You don’t need another strategy. You need the engine built.
You’re past $10M and growing. The plan is right — but the revenue engine behind it runs on spreadsheets, tribal knowledge, and a few people working nights. That gets you to the next board meeting. It doesn’t get you to $50M without doubling the team.
A working system your team runs — not a deck, not a dependency on me.
I close that gap. Every stage of your funnel gets measured, every tool gets connected, and all your revenue numbers land in one place the whole team trusts. Then I train your people to run it — so the system stays after I leave.
How I work
I work inside your company
Not a consultant who hands you a deck and leaves. I’m in your systems every week, building alongside your sales, marketing, and customer teams — and training them as each piece goes live, so the capability stays.
Built for AI from day one
Most companies bolt AI onto tools that were never built for it. I build the opposite: clean data, connected tools, and processes ready for automation from the start — so the system gets stronger as you grow, not more tangled.
One destination, flexible path
The endpoint is fixed; the order isn’t. We tackle whatever moves revenue fastest at each point, re‑sequencing with your leadership as we go. The milestones hold either way.
How the pieces connect — data flows one way, decisions flow back
Your revenue tools
CRM, marketing, web, outbound — chosen so they actually talk to each other
One source of truth
Every revenue number in one place the whole team trusts
The Operator View
What’s working, what’s not, and where to act — reviewed weekly
AI on top
Automation that works because the foundation underneath it is clean
One funnel, measured end to end — first touch to expansion
The Bow‑Tie maps the whole journey: leads narrow down to the deal you win, then widen back out as customers onboard, succeed, and expand. Every stage is defined and tracked in your CRM — so you always know where deals stand and where they stall. The right side gets measured as carefully as the left, because keeping and growing customers is where the real money is.
Keeping and growing customers gets engineered, not left to hope — it’s the math your next funding round is priced on.
Production vs. goal vs. attainment — trending weekly
A live view of every rep, region, and channel — pulled from one source of truth the whole team trusts. Each deal is tagged by who sourced it: marketing or sales. (Sample data shown.)
| Rep | Region | Source | SALs | SQLs | PipeGen | Att. Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|---|
| Prod | Goal | Att. | Prod | Goal | Att. | Prod | Goal | Att. | ||||
| A. Rivera | East | Marketing | 14 | 12 | 117% | 9 | 8 | 113% | $1.28M | $1.00M | 128% | |
| J. Chen | West | Marketing | 10 | 12 | 83% | 7 | 8 | 88% | $840K | $1.00M | 84% | |
| M. Okafor | Central | Sales | 7 | 10 | 70% | 4 | 6 | 67% | $480K | $750K | 64% | |
| S. Patel | East | Marketing | 9 | 10 | 90% | 6 | 6 | 100% | $720K | $750K | 96% | |
| Total | 40 | 44 | 91% | 26 | 28 | 93% | $3.32M | $3.50M | 95% | |||
| Channel | Program | SALs | SQLs | PipeGen | Att. Trend | ||||||
|---|---|---|---|---|---|---|---|---|---|---|---|
| Prod | Goal | Att. | Prod | Goal | Att. | Prod | Goal | Att. | |||
| Events | Executive dinner series | 11 | 10 | 110% | 7 | 6 | 117% | $880K | $800K | 110% | |
| Organic | SEO + insights content | 9 | 8 | 113% | 6 | 5 | 120% | $720K | $640K | 113% | |
| Paid | Content syndication | 7 | 8 | 88% | 4 | 5 | 80% | $560K | $640K | 88% | |
| Referral | Investor‑network intros | 6 | 5 | 120% | 4 | 3 | 133% | $480K | $400K | 120% | |
| Nurture reactivation | 2 | 4 | 50% | 1 | 2 | 50% | $160K | $320K | 50% | ||
| Total | 35 | 35 | 100% | 22 | 21 | 105% | $2.80M | $2.80M | 100% | ||
≥ 90% on plan · 75–90% watch · < 75% act — every metric maps to a lever, reviewed in the weekly pipeline meeting.
What I build
Funnel & Stage Architecture
Bow‑Tie stage definitions with crisp exit criteria, designed from the customer back and implemented in the CRM — stage hit dates, hit flags, and deal amounts captured at every transition. The discipline that keeps every downstream report trustworthy.
Production CRM stage schema + definitions adopted by sales leadership.
Revenue Reporting & Views
A single source of truth: pipeline generation, coverage by close quarter, goal attainment, kill‑code analysis, NRR/GRR. Includes a reverse revenue model tying board‑level targets back to the funnel volumes required to hit them, by quarter.
Live executive reporting — the Operator View — certified and reviewed weekly.
Pipeline Generation
SDR process design and instrumentation: account prioritization, outbound tooling, sequence and territory structure. Inbound speed‑to‑lead instrumented from day one — the highest‑leverage velocity metric in the funnel.
Documented SDR playbook + fully instrumented outbound stack.
Web & Content Engine
Site performance, conversion paths, technical and AI‑era SEO, and a sustainable content production process that develops leads instead of just publishing.
Prioritized web roadmap shipped + an operating content engine.
Attribution & Measurement
Channel‑level cost per lead stage and closed revenue across organic, paid, events, referral, email, and prospecting. Reported honestly — multiple models side by side, ranges over false precision — plus LTV/CAC over time.
Channel performance reporting finance can trust for budget allocation.
Sales Adoption & Win/Loss
Stage‑aligned selling materials and a standing win/loss program feeding back into messaging, qualification, and product. None of it sticks unless the team runs it — so I build the partnership that earns that buy‑in.
Stage‑aligned sales library + operating win/loss cadence, adopted.
Case studies
Selected work — the system applied to a specific problem, with the outcome it produced.
AI-Driven Technical SEO
Rebuilt a news site’s technical SEO with AI-assisted workflows — structured data, crawl budget, and indexation — driving a step-change in organic search.
Read the case study → InfrastructureFeed Spam Attack Mitigation
Diagnosed and shut down a feed-spam attack at the edge — protecting crawl budget, ad integrity, and origin cost without disrupting legitimate traffic.
Read the case study → Revenue OperationsMore case studies
Funnel architecture, the Operator View, pipeline generation, and attribution — the full library of engagements and outcomes.
Browse all →Proof
Every component of this playbook was built and run inside real companies — not theorized. Most recently, I bought one and ran it myself.
The playbook, on my own P&L
FLX Local Media
In 2026 I began to operate a New York radio and digital news group — seven stations and a daily news brand. Same playbook: instrument the funnel, sharpen the sales team, segment the market with data, deploy AI across the newsroom and sales. The point isn’t the deck — it’s the number.
Where the playbook was built
Every piece — funnel architecture, the Operator View, pipeline generation, attribution — was built and run inside real companies growing through the $10M–$200M arc:
Before SaaS: controlled Bank of America’s $1.5B real‑estate capital budget, managed $350M in construction at Lend Lease, and served as an acoustic‑intelligence analyst in the U.S. Navy submarine force. The full record is on the résumé.
Start a conversation
If you’re scaling between $10M and $200M and your revenue engine can’t keep up with the plan, that’s the gap I close. Every engagement has a clear destination and a fixed term — and you own everything I build.