About
One Operator, From The First Call To The Handoff
Where this started in 2009, how I work now, and the one filter I don't bend on.
2009.
My first client did all of his follow-up by hand. I built him a contact list, a drip sequence and a few triggers. His leads stopped going cold, his revenue went up, and I had found my work.
Seventeen years later the pattern holds. A business buys a CRM, the setup reaches ninety percent, and the last ten percent waits. That last ten percent is where the money is, and it's the part I build myself.
How I Work
I learn how your business makes money before I touch a tool: where leads come from, who follows up, what already works. Then I build on the CRM you already own, to a standard I'd put my name on, and simplify it until your team runs it without a manual. One operator from the first call to the handoff, in English or Spanish.
One filter I don't bend on: I only work with businesses I believe are good for the people they serve. It costs me projects, and I'll tell you where I stand on the first call.
Where I've Done This Work
Hands-on, in real client accounts.
Online coaches + consultants
Keap, Ontraport, ClickFunnels. Enrollment and nurture that reads like a person wrote it.
Info-product creators / digital courses
ClickFunnels, ActiveCampaign, Keap. List nurture and fulfillment on schedule.
B2B SaaS (Seed to Series A)
HubSpot, Salesforce. Lead scoring and pipeline reports that name the channel.
Professional services
Pipedrive, HubSpot, Salesforce for legal, finance and insurance. Lead to booked call, automated.
Health + wellness (non-clinical)
Keap, Ontraport, ActiveCampaign for coaching, functional medicine and fitness.
Cross-border / LATAM eCommerce
ClickFunnels, ActiveCampaign, n8n running WhatsApp and SMS in both languages.
Franchise / multi-location service businesses
HubSpot, Salesforce, GoHighLevel. One report, every lead routed to the right branch.
The Tools I Actually Work Inside
CRM + Marketing Automation
Automation + AI Tooling
- ChatGPT
- Midjourney
- Custom GPTs
One More Thing
I also build FunnelEx, a funnel platform for service businesses. The coaching around it lives here, under Learn.
If You've Read This Far, You Already Know Enough
Bring your stack and your numbers. Forty-five minutes and a straight answer about fit.