Your Salesforce, workflows, and website,
finally working together.

I help small businesses untangle their tech, automate the busywork, and build systems that actually scale, then train your team to run them.

Salesforce Certified 15+ Years Operations New York–Based
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See What I Do
Consultant working with a client on their business systems

Sound Familiar?

Problems I solve every week

“Sales doesn’t see value in our CRM” “We’re stuck in copy/paste between tools” “Our process lives in people’s heads” “Our numbers never match” “Leads fall through the cracks” “We need a website that converts” “AI feels overwhelming. Where do we start?”

If any of these hit home, let’s talk.

What I Do

Build it. Connect it. Teach it.

I don’t just set things up and disappear. Every project includes documentation and training so your team can run it confidently without me.

CRM + PIPELINE

Salesforce & CRM

Make your CRM useful for sales: clear stages, clean data, and dashboards you trust.

  • Setup & cleanup
  • Sales stages that match reality
  • Dashboards & reporting
  • Data hygiene & permissions
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AUTOMATION + INTEGRATIONS

Workflows & Integrations

Turn chaos into a clear flow so leads, tasks, and updates move smoothly across your tools.

  • Automate handoffs (less copy/paste)
  • Connect tools using built-in integrations
  • Lightweight API connections (when needed)
  • Keep data clean and consistent
Learn more →

GROWTH + DIGITAL

Websites & Digital Presence

A modern site that looks sharp and brings in inquiries, built to connect to how you work.

  • Website builds & refreshes
  • Forms + lead capture
  • Tracking basics (so you know what’s working)
  • Easy handoff and simple edits
Learn more →

Every project includes training + documentation.

Live walkthroughs, clear docs, and simple guides so your team owns the system without depending on me.

Not ready for a full project? Book a strategy call instead.

One-off calls, monthly office hours, and half-day deep dives for when you just need honest advice from someone in the trenches.

Partner Approach

How it works

01

Listen & Map

Free 30-minute call. I learn how your business actually runs: your tools, your people, your pain points. No pressure, just questions.

02

Build & Ship

Clear scope, fixed timeline. I build, test, and deliver so your system runs smoothly and your team knows what to do next.

03

Train & Support

I train your team to own the system so you’re not dependent on me. Then I’m here if you need support as you grow. No lock-in. No surprises.

Modern workspace with natural light

Less time fixing tools.
More time running your business.

Results

Real projects. Real impact.

Practical changes that saved time, reduced manual work, and made systems reliable.

0%

fewer manual steps

Cut a 73-step process down to 8 by removing redundant handoffs and consolidating 15 spreadsheets into one workflow.

Systems & Process Workflows
0 min

from interest to enrolled

Built a single online workflow with auto-enrollment so the process that used to take weeks now takes 15 minutes.

Enablement Training
0×

faster reporting

Automated dashboards across 3 Salesforce orgs so leaders get trusted answers in minutes, not hours of spreadsheet work.

Salesforce & CRM Reporting

About

William Mau

Hey, I’m Will.

I’ve spent 15+ years in revenue operations, enablement, and business technology, most of it at TalentSmartEQ, where I run the technical side of a global training organization. I help small businesses get real value out of Salesforce, automation, and reporting.

I’m not an agency. You work directly with me. I listen, map how your business really works, and build practical improvements you can own. Every project includes documentation and training so your team can run the system long after I’m done.

View Full Resume →

FAQ

Common questions

How much does this cost?
Most projects fall between $2K and $15K, depending on scope. After a 30-minute call, I’ll send a clear plan and a fixed quote. No surprises.
Do you work with businesses outside New York?
Yes. Most of my work is remote, and I’ve supported teams across the U.S. and internationally.
We have Salesforce, but people don’t use it. Can you fix that?
Yes. I’ll audit what you have, clean up the data, simplify the workflow, and rebuild the parts that slow your team down. The goal is to make Salesforce a tool your team actually wants to use.
What happens after the project is done?
Every project includes documentation and training so your team can own the system. If you want ongoing support, I also offer office hours.
How long does a typical project take?
Most projects take 2 to 6 weeks depending on scope. After our call, you’ll get a simple timeline with clear milestones.
What if I just need advice, not a full project?
That works too. I offer paid advisory sessions for quick answers, planning, or a second opinion. No long engagement required.
Do you work with small teams or non-technical owners?
Yes. I translate technical work into plain language and build systems your team can actually run day to day.

Ready to make your systems run smoother?

30-minute free call. No pitch. Just a quick look at what’s not working and a clear plan for what to do next.

Book a Free Call
See Example Results