Client Acquisition Tools ยท Lakewood, Ohio
Operations platforms. Sales pipelines. Lead intelligence. Custom tools built from inside the business, not outside it.
Start a conversation โWho I am & what I do
My background is unusual: I started as a field technician, identified what was broken operationally, and built the platform to fix it โ then managed the full pre-sales cycle independently: discovery, solution architecture, proof-of-concept, demo, and close. The business purchased a paid deployment to a live production environment.
I work with businesses that have outgrown their tools โ or never had the right ones to begin with. Every system I deliver is documented, role-based, and designed so the business isn't dependent on my continued involvement.
01
Full-stack tools built around your workflow. Scheduling, job tracking, inventory โ all connected and real-time.
02
Pipeline architecture, SOP-driven lead workflows, and activity tracking designed to convert.
03
I find where a business runs on scattered sources and build the single layer that ties it all together.
04
Before building anything, I map where time and money are leaking โ from inside the operation.
Selected work
A real engagement โ built, deployed, and actively used.
01 / Case Study
Commercial Contractor ยท Cleveland, Ohio
The problem
Scheduling ran on a fragmented mix of manual calendars, phone calls, and email threads. No single source of truth โ field crews, billing, and management were each working from different information.
What was built
The result
The calendar became the company's single source of truth โ replacing the patchwork entirely. Any administrator can manage it without touching code.

Live platform โ real-time calendar with color-coded job types
The problem
Sales activity was untracked and inconsistent. No structured outreach, no research framework, no visibility into pipeline status.
What was built
The result
Sales moved from informal and reactive to structured and repeatable. The same CRM that was built is the one actively used to manage the pipeline today.

Live platform โ CRM lead detail with activity timeline and stage tracking
The problem
Equipment staging was manual and error-prone. Supply inventory had no automated awareness โ items were over-purchased or missing.
What was built
The result
Manual prep coordination was eliminated. Over-purchasing stopped. Because every module shares the same data layer, adding inventory required no rearchitecting.

Live platform โ job creation with type classification and crew assignment
Get in touch
Portfolio
I typically respond within one business day. If you have a specific system, workflow, or acquisition problem in mind, mention it โ it helps me come to the first conversation prepared.