Brandon C.

I help make business problems disappear once and for all. I began my career in software sales as an individual contributor, generating new opportunities through cold calls, cold emails, and in-person meetings. By focusing on creative, repeatable processes, I became the top performer at three different organizations. I later moved into leadership roles, where I developed and managed sales teams, many of whom have since progressed into leadership positions of their own. I've worked in SaaS, hardware, consumer electronics, consumer products, financial services, and professional services. I have run my own cold email marketing agency, but today spend the majority of my time managing people, processes, and software. I am the Head of Research and Operations at a buy-side M&A advisory firm, where I manage people and create systems to make our business repeatable. Every now and then I take on a client or two that has an interesting business problem I can help with. This could include things like: - CRM setup and development - Reporting, dashboards, and analytics setup - Connecting the tools you already pay for so data moves between them without anyone copying and pasting - Workflow automation (n8n, Make, Zapier) for the repetitive stuff that eats your team's week - AI agents and chatbots that answer questions, qualify leads, and book meetings - AI research and enrichment: scraping websites and news to answer real questions about prospects or customers - Cold email infrastructure, deliverability, and outbound systems - Management processes and guidelines I'm not a developer and don't write code, I solve problems by finding the best solutions that exist and weaving them together so things run smoothly. Here are some of the different technologies that I am familiar with: AI: Claude, Claude Code, ChatGPT Automation and integration: Make, Zapier, n8n, Coefficient CRM: HubSpot, Salesforce, Pipedrive, Monday Finance: QBO, Xero Phone: Aircall Web: Webflow Email and outreach: Instantly, Lemlist, Reply, Apollo, SendGrid, Mailreach, Klaviyo LinkedIn: Sales Navigator, Expandi, Dux-Soup Sales engagement: Salesloft, Outreach Sales enablement: DocuSign, PandaDoc, DealHub, Chili Piper Conversation intelligence: Gong, Fireflies + many more