I help businesses organize and improve their marketing operations, CRM workflows and lead management processes.

I start by reviewing how leads and customer information currently move through your business — from initial inquiry to assignment, follow-up, nurturing, conversion and reporting.

I identify bottlenecks, missed handoffs, repetitive tasks and opportunities for practical automation.

• CRM and marketing workflow audits • Lead capture and routing processes • Pipeline and lifecycle organization • Lead follow-up and nurture workflows • Email and reminder automation • Marketing-to-sales handoff processes • CRM data organization • Campaign workflow optimization • Reporting and dashboard structure • SOPs and process documentation • AI and automation opportunities • Tool and workflow recommendations

The goal is simple: create a clearer, more organized system where leads are followed up consistently, teams know what happens next, and less work depends on manual reminders or scattered spreadsheets.

I bring 15+ years of marketing and operations experience, including B2B and mortgage/financial services, CRM-based lead management, campaign operations, events, webinars and cross-functional workflows.