Sales, Customer Support/Success, & Automation Coaching

• Meeting: One Time 60 min Strategy Session

• Format: Q&A, focusing on 1-2 focus topics

• Price: $250 (One time)

Founders approach to:

• Sales: I signed up for Salesforce, now I can sell

• Customer Service: I signed up Zendesk, now my customers are cared for

• Projects: I've installed Asana, so now our goals are aligned

• Customer Success: I'll just install Intercom and my customers are retained.

• and so on...

Our Founders:

• I have the right Sales CRM in place and it's set up to sell.

• I have the right Customer Support and Success tech in place and it's set up to take care of my customers and keep them around for a long time.

• I have processes and automation in place and its set up for speed, efficiency, and learning.

• I have the right Project Management software in place - and it's set up for progress and transparency.

• I have real time customer data stored in a NoCode database and its set up to be able to build internal tools without the need for development resources

• I have the Feedback systems in place they are set up for clarity

• All my systems talk to each other and that allows me to focus on growth

Startup Founders have enough on their plate. What if you could focus on the things they needed while knowing that:

• You chose the right software for your company

• Feedback both from your teams and your customers comes back to your team seamlessly

• The Data is useful, organized, and reusable.

• You don't worry about massive growth tomorrow, you anticipate it?

• You can take bigger risks because your systems are humming. 

Hi! I'm Greg

Internal Ops and NoCode Advisor for early stage startups

GoFundMe Founding Team | Consultant | Advisor | Investor

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“Greg has a sharp grasp of the potential of people and tech. He is good at leading new young teams to victory and pulling experienced team members together in a crisis. He looks for optimizations everywhere and has the knowledge of which technologies will help you optimize and what is a waste of time. Thanks Greg for all you've done!”

Andy B. - Co-Founder at GoFundMe

Greg is a master of his craft. Thoughtful, experienced and set on finding the most straightforward and practical solution for the problem at hand. Tech can be daunting. Greg makes it fun and downright empowering.

Robert F - San Diego Grantmakers

Working with Greg has freed up immeasurable amounts of admin time which allows us to focus on what we do best, build! He was able to take a deep dive into our technology and make suggestions in how to better utilize what we had already us. We highly recommend Greg to anyone looking to spend less time spinning their wheels and more time on the passions that drove them to start a business in the first place.

Jeff M - Halcyon Trade Building