

Reporting: Clean up data and build reports/dashboards that your team will actually use.