Salesforce & HubSpot CRM Implementation and Redesign

Your CRM is the foundation of your entire revenue operation. Whether you're setting up Salesforce or HubSpot from scratch, or inheriting a system that's grown messy and hard to trust, I design and implement CRM environments that are clean, scalable, and adopted by your team from day one.

• Full Salesforce or HubSpot CRM implementation from scratch
• CRM audit, redesign, and simplification for existing setups
• Custom objects, fields, and data governance frameworks
• Automated workflows, sequences, and pipeline management
• CRM-to-CRM migrations and data clean-up
• Admin training and handoff documentation

GTM Tech Stack Integration & DealHub CPQ Implementation

A well-configured CRM is the foundation — but a properly integrated tech stack multiplies its power. I implement and connect your full GTM stack, including CPQ solutions like DealHub, so data flows cleanly and your team operates from a single source of truth.

• Tech stack evaluation and vendor selection
• Full tool implementation and cross-system integrations
• DealHub CPQ configuration and quoting process design
• ABM platform setup (6Sense) and campaign operations
• Sales engagement tools (Salesloft, Gong, ZoomInfo)
• Channel partner infrastructure (Crossbeam, PartnerStack)

Revenue Forecasting Models & Board-Ready Reporting

VC and PE backed companies are held to a higher standard. Investors and board members expect numbers that are accurate, timely, and clearly presented. I build the forecasting infrastructure to meet that bar — and maintain it as you scale.

• Single-source-of-truth revenue forecasting models
• Pipeline analysis and funnel reporting
• Automated performance scorecards and KPI dashboards
• Investor update decks and board materials
• Monthly and quarterly financial models
• Accounting-ready revenue reporting

Sales Process Design & Marketing Operations

A repeatable revenue engine starts at the top of the funnel. I design and operationalize your end-to-end sales process — and build the marketing operations infrastructure to fill it with the right opportunities.

• Sales stage definitions, exit criteria, and documented playbooks
• Lead capture, scoring, and routing workflows
• Marketing operations setup including email templates and nurture flows
• ABM strategy and target account frameworks
• Territory planning and account assignments

Sales Compensation Plan Design & Quota Setting

Compensation plans are one of the highest-leverage tools in your GTM arsenal — and one of the most commonly misbuilt. I design sales compensation plans that align incentives, drive the right behaviors, and scale as your team grows.

• Sales compensation plan design and documentation
• Quota setting methodology and territory sizing
• Commission calculation and payout tooling
• Plan modeling and scenario analysis

Fractional RevOps Director for Technology Companies

Not ready for a full-time RevOps Director? I embed with your team on a fractional basis — attending leadership meetings, partnering with your sales and marketing leads, and driving the operational agenda forward. All the expertise, none of the overhead.

• Ongoing RevOps strategy and execution
• Weekly or bi-weekly embedded leadership support
• Cross-functional alignment (Sales, Marketing, CS)
• Tech stack evaluation and vendor management
• Hiring and team-building advisory
• Investor and board reporting support

FP&A, Financial Modeling & Investor-Grade Revenue Reporting

Most RevOps consultants stop at the sales dashboard. With deep FP&A experience at VC and PE backed organizations, I understand how revenue fits into the full P&L and can take your data all the way to board-ready financial reporting. A rare capability in a RevOps practitioner.

• Financial modeling and scenario planning
• Budget and headcount planning
• Investor update decks and board materials
• Revenue and margin forecasting
• Earnings support and quarterly guidance
• Accounting-ready reporting packages