Services

CRM operations, workflow automation, integrations, and the technical work that keeps your business running. Here's what I do.

Salesforce

Administration, Apex development, Flow automation, integrations, and migrations.

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Redtail

CRM configuration, workflow automation, data cleanup, and reporting for advisory firms on Redtail.

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Wealthbox

CRM setup, workflow automation, pipeline management, and integrations for firms on Wealthbox.

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HubSpot

CRM setup, Marketing Hub, Sales Hub, Operations Hub, and workflow automation.

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AI Agents & Automation

Custom AI agents that handle the repetitive ops work your team shouldn't be doing.

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Revenue Operations

Pipeline design, lead routing, attribution, forecasting, and GTM plumbing.

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Integrations & Migrations

Connecting your CRM to the rest of your stack. Custodial feeds, portfolio tools, marketing platforms, and moving between systems without losing data.

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Custom Development

Internal tools, client portals, APIs, and web applications.

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Business Intelligence

Dashboards connecting CRM, marketing, and revenue data into a single source of truth.

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Who I Work With

The services above apply across two main audiences. If you want to see how the work looks for your situation specifically:

For Financial Advisors

Managed practice operations for RIA firms on Redtail, Wealthbox, or Salesforce. CRM, workflows, meeting prep, onboarding, and compliance documentation.

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For SaaS Companies

Salesforce administration, HubSpot, revenue operations, and integrations for B2B SaaS companies.

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Not sure where to start?

30 minutes. We'll figure out what you need.