Shannon M.

Revenue leaks between the pipeline and the bank account most often trace back to a CRM configured before anyone mapped how the business actually sells. Stages without entry criteria, routing rules built for an earlier version of the team and reports that pull from inconsistent fields all produce numbers that look precise and mean little, and the team ends up working around the system to get anything done. I build the systems that make revenue infrastructure work. Each engagement starts with the people running the business and the operational reality underneath them: how a lead actually arrives, who touches it, where it stalls and what finance needs to see. The system is designed around what that discovery finds, then built in phases where each phase earns its keep. I worked at Salesforce across Enterprise Healthcare and SMB, and left after watching implementation partners deliver configurations that did not match how their clients operated. I am a partner at CloudRoute, a Salesforce Platinum Consulting Partner, and I serve as fractional COO at a law firm, where I run the full operational infrastructure: CRM, intake, scheduling and billing workflows. CWT Studio has completed 42+ revenue system assessments across legal, healthcare, SaaS, logistics and field service. The work covers Salesforce migrations and data model rebuilds, CRM architecture in Salesforce, HubSpot and GoHighLevel, pipeline design with defined stage criteria, lead routing and workflow automation, executive and operational dashboards, process documentation and SOPs, and revenue system diagnostics for businesses that know something is broken without knowing where. Platform recommendations follow the business, so when an existing CRM needs better configuration more than a replacement, that is the recommendation. A platform developer and a technical implementation resource carry out build work under my direction. Clients are typically law firms, SaaS companies, medical device companies and operationally complex service businesses between $2M and $30M in revenue that have outgrown their current systems.