Full-time, contract, or 1099. Operations, training, sales enablement, AI enablement, and roles that blend them.
Ontrak Health (closed August 2025). Member engagement and AI-assisted training tools.
After 25 years inside sales, operations, and CRM rollouts, the same three patterns show up in most organizations.
"Organizations buy tools to fix problems that are actually workflow gaps."
The tool isn't the problem. The missing system is. Map the workflow first. Pick the tool second.
"Every time someone opens the AI, they have to re-explain everything from scratch."
The AI should already know the business. A context architecture makes that possible. Open a session and it picks up where the last one ended.
"The same problem gets fixed three times and still comes back."
Problems that repeat are systems waiting to be built.
Most rollouts fail because the tools come first. The way I run an implementation, the thinking comes first, whether that's a CRM at 500 locations or an AI pilot for one department.
Talk to the people doing the work. Figure out what's actually broken and what a working system would do for them. No tools yet. Just the truth.
Design before building. Every piece mapped before a tool gets picked. The whole system is visible before anyone spends a dollar implementing it.
Build it with the team. Train every role on every piece. Definition of done: the team can run it without me in the room.
Twenty-five years of creating systems and teaching people how to use them. The biggest project: a $50M CRM rollout across 500+ locations. I didn't just train the managers. I turned them into the person their whole market called when they had questions.
Read the story →CRM rollout, 500+ locations. Trained managers became their market's go-to.
While the market posted year-over-year declines. The company created a new position so I could replicate the system across locations.
That was the same strategy I used managing teams throughout my career. When I was out and another manager had to step in, I'd hear the same thing: they barely knew my team was there.
In one role in the San Francisco Bay Area, my locations were producing double-digit increases while the market as a whole was posting year-over-year decreases. The company created a new position for me: go from location to location, set up the systems, train the staff. Not because I was brilliant. Because of the systems and the training I put in place.
When a system solves the team's actual pain points, they buy in. They stop waiting for answers and start finding them. They get better at their jobs. And their managers stop spending their days answering questions and start doing the work that actually grows the organization.
That is the standard I hold every rollout to. Managers confident building on what got built. Teams that know where to go.
Nobody waiting on anybody.
Six working projects built in the last few months. Each one has its own showcase page with the story behind it and a motion-graphic walkthrough.
Friends Job Dashboard
Multi-tenant dashboard for laid-off friends. Scrapes leads, AI fit-scores them, one-click tailored resume and cover letter.
Life at a Glance
Personal command center pulling backlog, hook activity, session logs, and system drift into one panel I scan every morning.
Recipe App
Reads handwritten recipe cards, tracks the freezer, holds 215+ recipes. Built for my own kitchen, public demo live.
Visual Prompt Builder
Curated vocabulary for AI image generation: shot types, lighting, mood, lens. Plain English in, professional prompt out.
Entertainment Hub
Cross-platform watch list. AI assistant finds title, streaming service, TMDB score, and trailer in seconds.
Ontrak Call Guide
Six-stage call structure for 100+ engagement specialists. Hover-to-reveal coaching notes on every objection.
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