Beyond CRM

Other Services

CRM is what I'm known for, but it's not all I do. If your business has a data problem, a process problem, or needs a website that doesn't embarrass you — I can help.

Service

Web Design & Development

Sites that actually convert.

This site you're looking at right now? I built it. Fast, modern, designed to turn visitors into booked calls. I build landing pages and full sites for service businesses — clean design, great copy structure, and mobile-first from the start.

  • Landing pages built to convert
  • Full multi-page sites
  • Next.js / React or simple static builds
  • SEO-ready structure out of the box
  • Integrated booking & contact forms
  • Branded to match your business
Book a free design call

Service

Data Analysis

What's your data actually telling you?

Most businesses are sitting on months or years of raw data they've never properly looked at. I dig in, clean it up, and surface the patterns that actually matter — where revenue is coming from, where it's leaking, and what to do about it.

  • Revenue trend & cohort analysis
  • Lead source and conversion breakdowns
  • Churn and retention deep-dives
  • Ad spend ROI analysis
  • One-time projects or monthly retainers
  • Delivered as clear, actionable reports
Talk about your data

Service

Spreadsheet Automation

Your spreadsheet should do the work, not you.

If you're spending hours every week manually updating spreadsheets, copying data between tabs, or building the same report from scratch — that's fixable. I build smart Excel and Google Sheets systems that update themselves, validate data automatically, and give you clean output every time.

  • Google Sheets with Apps Script automation
  • Excel macros & VBA builds
  • Auto-populating reports and summaries
  • Form-to-sheet pipelines
  • Data validation and error-proofing
  • Templates your whole team can use
Let's fix your spreadsheet

Service

Custom Dashboards

See your whole business in one place.

Not everything lives in your CRM. You've got data in Stripe, in Google Analytics, in spreadsheets, in ads platforms — and none of it talks to each other. I build unified dashboards that pull it all together so you have one view of what's actually happening in your business.

  • Looker Studio (free, shareable)
  • Power BI for deeper analysis
  • Connected to live data sources
  • Revenue, marketing, ops — all in one view
  • Shareable links for your team
  • Weekly or real-time refresh options
Build my dashboard

Service

Workflow & App Automation

Connect your tools. Stop doing it manually.

You're paying for 5+ tools that don't talk to each other. Every time a form gets submitted, a deal closes, or a customer pays — someone is manually updating something somewhere. I build the connections between your apps so data flows automatically and nothing falls through the cracks.

  • Zapier & Make.com (formerly Integromat)
  • Form submissions → CRM, Slack, email
  • Payment → onboarding workflows
  • Multi-step automations with logic & filters
  • Webhook-based custom integrations
  • Documented so you can manage it yourself
Automate my workflow

Service

Lead List Building & Data Enrichment

Better data in. Better results out.

Your outreach is only as good as the list you're working from. I build targeted lead lists from scratch and enrich your existing contacts with verified emails, phone numbers, job titles, and company data — so your CRM is full of real, workable prospects.

  • Targeted prospect list building
  • Apollo, Clay, Hunter enrichment
  • Email & phone verification
  • Deduplication & data cleanup
  • Import-ready for any CRM
  • ICP filtering by industry, size, title
Build my lead list

Not sure which service fits?

Book a free 30-minute call. We'll figure it out together — no pressure, no pitch.

Book Your Free Call

Usually responds within a few hours.