Senior technical execution across your entire business.
No hiring. No training. No two-week notice.
From AI agents that run your operations to CRM architectures that don't fall apart at scale.
Your practice runs on relationships, but the systems behind those relationships are probably held together with spreadsheets and manual follow-ups.
From prospect to client in one workflow. E-signatures, CRM record creation, custodian notifications, and welcome sequences, automated end-to-end so nothing falls through the cracks.
Annual review season shouldn't mean chaos. Automated scheduling, prep document generation, meeting reminders, and follow-up sequences, built around your calendar, not against it.
Custom portals and CRM configurations designed for advisor-client relationships. Compliance tracking, AUM reporting, and a single view of every household.
Your GTM stack has 30 tools and none of them agree on what happened. We make them work together.
Connect your GTM stack end-to-end. CRM, marketing automation, billing, product analytics, and support, all synced reliably so your team trusts the data.
Lead-to-cash process design that scales. Territory management, pipeline stages, forecasting models, and renewal workflows, built for how your business actually operates.
Implementation, optimization, and migration. Apex, Flows, custom objects, and integrations. Hands-on technical work by someone who's been in the platform for a decade.
30 minutes. We walk through what's broken, what you need, and your current stack. No pitch deck, just a straight conversation about whether we can help.
A clear, concise plan. What gets built, in what order, and what it takes. Not a 40-page SOW you'll never read.
Work starts. You see progress in days, not weeks. Direct Slack access, async updates, and working deliverables throughout.
Stay on retainer for ongoing ops support, or we hand off clean documentation and walk your team through everything.
One predictable cost. No hourly billing, no surprise invoices, no nickel-and-diming for a quick Slack question.
You work with me directly. Slack, email, video. No account managers, no layers, no telephone game.
No long-term contracts. Stay because the work is good, not because you're locked in. Most clients have been here for years.
I'm Ian Stuart. 14+ years building and fixing the systems B2B companies run on: web development, Salesforce, HubSpot, and the full revenue operations stack.
I started building websites and applications in 2011. Moved into Salesforce in 2015. Now I operate across the entire GTM stack, from custom AI agents to CRM architecture to the integrations that tie everything together.
SMOPS is intentionally small. One senior operator with a network of vetted subcontractors and a growing fleet of AI agents. No junior associates learning on your dime. No layers between you and the person doing the work.
I've worked across SaaS, fintech, healthcare, logistics, and financial services. The common thread: B2B companies with complex operations that need someone who can both architect the system and build it.