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I build and operate pipeline systems that improve how leads are qualified, routed, and converted into revenue.

My work focuses on reducing response time, improving lead quality, and ensuring consistent follow-up across the pipeline.

Recent Results:

  • Generated 300+ SQLs in 30 days and $1M+ pipeline (OCAL Financial)
  • Reduced CAC by 66% through improved qualification and routing
  • Reduced response time from ~6 minutes to ~30 seconds
  • Supported pipeline systems during OCAL Financial’s TSX-V listing
  • Contributed to pipeline systems used during Polyga’s acquisition by LMI

I’m a strong fit if you need to:

  • Improve lead-to-opportunity conversion
  • Fix slow response times or lead leakage
  • Build or scale pipeline systems
  • Improve visibility into pipeline and performance
  • Ensure consistent follow-up and qualification

I focus on improving how pipeline moves — from lead capture to qualification, routing, and follow-up — ensuring revenue teams can convert demand consistently.

 

OCAL Financial: Pipeline System & Lead Qualification Engine

Role: Marketing Manager (GTM Systems)

Client: OCAL Financial

Challenge: Ocal Financial struggled with a static digital presence and a manual, unscalable lead qualification process. They needed a digital ecosystem that could not only attract high-intent traffic but also autonomously qualify and book leads without increasing headcount.

System powered by automated decision logic and real-time engagement workflows.

The Solution: Built a pipeline system that automated lead qualification, routing, and follow-up to ensure high-intent leads were captured and converted in real time. Structured the system to reduce response time and eliminate missed opportunities while supporting consistent pipeline flow.

Key Outcomes:

  • 300+ SQLs per month
  • Top 10 rankings within 48 hours (supporting inbound demand)
  • Reduced CAC by 66%
  • Improved pipeline consistency and follow-up

[Read Case Study]   [Watch Promo Video]

 

 

About & Contact — Background, experience, and contact information. [About] | [Contact Me] 

Technical Stack: HubSpot (Advanced) | Salesforce | Make (Integromat) | Twilio | Google Ads / Performance Max

SYSTEMS DEPLOYED ACROSS

Built and deployed GTM, pipeline, and conversion systems across these organizations

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