What I do
- Audit tags, triggers, and goals to find leaks.
- Clean up pipelines, ownership rules, and data fields.
- Map and rebuild broken automation paths.
Service
CRM automation consulting
I rebuild and optimize CRM automation so your team can trust the pipeline, follow-up, and reporting.
Last updated: 2026-02-01
Who it's for
- Teams losing leads due to broken follow-up.
- Systems with duplicate data and unreliable reporting.
- Businesses preparing for growth or a tool migration.
What you get
- Automation map with clear decision points.
- Reliable pipelines and lead routing rules.
- Documented handover so your team can maintain it.
Process snapshot
- Diagnose the current system and data health.
- Blueprint the fixes and confirm priority.
- Build, test, and document each flow.
- Handover with training and a maintenance plan.
Related proof
See how similar systems were rebuilt in the case studies.