49New B2B client relationshipsRelationship development
Figures are shown by category. Overlapping client revenue, client sales, and pipeline value are intentionally not added together.
CRM & automationHubSpot & more
Process improvementFrom lead to revenue
Reporting & insightsData that drives decisions
Websites & lead genSystems that convert
AI & integrationsFaster, smarter workflows
01What I’ve produced
Built to be used. Built to move work forward.
Systems, processes, and commercial motions—not a list of job duties.
01 / OUTPUT
CAPTURE → OWN → REPORT
Revenue systems
Built the structure that turns activity into visible, usable revenue process.
CRM structures and sales pipelines
Lifecycle stages and lead-management systems
Routing, ownership, and follow-up logic
Dashboards, reporting, and data cleanup
Sales / marketing handoffs and governance
02 / OUTPUT
TRIGGER → ROUTE → ACT
Automation
Implemented workflows that make follow-through less dependent on memory.
HubSpot and lead follow-up workflows
Task, owner, lifecycle, and segmentation logic
Reporting and webhook / API workflows
Event-driven execution logic
AI-assisted research, documentation, and QA
03 / OUTPUT
TARGET → DISCOVER → CLOSE
Sales & customer acquisition
Prospected, sold, and built repeatable customer-development motion.
Prospecting systems and outbound cadences
Technical discovery and RFQ / quote follow-up
Account development and customer acquisition
Proposal and opportunity management
Sales process design
04 / OUTPUT
ATTRACT → CAPTURE → HANDOFF
Marketing systems
Produced marketing infrastructure connected to the sales process.
Websites and lead-generation systems
Forms and conversion paths
Email and digital marketing processes
Analytics and campaign operating processes
Sales / marketing alignment
05 / OUTPUT
MAP → BUILD → ADOPT
Implementation & operations
Translated real business requirements into systems people can use.
Process maps and system requirements
Documentation and QA checklists
Client and user guidance
Training and adoption support
Troubleshooting and process improvement
06 / OUTPUT
EVENT → LOGIC → QA
AI / technical systems
Designed working automations with clear inputs, decisions, and checks.
TradingView → Flask → API / webhook workflow
Prompt-driven and structured-payload logic
AI-assisted research and process workflows
Trigger, debugging, testing, and error handling
APIs / webhooks and Flask: working knowledge
02The problems I know how to solve
Where revenue execution breaks down.
The answer starts with the real process—not another layer of software.
01 / FRICTION
Leads come in. Follow-up is uncertain.
Map ownership, build routing and tasks, then measure whether leads move.
02 / FRICTION
The CRM exists. The team doesn't trust it.
Simplify stages, clean data, and make the next action obvious.
03 / FRICTION
Sales and marketing work in separate worlds.
Connect capture, lifecycle, handoff, and reporting to one operating process.
04 / FRICTION
Leadership sees reports but questions the numbers.
Clarify definitions and data entry, then rebuild reporting around decisions.
05 / FRICTION
Workflows are messy or still manual.
Document the rule, remove redundant steps, and automate repeatable work.
06 / FRICTION
Business rules live in people's heads.
Translate tacit knowledge into process maps, ownership, and checks.
07 / FRICTION
One person remembers every step.
Design visible handoffs, reminders, documentation, and adoption support.
08 / FRICTION
AI is available, but isn't dependable yet.
Give it a defined use case, structured inputs, human review, and QA.
PROCESS SYSTEM AUTOMATION ADOPTION MEASUREMENT
03How I build
A practical operating model.
From the messy business problem to a system the team can trust and use.
01Understand the business problem
02Map the real process
03Design the simplest useful system
04Automate repeatable parts
05QA / document
06Get people using it
07Measure what changed
“The best system isn’t the most complex. It’s the one people trust enough to use.”
04Selected systems / proof
What the work looks like.
Problem → build → result. Each example shows a different part of the operating system behind revenue.
CASE 01 / INDUSTRIAL B2B
Industrial B2B Revenue System
Connected sales activity, RFQ follow-up, customer development, CRM visibility, and reporting into one working process.
49new B2B relationships
~$2Mclosed-sales contribution
1,000+industrial RFQs handled
01Lead / Target
02Discovery
03RFQ / Spec
04Pipeline
05Follow-up
06Relationship
07Reporting
CASE 02 / REPRESENTATIVE, SANITIZED ARCHITECTURE
CRM + Marketing Automation Operating System
Built across consulting and fractional work: lead capture, ownership, lifecycle, workflow, reporting, and follow-through.
Lifecycle
Automation
Reporting
Adoption
01Lead source
02Form / contact
03Lifecycle
04Segmentation
05Workflow
06Owner / task
07Pipeline
08Dashboard / report
09Follow-up
CASE 03 / SELF-DIRECTED PROJECT
Event-Driven API / Webhook Automation
TradingView alerts became structured payloads, Flask logic, and a testable API/webhook execution flow.
Event-driven
Flask
Webhooks
QA
01TradingView
02Structured payload
03Flask logic
04API / webhook
05Execution
06Logging / QA
CASE 04 / CROSS-ROLE SALES PRACTICE
High-Volume B2B Sales Engine
Prospecting discipline, CRM follow-up, technical discovery, opportunity management, and closing—applied across distinct roles and periods.
~58/dayTypical active-sales outbound cadence
~800T-Town Tech prospect base
3Cypress Bay contracts in one week
$300K+CERT sales in ~2 active months
05Career impact in context
The numbers, with provenance.
Distinct categories, named context, and no artificial total.
Closed sales contribution$2.3M+
Documented floor: ABITL (~$2M), CERT Machines ($300K+), and Mindrite ($18,069.60).
Consulting / agency revenue$486K
Estimated gross from three paying clients over three years at Next Level. ABITL was one client; this is not added to client sales.
Pipeline / opportunity scale~$6M
Industrial opportunity developed; closing status unconfirmed. Excluded from closed sales.
Relationship development49
New B2B client relationships at ABITL Finishing.
Technical sales volume1,000+
Industrial RFQs handled at ABITL Finishing.
Outbound scale~58/day
Typical active-sales cadence: 38 emails + 20 calls per day, not a lifetime total.
Prospect management~800
Prospect base worked at T-Town Tech.
Contract velocity3
Contracts closed in one week at Cypress Bay.
Figures are shown by category. Overlapping client revenue, client sales, and pipeline value are intentionally not added together.
06The operator behind the systems
Built from both sides of the revenue equation.
I’ve worked on both sides of the revenue system — building the CRM, workflows, automation and reporting, while also prospecting, selling, developing accounts and owning the outcome.
That changes how I build systems. I care less about complexity and more about whether the team trusts the process enough to use it.
Built the systemCarried the numberUnderstands the user
07Where I did the work
Career context.
Selected roles, including consulting and entrepreneurial work that ran concurrently.
Independent AI & Automation Projects — Self-directed
Built event-driven workflows with Flask and API/webhook working knowledge, plus debugging and QA.
Freelance HubSpot Hero — Independent
Improved CRM workflows, reporting, data quality, and practical user enablement.
Business Development Executive — T-Town Tech
Worked an approximately 800-lead prospect base with technical B2B outreach and follow-through.
Fractional Business Development Executive — CERT Machines
Sold $300K+ in technical equipment during roughly two months of active selling.
Fractional CMO — SpeechCloud
Connected go-to-market execution, messaging, and practical marketing processes.
Executive Sales & Marketing Consultant — Next Level Business Development
Built sales, marketing, CRM, and lead-generation processes through concurrent consulting work.
Sales & Marketing Manager — ABITL Finishing
Built and operated the CRM, sales/marketing process, RFQ workflow, and reporting while contributing to ~$2M in sales.
Agency Owner — The Next Level Digital Marketing
Built websites, lead-generation programs, client relationships, and the systems supporting delivery and growth.
Quality Control Technical Consultant — Diamond Vogel Paint
Supported technical customers and quality processes in industrial coatings and manufacturing.
08Capabilities / tools
Commercial judgment. Systems fluency.
The capabilities to understand the revenue problem, map the operating model, and make it usable.
Revenue systems
HubSpot CRM
Pipeline design
Workflow automation
Dashboards / reporting
Lead management
Data cleanup
User adoption
GTM / commercial
B2B business development
Technical discovery
Account development
RFQ / spec coordination
Marketing-sales alignment
Client communication
Automation / AI
ChatGPT
Gemini
Prompt design
AI output evaluation
APIs / webhooks · working knowledge
Flask · working knowledge
Workflow design
Industrial context
Industrial coatings
Metal finishing
CNC plasma systems
Fabrication-process familiarity
Quality systems / inspection
09Verified credentials
Certified where it matters. Proven where it counts.
HS
HubSpot Reporting Certification
HS
HubSpot Sales Hub Software Certification
Current focus / what I’m looking for
I’m looking for a full-time role where I can own and improve the systems behind revenue.
CRM, workflows, reporting, automation, lead management, user adoption, and practical AI-enabled operations.