CRM systems your team can actually use. Two founders, both on every engagement.
We take the HubSpot you already have and make it the kind of system your team trusts. Sometimes that’s a three-week sprint. Sometimes it’s running it for you every month.
We don’t sell software and we don’t resell anyone’s. By the time a CRM is trustworthy, the pipeline report means something, the coordinator’s activity is visible, and the sales rep has stopped keeping a side spreadsheet. That’s why we call the work revenue operations, not cleanup.
They were caused by a system that grew without anyone owning it. A field added during a sprint. A workflow nobody turned off. A stage that made sense in 2021. By the time someone notices, the residue is three years deep and the team has learned to work around it.
We do not show up to find fault. We show up to find the seam.
Three engagements, three phases. Names changed; patterns kept.
When we worked with a workplace safety platform, the Dump phase started with a dashboard that said the sales coordinator had made 47 outbound calls in a week. She told us she’d made 12. Someone was wrong, and it mattered which one.
We stopped looking at the dashboard and asked her to walk us through her morning. By the third sentence, we’d found it: the contact form had two phone-number fields, and nobody had told her which one to fill in. Half her calls were logging against the wrong field, and the dashboard was counting both.
The Dump phase ended with a list of every place that kind of mismatch was happening across the system.
When we worked with a real estate investment firm, the Sort phase came down to a single question: what does “stalled” mean?
Their pipeline had a Stalled deal stage, and roughly forty percent of every deal was sitting in it. The team had stopped trusting the report because the number kept growing whether business was good or bad.
We looked at the deals labeled stalled and saw the actual problem. Some hadn’t been touched in 90 days. Some were in active negotiation. Some were waiting on the client. They weren’t the same kind of deal at all.
Sort ended with a single decision: stalled isn’t a stage, it’s a filter. We collapsed the stage and built the filter, and the pipeline report told the truth again.
When we worked with a freethought nonprofit, the Decide phase landed at go-live. They’d built their CharityEngine implementation, tested it against real donor data, and trained their team.
The decision wasn’t whether to launch. It was whether the next best step was to walk away cleanly or stay close. We mapped what could go wrong in the first sixty days post-launch. Most of it was small, like a workflow firing twice or a field labeled unclearly to a new user, but small problems compound when nobody on the inside knows the system well enough to spot them.
They signed for two more months of transition support. Decide isn’t always about a big move. Sometimes it’s about staying close enough to catch the next thing.
“Most CRM problems aren’t CRM problems. They’re problems somebody saw coming and didn’t have language for yet.”
Lead consultant on every CRM engagement. HubSpot certified since 2016 and a Solutions Partner since 2024.
Runs client experience and the day-to-day of every engagement. Helps clients sharpen their digital brand along the way.
Based in Austin. Whoever you talk to, you’re talking to a founder, not a handoff.
We work with small teams already on HubSpot, Salesforce, or Pipedrive, and tired of patching the same problems. The work is best when the business is already moving and the system needs an owner.
5 to 50 person companies where one well-built system actually moves the needle.
Already on HubSpot, Salesforce, or Pipedrive. We don't migrate you off what works.
Tired of patching the same problems every quarter. The business is moving; the system needs an owner.
We haven't turned this into a priced product yet. We're building it in the open, starting with our own systems, and happy to talk through what it could look like for yours.
We run our own mornings on this. A scheduled brief that reads our calendar, our inbox, and every client's status, and tells us what actually needs attention before the day starts. Built it for ourselves first. Happy to show you exactly how, or talk through what it'd look like for your team.
A scheduled task built around your business, not a generic chatbot. It reads your systems and tells you what matters, on its own schedule.
Read-only unless we agree otherwise. Nothing gets written without you approving it first.
No. If you can describe what you want checked and how you want it laid out, that's the whole skill.
No discovery-call gauntlet. No pricing maze.
