I help growth-stage and lower-middle-market companies get more out of their CRM, build a modern data architecture, and deliver the reporting finance and leadership rely on.
Finance can't get a pipeline number that sales and marketing agree on.
The tool stack has grown faster than anyone can connect it or justify the cost.
Board reporting still depends on 3 late nights and a spreadsheet named Q3_FINAL_v7_official.
Forecasts are built on data the team doesn't fully trust.
Clean up your CRM, connect your tools, and give your team a system they trust and use every day.
Build a modern data warehouse on Google BigQuery that brings your marketing, sales, and customer data into one place and scales as you grow.
Turn clean, modeled data into dashboards, forecasts, and answers that finance and leadership can act on.
Lower-middle-market companies that have outgrown their early systems and need reliable reporting to scale, integrate an acquisition, or prepare for a transaction.
CROs, CFOs, and CMOs at growth-stage companies who have outgrown spreadsheets and one-off reports.
Review your systems, data flows, and the decisions leadership needs to make. Identify where the data falls short.
Design the target data model, stack, and metric definitions, with a phased roadmap tied to business priorities.
Implement pipelines, models, and dashboards hands-on, and automate the reporting your team does by hand today.
Hand off documentation and processes so your team can own it, or keep me on as a fractional leader.
I've spent my career working across data engineering and go-to-market teams. I've led analytics and revenue operations engagements for private-equity-backed companies, and run data and marketing operations for agencies and growth-stage businesses.
My background includes full-funnel marketing, BI, analytics engineering, and web development, so I'm as comfortable in a planning meeting with a CFO as I am building the pipeline myself.
Master's and Bachelor's degrees, University of Kansas.
B2B SaaS & Digital Platforms · Healthcare & Life Sciences · Financial Services · Restaurants & Hospitality · Industrial & Manufacturing · Consumer Services · Marketing & Advertising
Hopdoddy · Soundly · Restore · Churchill Mortgage · REE Medical · FHAS
I help sales, marketing, and operations teams run on one set of systems and numbers. That usually means cleaning up and configuring the CRM, connecting it to the rest of the tech stack, and building the reporting finance and leadership use to run the business.
Mainly HubSpot and Salesforce. I handle audits, new implementations, migrations between the two, and integrations with tools like Clay, your data warehouse, and your marketing and support tools.
BigQuery is fully managed and serverless, so there's nothing to maintain, and it scales from a few gigabytes to petabytes without rebuilding anything. You pay for storage and the queries you run, which keeps costs reasonable for growing companies. It also connects directly to most BI tools and data pipelines.
An AI data agent lets people ask questions about company data in plain English, like "What was pipeline by source last quarter?", and get an answer without writing SQL or waiting on an analyst. It works best on a well-modeled warehouse with a clear data dictionary, so answers stay consistent.
Yes. I'm based in Kansas City and work with clients remotely across the US and internationally.
With a short call about your systems and goals. From there I usually recommend an audit of your CRM, data, and reporting, followed by a phased plan. Work can be a fixed-scope project or ongoing fractional support.
Probably. But let's start by finding out who built that workflow in 2019.
Tell me about your stack and what you'd like to improve. I'll follow up to set up a 30-minute call.
I'll follow up as soon as I can.
