Services & Portfolio

I design, build, and deploy agentic AI revenue infrastructure for high-growth ventures. Every engagement follows a structured Crawl → Walk → Run framework — ensuring foundations are solid before automation scales.

The Crawl → Walk → Run Framework

🔵 Crawl — Operational Audit & Architecture Design

A full diagnostic of your current revenue operations: data pipelines, tech stack bloat, manual process bottlenecks, and CRM hygiene. Output: a prioritized roadmap with ROI-quantified friction points and a technical architecture blueprint.

🟡 Walk — Agentic Workflow Deployment

Hands-on build of your automated revenue infrastructure. Rules-based manual processes are replaced with autonomous, self-healing workflows. Typical compression: weeks of operational overhead reduced to execution-ready hours.

🟢 Run — Governance, Scale & Optimization

Ongoing revenue governance: KPI frameworks, forecasting pipelines, sales compensation programs, and continuous optimization of the agentic stack. Your infrastructure runs — and improves — without you.

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⚡ The 3-Week Automation Sprint

Stop triaging manually. Start triaging never.

Here’s what most automation consultants won’t tell you: the tools aren’t the problem. Zapier and Make.com have been capable for years. The problem is architecture — specifically, the absence of a routing spine that connects your inputs to your outputs without a human standing in the middle, babysitting the handoff. The 3-Week Automation Sprint fixes that.

Week 1 — Audit: We map every manual touchpoint, every spreadsheet moonlighting as a database, every Slack message that should be an automated trigger. You’ll see your operational bleed in dollars and hours for the first time.

Week 2 — Build: A Replit routing spine connects to your Airtable database. Make.com or Zapier orchestrates the flows. The architecture is modular — built to extend, not to redo.

Week 3 — Handoff: Your team runs it independently. Automated reporting replaces the Sunday-night “can you check this?” message. You get your calendar back.

Outcome: Your ops team recovers 85%+ of hours currently lost to manual triage. Your reporting layer updates itself. And you stop being the single point of failure in your own infrastructure.

Technical Stack Capabilities

Every engagement leverages a battle-tested, modular technology stack purpose-built for revenue operations at scale:

• Automation & Workflow: Make.com, Zapier, Klaviyo — multi-step agentic pipelines replacing manual process chains
• AI & LLM Orchestration: Claude (Anthropic), Gemini, ChatGPT custom prompt engineering, Replit and Render lightweight backend deployments
• Data Infrastructure: Snowflake, Databricks, SQL — pipeline logic, forecasting metrics, cross-functional BI visibility
• CRM & RevOps: Salesforce, HubSpot — architecture, hygiene, and lifecycle automation
• Project & Ops Management: Airtable, Supabase, Notion — relational databases, custom operational dashboards, workflow triggers
• Email: Klaviyo for subscriber and customer email flows, Supabase for larger database management, Resend for batching emails from subdomains.
• Mobile Management: Twilio/Whatsapp for “mission control” management of ongoing agent work remotely.

Portfolio: Case Studies

Case Study 1 — Apres Leisure: 0-to-1 All-Terrain Brand Rollout

The Challenge: Launch a premium all-terrain lifestyle brand from concept to live market in 90 days with zero full-time employees and a lean budget.

The Architecture: Après Leisure isn’t a mountain brand — it’s an all-terrain identity built for the person equally at home on a ski run, a trail, or a rooftop terrace. The infrastructure had to match that range. We architected a fully modular API integration stack connecting e-commerce (Shopify), product ingestion automation (Make.com), and AI-driven content pipelines (Claude + custom prompt engineering). The centerpiece: The Legend Forge AI Generator — a custom pipeline that takes user inputs and produces personalized brand assets tied to the Apres Alter Ego concept. The Apes Alter Ego wasn’t a gimmick — it was the core engagement mechanic, automated end-to-end. Make.com handled orchestration and conditional logic. Replit hosted the API endpoints Make.com scenarios called against. Airtable logged every input, output, and fulfillment event. Zero manual content production. Every Alter Ego generated, traceable.

The Result: Live in 90 days. Zero FTEs required for ongoing operations. Modular architecture scales horizontally as SKU catalog and channel volume grow.

Case Study 2 — Trak Software / Sponsorship Buddy: Category Creation at Scale

The Challenge: Turn an early-stage sports tech concept into an enterprise-grade MarTech standard serving NFL, MLS, and global entertainment properties.

The Architecture: As CMO/CRO, architected technical workflows syncing frontend CRM data to centralized BI data warehouses. Built an AI-driven BDR service that automated top-of-funnel prospecting, reducing CAC by 20%. Managed revenue governance across a 225x growth arc to ~$10M LTV through full-stack GTM approach tying in customer survey data to results and success stories to multiply growth verticals.

Case Study 3 — CrowdEngine: FinTech Compliance Automation

The Challenge: Pivot a legacy SaaS compliance model into a global digital crowdfunding and tokenization platform operating under complex regulatory frameworks.

The Architecture: As COO, managed SDLC planning and agile product roadmaps, translating complex compliance requirements into automated backend system integrations — bridging institutional investors and engineering teams without process breakdown.

Engagement Models

Available for: Executive leadership roles (Revenue Operations, GTM Architecture, Strategy, Operations) · Strategic advisory mandates · Custom AI automation builds · High-impact business development engagements where velocity is the core competitive advantage.