David S.
B2B Growth & Outreach Consultant | Cold Calling | Agentic AI CRM Audit
I help startups, B2B firms, and growing companies improve outreach, lead generation, CRM workflows, and operational efficiency through a combination of hands-on sales experience, market analysis, and Agentic AI-driven business audits. My background combines cold calling, outbound campaign management, startup research, operational troubleshooting, and growth strategy. I work with GoHighLevel (GHL) and other CRM/outreach environments to identify workflow gaps, weak follow-up systems, inefficient outreach, missed opportunities, and operational bottlenecks that may be slowing growth. I am especially effective in situations where companies need someone who can both think strategically and execute practically â whether that means fixing broken outreach, analyzing markets, improving workflows, troubleshooting operations, or directly engaging prospects through outbound calling and lead generation. My Agentic AI-driven audit process combines AI-assisted analysis with real-world business and sales experience to deliver practical recommendations instead of generic automated reports. Highlights: ⢠$100K+ earned on Upwork ⢠5,000+ hours completed ⢠Recent successful $10K+ contracts ⢠MBA, NYU Stern ⢠Strong client-facing and communication experience ⢠Strong client-facing and communication experience Available for: ⢠Cold calling and outbound outreach ⢠Lead generation systems ⢠Agentic AI-driven CRM audits ⢠GHL optimization and workflow review ⢠Startup research and market validation ⢠Sales process troubleshooting ⢠Fractional growth and operations support Technical Sales analyst offering Outreach, Sales Strategy, Channel Marketing, Campaign Management, Sales Management consulting & troubleshooting. I have proven success on Upwork BDM sales & marketing. Background in research and tech R&D for bulge bracket Wall Street and tech including VP, MD, CMO, CSO positions at significant firms. I hold an MBA from NYU Stern on a Citibank scholarship and BA Oberlin as a National Merit Scholar. Fractional CMO CSO CPO analysis. Technical sales warm / cold calling expert. Can create and complete campaigns. Loving sales and marcomms management consulting work including AI firms. In love with tech forever.