I help small businesses and operators build the revenue infrastructure, processes, and data clarity they need to grow — without the cost of a full-time hire.
Your follow-up process lives in your head. Leads come in, life gets busy, and deals quietly die because there's no system catching them.
You have tools you're not really using. CRM collecting dust. Zapier half-configured. Spreadsheets doing the work software should be doing.
Your team doesn't know what "done" looks like. No documented process means every task depends on someone remembering how it was done last time.
You can't tell what's actually working. You're making decisions on gut feel because your data is scattered, inconsistent, or just not there.
Available as one-time projects or ongoing monthly retainers — whichever fits where you are right now.
Get your Salesforce or HubSpot actually working — clean data, real pipelines, and automations that follow up so you don't have to.
Turn what's in your head into documented, repeatable processes your team can follow without you in the room.
Structured outreach sequences and email templates that keep your pipeline moving — consistently and without manual effort.
Design structured experiments on your outreach, pricing, or process — and translate the results into decisions, not guesswork.
Understand your customers, your revenue patterns, and your operational performance with clear, actionable reporting.
Connect your tools and eliminate the manual work between them — so your systems do the handoffs your team currently does by hand.
We talk about where your business is, what's breaking down, and whether there's a real fit. No pitch — just an honest conversation about what you need.
I review your current tools, workflows, and processes and deliver a prioritized report of what to fix first and why — so we're solving the right problems in the right order.
We scope a project or retainer based on your priorities. I build, configure, and document everything — and hand it off with clear instructions so your team can maintain it.
For ongoing clients, I stay in your corner — monitoring what's working, improving what isn't, and building the next layer of infrastructure as your business grows.
I built Unlocking Insights because I kept seeing the same problem: small businesses with real potential, held back by the operational chaos underneath them. Missed follow-ups. Underused tools. Processes that lived in one person's head. Data that existed but wasn't being used.
By day, I work as a Revenue Operations professional at a fintech SMB lender — managing Salesforce Sales Engagement, running A/B testing programs, and building the systems that keep sales and marketing aligned across multiple teams. Before that, I spent six years in data and analytics across B2B SaaS, government contracting, and fintech.
I started Unlocking Insights to bring that same level of operational rigor to businesses that can't justify a full-time RevOps hire — but absolutely deserve one. That's where fractional comes in.
I work early mornings, evenings, and weekends (Mountain Time) — designed for founders who need real expertise on a timeline that works for both of us.
Book a free 30-minute call. We'll talk through where your business is, what's breaking down, and whether I can help.
Book Your Free Call