The operations executive your
small business can’t hire full-time.
Fifteen years running revenue, technology, and operations at growth-stage companies. Now solving the same problems for small businesses — Salesforce, AI, dashboards, customer service, automation, and the unglamorous in-between.
Currently accepting new projects
Sound Familiar?
Problems I solve every week
Take the Small Business Operations Self-Audit.
16 plain-spoken questions. Instant personalized diagnosis with your score, your weakest area, and what it’s costing you in time and money. No email required to see your results.
Start the AuditOr, if you’re ready to talk: book a free call.
What I Do
Diagnose. Build. Document. Move on.
Four ways I help small businesses. Every project starts with diagnosing the actual problem — then building, buying, or untangling the smallest thing that fixes it. Documentation and training included, so your team owns the system without depending on me.
OPERATIONS
Operations & Process
Diagnose the bottleneck. Document the work. Replace the duct tape with systems that don’t fall apart when someone goes on vacation.
- Process diagnosis & redesign
- Documentation & runbooks
- Spreadsheets → real systems
- Buy-vs-build advice
CRM + PIPELINE
Salesforce & Revenue Systems
Make your CRM useful for sales: clear stages, clean data, lead routing that works, and dashboards owners actually look at.
- Setup & cleanup
- Lead routing & assignment
- Pipeline + revenue dashboards
- Data hygiene & permissions
AI + AUTOMATION
AI & Automation
When the right answer is software, I build it. When the right answer is a vendor, I tell you that instead. AI is one tool — not the only one.
- AI agents for repetitive work
- Cross-tool workflow automation
- Document & receipt processing
- Internal AI assistants
GROWTH + DIGITAL
Websites & Digital Presence
A modern site that captures leads instead of sitting there. Hooked into the tools you actually use.
- Builds & refreshes
- Forms + lead capture
- Tracking + SEO basics
- Easy handoff to non-technical owners
Every project includes training + documentation.
Live walkthroughs, clear docs, and simple guides so your team owns the system without depending on me.
Need someone to own a project without hiring full-time?
I take on 6–12 week engagements as fractional ops leadership — launches, system migrations, project rescue, executive-team backup. When you need an executive in the seat, temporarily.
Real result: 68% of a customer-service
queue, automated.
Here’s what one AI build looked like when it was the right tool. The customer-service team scaled from 6 people to 3 while response time improved. About $4/month in API costs. AI isn’t always the answer — but when it is, this is what it looks like.
What I can build for you
- Customer service agents
- Lead qualification & routing
- Document & receipt automation
- Internal AI assistants
- Custom Salesforce AI integrations
- Smart cross-tool workflows
Partner Approach
How it works
Listen & Map
Free 30-minute call. I learn how your business actually runs: your tools, your people, your pain points. No pressure, just questions.
Build & Ship
Clear scope, fixed timeline. I build, test, and deliver so your system runs smoothly and your team knows what to do next.
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.
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.
fewer manual steps
Cut a 73-step process down to 8 by removing redundant handoffs and consolidating 15 spreadsheets into one workflow.
from interest to enrolled
Built a single online workflow with auto-enrollment so the process that used to take weeks now takes 15 minutes.
faster reporting
Automated dashboards across 3 Salesforce orgs so leaders get trusted answers in minutes, not hours of spreadsheet work.
About
Who you’ll work with
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 the operations leadership they can’t afford to hire full-time — Salesforce, AI, automation, reporting, and the day-to-day systems work in between.
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.
FAQ
Common questions
How much does this cost?
Do you work with businesses outside New York?
We have Salesforce, but people don’t use it. Can you fix that?
What happens after the project is done?
How long does a typical project take?
What if I just need advice, not a full project?
Do you work with small teams or non-technical owners?
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.