The whole menu. One fixed price per project.

Implementations, migrations and rescues on HubSpot, Salesforce, Pipedrive and GoHighLevel. Pipelines that match reality, automation at every stage gate, and reporting that reconciles against finance.

• • CRM implementation, rescue or migration
• • Lead routing with owners and SLAs
• • Lifecycle automation and nurture
• • Dashboards everyone trusts

Outbound as an engineering problem: signal-based lists in Clay, verified enrichment, sender infrastructure that protects your domain, sequences synced to the CRM, and reporting that counts meetings.

• • Signal-based list building and enrichment
• • Sender domains, warmup, deliverability
• • Sequencing with stop-on-reply and CRM sync
• • CASL and CAN-SPAM mechanics built in

Zapier, Make and n8n workflows engineered to keep running, AI agents on Claude and OpenAI with human review gates, and scrapers that turn the open web into clean CRM data.

• • Workflow builds with retries, alerts and logs
• • AI agents for triage, drafting and research
• • Scrapers and data pipelines
• • Rescues of inherited automation stacks

Funding-readiness audits, funder-grade reporting, donor CRMs with CRA-compliant receipting, and positioning that earns funder confidence. Priced for budgets under $2M.

• • Funding-readiness audit, one-week sprint
• • Board and funder reporting automation
• • Donor and member CRM, implemented or rescued
• • Funder search and positioning

Fractional IT and security leadership without the full-time hire: risk assessments, the policies auditors and insurers ask for, and guardrails so your team can use AI without leaking data.

• • vCISO: ongoing security leadership
• • Cybersecurity risk assessments
• • Audit and cyber-insurance readiness
• • AI acceptable-use policy and governance