GTM Automation & Operations

Your team has the tools. They don't have the system.

Your CRM has data nobody uses. Your outreach tools run on manual effort. Your team spends hours on work that should take minutes. I make your tools actually work together.

Sound Familiar?

Is this happening in your company?

6 of 6 clients

Your team is the process

When someone leaves, the process leaves with them. No documentation, no system — just tribal knowledge.

5 of 6 clients

Systems don't talk to each other

Data lives in 4 different tools. Your team manually copies between them. Errors multiply at every step.

5 of 6 clients

Signals exist but nobody acts

Leads open emails, visit pages, reply positively — and nothing happens. Signals rot in dashboards nobody checks.

4 of 6 clients

Founder is the bottleneck

Every approval, every decision, every edge case routes to the same person. Nothing moves without them.

3 of 6 clients

Fear of breaking what barely works

You know the current setup is fragile. So nobody touches it. Workarounds pile up instead.

These patterns appear in 5 out of 6 companies I work with.

The Cost

What staying manual is actually costing you

2+ hrs

lost per SDR, per day

Manual lead exports, copy-pasting between tools, updating spreadsheets that should update themselves.

60-70%

of leads with incomplete data

Enrichment signals exist but never reach your CRM. Your team sells blind while data sits in another tab.

$$$

founder time on non-strategic work

Every hour spent on manual approvals, compliance checks, and data hygiene is an hour not spent on growth.

The Transformation

From manual chaos to automated clarity

Before

  • Manual lead exports and CSV uploads every morning
  • Intent signals buried in dashboards nobody checks
  • CEO handling approvals, escalations, and edge cases
  • Compliance gaps across 4+ outbound platforms
  • Logging into multiple tools for basic pipeline visibility

After

  • Leads flow from capture to enrichment to CRM automatically
  • Real-time signal alerts trigger the right action instantly
  • Automated routing and approval workflows via Slack
  • Unified blacklist sync across every platform
  • Full pipeline visibility in a single Slack channel

Results

Built for companies like yours

B2B Platform

Founder personally handling 100+ prospect conversations

Automated lead routing and sentiment-based prioritization freed 15+ hours/week

Global SaaS

SDRs manually prospecting 20 contacts per day

Automated pipeline now processes hundreds of prospects per week with zero manual effort

Regulated Industry

Fear of automation breaking compliance requirements

Risk-aware automation with built-in compliance checks — zero incidents since launch

How It Works

From stuck to systematic in 4-8 weeks

Not a 40-page deck. Not a 6-month roadmap. A focused engagement that ships working infrastructure.

01

Audit current state

I map how work actually happens — not what the org chart says. Identify every manual step, data gap, and broken handoff.

02

Identify the highest-leverage fix

80/20 analysis. Find the one change that unlocks the most value. Start there, not everywhere.

03

Build the infrastructure

Hands-on implementation. I build the automations, integrations, and workflows myself — not a spec for someone else to build.

04

Transfer ownership

Everything I build transfers to you. Editable formats, maintenance playbook, Slack access for questions. No lock-in.

What You Get

  • Working automation — not a proposal
  • Tool integrations that actually sync
  • Usable documentation for your team
  • Maintenance playbook for ongoing ops
  • Direct Slack access during engagement

The Approach

I'm probably not for everyone

If you need 40-page reports, weekly status meetings, or a team of junior analysts — there are great firms for that. This is something different.

Builder, not advisor

I build with your team, not hand down recommendations from above. You get working systems, not slide decks.

Senior delivery only

No junior analysts. No subcontractors. You work directly with me from audit through handoff.

No consultant dependency

Everything I build transfers to you. Editable formats, documented processes, maintenance playbook. I leave and it keeps working.

Stop losing hours to manual work

Book a 30-minute GTM audit. I'll map your current workflow, identify the biggest time sinks, and show you what's automatable — no obligation.

Usually uncovers 2+ hours/day of recoverable time