More than 20 years of knowledge to develop your roadmap for B2B CRM & RevOps success
Who is Wayfinder?

Mike Rogan
Founder
Why Work With Me
I learned data quality where the stakes were highest. Twenty years working across Financial Services, Healthcare, Education, and B2B SaaS — including regulated environments where data errors carry real legal and compliance consequences — taught me a level of rigor that most CRM consultants never develop. When you’ve fixed data problems where the cost of getting it wrong was a regulatory fine or a patient record, everything else feels manageable.
I’ve seen it from every angle. Most advisors have been the vendor or the customer. I’ve been both — plus I spent years inside Salesforce leading SaaS product and data initiatives at scale. That combination of insider credibility and real-world experience across complex industries is rare. It means I know how these platforms are designed, where they break down, and what it actually takes to fix them in environments that can’t afford disruption.
I find the 20% that’s causing 80% of your problems. Two decades of revenue operations work means I can walk into any stack — regulated or not — and identify the critical issues fast. You don’t need everything fixed. You need the right things fixed first.
No handoffs. No project managers. Just results. I’m your single point of contact from diagnosis to delivery. When something needs doing, I do it.
You’ll get honesty, not a scope of work. Some things don’t need a consultant. I’ll tell you when that’s the case. What I won’t do is sell you a six-month engagement when you need a two-hour fix.
You already know your data isn’t right. In your industry, that’s not just an operational problem. It’s a risk.
Every quarter you wait is another quarter of decisions made on data you don’t fully trust, automations built on a shaky foundation, and AI initiatives that aren’t ready — or safe — to launch.
Let’s start with an honest conversation about where things stand.






