Specialized Consulting Services
I partner directly with business founders and operations leaders to build high-converting sales pipelines, custom client portals, and resilient automated architectures.
Pipedrive Consulting
High-converting sales pipelines, activity-based selling & team adoption
Complete Pipedrive implementation, pipeline restructuring, lead routing, sales automation, and team onboarding. Trusted by 200+ clients worldwide.
- Bespoke pipeline stages & custom data fields
- Two-way email sync & WhatsApp quick-action setup
- Automated lead assignment & follow-up cadences
- Insights revenue dashboards & rep velocity tracking
Attio Expert
Modern custom objects, relationship intelligence & Clay outbound ops
Architect multi-dimensional custom objects, dynamic attributes, automated stage progressions, and team interaction timelines in Attio.
- Custom object modeling for multi-tier entities
- Email intelligence & workspace relationship scoring
- Clay outbound enrichment & webhook synchronization
- Seamless data migration from HubSpot, Pipedrive or spreadsheets
Glide Apps Development
Tailored client portals, internal tools & mobile apps built fast
Design and deploy tailored web & mobile portals, client deliverables hubs, field service apps, and custom operational tools directly on your database.
- High-performance Glide Tables with SQL/Sheets sync
- Strict Row Owners security & user-specific permissions
- Automated PDF invoice generation & Stripe checkouts
- Working interactive prototypes in 48 to 72 hours
Zapier & Make Integration
Resilient multi-app automations, error failovers & webhooks
Connect disparate SaaS platforms, build multi-branch conditional logic, handle complex webhook payloads, and eliminate human copy-paste busywork.
- Multi-branch logic with custom JavaScript/Python code steps
- Instant failover alerts to Slack with error payloads
- Deduplication keys & rate-limit buffer queues
- Account audits to reduce task consumption & costs
How Engagements Work
A proven, transparent process to take your operational systems from chaos to seamless clarity.
Discovery & Architecture Audit
We map out your current sales process, identifying data leaks, manual bottlenecks, and integration gaps.
Blueprint & Data Modeling
I configure custom fields, pipeline stages, relational database schemas, and clean access permissions.
Automations & Integrations
We wire up your forms, email inboxes, calendar links, and webhooks with automated error handling.
SOPs, Training & Launch
Your team receives hands-on interactive training and custom video playbooks to guarantee immediate adoption.
Why Work With an Independent Systems Designer?
Most agencies pad projects with account managers, junior implementers, and bloated weekly meetings. When you work with me, you get direct access to an independent expert who has spent nearly a decade building and auditing systems for 200+ companies.