Built complete operational backbone from zero to $36M/year.

We started with the foundation: a Pipedrive CRM configured specifically for how Hanso's sales team actually closes deals. Not a generic template. Custom pipelines for their high-ticket sales process — from initial inquiry through site visit, design phase, contract, and installation.

Around the CRM, I integrated ActiveCampaign for automated follow-up sequences (because manual follow-up is where high-ticket leads die), Calendly for meeting scheduling, and a custom round-robin distribution system so leads automatically route to the right rep based on territory, capacity, and specialty.

High-ticket buyers don't pick one channel. They call. They text. They DM through the website. They email. They book on Calendly. They walk in (figuratively — through a CallPage widget that catches site visitors).

Each one of those was a separate stream that could be lost. So I built the centralization layer: Aircall for all incoming and outgoing calls; Sakari for SMS communication; CallRail for tracking which marketing channels drive which calls; CallPage widget on the site for capturing visitor inquiries; Slack notifications for every meaningful customer action.

Everything funnels into Pipedrive. Every rep sees every interaction with their prospects in one place. Nothing falls through cracks because there are no cracks — everything is connected.

Here's industry data: businesses that respond to leads within 5 minutes are 21x more likely to qualify them versus responding within 30 minutes.

For a high-ticket business, that statistic translates directly to revenue. So we deployed Retail.ai — an AI voice agent that calls leads the moment they submit a form on the site. It qualifies, gathers context, and books the meeting automatically.

The lead's first interaction with Hanso Home happens within minutes of their inquiry, not hours. The sales team's calendar fills with pre-qualified meetings, not cold outreach.

A growing sales team needs more than gut feeling. The founder needed to see — instantly — what was working, what wasn't, and where to apply pressure.

I built a custom analytics layer pulling from Pipedrive, Aircall, and ActiveCampaign. Real-time dashboards showed conversion rates by stage, response times by rep, source attribution, pipeline velocity, and revenue forecasting.

When the team grew from 1 sales rep to 10, the founder didn't lose visibility. He got more.

Sales without support is a leaky bucket. As Hanso scaled past their first dozen customers, support volume became a real operational challenge.

I built out their customer support function from scratch — Intercom as the core platform, custom workflows for ticket routing and prioritization, knowledge base buildout, and integration with the sales side so support reps had full customer context on every interaction.

Then we deployed Fin AI on top — Intercom's AI agent that handles common questions automatically. The result: support team handles complex issues, AI handles the routine. Support load reduced by approximately 60%.

The team now operates 8 support reps where they would have needed 12-13 without AI handling routine inquiries.

A premium outdoor structure isn't a product you ship in a box. The fulfillment process involves manufacturing, logistics coordination, installation scheduling, and customer communication throughout.

I integrated ShipStation for shipping coordination, synced with Shopify for order management, and built a custom database layer through Google Drive that keeps product data, customer information, and fulfillment status synchronized across all systems.

The team can scale order volume without proportionally scaling headcount. Each fulfillment specialist now handles roughly 3x the volume they could manage manually three years ago.

All of this only works because of orchestration. Make.com sits at the center, connecting twenty-plus tools into one coherent system. When a lead fills out a form, fifteen things happen automatically — in the right order, at the right time, with the right team members notified.

This is the part most agencies skip. They install tools. We architect systems.

Sales closes deals. Marketing makes sure those deals keep coming.

For Hanso, we built the marketing engine on Klaviyo, fully integrated with their Shopify store. Every customer interaction — from first site visit to post-installation follow-up — became part of an automated lifecycle journey.

Specific flows we deployed: welcome sequences for new leads from the site; abandoned cart recovery for in-progress orders; post-purchase nurture for first-time customers; reactivation campaigns for dormant leads; seasonal promotional automation tied to outdoor buying cycles; and customer segmentation based on product interest, geography, and purchase history.

The result: marketing campaigns run themselves on schedule, customers receive contextually relevant communication, and the founder doesn't have to think about email blasts. The infrastructure does it.

Twenty-plus integrated tools and 18 team members need a coordination layer of their own. The systems handle the customer-facing operations. ClickUp handles the team-facing operations.

We deployed ClickUp for internal task management across all departments — sales handovers, support escalations, fulfillment coordination, marketing campaigns, and operational projects. Each team has their own workflows, but everything connects through the central system.

When a customer issue requires multiple departments, it routes automatically. When fulfillment needs manufacturing input, the task creates itself. When marketing launches a campaign, the relevant team members know without anyone sending an email.

The infrastructure runs the customer-facing operations. ClickUp runs the team behind it.

Sales close. Marketing runs. Support handles tickets. Fulfillment ships product. But the books still have to balance.

For a business doing tens of millions in annual revenue, manual financial reconciliation isn't an option. Every transaction across multiple payment processors needs to flow into accounting accurately, automatically, and in real time.

We integrated Xero as the financial backbone, connected to both payment processors: Whop for digital product payments and Stripe for primary commerce transactions.

Every payment processed through either system flows into Xero automatically with full transaction detail — customer attribution, product mapping, tax handling, refund tracking, and payout reconciliation. The accounting team works in a single financial source of truth instead of cross-referencing three systems and hoping the numbers match.

When the founder asks "what's our revenue this quarter?" — the answer is one dashboard away. Not "let me ask accounting to pull the numbers." Financial data became infrastructure too.