Revenue operations · CRM architect

A report you don't trust. Nobody knows where the job stands.

I can help you sort it out. I look at how the work moves from one person to the next, what people have to do by hand, and what keeps getting missed. Sometimes the software needs fixing. Sometimes everyone's been working around the same problem for years because no one has had the time to fix it.

I do business honestly. If it doesn't need to be done, I don't try to sell it.

Jason C. Perez, revenue operations consultant
Jason C. PerezChicago suburbs · remote-first
12,461

Orders reconciled through the SAP-to-CRM sync I automated for a global manufacturer. Matched to the record.

3 to 1

What one client's Google ads were bringing back. He'd been spending that money without knowing.

2 → 139

Web leads at one client over 14 months. Analytics counted 2. The real number, hiding in a plugin nobody watched, was 139.

What I do

I look at how the work gets done and how the software is set up.

Often you have to work on both. A better report only helps if people are keeping the information current, and that's hard to ask of them if entering it is a pain. I work through those problems with the people doing the job.

After the build, I stay on. Month to month, I keep the systems we agreed on working and the numbers honest. Some owners get one page they run the business on, a Revenue Command Center. How ongoing work works →

Bought AI for the office?

Bought AI for the whole office and can't tell what changed?

I spend ten days finding out where it helped, where it didn't, and what to do next. You get the answer and the plan. Where it fits, I train your people and automate the work they're doing by hand. How it works →

Recent work

Paying for Google ads, no idea if they were worth it.

The Revenue Command Center built for a home inspection company, shown with sample numbers: revenue, ad return, decisions for the owner, and revenue by source
Revenue Command CenterSample numbers, not a client's real figures
Home inspection · Audit, then build

A home inspector hired me this year. He was paying for Google ads but couldn't tell whether they were worth the money. Meanwhile, realtors who used to send him business had gone quiet, and no one had noticed. He had no good way to keep track of either.

I built one page that shows what's happening with the ad spend and the agents. The ads were bringing back about three to one. He'd been spending that money without knowing.

Google ads, return on each dollar spentabout 3 to 1
Agents who'd used him once and gone quiet538 of 786
Web leads, analytics vs. actually counted (14 mo)2 → 139
Monthly vendor invoice, zero key events configured$883/mo
Read the full case →

Tell me what's not working.

Thirty minutes on the phone. You tell me what keeps getting missed, I tell you what I'd do about it. If it doesn't need to be done, I'll say so.

Book a 30-minute call →