Architecting B2B Revenue Engines

Certified HubSpot Administrator specializing in GTM tech stack optimization, automated workflows, and executive data governance.

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Systems I manage and Integrate

How I Align Revenue Teams

CRM Architecture

Architecting scalable HubSpot environments, configuring custom properties, and building precise deal pipelines to support complex B2B sales cycles.

Custom Object & Property Design

Designing custom data models that capture the exact metrics and relationships driving your revenue.

B2B Deal Pipeline Structuring

Designing custom deal stages and pipeline logic tailored to complex, multi-touch sales cycles.

Lead Routing & Territory Mapping

Implementing automated assignment rules to ensure high-value leads reach the right rep instantly.

HubSpot & Tech Stack Audit

Identifying data leaks, redundant tools, and architectural bottlenecks in your current setup.

Workflow Automation

Engineering advanced HubSpot and Zapier workflows to eliminate manual data entry, automate lead routing, and ensure seamless handoffs between Sales and Customer Success.

Automated Task & SLA Management

Triggering alerts, reminders, and tasks to keep reps accountable and prevent stalled deals.

Zapier & 3rd-Party Integrations

Connecting disparate GTM tools into a unified, seamlessly automated data flow.

Lifecycle Stage Automations

Building automated triggers to ensure smooth, data-rich handoffs between Marketing, Sales, and CS.

Post-Sale Onboarding Flows

Automating the handoff from Sales to Customer Success with triggered ticket creation and welcome sequences.

Data & Reporting

Establishing central data dictionaries and building executive reporting suites that provide real-time, 360-degree visibility into MRR, ARR, and pipeline health.

Executive Revenue Dashboards

Building real-time, visual reporting suites for leadership to track MRR, ARR, and pipeline velocity.

Data Hygiene & Validation

Establishing central data dictionaries and validation rules to maintain immaculate CRM data integrity.

Custom Attribution Reporting

Tracking closed-won revenue back to the exact marketing campaigns and sales activities that drove it.

Revenue Forecasting & Pipeline Analytics

Combining deal history and conversion rates to project future revenue and identify pipeline coverage gaps.

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