I help organizations set up, optimize, and maintain CRM and marketing automation systems that support real-world workflows — not overengineered processes that teams avoid using. My focus is on making platforms like Salesforce and Pardot practical, usable, and aligned with how marketing and sales teams actually work.
This includes building and refining lead flows, email programs, forms, and reporting structures, as well as providing ongoing operational support to keep systems clean, reliable, and easy to manage. I work closely with internal teams to ensure automation supports business goals, improves visibility, and reduces manual effort — without adding unnecessary complexity.
Whether you’re implementing new workflows, cleaning up existing ones, or need ongoing support to keep things running smoothly, I help turn CRM and marketing automation into tools teams actually trust and use.
Configuration and refinement of CRM structures to support lead tracking, sales handoffs, and reporting.
Setup and optimization of Pardot campaigns, forms, landing pages, and automation rules.
Designing and improving lead capture, scoring, routing, and nurturing flows between marketing and sales.
Creation and deployment of marketing emails, nurture programs, and campaign assets within Pardot.
Ongoing support to maintain clean data, consistent naming conventions, and reliable reporting.
Setup and refinement of dashboards and reports to support marketing performance and pipeline visibility.
Clear documentation and guidance so teams understand how systems work and how to use them confidently.
Day-to-day support for updates, troubleshooting, and evolving requirements as priorities change.
