We don't just advise.
We build.
From diagnosing data leaks to building complex compliance workflows, we handle the technical operations so you can focus on strategy.
We don't just advise.
We build.
From diagnosing data leaks to building complex compliance workflows, we handle the technical operations so you can focus on strategy.
Stop Guessing. Start Knowing.
The Revenue Audit
Before we touch a single workflow, we perform a forensic diagnostic of your current stack. We identify the leaks, map the data flow, and provide a fixed-price roadmap for the fix.
What you Get:
Traffic Light Report: A line-by-line audit of your Data Hygiene, Automation, and Integration health.
Pipeline Analysis: We pinpoint exactly where leads are dropping off in your pipeline.
The Fix Roadmap: A prioritised list of recommended actions and their estimated revenue impact.
Stop Guessing. Start Knowing.
The Revenue Audit
Before we touch a single workflow, we perform a forensic diagnostic of your current stack. We identify the leaks, map the data flow, and provide a fixed-price roadmap for the fix.
What you Get:
Traffic Light Report: A line-by-line audit of your Data Hygiene, Automation, and Integration health.
Pipeline Analysis: We pinpoint exactly where leads are dropping off in your pipeline.
The Fix Roadmap: A prioritised list of recommended actions and their estimated revenue impact.
Check if existing contact?
branch-1
No
Lead Capture
trigger
Message Sales
#new-leads
Auto-Enrich
chatgpt-1
New CRM Record
new_leads_list
Check if existing contact?
branch-1
No
Lead Capture
trigger
Message Sales
#new-leads
Auto-Enrich
chatgpt-1
New CRM Record
new_leads_list
Check if existing contact?
branch-1
No
Lead Capture
trigger
Message Sales
#new-leads
Auto-Enrich
chatgpt-1
New CRM Record
new_leads_list
Sales dashboard
Deal Velocity by Rep
Bespoke Architecture & Automation
Revenue Wiring
Every tech stack is unique. We design and build custom automations tailored to your specific business goals, ensuring you only pay for the outcomes you need.
Common Projects:
Full Stack Integration: Connecting HubSpot, Bullhorn, and Slack so data flows in real-time.
Compliance Automation: Building "set and forget" workflows that chase candidate documents without human input.
Lead Scoring Engines: Building the logic to surface hot leads to your sales team instantly.
Bespoke Architecture & Automation
Revenue Wiring
Every tech stack is unique. We design and build custom automations tailored to your specific business goals, ensuring you only pay for the outcomes you need.
Common Projects:
Full Stack Integration: Connecting HubSpot, Bullhorn, and Slack so data flows in real-time.
Compliance Automation: Building "set and forget" workflows that chase candidate documents without human input.
Lead Scoring Engines: Building the logic to surface hot leads to your sales team instantly.
Managed Ops
Your Fractional RevOps Team
For companies who need a Head of Automation on speed dial but aren't ready for a full-time hire. We ensure your engine stays tuned as you scale.
What's Included:
Monthly Optimisation: We don't just maintain. We improve workflows as your strategy evolves.
Data Hygiene Patrol: Regular sweeps to merge duplicates, fix formatting, and clean lists.
Priority Support: Direct access to a technical partner for ad-hoc fixes and strategy.
Managed Ops
Your Fractional RevOps Team
For companies who need a Head of Automation on speed dial but aren't ready for a full-time hire. We ensure your engine stays tuned as you scale.
What's Included:
Monthly Optimisation: We don't just maintain. We improve workflows as your strategy evolves.
Data Hygiene Patrol: Regular sweeps to merge duplicates, fix formatting, and clean lists.
Priority Support: Direct access to a technical partner for ad-hoc fixes and strategy.
Book a Call
Book a Diagnostic Call
Book a call now to see how we could transform your workflow. Because automation should make things easier, not create more work.
Trusted by SMEs from Recruitment and HR to Marketing, Finance and Tech.
frequently asked questions
Common questions answered
Do you work with CRMs other than HubSpot and Bullhorn?
My deep expertise is in HubSpot, Monday.com, ClickUp, Bullhorn, Force24, ActiveCampaign, Zapier and n8n. By focusing on these specific platforms, I can build deeper, more complex automations than a generalist who "knows a little bit of everything." If you use a different tool (like Salesforce or Pipedrive), let's chat - I can often build the bridge between it and your other marketing tools.
Do you work with CRMs other than HubSpot and Bullhorn?
My deep expertise is in HubSpot, Monday.com, ClickUp, Bullhorn, Force24, ActiveCampaign, Zapier and n8n. By focusing on these specific platforms, I can build deeper, more complex automations than a generalist who "knows a little bit of everything." If you use a different tool (like Salesforce or Pipedrive), let's chat - I can often build the bridge between it and your other marketing tools.
How is this different from hiring a HubSpot or Bullhorn agency?
Agencies are great for strategy and creative, but they often lack the technical "plumbing" skills to make complex automations work. I am a technical specialist. I don't just set up the software; I write the custom logic, build the API connections, and clean the messy data that agencies usually ignore. I am the bridge between your strategy and your software.
How is this different from hiring a HubSpot or Bullhorn agency?
Agencies are great for strategy and creative, but they often lack the technical "plumbing" skills to make complex automations work. I am a technical specialist. I don't just set up the software; I write the custom logic, build the API connections, and clean the messy data that agencies usually ignore. I am the bridge between your strategy and your software.
What is included in a Revenue Audit?
A Revenue Audit is a comprehensive health check of your entire tech stack. I look for "leaky buckets"- places where leads are dropping off due to broken processes. You get a detailed report covering Data Hygiene (duplicates, missing fields), Automation Health (broken workflows), and Integration Status (are tools talking to each other?). It gives you a clear, prioritised roadmap for fixing your revenue engine.
What is included in a Revenue Audit?
A Revenue Audit is a comprehensive health check of your entire tech stack. I look for "leaky buckets"- places where leads are dropping off due to broken processes. You get a detailed report covering Data Hygiene (duplicates, missing fields), Automation Health (broken workflows), and Integration Status (are tools talking to each other?). It gives you a clear, prioritised roadmap for fixing your revenue engine.
Can you help us migrate from one CRM to another?
Yes. CRM migrations (e.g., moving from Pipedrive to HubSpot, or a spreadsheet to Bullhorn) are high-risk projects. I handle the entire data migration process: cleaning your data before it moves, mapping fields correctly, and ensuring your automations are rebuilt in the new system so you don't lose a single lead during the switch.
Can you help us migrate from one CRM to another?
Yes. CRM migrations (e.g., moving from Pipedrive to HubSpot, or a spreadsheet to Bullhorn) are high-risk projects. I handle the entire data migration process: cleaning your data before it moves, mapping fields correctly, and ensuring your automations are rebuilt in the new system so you don't lose a single lead during the switch.
What happens if an automation breaks?
If you are on a Managed Ops retainer, I am your first line of defense. I receive alerts when critical workflows fail and often fix them before you even notice. For project-based work, I provide a 30-day warranty period after launch where any bugs or issues are fixed free of charge.
What happens if an automation breaks?
If you are on a Managed Ops retainer, I am your first line of defense. I receive alerts when critical workflows fail and often fix them before you even notice. For project-based work, I provide a 30-day warranty period after launch where any bugs or issues are fixed free of charge.
How long does a typical implementation project take?
A standard implementation project typically takes 4-8 weeks. This includes the initial audit, the build phase (where I create the workflows and integrations), and a testing phase.
How long does a typical implementation project take?
A standard implementation project typically takes 4-8 weeks. This includes the initial audit, the build phase (where I create the workflows and integrations), and a testing phase.
Is my data safe during the process?
Absolutely. I adhere to strict data privacy standards (GDPR compliant). I typically work with "Admin" access to your platforms but do not download or store your customer data on external local drives unless explicitly required for a migration (which is done via secure, encrypted transfer).
Is my data safe during the process?
Absolutely. I adhere to strict data privacy standards (GDPR compliant). I typically work with "Admin" access to your platforms but do not download or store your customer data on external local drives unless explicitly required for a migration (which is done via secure, encrypted transfer).