01
Routing and ownership
Lead source, territory, booked rep, fallback owner, stage placement, and follow-up rules do not behave consistently.
CRM and workflow implementation support
Take the messy CRM implementation work off your senior team.
I help HubSpot partners, RevOps consultants, CRM consultants, and agency delivery teams build or repair routing, field mapping, Make, Zapier, and n8n workflows, APIs, webhooks, QA, and handoff.
Best for partner overflow and defined workflow problems that need proper execution.
- Pipedrive enrichment accepted and fully paid Follow-on integration requested
- Production n8n workflows across CRM, ATS, meetings, and Slack Matching, ledgers, review paths, and debugging
- Booked-call routing tested and working Pipedrive records, stage, owner, and follow-up
What I take off your plate
The strategy is clear. The implementation is still sitting with senior people.
I work between the approved business rule and the live system. That means turning routing, matching, fields, exceptions, and handoff into something the team can trust.
02
CRM data and dedupe
Fields arrive incomplete, matching is weak, repeated runs create duplicates, or nobody is sure what can safely overwrite live data.
03
Cross-tool workflows
Booked calls, outreach, emails, transcripts, or ATS activity are trapped in another tool instead of reaching the right CRM record.
04
Production QA and handoff
The happy path works, but retries, missing access, API limits, partial failures, logging, review cases, and documentation were never finished.
I do not replace the senior RevOps or CRM strategist. I make the agreed process work in the tools, test it with real examples, and hand it back clearly.
A paid, bounded first engagement
Scoped Workflow Implementation
One defined CRM or automation problem, designed, built or repaired, tested with real records, and handed back properly.
Best when there is a real workflow owner, a defined business rule, and enough access to test the system properly. The scope and delivery window are agreed after I review the issue.
Good starting problems
- One routing, ownership, or stage-placement failure
- One unreliable Make, Zapier, or n8n workflow
- One CRM sync, activity logging, or field-mapping gap
- One bounded integration that needs safe matching and review rules
What is included
- Review of the live flow and concrete failure examples
- Matching, routing, overwrite, dedupe, and review rules
- Build or repair plus important edge-case testing
- Loom walkthrough, implementation notes, and known limitations
Selected implementation proof
Specific work, confirmed status, no invented metrics.
Client systems stay private. These examples show the operational problem, what I personally built, the safety decisions, and the delivery status that is safe to state.
International franchise advisory team
Accepted, fully paid, follow-on requested
Review-first Pipedrive enrichment
New Pipedrive Leads needed repeated manual company and lead research before the records were useful.
Built
A label-triggered Make workflow with sourced AI research, structured fields, a review sheet, and a controlled writeback path.
Why a similar buyer should care
The team received usable enrichment without allowing uncertain AI output to become unquestioned CRM truth.
Pipedrive
Make
Sourced research
Review
Nearshore staffing and recruiting operations company
Production workflows, multi-system delivery
Meeting, CRM, ATS, and Slack workflows
Calls, interview notes, transcripts, CRM emails, and account-channel updates were spread across several systems.
Built
n8n workflows for Fireflies processing, Salesforce logging, Lever notes and transcript files, Slack routing, dedupe ledgers, and review paths.
Why a similar buyer should care
Safe matches created usable records. Ambiguous cases went to review, and production failures could be diagnosed instead of hidden.
Fireflies
Match and dedupe
Salesforce or Lever
Slack review
Outbound lead-generation agency
Paid, tested, and working
Booked calls routed into Pipedrive
Cal.com bookings did not consistently create the right Person and Deal records or assign the correct sales owner.
Built
Webhook intake, Person and Deal creation, Meeting Scheduled placement, booked-rep routing, pre-call email logic, and Beehiiv subscriber sync.
Why a similar buyer should care
Booked calls reached the CRM with clearer ownership and fewer manual handoff steps.
Cal.com
Make
Pipedrive
Owner and follow-up
Client feedback
Trusted with the implementation, not just the diagram.
Selected feedback from completed client projects. Client identities are omitted here for privacy.
“I also greatly appreciate the depth of Michael's documentation on the project, outlining his process step-by-step.”
Client-reported result
“The automation processes he built saved our team over 20 hours per week.”
“Very strong on the technical aspects of Make workflows.”
How I deliver
Small scope, production discipline.
The goal is not a clever diagram. The goal is a workflow that behaves predictably with real records, bad data, retries, missing access, and edge cases.
01
Inspect the failure
Review the current workflow, records, payloads, fields, errors, and real examples, not only the intended process.
02
Define safe rules
Confirm the source of truth, matching keys, routing, overwrite rules, review cases, and what must never be guessed.
03
Build and test
Implement the bounded flow, then test happy paths, duplicates, missing data, bad access, retries, and partial failures.
04
Hand it back clearly
Document the trigger, fields, logic, limitations, review process, and what the team should do when the workflow cannot decide safely.
Best commercial fit
Extra implementation capacity without another full-time hire.
Strong fit
- HubSpot and RevOps partners with delivery overflow
- CRM consultants who need workflow, integration, data, or QA support
- Agencies with a defined lead-routing, handoff, or reporting problem
- B2B teams with a real workflow owner and clear business rules
Usually not a fit
- Unpaid audits or open-ended troubleshooting before scope
- Random one-off tasks with no owner, examples, or business rule
- Full GTM strategy, enterprise architecture, or custom app development
- Blind production changes without test records and rollback thinking
About Michael
I work between the business rule and the system that has to enforce it.
My strongest work is implementation, repair, integration cleanup, data flow, QA, and handoff. I am most useful when the process direction is understood, but someone still needs to handle the routing logic, field mapping, APIs, webhooks, dedupe, review paths, production debugging, and documentation.
CRM workflow implementation
Make, Zapier, and n8n
APIs and webhooks
Routing and field mapping
Dedupe and review logic
QA and handoff
Send the workflow issue. I will tell you if it fits and what the smallest sensible paid next step is.
A rough Loom or screenshot is enough. You do not need to prepare a polished brief.
Email: michael@byteescape.com