Consulting
Salesforce work that survives contact with the real business.
Architecture, implementation, and long-term admin support for teams that need Salesforce to actually run the operation — not just live next to it. We work with organizations across industries.
Capabilities
Selected work
A sample of past engagements
The projects below show the range of work we've delivered. They're examples, not limits — if your industry isn't listed, we'd still love to talk.
Non-profit
NPSP donation & discipleship platform
Stakeholder in a nonprofit CRM built on NPSP for churches — membership, discipleship, events, and donation management in a single org.
Nationwide registration & event platform
Designed and shipped a custom Salesforce-based registration and database solution supporting a non-profit operating across the country. Implemented Blackthorn and customized processes for registration, donations, sponsorships, and more — giving event leaders data and insights into their events they had never seen before.
Real Estate
Support lead & transaction optimization
Ongoing support lead for a real estate company — troubleshooting day-to-day issues and continuously optimizing their property transaction process to make it as weightless as possible for the team.
Slack integration with contextual alerts
Implemented Slack for the team and built custom messages that fire on the right conditions — new leads, new buyers, upcoming due diligence dates, and other critical milestones.
Lead generation pipeline into Salesforce
Optimized their lead generation process and integrated it with Salesforce so reps can prioritize and reach out to hot, quality leads without hunting for them.
Field Service
Troubleshooting & process fixes
Came in to untangle a range of issues the team was dealing with — cleaning up processes, closing gaps, and getting Salesforce working with them instead of against them.
Invoicing & accounting alignment
Finalized their invoicing process — including CPQ work — and helped align it with their accounting systems so revenue flows cleanly end to end.
Law
Custom intake & matter creation
Built a full custom intake process and matter creation flow for a law firm — no packaged intake product, just a Salesforce-native process shaped around how the firm actually works.
Pharmaceutical
HubSpot lead-to-partner funnel
Helped a pharmaceutical company finalize and process-map their HubSpot instance — mapping lead generation and the full sales funnel that turns inbound leads into signed partners.
Medical
AI knowledge base inside Salesforce
Installed an AI-powered database inside a medical company's Salesforce org — effectively the 'brain' of the organization, hosted right in their CRM. Simple project, profound impact.
How I work
A predictable engagement, from kickoff to handoff.
01
Discovery
Understand the team, the current org, and what success looks like.
02
Design
Data model, security model, and integration plan — before we touch metadata.
03
Build
Implement in sprints with real user feedback and clean documentation.
04
Support
Ongoing admin, enhancement, and training so the org keeps earning its keep.
Certifications
Certified. And in the org every day.
Salesforce Certified
Certified Administrator
Salesforce Certified
Certified Sales Cloud Consultant
HubSpot Certified
Sales Software Certified
HubSpot Certified
Marketing Software Certified
HubSpot Certified
Data Integrations Certified
Start a project
Tell us about the org, the problem, and the timeline. We'll come back with a scoped proposal within a few business days.