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About Me

I help businesses build practical marketing, CRM, automation, and AI-enabled systems that turn data into action and missed opportunities into revenue.

With more than 13 years of sales and marketing leadership experience and hands-on experience as a small business owner, I bridge the gap between strategy, operations, and technology. My focus is not simply generating leads—it’s building systems that help organizations operate more efficiently, communicate more effectively, and scale without unnecessary complexity.

From Marketing Experience to Systems That Drive Results

As I worked to grow our business, I went deeper into local SEO, content strategy, CRM organization, review generation, automation, email workflows, and lead follow-up systems. Over time, I realized that many small businesses do not just need more marketing. They need better systems.

That realization led me beyond traditional marketing and into CRM architecture, workflow automation, data management, AI-assisted business processes, and knowledge systems. Whether building a marketing operations platform in Smartsheet, optimizing a 200,000+ contact CRM, creating AI-assisted workflows, or developing geographic intelligence databases, my goal remains the same: build systems that help businesses make better decisions and operate more effectively.

Too often, leads sit in spreadsheets, missed calls go unanswered, estimates never get followed up, and past customers are left untouched. That is where I focus my work now: helping local businesses create practical systems that improve follow-up, organization, communication, and conversion.

Business Systems & Automation

Today, I help local businesses improve the way they handle leads, follow up with prospects, and stay connected with customers through practical systems such as:

  • CRM Optimization & Data Management
  • Sales & Follow-Up Automation
  • Marketing Operations Systems
  • Workflow Automation & Process Design
  • Customer Retention & Review Systems
  • AI-Assisted Business Workflows
  • Reporting & Dashboard Development
  • Knowledge Bases & RAG Systems
  • Data Extraction & Customer Database Activiation

My goal is simple: help businesses stop losing opportunities because their systems are too disconnected, manual, or inconsistent.

Recent Projects 

  • Marketing Operations Platform (Smartsheet)
  • CRM Optimization & Data Governance (HubSpot)
  • AI-Assisted Workflow Automation Environment
  • Geographic Intelligence & RAG Search Platform (Zip Pulse)
  • Customer Data Extraction & Marketing Automation

View Full Project Portfolio on LinkedIn →

Certifications and Ongoing Training

I believe in combining hands-on experience with continual learning. My background includes formal training in CRM, automation, and AI-enabled business strategy.

Certifications and training include:

  • 11 HubSpot Certifications
  • Make.com Intermediate Certification
  • Currently working toward Make.com Advanced Certification
  • AI for Business Strategy Certification, John Hopkins University
  • Google Analytics 4 Certtification

These certifications support the practical work I do every day, but I believe results come from applying knowledge in the real world, not just collecting badges.

Why Businesses Work with Me

Businesses work with me because I combine marketing, operations, automation, and AI into practical systems that solve real business problems. I am equally comfortable working with CRM platforms, workflow automation tools, databases, reporting systems, and AI technologies, allowing me to connect processes that are often fragmented across multiple tools and teams.

Businesses work with me because I bring:

  • Leadership experience in sales and marketing
  • Real-world small business ownership experience
  • Hands-on knowledge of CRM and automation systems
  • A practical approach to AI and workflow design
  • A focus on clarity, implementation, and measurable business outcomes

I like building systems that are useful, understandable, and designed to support real operations, not just make a report look good.

My Approach

I believe most local businesses already have more opportunity than they realize. The issue is usually not a complete lack of leads. It is missed follow-up, weak systems, disconnected tools, and untapped customer relationships.

With the right structure in place, businesses can respond faster, generate more reviews, improve customer communication, and create more revenue from the opportunities they already have.

That is the work I enjoy most.