Revenue operations · CRM architect

Find the money your reports aren't showing you.

Most businesses don't have a sales problem. They have a plumbing problem. Leads vanish between tools, the CRM drifts from the truth, and you end up making decisions from reports nobody trusts. I find where it's leaking, then I connect your CRM, your marketing, and your reporting into one system that tells you what's actually happening. I work for the owner. Not the firm, not the platform, not the vendor.

Book a 30-minute call → See the receipts

No pitch deck. No questionnaire. You describe what's broken. I tell you if I can help.

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.

$883/mo

What one client paid a vendor every month while GA4 sat with zero key events configured. Surfaced, documented, fixed.

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

First I find it. Then I connect it. Then I keep it true.

One method underneath, whether you're a sales team on a big CRM or an owner-operator with five tools that don't talk. Chaos to clarity to automation, until you can decide from numbers you actually trust.

№ 01 · Find

Discovery Audit

See what's actually happening. Where revenue and data are leaking, which numbers you can trust, and the three to five things to fix first. Fixed fee, a few weeks, and the plan is yours to keep.

How it works → № 02 · Connect

Revenue System Build

Connect and rebuild. CRM, forms, marketing, and analytics working as one system, with automation that cuts the busywork and dashboards each team can trust. I build on the tools you already own, not a platform I'm here to sell.

How it works →

After the build, some clients keep me on. Ongoing Revenue Operations: I own the agreed systems, processes, and operating cadence month to month, so the numbers and the follow-through stay true. For some that includes a Revenue Command Center, one screen they run the business on. How ongoing work works →

Recent work

The website that was lying to its owner.

Jeff Walters of Prospective Home Inspections setting up a mold air sample at a front door
Home inspection · Discovery Audit

A home inspector hired me because something felt off. Google Analytics had logged 2 leads from his website. His vendor's own tracking counted 26 a year. The real number, buried in a WordPress plugin nobody was watching, was 139 over 14 months. That's about 120 a year, and climbing since 2022.

So roughly 94 real leads a year never showed up in the reports he was paying for. That was week one. It got more interesting from there.

Web leads, GA4 vs. actually counted (14 mo)2 → 139
Monthly vendor invoice, zero key events configured$883/mo
Referral agents sitting dormant in his database538 of 786
Service pages visible to AI search5 of 15+
Read the full case →

Show me the bottleneck. Or the system you've stopped trusting.

Thirty minutes. You describe what's broken. I tell you whether I can help and roughly what it would take. If I can't, I'll point you at someone who can.

Book a 30-minute call →