Your CRM says the deal is $500K. Your VP says $300K. The rep says “it’s complicated.”
Three people, three numbers, one pipeline. Nobody trusts any of them.
Now with AI that ships.
Your revenue ops shouldn’t depend on one person’s spreadsheet, a duct-taped automation, or a CRM nobody trusts. I build the systems that replace all of that. You keep the infrastructure.
erin@youragency.example01 / For leadership teams
A part-time head of AI with hands on the keyboard.
02 / For agencies and partners
Add senior HubSpot and AI capacity under your brand
Sound familiar?
Your CRM says the deal is $500K. Your VP says $300K. The rep says “it’s complicated.”
Three people, three numbers, one pipeline. Nobody trusts any of them.
Someone on your team is copy-pasting between HubSpot and an AI chat window every day.
Everyone knows it’s a workaround. Nobody’s built the thing that replaces it.
You bought a tool six months ago. Nobody uses it.
The process it was supposed to replace is now two processes: the old one, and the half-finished new one that made everything worse.
These aren’t tool problems. They’re systems problems. And another dashboard isn’t going to fix them.
Our approach
Three principles that guide every engagement.
I don’t hand you a recommendation deck. Your deals route to the right rep automatically. Your data stays clean. The deliverable is infrastructure, not a PDF.
I build operations where AI is part of the foundation. Your CRM routes deals smarter. Your team gets answers from institutional knowledge. Your reporting stays accurate without someone babysitting a spreadsheet.
Every automation has a walkthrough. Every process is documented. I’ve never had a client call me six months later because they couldn’t figure out how to use what I built. That’s the bar.
Lead → Build → Enable
AI help usually arrives in pieces: a strategist writes a roadmap, an agency quotes the build, someone runs a workshop. Things get lost in the handoffs between them. I do all three, so the person who set the plan is the one building it and teaching it.
I set the AI direction with your leadership team and own the roadmap: what to build first, what to teach, and what to leave alone for now.
I build the first AI products and integrations myself, on HubSpot and the tools around it. Building is part of the monthly engagement, not a second contract.
I teach your team to run what I build and to use AI well in their own work, through onboarding and weekly office hours.
About Geekeri
Every engagement ends with documented processes, trained teams, and infrastructure you own
Human review, audit logs, PII-safe handling, and rollback, so your team can trust what ships
I build the CRM data, automation, and reporting systems your revenue team runs on, instead of advising from the sidelines
The platform I use every day, and the loop I bring to client work
The Geek Brief
Bi-weekly hot takes, in-depth posts, curated industry links, and one actionable tip you can use this week. Delivered when it’s worth your time.
FAQ
Answers to the questions that usually come up at this point.
Most engagements start with a conversation, not a contract. No pitch deck. No pressure. Just a real talk about where you are and what might help.