Do you manage accounts long term?

Yes. I offer ongoing management and optimization after implementation so your system stays clean, adopted, and producing results.

What tools do you work with?

Commonly CRMs and automation platforms such as ActiveCampaign, HubSpot, Pipedrive, Zapier, and similar tools. Recommendations are based on fit, not hype.

How do engagements start?

A short scoping call, then an implementation plan with deliverables, timelines, and ownership. If it is not a fit, I will tell you quickly.

Derek Sterling

B2B Systems and RevOps

CRM, onboarding, billing workflows, and automation implemented for B2B teams

Turn messy operations into a system that closes, retains, and scales.

Q: Who is this a fit for?

B2B service businesses and SaaS teams that need CRM, onboarding, billing workflows, and automation implemented cleanly with long term retention in mind.

If your pipeline lives in spreadsheets, onboarding is inconsistent, billing is manual, and nobody trusts reporting, you do not need more tools. You need one clean system, implemented properly, with someone accountable for adoption.

Book a scoping call See how I work Hands on implementation. Clear deliverables. Ongoing management available.

What I implement

CRM setup, pipelines, stages, and ownership
Client onboarding workflows and automated follow ups
Billing workflows and handoffs that reduce churn
Email and lifecycle automation that supports retention
Dashboards and reporting you can actually trust
Integrations using Zapier and similar tools when needed

ActiveCampaign HubSpot Pipedrive Zapier Calendly and Cal GA4 and attribution basics

Who this is for

B2B service businesses and SaaS teams that are already selling, but operations are held together with duct tape.

If your team is chasing updates, leads are falling through the cracks, and onboarding feels different every time, this is the gap.

Outcomes you can expect

Faster follow up and cleaner handoffs
Higher close rate from consistent process
Lower churn because onboarding is tight
Visibility into pipeline and revenue

How I work

Implementation flow

Step 1: Scope and audit We map your current process, tools, data, and bottlenecks. Then we agree on what good looks like.

Step 2: Build the system CRM stages, fields, pipelines, automation, onboarding, billing handoffs, and reporting.

Step 3: Launch and train Your team gets a simple process, documentation, and a clean handoff so adoption sticks.

Step 4: Manage and improve Ongoing optimization, audits, and support so the system stays tight as you scale.

What you get

A clear plan and ownership on deliverables
Clean implementation with documented workflows
Automation that supports revenue and retention
Optional ongoing management and support

Tools and recommendations

I recommend tools based on fit and implementation needs, not commissions. If your current tool is fine, we keep it. If it is the wrong tool, I will tell you directly and explain why.

Note: I work with many platforms. ActiveCampaign, HubSpot, Pipedrive, and similar tools are common in my client stack.

FAQ

Do you only work with marketing teams?: No. Most of my work is operational. I work with founders, ops, sales leaders, and client success teams to build systems that support revenue.
Do you manage the platform after setup?: Yes. Most clients prefer ongoing management so automation, reporting, and data hygiene stay clean as the team grows.
What does the first call look like?: We review your current workflow and tools, identify the biggest leaks, and decide the fastest path to a clean system. If it is not a fit, I will tell you on the call.
Can you implement this alongside our existing software?: Yes. The goal is not to rip everything out. The goal is a clean process with minimal tech chaos.

Book a short scoping call

If you want a clean CRM and onboarding system with accountability, book a time below. No pitch deck. Just scope, clarity, and next steps.