CRM Hacker
RevOps strategy · CRM & AI implementation

Your RevOps partner.
From strategy to implementation.

I help growing businesses choose, build, and improve the systems their teams rely on, from CRM and AI implementations to ongoing RevOps support.

Discuss your goals See how we help ↓

Work directly with Jonathan. US-based strategy and delivery.

Core platformsSalesforceHubSpotCRM implementation & optimization Workflow automation CRM integrations Reporting & forecasting Quoting & revenue workflows AI implementation & agents
Who we work with

Built for growing small and midsize businesses.

We specialize in B2B SaaS and consumer technology, with experience across staffing, insurance, agencies, and field-based businesses such as trucking, roofing, and construction.

Where we can help

The right help for your next move.

Choose a defined project or ongoing RevOps support.

Launch & implementation

A new system.
A considered starting point.

Launch a CRM, move platforms, or build a revenue process around how your team works.

From plan to rolloutProcess design, CRM implementation, AI agent builds, data migration, integrations, and team enablement.
Improve & scale

Your business evolved.
Your setup needs to follow.

Fix disconnected workflows, unreliable reporting, and manual work as your business grows.

Across the customer lifecycleLead routing, reporting and forecasting, quoting, automation, and sales-to-delivery handoffs.
RevOps as a service

An extension of your team.
Beyond the ticket queue.

Get ongoing help prioritizing requests, maintaining systems, and delivering improvements.

Strategy and execution, togetherRoadmap planning, cross-team alignment, CRM and AI priorities, hands-on implementation, and ongoing improvements.
Salesforce, RevOps & connected systems

Business priorities first. Systems that support them.

Explore the work we can scope around your priorities.

Salesforce consulting ↗HubSpot consulting ↗RevOps consulting ↗All services ↗
CRM implementation & optimization

Build a new Salesforce or HubSpot setup, migrate from another platform, or improve an existing environment. Scope may include:

  • Data models, data cleanup, and lifecycle definitions
  • Lead routing, pipeline stages, reporting, and forecasting
  • New CRM builds, migrations, testing, and team enablement
CRM integrations & workflow automation

Connect the steps between tools, define which system owns each record, and give failed or unfinished work a recovery path. Deliverables depend on the agreed workflow and systems involved.

Quoting & revenue workflows

Connect pricing, quotes, approvals, billing handoffs, and renewals, so teams aren't rebuilding the deal at every step. Where needed, the work can include configure, price, quote (CPQ) tools connected to your CRM.

AI strategy, agents & implementation

Find where AI can take useful work off your team's plate, then build and implement it within your actual processes. That can include agents that prepare account briefs, assist with follow-up, or handle defined steps in a customer workflow.

  • Prioritize use cases against business value, cost, and readiness
  • Build agents and connect them to your CRM, data, and tools
  • Define permissions, approvals, and when a person takes over
  • Test real tasks and exceptions, support rollout, and improve performance over time

We start with the work you need done. When a straightforward automation is the better fit, we'll recommend that.

RevOps strategy & ongoing partnership

Align sales, marketing, and customer operations around a shared roadmap. Agree on responsibilities, capacity, and a working cadence for ongoing improvements.

Jonathan Carlson, CRM Hacker
Jonathan Carlson · CRM Hacker
Your partner in the decisions and the work

Meet Jonathan.

I'm Jonathan Carlson, the person you'll work with, from figuring out what makes sense to building and improving it. I bring RevOps strategy and hands-on CRM, automation, and AI implementation together, so the advice and the work stay connected.

Based in Fort Lauderdale. Usually happiest near the beach.

US-based. Personally delivered.
No outsourcing or offshore handoffs.

More about CRM Hacker ↗

What working together looks like

Agree on the scope and working cadence, then review progress together.

01

Set the priorities together

Connect requests to business goals, weigh the tradeoffs, and agree on what comes next.

02

Turn the plan into working systems

Translate priorities into scoped work, clear ownership, implementation, testing, and team enablement.

03

Review and keep improving

For ongoing support, review results and adjust the roadmap as your business changes.

Start with a conversation.Discuss your priorities and explore whether working together makes sense. No need to arrive with a finished brief.

Your business comes first. The tools follow.

Choose the right fit or get more from the tools you already own.

Platforms we work with

CRM platforms

See more tools we work with

Marketing automation

Sales engagement

Data, enrichment & routing

Recommendations reflect your goals, budget, and existing systems.

Practical advice for the work ahead.

All insights ↗
Data & architecture

How to Build a Salesforce Data Model That Can Survive Growth

CRM governance

A CRM Governance Framework That Teams Will Actually Follow

Start with a conversation

What's next for your revenue team?

Tell us what you have in mind. We'll arrange a free initial conversation to discuss your priorities, see if we're a good fit, and agree on a sensible next step.

Any assessment, implementation, or ongoing support is scoped and priced separately.

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