AI Consulting for Mid-Market B2B Teams
Turn AI Into Pipeline, Not Just Experiments
I help B2B teams operationalize AI, automate workflows, connect system integrations, align CRM and marketing platforms, and drive measurable revenue impact.
Executive Focus
Strategy, systems, and execution built around revenue outcomes.
- AI strategy tied to pipeline and efficiency goals
- Automation layered into existing CRM and marketing systems
- Deep expertise in Marketo, Salesforce, and D365 environments
- Measurement frameworks that prove ROI beyond pilots
The Challenge
Most Teams Are Stuck in AI Experimentation
Disconnected tools and data
Point solutions create friction instead of scalable operating leverage.
No clear ROI from AI
Pilots sound promising but rarely translate into measurable pipeline impact.
Manual workflows slowing growth
Teams waste time on repetitive handoffs, admin, and campaign coordination.
Lack of alignment between marketing and sales
Systems break down when revenue teams do not share process, data, and accountability.
The Approach
From AI Ideas to Revenue Systems
AI Strategy & Use Case Design
Prioritize initiatives based on business value, feasibility, and speed to impact.
Automation & Workflow Implementation
Build cross-platform systems that reduce manual work and accelerate execution.
Revenue & Demand Generation Optimization
Connect AI and automation to pipeline creation, conversion, and operating efficiency.
System Integrations
Connect CRM and marketing platforms into one operating system
I help teams integrate CRM, automation, and go-to-market platforms so data, routing, campaign execution, and reporting stay aligned across the funnel.
CRM to marketing sync
Improve lifecycle flow, field governance, lead status alignment, and attribution between Marketo, Salesforce, and D365.
Cross-platform workflow design
Connect enrichment, routing, scoring, and campaign triggers so teams stop managing handoffs manually.
Operational visibility
Design reporting and process logic that give leadership a clearer view of pipeline creation, progression, and efficiency.
Use Case Preview
High-Impact Systems I Build
AI-powered lead routing
Score, classify, and route inbound demand faster so sales engages the right accounts first.
Intent-based ABM workflows
Activate target accounts with signal-driven plays across sales and marketing channels.
Intent consulting and activation
Turn Demandbase, 6sense, Bombora, and ZoomInfo signals into prioritization, orchestration, and measurable pipeline action.
Marketing automation optimization
Improve nurture logic, lifecycle transitions, and campaign orchestration for better conversion.
CRM workflow automation
Automate workflows inside Salesforce or D365 to reduce friction and improve visibility.
Marketo and CRM integration design
Strengthen sync logic, lifecycle flow, and campaign-to-pipeline visibility between Marketo and core CRM systems.
Case Studies
Representative Outcomes
Intent-based orchestration for a B2B SaaS team
Rebuilt activation workflows around Demandbase-style account signals and improved campaign response speed across marketing and sales.
Outcome: 22% lift in qualified pipeline creationLifecycle cleanup and nurture redesign
Simplified automation architecture, removed workflow duplication, and improved handoff logic.
Outcome: 30% reduction in operational wasteCRM process redesign for cross-functional visibility
Standardized routing, measurement, and reporting across fragmented GTM systems.
Outcome: Faster response times and cleaner pipeline attributionHow I Work
A focused consulting process built for execution
Diagnose
Assess current systems, bottlenecks, data flows, and revenue priorities.
Design
Prioritize use cases, define workflows, and align teams around business outcomes.
Build
Implement automations, reporting, and AI-supported operating systems.
Optimize
Refine performance, improve adoption, and tie delivery back to measurable ROI.
Testimonials
What clients would say
“He brought strategic clarity to our AI roadmap and made sure execution stayed tied to revenue impact, not innovation theater.”
VP Marketing, Enterprise SaaS“The combination of GTM understanding and technical workflow design was exactly what our team needed.”
Chief Revenue Officer, B2B Technology“We stopped talking about AI in abstract terms and started operationalizing it in a way leadership could measure.”
CIO, Mid-Market Services CompanyNext Step
Let’s Build Your AI Growth Engine
If your team needs AI consulting, workflow automation, system integrations, or demand generation systems that produce measurable business outcomes, let’s talk.