Available for new roles

CRM & Lifecycle
Automation Specialist

I design customer journeys that convert, retain, and expand.

Turning churn into expansion through architectural precision.

Get in Touch See the work
25%+
Average retention lift
across managed accounts
300+
B2B accounts managed
at full lifecycle depth
6+ yrs
CRM architecture &
automation execution
Tech Stack
About

I don't manage CRM.
I architect growth engines.

Most CRM "specialists" configure tools. I design the logic underneath them — the stage rules, segmentation triggers, re-engagement conditions, and data hygiene that makes everything else reliable.

Over six years across B2B SaaS and agency environments, I've built lifecycle systems from scratch, recovered broken email deliverability pipelines, designed customer success frameworks for C-suite, and managed 300+ account portfolios without losing the human layer.

I operate at the intersection of strategy, systems, and execution — which means I don't hand things off. I build them, document them, and make them run.

PipedriveCRM Architecture
HubSpotMarketing & CRM
Intercom / CrispCustomer Comms
MetabaseData & Reporting
PandaDocDocument Automation
Zapier / MakeWorkflow Automation
NotionOps Documentation
Services

Four pillars.
One growth system.

01
⚙️
CRM Architecture & Migration
Building CRM systems from first principles — pipeline logic, stage design, field mapping, automation rules, and data integrity. Whether greenfield or migrating from chaos, I make the system reflect how your business works.
PipedriveHubSpotPipeline Design
02
⚡
Lifecycle Automation
Behavioral triggers, segmented journeys, onboarding sequences, win-back flows, and milestone campaigns — built to run without hand-holding and structured for measurable outcomes.
Email SequencesSegmentationTriggers
03
📊
Retention & Expansion
Churn signals, health scoring, re-engagement playbooks, and expansion triggers — turning your existing customer base into a compounding revenue lever.
Health ScoringChurn PreventionUpsell Flows
04
🔗
Data Attribution & Integrations
CRM-to-warehouse syncs, API integrations, email deliverability recovery (SPF/DKIM/DMARC), and reporting pipelines — making sure data is accurate and flows where it needs to go.
AWS SyncDNS / DeliverabilityReporting
Workflow Reveal

The full lifecycle,
in motion.

Every customer touchpoint — from first contact to expansion — is designed, automated, and measured. Watch how it flows.

Lead Capture
First touch identified & logged
Onboarding
Sequences triggered automatically
Activation
Milestone reached, value confirmed
Adoption
Engagement tracked & nurtured
Retention
Health scored, churn prevented
Expansion
Upsell triggered, revenue grows

Every stage is automated, measured, and built to compound.

See how I build each stage
Impact Timeline

How I move your revenue
in 90 days.

Days 1–30
Diagnose & Architect
  • Full CRM audit — pipeline, data, automation gaps
  • Customer journey mapping across all lifecycle stages
  • Identify churn signals already in your data
  • Prioritized fix list delivered to stakeholders
Days 31–60
Build & Automate
  • Onboarding & activation sequences live
  • Re-engagement and win-back flows deployed
  • Email deliverability verified and secured
  • CRM data cleaned and field logic corrected
Days 61–90
Optimize & Scale
  • Campaign performance reviewed and iterated
  • Expansion triggers added to healthy accounts
  • Reporting dashboards set up for visibility
  • Playbooks documented for team handoff
Let's Talk

Ready to fix
your funnel?

Open to full-time CRM, lifecycle automation, and customer success roles. If your team has a broken journey or an untapped retention lever — let's talk.

Get in Touch
Available now — responding within 24 hours