Operational Infrastructure for SaaS Startups
Build ops infrastructure that grows with you.
Operational systems for SaaS startups ready to professionalize their internal operations.
Early-stage startups can get by with scrappy tools and manual processes. But at some point, the chaos that felt energizing starts holding you back. You need operational infrastructure that can scale with your growth, not against it.
Sound familiar?
The CRM is a mess
Data is inconsistent, pipelines don't reflect reality, and nobody trusts the numbers. You're flying blind on your own sales process.
Customer data is everywhere
Usage data in the product, billing in Stripe, support in Intercom, feedback in Notion. Building a complete picture of any customer is a research project.
Manual processes don't scale
What worked with 10 customers breaks at 100. The workarounds you built are now bottlenecks.
No one has time to fix it
Everyone knows ops is a problem, but everyone's too busy shipping product to fix it. The debt keeps growing.
How we help
CRM architecture and cleanup
Design data models that make sense, clean up what's there, and build processes that keep it clean. A CRM you can actually trust.
Revenue operations automation
Connect sales, marketing, and customer success data. Automate handoffs, track the full customer journey, and know what's working.
Customer success infrastructure
Health scoring, usage alerts, renewal tracking, and expansion signals. Know which customers need attention before they churn.
Scalable operational foundations
Documentation, processes, and systems designed to grow. Build once, scale forever, instead of rebuilding every time you 2x.
Case Study
Investment Network Operations Platform
The Problem
This client runs high-ticket summits for institutional investors, but was running their high-touch network on email marketing infrastructure. ActiveCampaign as a "CRM," Excel files emailed between team members, no deduplication, and no way to prioritize relationships. For a business whose value is curating a trusted network of CIOs and allocators, the gap between the product and the tools was enormous.
The Solution
An 18-month engagement building a multi-system integration platform: automated registration pipelines, AI-powered contact deduplication with confidence scoring, event invite intelligence with public/private splits, and a structured weekly QC workflow the team actually maintains.
The Results
From Excel attachments to a unified contact database. Event operations for CIO Summits now run on purpose-built systems. Team runs structured weekly data QC independently.
“Incredibly knowledgeable and patient, Nick meets you where you are, explains complex concepts clearly, and manages projects seamlessly, making him highly recommended for improving Notion systems.”
Cristina Moyer
Director, Amber Book
Ready to professionalize?
Let's talk about building operational infrastructure that can grow with you.