CRM Design & Optimization
Support for CRM systems at different stages of maturity, from early setup and field structure to workflow refinement, reporting, governance, and user-centric process improvements.
CRM • Sales Enablement • Automation • Practical AI Workflows
Practical Systems Automated Workflows Smarter Operations
I help sales and growth teams turn scattered customer data, CRM friction, manual follow-up, and disconnected processes into cleaner systems, better visibility, and smarter workflows.
Services
Sales systems help for teams that have outgrown duct tape
Sales Enablement Workflows
Practical tools and processes that help sales and marketing teams manage follow-up, customer context, handoffs, pipeline visibility, and repeatable outreach without drowning in manual work.
Automation & Internal Tools
Lightweight scripts, workflow helpers, data cleanup tools, document generation, and repeatable processes that reduce administrative drag.
Knowledge Capture & Retrieval
AI-assisted workflows for capturing thoughts, notes, voice input, and operational knowledge, then storing it in a way that can be searched, reused, and connected later.
Featured Projects
Proof-of-work, not buzzword confetti
CRM Operations
CRM workflow and governance support
Supporting CRM structure, sales process visibility, field mapping, documentation, data quality, and operational workflow design for growing teams.
Local AI Workflow
BrainBridge - Thought Capture & RAG Pipeline
A self-hosted voice and thought capture workflow using qrec, transcription, cleanup, storage, and semantic search to turn scattered ideas into retrievable personal knowledge.
Infrastructure
Self-hosted productivity stack
A Linux-based server ecosystem supporting file access, automation, Home Assistant, custom tools, Docker apps, and personal workflow experiments.
About
I bridge business needs and technical execution
My background spans business analysis, CRM product ownership, Salesforce, Zoho CRM, automation, reporting, documentation, and self-hosted technical systems. I am at my best when a team has scattered spreadsheets, undocumented processes, inconsistent CRM data, or manual handoffs, and needs someone who can understand the business problem and shape a practical technical path forward.
Contact
Need help turning operational chaos into something usable?
Reach out and let’s talk through the mess map