Executive Operating Partner · New York
Insight is easy.
Shipped is the standard.
I build the systems executives and revenue teams actually run on — execution structure, AI workflows, and operating cadence. Strategy leaves the room as a working system, not a set of notes.
Systems shipped, not slides delivered
Six of nine production AI agents built to automate revenue and client operations end to end — inside HubSpot (NYSE: HUBS), one of the world's largest CRM software companies. Playbooks from this work were adopted into its global partner AI training.
Two ways to work with me
For executives
The 90-Day Execution Engagement
For leaders who understand what's holding them back and now need the external system: structure, cadence, and leverage that make the plan survive a real calendar.
- A written Operating System Audit of how you actually work
- Weekly working sessions — each one ships an artifact
- 2–3 personal AI workflows built for you, not prescribed to you
- Negotiation, communication, and decision frameworks on demand
- Full handoff so the system runs without me
Packaged, fixed scope. By application — engagements are scoped in an intro conversation.
For companies
Revenue Operations Advisory
For founders and revenue leaders scaling sales, service, and support. I design the operating structure and build the AI workflow layer that runs it — B2B and B2C.
- GTM strategy, positioning, and partnership motions
- Process design across sales, service, and support teams
- AI agents automating QBRs, deal review, retention, and reporting
- Retention frameworks, tiering models, and team cadence
Monthly retainers from $3,000. Limited to a small number of concurrent clients.
Audit. Build. Install.
Weeks 1–2
Audit
Map how you or your team actually operate — calendar, priorities, decision backlog, communication patterns. Where time leaks. What's undelegated. What's avoided.
Weeks 3–10
Build
Weekly working sessions with a shipped artifact each time: prioritization systems, delegation frameworks, negotiation prep, and AI workflows wired into your real tools.
Weeks 11–12
Install
The system is handed over running — documented, owned by you, independent of me. Optional monthly advisory for those who want a standing operator in their corner.
The operator behind it
Sam keeps sessions focused, asks the right questions, and helps me move forward without overcomplicating things. Within a week I had a working MVP with a go-to-market plan in place.
Nikita — Founder, micro-SaaS
His ability to ask the right questions let me structure my goals efficiently. Within two months of working with him, I had a new job offer.
Anthony — New role in 8 weeks
One of the smartest and most effective partners I've worked with in 25+ years.
Senior leader, partner organization
05 — Contact
If the plan keeps not surviving the week, that's a systems problem.
Engagements open by application. A few lines about your situation — what you run, where it's stuck — and I'll reply with whether it's a fit and what the first step looks like.