Operations
Cleaning up Salesforce or HubSpot
Messy fields, broken processes, questionable automation, reporting nobody trusts. We've seen it.
Making your systems work together
CRM, marketing, sales tools, integrations, workflows, and all the things that somehow became everyone's problem.
Getting reporting out of spreadsheet hell
Dashboards, pipeline visibility, attribution, board reporting, and answers that don't require three people and six exports.
Automating the stuff your team shouldn't still be doing manually
Routing, handoffs, updates, notifications, data movement, and repetitive work that eats up expensive people's time.
Untangling your data
Duplicates, lifecycle stages, ownership, attribution, bad data, missing data, and figuring out what should actually live where.
Figuring out what you actually need in your tech stack
What's useful, what's redundant, what's missing, and what you're paying for that nobody uses.