Turn revenue chaos
into automated systems
Your CRM, marketing automation, and analytics should work together seamlessly. We fix the data, automate the workflows, and build the foundation for AI that actually helps.
If your revenue systems feel brittle, you're not alone
These symptoms compound quickly
Wasted spend
HIGHMarketing dollars disappear into untracked channels
Slower growth
SEVEREManual bottlenecks delay follow-up and qualification
Leadership mistrust
CRITICALExecutives stop believing the reports
What we do
Three services, each with clear outcomes and timelines
Revenue Systems Diagnostic
Ideal for
Leadership teams that want to fix their foundations
Deliverables
- System map showing all tools and data flows
- Data trust assessment with specific gaps
- Opportunity backlog ranked by impact
- Prioritized roadmap with effort estimates
Integration + Automation Build
Ideal for
Teams ready to scale operations without adding headcount
Deliverables
- Clean data pipelines (CRM, marketing, product)
- Event tracking and attribution framework
- Workflow automation (lead routing, scoring, nurture)
- QA testing + monitoring dashboards
AI Enablement Layer
Ideal for
Companies with solid data foundations looking to leverage AI for growth
Deliverables
- AI-ready data structure and access patterns
- Practical use cases (lead enrichment, forecasting, content)
- Guardrails and quality monitoring
- Internal team enablement and handoff
How it works
A systematic, proven approach to revenue systems
Diagnose
Map systems, trace data flows, identify decision points. Learn where trust breaks down.
Stabilize
Fix measurement gaps, clean up pipelines, establish single source of truth. Make reporting reliable.
Automate
Remove manual steps, speed up follow-up, eliminate brittle workflows. Free up your team.
Enable AI
Leverage new processes and defined data structures. Use AI to accelerate insights and actions.
AI is the multiplier, not the foundation
We only enable AI once your data and workflows are trustworthy. Without a solid foundation, AI just amplifies the chaos.
What clients typically see
Client outcomes vary, but the pattern is consistent
Reporting cycle
Weeks of manual work
Days with automation
Workflow reliability
Frequent breaks
Monitored & stable
Conversion visibility
Black box attribution
Lead-to-opp clarity
Who's behind this
Software architect with deep marketing automation background. I've built and integrated complex systems across marketing, sales, and product teams.
Based in Ontario, serving clients remotely. I work with companies that already have tools and teams in place—but need someone who can make them work together reliably.
No logo soup. No invented case studies. Just honest, engineering-grade work.
Is this a good fit?
Finding success requires the right starting point and commitment to the process.
Good fit
- Already using CRM + marketing automation
- Spending meaningful $ on tools and ads
- Ready to scale operations
- Leadership wants trustworthy data
- Willing to invest in proper foundations
Not a fit
- Looking for cheap implementation
- No existing tools or budget
- Want 'AI magic' without data work
- Not ready to involve internal teams
- Expecting instant transformation
Common questions
Most CRMs (Salesforce, HubSpot, Pipedrive), marketing automation platforms (Marketo, HubSpot, ActiveCampaign), analytics tools (Segment, Google Analytics, Mixpanel), and common data warehouses. If you have something unusual, we'll assess fit during the diagnostic.
No. We complement them by fixing the systems they depend on. Agencies focus on campaigns and creative; we focus on making sure the data flows correctly and workflows don't break. Your team stays in place.
The diagnostic (2 weeks) gives immediate clarity on what's broken and what to fix first. Implementation timelines depend on scope, but most clients see measurable improvements within 4–8 weeks.
We implement. You get working systems, not just recommendations. We configure tools, write integrations, build workflows, and test everything before handoff.
It means structuring your data so AI tools can use it reliably—clean schemas, consistent definitions, accessible APIs. Then identifying practical use cases (lead scoring, content generation, forecasting) and building guardrails to ensure quality.
Access to systems, time from 1–2 key stakeholders for weekly check-ins, and decision-making authority to approve changes. You don't need a dedicated project manager; we handle coordination.
Ready to fix your revenue systems?
We take on a limited number of clients to ensure quality execution. Book a diagnostic call to see if we're a good fit.
No sales pitch. Just an honest conversation about your systems.