Daniel B.

🏆 Trusted by brands including New York Times, Experian, Bobcat, Spectrum, Moody Radio, Tampa Bay Lightning, Sand Cloud, The Ordinary and more.

If your CRM is disorganized, your automations are underperforming, or your pipeline isn’t converting consistently, that’s exactly where I come in. I do Lifecycle, RevOps, Process Building, Fractional CMO and more.

For the past 15+ years, I’ve helped 700+ companies improve lead flow, increase conversions, clean up messy systems, and build scalable marketing and sales operations across HubSpot, Salesforce, and Klaviyo.

Unlike most consultants, I combine deep technical CRM expertise with real-world marketing strategy. I don’t just “set up software.” I help businesses build systems that generate revenue.

Core Services:

• HubSpot, Salesforce & Klaviyo Implementations, Migrations & Health Checks
Fix broken setups, improve reporting accuracy, optimize lifecycle stages, clean workflows, improve deliverability, and ensure your CRM is actually supporting growth instead of slowing your team down.

• Lifecycle Marketing & Pipeline Automation
Advanced nurture sequences, lead scoring, onboarding flows, retention campaigns, pipeline automation, AI sales agents, and customer journey optimization designed to increase conversion rates and customer lifetime value.

• CRM Data Cleanup & Deliverability Optimization
Duplicate cleanup, bounce reduction, list hygiene, email reputation repair, auto-merging, segmentation strategy, and ongoing database governance to improve campaign performance and reporting accuracy.

• Lead Generation & Funnel Growth
Facebook Ads, Google Ads, LinkedIn outreach, Apollo campaigns, cold email systems, and AI-powered prospecting strategies designed to consistently generate qualified pipeline.

• Ongoing Marketing & CRM Retainers
Long-term strategic support for automation, campaigns, reporting, optimization, content strategy, SMS marketing, email marketing, and scaling operations as your business grows.

• Custom Development & Creative
Custom CRM solutions, branded email templates, landing pages, websites, preference centers, integrations, and automation infrastructure built to match your brand and business goals.

Why Clients Hire Me:
✔ 15+ years experience with a Degree in Marketing
✔ Certified In Salesforce (AE, Sales, Marketing, Data), HubSpot, Marketo, Klaviyo, Eloqua and more ✔ 700+ successful projects + 🥇 Hubspot Gold Partner + Salesforce Consulting Partner ✔ Expert-Vetted consultant on Upwork for over 10 years ✔ Deep experience in both B2B, B2C & eCommerce (Almost every industry) ✔ Fast communication & strategic guidance ✔ Long-term scalable solutions, not quick fixes