
Operations & systems consulting
Your team has the tools.
The tools aren't working.
I help growing teams get their workflows and systems under control.Whether you want to untangle a Notion setup nobody wants to open, or rebuild the infrastructure that's costing you time, money, and talent... I can help.
The gap.
Someone built SOMETHING.
It just doesn't work for everyone anymore.
Did someone build a Notion workspace without telling you how it’s all connected?Do your customers or your team have to go to five different places to find things?Do you have a database that’s useful in theory but no one updates it?Do people keep linking to Google Docs that no one can ever find later?Sometimes it's bigger than one tool. Data that’s stuck in the wrong places, workflows that rely on someone remembering to do a thing, platforms that don't talk to each other.Either way, the cost is usually time and frustration when your tools stop helping.I start where the friction is and work outward from there.
How we work together.
We can start at whatever level fits the problem. Some teams need Notion fixed. Some need their whole stack evaluated. Some need something built from scratch.Most benefit from starting with a clear diagnosis before investing in solutions.Email me to schedule a free call.
While I specialize in Notion and low-code tools like Zapier, Make, and n8n, my expertise spans multiple CRM, marketing, and project management platforms.
Tier 01 — Notion Workflows Audit
Investment: $750–$1,200
For teams already using Notion who need it to actually work for everyone, instead of just the person who built it. I review your current workspace structure, databases, workflows, and how your team actually moves through the tool. Then I tell you exactly what to fix and why.You'll leave with a prioritized list of changes, along with a clear picture of what's creating friction and what's getting in the team's way.Typical timeline: 1–2 weeks
Deliverables: Findings + recommendations
Tier 02 — Operations Tech Stack Audit
Investment: $1,500–$2,000
A diagnostic across your team’s operational stack, whether that’s your business overall or one specific team. I’ll map how you work across platforms, where data lives and where it gets lost, what's creating unnecessary manual work, and where the handoffs between tools are quietly breaking down. I provide the solution that you can implement in-house, or a quick win we can build together.Good for teams that have outgrown their current setup, recently scaled, or suspect the problem isn't isolated to one platform. The audit surfaces what's actually broken before you spend money building the wrong fix.Typical timeline: 2 weeks
Deliverable: written findings + prioritized solution roadmap w/ detailed guide for setup
Tier 03 — Systems Build & Integration
Investment: $2,500–$7,500
Scoped project work. A defined before, a defined after, something that runs when I leave. Custom integrations between platforms, automated workflows that handle logic your tools can't handle natively, and data pipelines that surface the right information to the right people.Most of the problems I solve aren't fixed by switching tools. They're fixed by making the tools you already have actually talk to each other.Scope and price confirmed before work begins. Includes a tech stack audit.
Tier 04 — Embedded Technical Ops
Investment: $1,200-$2,500 per month
An ongoing technical ops partner. I help address problems before they become expensive ones. Available for recurring work, new integrations, and issues that don't fit neatly into a project scope.Best suited to teams with an ongoing operational need rather than a single fix.3-month minimum · 10-20 hrs/month
Selected Work
What this looks like in practice.
I work across SaaS, online education, creator businesses, content production, and agency environments. A few examples of the kinds of problems I solve.
Churn visibility & win-back automation
Retention systems
A fast-growing virtual education subscription had no visibility into members who were quietly cancelling at month-end with no intervention path. I built an automated workflow that redirected cancelling members to an exit survey, captured feedback in real time, flagged the cancellation internally, and enrolled them in a targeted win-back sequence. The team went from reactive to proactive on cancellations, and gained actionable retention data they'd never had before.
HubSpot-to-Notion sync for a scaling membership team
CRM integration
At a startup that grew its membership by over 250% in two years, the customer team was flying blind. Member data lived in HubSpot, but the team needed an operational view without cluttering the CRM. I built a custom integration using the Notion API that automatically synced member records, matched data, updated progress indicators, and surfaced who needed attention. It eliminated a significant manual burden and gave the team visibility at scale, without adding headcount.
Production system for a growing video agency
Content production
A fast-growing social media and video agency had built its reputation on output, but its internal operations hadn't kept pace. With a distributed contractor model, there was no shared tracking, no standardized timelines, and limited capacity visibility. I built a centralized production system that gave leadership a real-time view of active projects and team availability, standardized client-facing timelines, and created a process the whole team could work within consistently. The agency could take on more clients without the coordination chaos that had previously capped their growth.
Pipeline and coaching visibility for a sales agency
Coaching & sales ops
The team lead had a functioning CRM but no way to connect pipeline performance to the coaching and development happening behind it. I built a Notion system that tracked client pipeline progress alongside individual coaching activity, improvement milestones, and development patterns — giving leadership a unified view across both revenue and talent. For the first time, they could correlate mentorship cadence with sales outcomes and make informed decisions about where to focus.
About
I'm an operations and systems consultant with experience across SaaS, online education, creator businesses, agency, media, and e-commerce environments. I've spent years building and fixing the systems that sit between what software promises and what teams actually need.My background is technical in a way that most ops people's isn't. When no-code automation hits its ceiling, I work directly with APIs. When a process isn't working, I start by understanding how information actually moves through the team, then build systems around that reality.I've worked embedded with teams like Contrarian Thinking (aka Codie Sanchez), Snow Media, and Vanessa + Xander, building the operational infrastructure that lets fast-moving organizations scale without losing visibility or quality.The work looks different every time. The underlying problem is usually the same: things technically exist, but they don't talk to each other, and someone's paying for that gap.I work with a small number of clients at a time. If you're not sure whether I'm a good fit for your issue, please reach out. I'll tell you honestly whether I can help.Tell me what's going on. I respond within 2 business days.
Credentials
• Business Operations Consultant | Notion State
• Project Management Consultant | Vanessa Marin Media
• Senior Product Operations Manager | Contrarian Thinking (Codie Sanchez)
• Client work across SaaS, online education, creator businesses, agency, media, e-commerce + more
Tools
Notion • HubSpot • Attio • Go High Level • Airtable • ClickUp • Zapier • Make • n8n • Google Workspace • Kajabi • Circle • LearnDash • REST APIs • json • AI-powered automations