Marketing systems
I connect the tools and handoffs behind your marketing so people know what needs to happen, who owns it, and where to find the information.
When I can help
Inquiries arrive. Follow-up gets lost.
A website form, an inbox, and a spreadsheet can each hold a different piece of the same lead. I bring those pieces together, assign an owner, and make follow-up visible.
Content lives in too many places.
When briefs, files, feedback, and approvals are scattered, publishing becomes a coordination job. I build a shared workflow that takes a piece of content from request to ready.
Your team keeps entering the same information.
I connect the tools that should already be talking to each other, with clear rules for what gets copied, what stays private, and what happens when a step fails.
What you get
A working system
The forms, CRM views, connections, and automations needed for the workflow we agree on. Built around how your team actually works.
Clear ownership
Simple documentation for the process: where information goes, who handles each step, and how to spot an issue.
A team that can use it
A walkthrough with the people doing the work, a chance to test real scenarios, and fixes to the parts that create friction.
Working together
Start with the handoff that hurts.
We walk through a real example together. I look at the tools you already have and agree on a focused first build with you.
Test it with real work.
We run the process end to end before expanding it. Additional workflows and ongoing support are scoped around what your team needs next.
Before we start
Start with one workflow that keeps getting stuck: an inquiry that misses follow-up, an approval that disappears into chat, or a report assembled by hand. Bring an example, the tools involved, and the person responsible for the result.
I work with your existing tools where they can do the job. The first conversation helps identify the problem, the information available, and a practical starting scope. Timing and cost depend on the systems, access, and work required; those details belong in an agreed scope before implementation.
I’m based in Austin, Texas, and work remotely with teams elsewhere. A useful handoff includes the working process, clear ownership, and enough documentation for your team to maintain it.
Examples and guides
See the actual pattern behind our website-to-CRM inquiry handoff, including saved submissions and retry behavior.
Read how we give AI current project context for an internal example of connecting records, decisions, and evidence.
Contact
Which part of the process keeps breaking?
Show me where work gets stuck. We can figure out whether you need a small connection, a better process, or a more substantial rebuild.