Save 10+ Hours A Week
Stop Wasting $100s-$1000s/Month
Grow 2X Faster
You've built a successful business. Your revenue proves it. But underneath that success, you're still operating like a startup — scattered data, manual processes, decisions based on intuition instead of intelligence.
There's a better way.
The Hidden Cost of Amateur Operations
You're not struggling because you lack business skills. You're struggling because you're running million-dollar revenue through startup-level systems.
The symptoms you recognize:
Making critical decisions without complete data
Spending hours on tasks that should be automated
Fighting with systems that don't talk to each other
Wondering if your growth is sustainable or just lucky
Feeling like you're always one step behind your own success
Here's what's really happening:
Your business grew faster than your infrastructure. You're running enterprise-level revenue through amateur-level operations.
Fortune 500 Operations Without the Fortune 500 Complexity
After 20 years delivering systems for billion-dollar automotive companies and auditing operations at Deloitte, I know what world-class revenue operations look like.
Here's what I do for growth-stage businesses:
🏗️ Revenue Operations Architecture
Transform scattered tools into integrated systems that give you complete business visibility
📊 Data Centralization
Connect all your revenue touch points so every number tells the same stor
⚡ Process Automation
Eliminate manual work that's consuming your time and creating human error
🎯 Business Intelligence Systems
Make decisions with confidence using real-time data instead of gut instinct
The 90-Day Revenue Operations Transformation
Phase 1: Audit & Architecture (Days 1-30)
Complete assessment of your current systems, data flows, and process bottlenecks. Design your integrated revenue operations blueprint.
Phase 2: Integration & Implementation (Days 31-60)
Connect your systems, centralize your data, and automate your processes using proven enterprise methodologies.
Phase 3: Optimization & Training (Days 61-90)
Fine-tune performance, train your team, and establish ongoing monitoring systems.
The Result: Enterprise-level operational excellence in 90 days, not 18 months.
Why Growth-Stage Businesses Choose Me
Enterprise Experience
20+ years delivering revenue operations for billion-dollar manufacturers. I know what scales and what breaks.
Audit Expertise
Former Deloitte auditor specialized in process optimization. I find inefficiencies others miss.
Systems Thinking
I don't just implement tools — I architect integrated operations that transform how you run your business.
Entrepreneurial Understanding
I've built my own business. I understand your constraints, timelines, and cash flow realities.
Why Growth-Stage Businesses Choose Me
Enterprise Experience
20+ years delivering revenue operations for billion-dollar manufacturers. I know what scales and what breaks.
Audit Expertise
Identify your biggest operational bottlenecks
See exactly where you're losing time and money
Get a custom roadmap for your transformation
Understand what enterprise-level operations would look like for your business
No pitch. No pressure. Just clarity.
Typical Tech Purchase
Typical Tech Purchase
Typical Tech Purchase
We Don't Just Sell Software. We Do the Work For You.
Why Our Framework Works (When Other Tools Fail)
Save Time 10+ Hours/Week
No more jumping between apps or fixing errors.
Stop Wasting $500+/Month
Ditch redundant tools draining your budget.
Grow 2x Faster
Align sales, marketing, and service to hit goals together.
Problem
What is Boss AssistTM?
Your All-in-One Toolkit for Revenue Operations.
Tired of siloed data, manual spreadsheets, and misaligned teams? Boss AssistTM is a customizable SaaS platform built specifically to simplify revenue operations (RevOps).
We've taken a powerful, white-label platform and tailored it with features that help you.
Centralize
Bring sales, marketing and customer success data into one dashboard
Automate
Replace manual task workflows with smart, time-saving automations
Align
Get teams on the same page with shared goals and real-time insights.
No. consultants. No complexity. Just a platform that grows with you.
What Can You Do With Boss AssistTM?
Centralize
Capture leads one time from email, phone, social media, chat bot, QR codes and more into a single location.
Immediate access to your leads for email and SMS followup. No need to import/export data.
View analytics on email campaigns, SMS campaigns, funnels and paid ads in one platform.
Automate Workflows
Reclaim lost revenue with automated followups. No more missed opportunities.
Service calendars allow your clients to book multiple appointments at one time.
Send proposals, obtain eSignature and autogenerate invoices.
Align sales, marketing and customer success teams
Share client information and updates within a single platform including SMS, email, chat, voice calls, documents, appointments and notes.
Agent call reporting via central platform with performance metrics.
Create online library for team training including video, audio and documents.
What is Revenue Operations (RevOps)?
RevOps is a strategic approach that aligns your marketing, sales, and customer success teams to streamline and optimize your revenue generation process. By integrating people, processes, and technology across departments, RevOps ensures that your business is working towards common goals, improving efficiency, and maximizing revenue growth. This holistic view of operations allows businesses to make data-driven decisions, reduce friction between departments, and create a seamless experience for both the team and the customer.
How Does Revenue Operations Differ from Regular Operations?
While regular operations focus on the day-to-day management of business processes across departments like HR, finance, and supply chain, RevOps specifically targets the alignment and optimization of revenue-generating functions such as marketing, sales, and customer success. RevOps integrates these functions into one cohesive strategy to improve efficiency, streamline workflows, and drive growth across the entire customer lifecycle. It uses data-driven insights to reduce silos between departments, ensuring a seamless experience from lead acquisition to customer retention. In contrast, regular operations might focus on general operational tasks that support the business but aren't necessarily aimed at driving revenue growth or aligning cross-functional teams around financial goals. RevOps, on the other hand, is designed with a clear focus on maximizing revenue and scalability.
How Is Boss AssistTM Different from Other Tools?
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