Pipeline design
Stages and properties mapped to the way the business actually sells.
David Jacob / automation without the mess
CRM Systems
Faster follow-up, cleaner pipelines, and workflows that help the team move leads forward without babysitting software.
A lead is only valuable if somebody does something with it.
I design practical CRM systems that capture clean data, route opportunities, automate the right touchpoints, and give your team a useful view of the pipeline.
The objective: make the path from attention to revenue cleaner.
Automation
Lead routing, internal tasks, and follow-up triggered at the right moment.
Reporting
Simple visibility into volume, velocity, sources, and outcomes.