Clean, trustworthy customer data
I get inside your CRM (Salesforce or HubSpot), clear out duplicates, fix broken settings, and make your customer records something you can actually rely on.
Business consultancy
A part-time operations director for your growth stage.
Most growing companies don't need a full-time operations executive. They need a senior operator to build the foundation. I help you move from founder-led, do-it-all selling to a business with clean data, clear direction, and a process that runs. I've built and run these systems inside SaaS companies; now I do it for owners directly.
What I help with
The operational plumbing that quietly slows a business down.
A sales process you can see
I map the exact path from first inquiry to closed deal, with clear hand-offs between marketing, sales, and service, so you know where deals get stuck and nothing falls through the cracks.
Software consolidation
I audit your monthly subscriptions, turn off what you do not use, and make sure the tools you keep actually share data with each other.
Reporting and planning you can trust
I build simple, reliable dashboards that show where your business comes from and what next quarter is likely to look like, so you can hire and spend with confidence.
Practical AI, where it earns its place
I set up quiet, simple automations that handle data entry, draft follow-ups, summarize meetings, and route leads, so your team spends its time on customers, not busywork.
Bringing in new business
New customers, as a repeatable system.
I build the targeting, outreach, and the data plumbing underneath it, so bringing in new business is a process your team can run, not a one-time list of names that goes stale.
That means deciding who you are really after, writing the outreach, keeping the data clean, sending each new inquiry to the right person, and tracking which efforts actually bring in paying customers.
How we work
Diagnose, build, then keep it running.
Diagnose
A short, fixed-fee look under the hood. I review your systems and talk to your team, then hand you a written report of what is broken, what is redundant, and a step-by-step plan to fix it. You can take that plan and run it yourself if you want.
Build
If you want my help, we work in short sprints. We clean the data, build the process, and connect the tools, and you see working results along the way. You can stop at any point.
Keep it running
Once it is built and yours, we move to a light monthly partnership: I check in to keep your data clean, your reporting accurate, and your team on process. A fair upfront build, then a simple support plan, not an open-ended retainer.
We scope the work on the first call. Find out more about pricing.
Talk to Sam
Bring the problem, not a software shopping list.
Tell me what is slowing your team down. We will look at it end to end and find where process, software, or a little AI can produce a useful result.