The
Stack.

Sales Cloud, Service Cloud, custom objects, data modeling, reporting

Full platform, Sales Hub, CRM architecture

Current personal CRM, Chrome extension workflows, custom fields

Client exposure, pipeline architecture

Browser extension, CRM enrichment from LinkedIn

ERP/CRM, enterprise client environments

Deep config, lifecycle design, scoring, grading, campaign architecture, engagement studio

Workflows, lead scoring, email, landing pages, attribution

Event-driven messaging, behavioral automation, API-first

Assessment, migration planning, architecture review

Modern email platform, product-led growth messaging

SPF, DKIM, DMARC, BIMI configuration and troubleshooting

Exchange admin, mail flow rules, connectors, transport — IT-level deliverability

Sender score, inbox placement, warm-up strategy

Isolation of marketing vs. sales vs. transactional sends

Deliverability monitoring

nslookup, dig, diagnostic tooling

Spam testing, inbox placement testing, DMARC monitoring

Email rendering, testing across clients, deliverability

Email testing, Gmail mass email

Deliverability seed testing, warm-up

Primary sending platform, campaign management

Inbox warmup, deliverability management

Sequencing, personalization

Prospecting, saved searches, lead lists

Prospecting, enrichment, sequencing

Multi-channel outbound, AI sequences, API

LinkedIn automation, cloud-based outreach

Waterfall enrichment, table workflows, multi-source orchestration

Person enrichment, ghost detection, DISC profiling, deep research API

Job posting tech detection, company events, hiring signals

Contact enrichment, waterfall approach

Email finding, verification

Technographic profiling, historical tech stack data

Semantic search, content discovery, lookalike queries

Job posting search, web intelligence

Contact enrichment, direct dials, email finding

Unified go-to-market signals, intent-to-action platform

Company funding data, org charts, investment intelligence

Lookalike company finding, ICP modeling

Community-led growth signals, digital body language

Deep page scraping, structured extraction, MCP integration

Actor marketplace, LinkedIn scraping, YouTube, Eventbrite

Browser automation, JS execution, tech detection

Browser automation, headless testing

Claude Max, Claude Code, Routines, API, MCP integrations, prompt engineering

GPT-4, Deep Research, API usage

Gemini Pro, multimodal, API

AI search, research, real-time web intelligence

Real-time search, X/Twitter integration

Image generation, brand assets

Voice synthesis API, voice note outreach

Website builder, Pro plan, MCP integration with Claude Code

Design, prototyping, Pro plan, programmatic file generation

Deployment, Next.js hosting, serverless functions

React framework, SSR, API routes

Database, auth, real-time subscriptions, API

Former developer, deep plugin ecosystem knowledge, theme customization, migrations

Assessment, comparison knowledge

Component libraries for dashboards

Configuration, reporting, event tracking

Tag deployment, trigger configuration

Source/medium/campaign taxonomy design

Custom reports, dashboards, pipeline forensics

First-touch, last-touch, multi-touch frameworks

Conversion tracking, audience building

AdWords conversion setup, Global Site Tag

LinkedIn analytics, content attribution (Chrome extension pulled)

Reporting dashboards, multi-source KPIs

Reverse ETL, data activation, warehouse-native

Attribution, analytics

Lead routing, scheduling

Call tracking, attribution

Retargeting, display ads

Programmatic advertising

Tag management, migration assessment

Sales engagement assessment

Contact database, intelligence (market knowledge)

Review platform, conversion tracking

Chat, customer messaging

CDP, data routing

AI sales assistant, behavioral signals, call analysis

Conversation intelligence, revenue intelligence

Sales calling, cloud phone, recording

PBX, VoIP, business communications, API platform, extensive deployment

Customer service, ticketing, help desk, backend admin

AI email coaching, personalization scoring

Multi-app automation, custom zaps

Visual automation, API orchestration

Event-driven integrations, API middleware

Bidirectional Salesforce-Pardot, SF-HubSpot, connector config

Pipeline orchestration (evaluation)

Operating system (Pit Wall), databases, wiki, daily feed output

Gmail, Calendar, Docs, Sheets, Drive — full suite

Outlook, Excel, Word, Teams — client environments

Team communication, integrations

Video conferencing, webinars

Device-audio meeting notes, custom recipes, API

Calendar scheduling, focus time defense, habit blocking

Project management, client environments

Email client, keyboard-driven workflow

Project management, forms, workflow automation

Repos, version control, CI/CD

Agentic coding, MCP servers, project scaffolding

Linux dev environment on Windows

AI-powered terminal, command history

Scripting, API integrations, data processing

Server-side JS, package management

Design, consumption, authentication patterns

Structured data, GEO/SEO markup

WordPress form builder, CRM integration

Native form builder, progressive profiling

Smart forms, progressive profiling

Scheduling, routing (market knowledge)

Modern form builder, integrations, no-code

Proposal creation, e-signatures, document automation

Electronic signatures, contract management

AI-powered proposal generation

Intent data, account identification, ABM orchestration

Website personalization, ABM, visitor-level targeting

API development, payment integrations, webhook handling

Business banking, treasury management

Accounting, invoicing, bookkeeping

Accounting/ERP, financial systems, reporting

ERP, financial and operational system administration

Implementation, data flow, integration with revenue stack

ADP / Gusto / Paychex class systems, provisioning and admin

On-prem AD, domain services, OU structure, user/group provisioning

Cloud identity, conditional access, app registrations

GPO design, security baselines, endpoint policy enforcement

Single sign-on config, identity federation, app provisioning

Multi-factor rollout, access policy, security hardening

Full tenant admin, licensing, security & compliance center, mail flow

Full tenant admin, OU management, security settings, provisioning

Tenant management, resource groups, basic infrastructure services

Endpoint management, device compliance, MDM policy

Server administration, roles, file/print services

DNS, CDN, WAF, reverse proxy, page rules, Zero Trust, domain management

Managed WordPress hosting, staging, environment management

Proxy config, routing, the operational reality of proxy systems

Cert provisioning, renewal, HTTPS configuration, troubleshooting

Hosting control panel, server-level site management

Squarespace, Cloudflare Registrar, GoDaddy, Namecheap — DNS and transfer management

Google Workspace ↔ Microsoft 365 full tenant migrations, data and identity

CRM, MAP, hosting, and ERP migrations between systems

Rollout planning, user training, change management, adoption programs

Standing up new user instances, environments, access governance

Content publishing, DM outreach, networking, profile optimization

Newsletter, content collaboration

Quick design, social graphics

Photoshop, Illustrator, InDesign — client asset work