I help businesses bring structure to the systems behind their lead generation, customer management and sales processes. From CRM organisation and workflow automation to reporting, follow-up and ongoing systems administration, TB Ops Consulting provides practical, hands-on support for teams that need their operations to work better - not become more complicated.
I have extensive experience working directly alongside founders, executives and senior leadership, as well as across sales, marketing, client services and finance teams. This gives me a practical understanding of what each department needs, where processes break down and how systems, data and handovers should connect across the business.
With experience across HubSpot, LinkedIn lead-generation tools, email marketing, paid campaigns, reporting and sales operations, I focus on connecting the full process rather than treating each tool or department in isolation.
TB stands for Transforming Businesses.
It reflects the purpose behind TB Ops: helping companies improve the systems, processes and operations that support sustainable growth.
Simpler systems. Clearer processes. Better operations.
Ways I Can Support Your Team
CRM Clean-Up
Clean up duplicate, outdated or inconsistent CRM data and fix the structure behind it so your team can work from more reliable information.
CRM Optimisation
Improve pipelines, lifecycle stages, properties, automation and reporting around a specific sales or customer process.
CRM Administration
Ongoing help with users, properties, workflows, reporting, troubleshooting and day-to-day CRM management.
Business Setup & Support
Practical help setting up and connecting the everyday systems your business needs, including websites, business email, calendars, Facebook business accounts, basic CRM setup, forms, meeting tools and other digital essentials.
Platforms I work with
