I help teams build clean, automated CRMs in Attio and Pipedrive — without messy processes.
I'm a CRM implementation and automation specialist focused on Attio, Pipedrive, and no-code workflows. I design CRM data models, clean imports, fix duplicates, build automations, and connect tools so teams spend less time on admin and more time selling and supporting customers.
How I help
I work with teams to set up, clean, and automate their CRMs so they can focus on customers instead of fighting with their tools.
CRM setup & architecture
Design clean data models in Attio or Pipedrive that match how your team actually works.
Data cleanup + imports + deduplication
Clean messy spreadsheets, import historical data, and eliminate duplicates without breaking things.
Workflow automations
Build native automations and no-code workflows that reduce manual work and human error.
Integrations
Connect email, Slack, forms, billing tools, and enrichment services to your CRM.
Reporting & pipeline hygiene
Set up dashboards and processes to keep your pipeline accurate and actionable.
Team onboarding + documentation
Train your team and create clear documentation so everyone knows how to use the CRM.
Engagement options
Choose the level of support that fits your needs.
Quick Audit Call
30 min
Who it's for
Teams who want a second opinion on their CRM setup or a roadmap for improvement.
Outcomes
Walk away with specific action items and a clear sense of what to fix first.
Implementation Sprint
1–2 weeks
Who it's for
Teams starting fresh or overhauling their CRM from scratch.
Outcomes
A fully configured CRM with clean data, automations, and team training.
Ongoing CRM Ops
monthly
Who it's for
Teams who need consistent support with audits, updates, and optimization.
Outcomes
Monthly check-ins to keep your CRM clean, automated, and aligned with business changes.
Frequently asked questions
Do you only work with Attio and Pipedrive?
Those are my two specialties, but I also work with other CRMs on a case-by-case basis. If you're using HubSpot, Airtable, or another platform, reach out and we can discuss your needs.
How long does a typical CRM implementation take?
It depends on scope. A basic setup with clean data and a few automations usually takes 1–2 weeks. Larger projects with complex migrations, custom workflows, and integrations can take 3–6 weeks.
Can you help clean up an existing CRM that's already messy?
Yes, that's a common project. I audit the current state, identify duplicates and data issues, then work through cleanup, deduplication, and process fixes to get things back on track.
What does a typical engagement look like?
We start with a discovery call to understand your goals and pain points. Then I create a plan, get your approval, and execute the work. Throughout the project, I keep you updated and involve your team as needed. At the end, I provide documentation and training.
Do you provide ongoing support after implementation?
Yes. Many clients work with me on a monthly retainer for ongoing optimization, reporting updates, new automations, and team support. Others prefer one-time projects with optional follow-up calls.
How do you approach pricing?
Pricing depends on scope and timeline. Quick audits are typically fixed-fee. Implementation sprints are either fixed-fee or day-rate based on complexity. Ongoing support is a monthly retainer. I always provide a clear proposal before starting work.
What information do you need to get started?
Access to your CRM, any existing documentation, and a conversation about your goals, team structure, and current pain points. If you're migrating data, I'll need access to your current system or export files.
Ready to get started?
Reach out on LinkedIn to discuss your CRM needs or ask any questions.
Connect on LinkedIn