Automate 2 Scale is an All-In-One CRM that helps you start, converse, and book more appointments on autopilot for your business through SMS, Email, Live Chat, Phone Calls, and much more!

Recent Client Assignments:Chief Leadership Officer - $20M Construction Holding Company- Evaluate and implement the Four Decisions Framework across multiple brands- Lead Managed Services Implementation of HR and IT- Build the executive team’s priorities, metrics, and accountability systems.- Successfully implement CRMs (e.g., Salesforce, HubSpot, Pipedrive, High Level) and data-driven marketing strategies to optimize the sales pipeline and track performance.Sales/Operations Consultant – $100M Logistics SaaS Solution Provider - Evaluated, advised, and implemented sales systems & processes- Led cross-functional teams in training, marketing, recruiting, and development- Identified areas for improvement through data analysis, driving continuous improvement and increasing efficiency by 20%.Chief Revenue Officer - Startup Mid-Market Coaching Organization- Collaborated with the CEO to build an accountable team and boost revenue by 30%.- Implemented operational systems & processes, enhancing productivity by 35%.- Designed and implemented a performance management system, significantly improving employee performance and engagement.SVP Leadership & Strategy - $400M Super Regional LTL Transportation Carrier- Held positions of Div Sales Manager, Div VP of Sales & Operations, VP of Leadership & Development & SVP of Leadership & Strategy over an 18-month tenure.- Created digital and virtual L&D platforms for every Account Executive through Senior Executives.- Implemented accountability by providing precise and trackable Daily KPIs to improve service and eliminate waste.Sales & Operations Consultant - $300M K-12 Charter School- Implemented client acquisition strategy & operational systems, resulting in a 1000% revenue increase through joint ventures, digital marketing, and automation.- Established operational processes to lower costs by 20% and improve organizational productivity by 30%.

Successfully launched, scaled, and sold a 7-location, 5-sport i9 Sports franchise. Recognized as Rooke of the Year, Operational Excellence Award (Highest Net Promoter Score), and served as Vice Chair of the Franchise Advisory Council.

Agency Owner and FFR Principal - Producer group providing member advisors with access to insurance-based products, tools, and resources for high-net-worth and/or business clients.

2003-2005 - Responsible for Central Transport's initial 11 Western States Expansion before being promoted to manage all of the West Coast National Account Executives.2001-2003 District Sales Manager - Watkins Motor Lines - West Coast