Phillip R.

I help businesses clean up their systems, fix broken processes, and automate the work that is slowing their teams down. For the past 10+ years I have been the “technical operations” person behind CEOs, COOs, and sales leaders, aligning CRM, ecommerce, and automation tools so teams can focus on selling and serving customers instead of wrestling with software. What I do best - CRM cleanup and optimization (Zoho CRM, Salesforce) - Workflow and automation design (Zapier, n8n, Make) - Shopify and ecommerce operations (apps, integrations, order flows) - Reporting and dashboards for leadership (Zoho Analytics, Looker, Tableau) - Process mapping and documentation so teams know what to do and when Typical projects - Clean up a messy CRM, fix fields, pipelines, and automations so sales and support teams can trust the data. - Build automations between tools (for example Shopify, CRM, email, invoicing) so staff are not copying and pasting between systems. - Create dashboards for owners and managers that show revenue, pipeline, and operations health in one place. - Audit existing tools, remove what is redundant, and consolidate vendors to save money and reduce complexity. How I work - Simple language, no jargon. I translate technical details into clear decisions. - Collaborative. I ask questions, listen, and design around how your team actually works. - Structured. I map current state, define the target state, and then build in steps so it does not overwhelm your team. I have led technical operations for real estate, retail, ecommerce, and SaaS companies, including CRM operations for 120+ users and platform operations for over 50,000 end users. If your systems feel held together with duct tape, that is where I do my best work. If this sounds like what you need, send me a brief message about your current setup (tools in use and the main problems you are facing) and we can talk through options.