learn about pipeline development in my resource center: Sales, Operations, Support, and After-Service Pipeline Development
I work with sales managers who need to "connect the wires" between the tools their teams use—tools like Kixie, OpenPhone, Sacari, SalesRabbit, Trello, lead generation platforms, and more. If it plugs in and helps a sales team move faster, I’ve probably worked with it or can figure it out fast.
I love helping sales managers bring technical solutions into their workflows. I've:
Most clients get what they need from a 30–60 minute consultation, but for more complex workflows, I’m happy to schedule a series of sessions.
Sales managers are smart, scrappy, and self-sufficient. They just want to get things done—and I’m here to support that mindset. I enjoy working with resourceful teams and providing just enough technical guidance to help them run with it.
Trying to streamline sales, operations, or post-sale support? Want to keep your team informed, accountable, and on track?
Pipeline development is about discovering your processes and stages, turning them into clear SOPs, and configuring them into the right pipeline software—whether that's HubSpot, Trello, or something else.
This approach works for any linear process, but it's especially valuable for managing customer journeys through consistent, trackable touchpoints.
Don't lose deals in limbo.
Don't drop the ball on support tickets.
Don’t forget to follow up—or show appreciation to your best customers.
Pipelines and pipeline automation help reduce overhead, prevent delays, and keep your teams aligned. Whether you're selling, supporting, or delighting customers, a smart pipeline system is at the core of a well-run business.