STRATEGY, PROCESS & CRM
Translating strategy into process.
Most commercial strategies do not fail because the ambition is wrong. They fail because the operating layer underneath is unclear.
I help commercial leaders translate strategy into process, CRM architecture, reporting, automation, and operating rhythms that teams can actually use.
Start where you are
What brings you here?
Choose the situation closest to yours. I’ll take you to the most relevant thinking, examples, and next step.
I need to integrate commercial teams after M&A
Two teams, two sales processes, two CRMs, two ways of reporting. The deal is done. Now the commercial operating model has to catch up.
I have inherited a commercial system I do not trust
The pipeline exists, but confidence is low. Reporting is manual, ownership is unclear, and the CRM raises as many questions as it answers.
I want the broader view
Start here if you are exploring the thinking behind the work, looking for a plain-spoken view on commercial systems, or considering a conversation, podcast, article, or event.
STAY CLOSE TO THE WORK
Notes on the operating layer behind revenue.
Notes on CRM, AI, commercial process, HubSpot, M&A integration, reporting, and the operational truth behind revenue performance.
No noise. Just useful thinking when there is something worth sending.