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Claude, ChatGPT, and AI agents applied to your CRM, sales, and operations — practical wins, not science projects. Free 30-minute call.

AI for Business Operations

AI is past the demo phase. Right now, real businesses are using tools like Claude Code and AI agents to update CRMs automatically, draft and send follow-ups, clean data, build reports, and handle work that used to eat entire afternoons. The gap between companies using this and companies watching is compounding monthly.

You get fractional marketing leadership tailored specifically for growing businesses under $5M–$50M in revenue without the overhead, bureaucracy, or waste.

You get:

  • A dedicated senior marketing strategist (your Fractional CMO)

  • A fully defined marketing strategy and roadmap

  • Leadership for content, ads, SEO, CRM, automation, and reporting

  • HubSpot architecture and RevOps alignment (your specialty 👌)

  • “Done-with-you” and “done-for-you” execution support

Perfect for:

  • Owner-led companies

  • Family businesses

  • Professional services

  • Local service businesses

  • Any business that outgrew “random acts of marketing”

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Where AI pays off first

CRM upkeep that runs itself — logging, deduping, enrichment. AI-drafted outreach and follow-up in your voice. Meeting notes turned into action items automatically. Reporting generated on schedule instead of built by hand. On our call, we will find the two or three highest-value places AI fits your operation today.

  1. Step 1 Step 1

    Find the Time Sinks

    Find the Time Sinks

    Where hours disappear every week doing work AI can absorb.

  2. Step 2 Step 2

    Pick the First Win

    Pick the First Win

    One high-value use case — not a company-wide AI overhaul.

  3. Step 3 Step 3

    Build & Test

    Build & Test

    An agent or automation, scoped safely, checked before it runs loose.

  4. Step 4 Step 4

    Scale What Works

    Scale What Works

    Roll the proven win out to the rest of the team.

What People Say

"When Sam is in, he's all in! Sam is a deep analytical thinker who looks at every paid media or data challenge as a puzzle to solve. On my team he was responsible for day-to-day manager of all paid social and paid search as well as data and analytics. If you're looking to diagnose, solve and execute digital marketing campaigns, Sam would be a great team member!"

— Courtney Moscovic

"I had the pleasure of working with Sam on the marketing team at KidStrong. He is very knowledgable in analyzing marketing data and building reports. Sam successfully managed the paid media ads, HubSpot CRM implementation and the day-to-day tasks for new center openings. If Sam is looking for a new opportunity, scoop him up quick as he will be an asset to any team!"

— Eileen Gerber, KidStrong

Brands I've Worked With

Past Clients & Partners
Hospitality Lawyer Catalogic Software Direct Logistics Cummings Jewelry Design

Free 30-minute call. Leave with an AI opportunity map for your business.