CRM & Revenue Operations

Building the CRM, automation, attribution, and reporting infrastructure used across the prospective-client journey.

55K+

CRM contacts

~40

Users supported

100+

HubSpot workflows

Zapier automations

The Challenge

Marketing, Booking, Intake, Client Services, and executive leadership were using different processes and systems to manage lead data, lifecycle stages, follow-up, attribution, and reporting. The organization needed one CRM structure that could support those functions consistently.

What I Did

Architected and implemented HubSpot around the firm's actual prospective-client journey.
Standardized lifecycle stages, properties, lead-management processes, attribution logic, governance, and reporting.
Built more than 100 HubSpot workflows and 15 Zapier automations to support follow-up, routing, data consistency, and handoffs.
Connected CRM data with marketing and call-tracking systems to improve visibility into source performance, conversion, response times, and acquisition outcomes.
Built executive reporting for marketing and client-acquisition performance.

Business Impact

The CRM supports 55K+ contacts and approximately 40 users, with 100+ HubSpot workflows and 15 Zapier automations.

Marketing, Booking, Intake, Client Services, and executive leadership now work from a shared lifecycle and reporting structure.

My Role

I led the CRM architecture, implementation, governance, automation strategy, reporting framework, and adoption. I translated existing operating processes into the system and continue to administer the platform.

Tools & Systems

HubSpot • Zapier • CallRail • CRM Attribution • Lifecycle Automation • Executive Reporting • Data Governance

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