Consulting & Transformation Services

I help companies design the systems, structure, and operational clarity they need to scale — without chaos, bottlenecks, or messy data.

RevOps Audit & Transformation Blueprint

A deep diagnostic of your revenue operations, systems, data, and processes.
You’ll receive a clear, actionable blueprint outlining:

  • what's broken

  • what's missing

  • what needs rebuilding

  • the required workflows & automation

  • your future-state operating model

Ideal for: companies experiencing friction, chaos, or blocked growth.

HubSpot CRM Architecture & Rebuild

I clean, redesign, and rebuild HubSpot so it actually supports your business:

  • data structure

  • lifecycle stages

  • pipeline architecture

  • reporting & dashboards

  • automation flows

  • integrations & governance

Result: a system that finally makes sense.

Airtable Consulting & Systems Architecture

I help businesses transform messy spreadsheets, inconsistent workflows, and siloed data into clean, automated, Airtable-powered systems that actually work.

Whether you're trying to streamline operations, automate repetitive tasks, or build a fully custom workflow, I architect practical Airtable systems that support teams, reduce errors, and unlock clarity across your business:

  • Airtable System Architecture & Schema Design
    Clear relational structures, properly linked tables, and scalable foundations.

  • Custom Airtable Workflows
    Sales pipelines, CRM structures, project management, production tracking, content calendars, inventory, operations workflows — built cleanly and designed with your team in mind.

  • Automations & Integrations
    Email triggers, task creation, notifications, synced tables, Make / Zapier integrations, API connections, and multi-step automation logic.

  • Data Migration & Cleanup
    Transform messy data into a reliable system with proper formatting, deduping, normalization, and field consistency.

  • Dashboards & Reporting
    Clear views, summary blocks, metrics, KPIs, and reporting structures that teams can actually use.

  • Team Training & SOPs
    Step-by-step process documentation and training so your team can confidently maintain the system.

Systems & Process Redesign

For businesses that are scaling but don’t have the internal foundations to support growth.
Includes:

  • mapping your end-to-end operations

  • identifying bottlenecks

  • building scalable workflows

  • removing manual burden

  • aligning teams around one shared operating rhythm

Advisory Retainer (Fractional RevOps)

A monthly advisory partnership with:

  • strategic RevOps guidance

  • system leadership

  • operational clarity

  • direction for your team

  • oversight of implementation

Perfect for companies that don’t need a full-time RevOps leader but require senior direction.

Interim RevOps Manager / Transformation Lead

If you’re in hypergrowth, transitioning systems, or undergoing restructuring, I step in to stabilise and elevate:

  • core operations

  • reporting

  • CRM

  • processes

  • automation

  • alignment

Contracts typically range from 3–9 months.

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