An enquiry can pass through three tools and still reach nobody. I map the actual work, including duplicate entry, unclear fields and handoffs that depend on someone remembering.
Then we decide what to simplify, connect or rebuild. Migration, permissions, team adoption and a recovery route belong in the plan alongside the technical setup.
What I need from you: The current tools, process owners, example records, permissions and the customer journey the system needs to support.
Choose what fits your situation. You’ll get a suggested starting point.
Choose an area. See what I check and where I would focus the work.
I map tool roles and ownership before deciding what to retain, integrate or replace.
I clarify recurring steps, approvals and handoffs before changing the technology.
I define authoritative records, field rules and the data flows each team needs.
I align stages, ownership and follow-up with the actual customer journey.
I connect key interactions so customers receive a coherent next step across tools.
I establish ownership, documentation and downstream checks so changes remain manageable.
These problems are usually solvable without replacing the entire stack.
Open the part that matters to you. The detail is here when you need it.
A platform can be live while the team still runs its work elsewhere. I involve the people using the process, test it with actual tasks and check whether the new setup removes the need for workarounds.
Marketing, sales and onboarding may need different views of the same customer. We define what each team requires, who maintains it and when the next team can proceed, rather than create competing versions of the record.
Explore Conversion & LifecycleI can map workflows and data, define platform requirements, improve CRM structure and coordinate delivery with the relevant teams. Changes are tested in manageable stages, with documentation and ownership for what happens after launch.
Five engagements, each with its original business context. Follow the choice, implementation and outcome; we adapt the relevant method to your B2B journey.
Martech Audit · CRM · Integrations · Stack Governance
Subscriptions fell by 18% after replacement workflows were defined before cancellation, reducing tools and manual transfers together.
14 → 10 Active Tools · -18% Annual Subscription Cost · 12 → 4 Weekly Manual Data Transfers · 4-Month Stack Consolidation
Read the case studyCustomer Journey · Shared CRM Record · Intake · Onboarding
Onboarding shortened from nine days to six after information ownership and readiness rules reduced repeated customer requests.
9 Days → 6 Days Onboarding · -57% Repeated Information Requests · 64% → 88% First-Pass Onboarding Completeness · 12-Week Pilot
Read the case studyCRM Implementation · Sales Stages · Reporting · Training
Weekly CRM use rose from 45% to 90% as required fields supported real sales work and parallel spreadsheets were retired.
45% → 90% Weekly Active CRM Usage · 59% → 94% Required-Field Completeness · Parallel Pipeline Spreadsheets Retired · 90-Day Adoption Reset
Read the case studyDigital Operating Model · Lifecycle Definitions · Multimarket Reporting
Four markets adopted common sales definitions with room for justified local workflows, reducing reporting preparation by 65%.
4 Markets Aligned · -65% Consolidated Reporting Preparation · 92% of New Leads Following the Common Data Standard · 5-Month Rollout
Read the case studyTransformation Roadmap · Customer Workflow · Systems · Change Adoption
One complete working journey replaced an all-at-once rollout, with 86% adoption in the pilot and a recovery plan for failures.
-30% Processing Time · 86% Team Adoption · Pilot Live in 16 Weeks · Evidence-Based Rollout Plan
Read the case studyHave a related project? Let’s discuss the scope.
Discuss your growth challenge ↗Digital Transformation / Your next move
Bring one process that creates repeated work or loses information. Include the tools involved and who needs the final record.