Who this is for

You're an ops leader or founder dealing with:

  • Manual processes that eat up hours every week
  • Data scattered across tools that don't talk to each other
  • Zapier automations that break and nobody knows why
  • CRM data that's full of duplicates and junk
  • A "temporary" spreadsheet that's become mission-critical

Common problems I solve

  • "We need integration without duct tape"
  • "Our CRM is a mess of duplicates"
  • "Leads fall through the cracks"
  • "Our sales team wastes time on data entry"
  • "We need custom logic that Zapier can't handle"
  • "The previous automation broke and nobody can fix it"

What you get

CRM Automation

Custom HubSpot and Salesforce workflows including Operations Hub custom code, deduplication, lead routing, and lifecycle automation.

Workflow Automation

Complex multi-step workflows using n8n, Zapier, or Make. Handle conditional logic, API calls, and data transformations that visual builders can't.

API Integrations

Connect any two systems that have APIs. Custom middleware when native integrations don't exist or don't do what you need.

Data Cleanup

Deduplication, standardization, and enrichment. Clean up years of messy data so your automations work on a solid foundation.

Technologies I work with

The right tool depends on your complexity, budget, and team capabilities:

CRM

HubSpot, Salesforce, Pipedrive, Close

Automation

n8n, Zapier, Make (Integromat), Workato

Custom Code

Python, Node.js, HubSpot Ops Hub, AWS Lambda

Documents

Google Docs, Notion, DocuSign, PandaDoc

Typical engagements

Discovery

Workflow Audit

$[X,XXX] fixed
  • Current process mapping
  • Automation opportunity analysis
  • Tool recommendations
  • Implementation roadmap
  • ROI estimation
Get Started
Support

Ops Retainer

$[X,XXX] per month
  • Ongoing workflow maintenance
  • New automation builds
  • CRM optimization
  • Priority support
  • Monthly reviews
Get Started

What I need from you

  • Admin access to relevant tools (CRM, automation platform, etc.)
  • A point of contact who knows the current processes
  • 30-60 minutes for a kickoff call
  • Test accounts or sandbox environments (if available)
  • Sample data or example scenarios

Ready to automate the boring stuff?

Book a free 15-minute call to discuss your workflow and integration needs.