Practical consulting for small and midsized businesses with CRM, customer-intake, and operating workflows that feel fragmented or unreliable.

I help translate real business problems into clear system requirements and usable workflows across CRM, AI intake, scheduling, automation, and process operations. Engagements can cover CRM and workflow audits, implementation planning, system optimization, requirements discovery, testing/UAT, troubleshooting, documentation, and post-launch support.

My experience includes Salesforce, HubSpot, Zoho CRM, Integr8, Retell AI, Cal.com, WordPress, LMS administration, forms, onboarding, and remote operations.

We start with the current process, identify the failure points, and build a practical path forward that your team can operate.