How I Work

My systematic approach to building MarTech and RevOps solutions

1Start With Context

Before touching any tools, I gather context. What's the business goal? Who are the stakeholders? What are the constraints? What has been tried before? Context prevents wasted effort and ensures alignment from day one.

2Define Language

I create shared definitions for key terms. What does "lead" mean? What counts as "conversion"? When different teams use the same words to mean different things, systems break. Shared language is the foundation of shared understanding.

3Architect the System

I map out the full system before building anything. What data flows where? What systems connect? What are the dependencies? This is where I think like an architect—considering the whole structure, not just individual features.

4Design & Prototype

I create wireframes, data models, or workflow diagrams before implementation. This reveals edge cases, identifies gaps, and allows for feedback before investment. Prototypes save time and prevent rework.

5Build & Execute

With clear requirements and solid architecture, I build iteratively. I start with core functionality, validate it works, then layer on complexity. I prefer working software over comprehensive plans.

6Test & Validate

I test rigorously—with real data, real users, and real edge cases. I validate assumptions against reality. If something doesn't work as expected, I adjust the design, not the data.

7Document for Inheritance

I create documentation that helps the next person understand not just what I built, but why. Architecture decisions, data models, workflow logic, and edge cases are all captured for future maintainers.

8Launch & Enable

I don't just ship—I enable. I create guides, train stakeholders, and ensure teams know how to use and maintain what I've built. A great system that no one understands is a failed system.

9Measure & Iterate

I define success metrics upfront and measure against them. I gather feedback, identify bottlenecks, and continuously improve. Systems are never "done"—they evolve as business needs evolve.

See the Full Process

View a visual representation of my 9-step methodology

View Process Diagram