OPERATIONS · AI TRAINING · SOUTH FLORIDA + REMOTE
Unmess your business.
I help business owners find what's slowing their operation down and fix it. Then I use AI and the right technology to keep it running better.
2 ways to work with me
OPERATIONS
I find what's slowing your business down and fix it.
For owners whose business has outgrown the way it runs. I review the operation, fix the process and systems, and stay on as your fractional COO if you need me.
Clarity Sprint from $2,500 · Fractional COO from $3,500/month
See operations help →AI TRAINING
I teach you and your team to use AI in your own work.
Hands-on sessions built on the work you already do. Everyone leaves with AI set up and at least 1 task running.
Workshops from $249 per seat · Team training from $4,500 · 1:1 coaching from $450
See AI training →Start with a Clarity Sprint if something in the business is stuck. Start with a workshop if you want to learn AI first.
- $225M
- 90+ locations run through COVID, #1 national scorecard
- $13.5M
- incremental revenue in 2 years from a channel I built
- 8,000+
- new accounts from store-sourced leads
- 23 pts
- drop in no-contact accounts, no added headcount
Things get messy when a business grows.
The systems that worked at one stage tend to stop working at the next. Usually nothing broke all at once. It just quietly stopped fitting.
Everything still runs through you.
You hired people so you could get out of the weeds. Somehow, you're still in all of them.
Your systems don't talk to each other.
Information lives in email, spreadsheets, your CRM and someone's head.
You're managing by instinct.
You have plenty of data, just not the information you need to make the call.
AI sounds useful. Now what?
You don't need 47 AI tools. You need to know where it actually saves time, improves decisions or creates capacity.
How I work
Understand
See what's actually happening.
Prioritize
Separate what's loud from what matters.
Build
Fix the systems, ownership and operating rhythm.
Transfer
Leave the team stronger and more capable.
I'm an operations person who actually likes the tech stuff.
I don't believe technology fixes bad operations. But once the process makes sense, the right technology makes a business dramatically easier to run.
I've spent years building CRM infrastructure, dashboards, reporting logic, workflows and automation, first inside large multi-unit operations, then across teams and sales functions I built from scratch. Now I use AI to build tools and solve problems that used to take far more time and technical help.
I bring that to smaller businesses, where the right operational change can have an outsized impact.
- Salesforce
- CRM Analytics
- Dashboards
- Automation
- AI Workflows
- API Integrations
- Reporting
- Process Design
- Sales Operations
- System Implementation
- Data Workflows
Salesforce Certified Platform Administrator
So, what's not working?
Start with the problem, not the label. Tell me what's going on and we'll figure out the rest together.
Not ready to talk yet? The 10 signs is a quick read on whether your systems have outgrown the business.