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I’m not in the business of selling software licenses. I provide a truly unbiased point of view, with recommendations not tied to any single platform or technology provider.

Data

  • Governance
  • Deduplication
  • Quality
  • Augmentation

Technology

  • Assessments
  • CRM
  • Integrations
  • AI Readiness

Strategy

  • Revenue Optimization
  • Process Improvement
  • Roadmaps
  • GenAI

Wayfinder offers several managed service packages to put you on the path to success. Let’s figure out which core monthly offering is right for you during a complimentary consultation.

Discounts are available for nonprofit organizations.

Your Salesforce is an investment, not just a tool. I help identify what’s working, what’s broken, and what’s costing you money. From data cleanup to process optimization, I’ll show you exactly where your ROI is hiding.


You don’t need another full-time hire. You need someone with the bandwidth and expertise to tackle the projects that have been sitting on your to-do list for months. I work alongside your team, whether that’s you, an overloaded admin, or a mix of both.


When a process isn’t mapped correctly or your data quality is declining, deals fall through the cracks. I help streamline your revenue operations and ensure nothing gets lost between marketing and sales.

* 3-month minimum service terms; discounts available for longer commitments

What’s the one Salesforce issue that’s been bugging you for months?