Most companies treat their software and their sales team as two different worlds. I bridge that gap. I configure the CRM and AI workflows to fit your sales process, and then deliver the hands-on coaching your reps need to turn those tools into new business.
Salesforce rollout · Sales process adoption ·
AI workflow design · HubSpot CRM build
But if your CRM is a mess and your playbooks are outdated, you’re burning half a year of base salary just getting them up to speed.
I fix the tools and coach the humans so reps can start closing deals instead of asking where to find a file.
When your tech stack is a liability, I rebuild the engine. I clean up the bad data, untangle disconnected software, and build custom AI workflows that actually match how your team sells.
A perfect CRM is useless if nobody uses it. I build the onboarding programs, write the daily playbooks, and deliver the live coaching your team needs to turn new tools into closed deals.
You don't just need a system built; you need someone to keep it running. I step in as your fractional partner to manage the CRM, update workflows as you scale, and keep the sales team moving without missing a beat.
That field experience shapes how I think about systems, CRM rollout, and AI workflow design. I’ve worked with customers, partners, reps, and managers, identifying where things break when reaching those doing the work.
Ready to stop fighting your sales tech and start closing deals? Whether you are hiring for a project or looking for a full-time operator, let's connect.