You will get a fully functioning CRM that can scale with your organization
Project details
I'm a certified Salesforce Administrator and operations leader who has built CRM systems from the ground up across multiple organizations. I've migrated companies from Airtable to Salesforce, stood up HubSpot revenue operations for a fast-growing edtech startup, and built custom objects, automation flows, dashboards, and pipelines that actually get used. I don't just configure a tool. I map your process, clean your data model, and build something your team can operate without me. Whether you need Airtable, HubSpot, or Salesforce, I've worked in all three at a production level and will recommend the right fit for your org before we write a single field.
What's included
| Service Tiers |
Starter
$500
|
Standard
$5,000
|
Advanced
$10,000
|
|---|---|---|---|
| Delivery Time | 5 days | 21 days | 28 days |
Number of Revisions | 5 | 5 | 5 |
Source Code |
Optional add-ons
You can add these on the next page.
Fast Delivery
+$500 - $5,000About William
RevOps & CRM Consultant | Workflow Automation | PMP | CSM | CSPO
Lincoln, United States - 4:07 pm local time
Most clients find me when they hit the same wall: their tools don't work together, their team is doing manually what should be automated, and nobody can see what's actually happening in their pipeline. I fix that.
CRM Implementation and Optimization
Led a full Salesforce build and Airtable-to-Salesforce migration at Shift, including custom objects, validation rules, Flows, process automation, dashboards, and reporting for sales, program, and operations teams. Implemented HubSpot at SchoolAI, configuring deal stages, lead scoring, automation workflows, and third-party integrations to align sales and marketing operations.
Revenue Operations
Built end-to-end RevOps infrastructure including lead management, pipeline visibility, sales enablement playbooks, automated follow-up sequences, and revenue reporting frameworks. At Shift, systematizing OKR tracking and operations reporting drove a 60% increase in objective completion across business units. Trained teams on adoption and long-term sustainability.
Workflow Automation
Automated operations across Salesforce Flows, Zapier, Make, Google Apps Script, Pardot, and Mailchimp. Reduced manual work, improved data integrity, and built systems that scale without adding headcount.
Marketing Operations
Managed email marketing campaigns and email automation through Mailchimp and Pardot to 50,000+ audiences. Set up Google and Meta ad campaigns. Built outbound recruitment pipelines that scaled programs to 160+ participants per cohort.
Customer Success Infrastructure
Built support ecosystems from scratch using Zendesk, Front, and Intercom, including live chat, phone support, knowledge bases, SLA frameworks, and CSAT measurement systems.
Career Development Platform and Program Management
I've spent a significant part of my career building tools and programs that help people figure out what's next. At Shift, I did thousands of one-on-one calls with transitioning military members, built the operational infrastructure behind multiple career programs, and ran cohorts of 160+ people through structured 6-week career exploration experiences. I managed everything from curriculum and scheduling to recruitment, tracking, and reporting.
In my current role, I took that experience further and built it into software. I led the design and development of a workforce development platform for the U.S. Government that centralizes career planning, education tracking, and professional development for acquisition professionals. I also built a request manager, which eliminated a 2-year certification backlog by standardizing workflows and automating routing and approvals. These aren't just tools I managed, I defined the product, worked with designers and developers to build it, and saw it through to deployment.
If you're building a career platform, workforce development tool, or any product that sits at the intersection of people operations and technology, I've built that from scratch and I know what works.
Project and Program Management
PMP certified. Certified Scrum Master and Certified Product Owner through Scrum Alliance. Led cross-functional teams on defense contracts, software development projects, and enterprise platform builds. Currently Director of Technology at a government contractor building workforce development platforms used by the U.S. acquisition workforce.
Tech Stack
Salesforce · HubSpot · Airtable · Zendesk · Intercom · Pardot · Mailchimp · Zapier · Make · Asana · Jira · Notion · Google Workspace · Slack · Tableau · SQL · Python
I'm a Marine Corps veteran. I operate with the same discipline and accountability I developed leading teams in operational environments. I communicate clearly, hit deadlines, and don't disappear mid-project.
If you need someone who can assess your current systems, identify what's broken, and build something that actually works, let's talk.
Steps for completing your project
After purchasing the project, send requirements so William can start the project.
Delivery time starts when William receives requirements from you.
William works on your project following the steps below.
Revisions may occur after the delivery date.
Requirements Intake
Submit a short form covering your team size, current tools, and top CRM priorities so I can hit the ground running.
Discovery Call
We meet to align on goals, workflows, and confirm the right platform if you haven't decided yet.