The Short Version

I am a digital plumber focused on solution architecture and operational implementation for organizations that need their systems, data, and reporting to agree with reality.

As a marketer with more than 25 years of experience working with consumer brands, consulting firms, law firms, higher education institutions, and political campaigns, I’ve learned that every important decision begins with the same question:

Can you trust the data?


Selected Services

Marketing Ops

Most organizations don’t have a marketing problem, they have a systems problem.

I work with and across internal teams (marketing, sales, intake, IT) to build the processes, integrations, structures, and reporting that connect marketing activity to revenue.

The outcome: executives and teams can spend less time debating the data and more time acting on it.

Attribution

Most organizations don’t struggle to collect data.

They struggle to collect the right data, and they struggle to connect it to results.

I help organizations capture and reconcile marketing, CRM, intake, and revenue data to better understand how prospects become customers and which investments are driving results.

The outcome: leaders can trust the story their data tells them, and make decisions with real confidence.

Reporting

Most organizations don’t need more dashboards.

They need confidence that the numbers they’re looking at are accurate, and the metrics are relevant to the overall strategy and goals of the business.

I help organizations build reporting systems that connect data from across marketing, sales, intake, operations, and finance into a shared view of performance.

The outcome: teams spend less time arguing over whose information is more accurate, and more time operating on evidence-based metrics that relate to their part of the business.

Automation

No one looks forward to manually updating the same spreadsheets week after week.

No one looks forward to meetings where everyone says out loud what everyone just read for themselves.

I help organizations replace hand-edited spreadsheets, copy-and-paste workflows, and repetitive administrative tasks with automated systems that connect people, platforms, and data.

The outcome: less time spent maintaining processes, fewer opportunities for human error, and more capacity for meaningful work.

Also: better meetings with more time solving problems and finding opportunities.

CRM / LMS / CDP

Most organizations operate with a Frankenstein’s Monster patchwork of systems, built on legacy platforms, middleware written by someone who isn’t here anymore, and hurriedly implemented SaaS packages, all held together with staples & duct tape.

No judgement here: I’ve lived that story over and over and over again.

The answer (usually) isn’t to blow it up and start over – it’s to find a path forward, using what you have, that can work for the needs of the organization.

I help organizations align processes, data structures, integrations, and reporting across CRM, LMS, and customer data platforms to support both operational and strategic goals.

The outcome: less time spent managing systems, fewer surprises in the data, and more value from existing technology investments.

Executive Advisory

Technology, reporting, and process design are only valuable when they support business objectives.

Marketing and business development efforts only succeed when decisions are based on solid evidence.

I work with organizational leaders to evaluate opportunities, prioritize initiatives, align stakeholders, and translate information into action, to help create a sustainable competitive advantage.

The outcome: better decisions, clearer priorities, and greater confidence in the path forward.


Building Trust

My work frequently involves CRM, analytics, reporting, marketing automation, and integration platforms.

Here’s a representative but not all-inclusive sampling of the tools I’ve worked and built with:

HubSpot, Salesforce, LeadDocket, FileVine
BigQuery, Redshift, Postgres
Segment, Sendgrid, Twilio
CallRail, Invoca
GA4, Google Tag Manager
Google Cloud Projects, Looker Data Studio
Make, n8n, Workato
WordPress, Gravity Forms, UnBounce
Wrike, Asana, Trello

…and related technologies.