automation built to last beyond the project

It’s in the gaps between. Handovers that need chasing. Status checks that require a meeting. Updates entered twice because two systems don’t talk to each other.

I map your process end to end, find where things break or slow down, and build systems that close those gaps.

The result: fewer errors, clearer ownership, and a workflow your team can actually run without me.

Typical engagements:

• Sales-to-ops handover automation — post-close execution, CRM sync, and team alerts
• CRM and database integration — HubSpot, Baserow, and connected tools
• Onboarding workflow systems — forms, status flows, quota checks, and notifications
• Process monitoring and reporting — pipelines that surface issues before they escalate
• AI in existing workflows — practical assistance added where it actually helps

Every project is scoped around specific operational outcomes.

1. Discovery — understand the current process, tools, and where things break
2. Solution design — map the new flow with clear tradeoffs before building anything
3. Build and integration — connect the systems, handle edge cases, test with real scenarios
4. Validation — run with live data before handover
5. Handover and docs — your team owns it from day one

You know what’s being built, why, and what to expect at each stage. No surprises, no black boxes.

A few examples from recent projects (details anonymized):

• Automated the sales-to-ops handover for a B2B team — syncing CRM line items, allocations, and Slack alerts to remove post-close manual steps entirely.
• Built an onboarding system with quota validation and team notifications, cutting setup errors and removing reliance on manual status checks.
• Created a pipeline reporting workflow that flagged stalled deals earlier, giving the sales team a cleaner picture for weekly reviews.
• Designed a meeting-to-CRM pipeline that captures action items and updates records automatically — no manual summaries needed.

Every project is scoped around specific, measurable improvements. Results depend on your setup and starting point.