

I find and fix the $40K to $150K revenue leaks in your email, automations, and funnels so your backend prints money without hiring an expensive agency.

The Profit Path Framework
Revenue attribution dashboards, team training, and SOPs so you know what's working and can maintain the system long-term.
I build, test, and deploy your custom automations using the same behavioral triggers and segmentation logic I used at Disney and Sony.

I map your entire customer lifecycle (from first click to repeat buyer) and design the automations that move them through each stage automatically.

60-min platform review to identify your biggest revenue leaks. You'll get exact dollar estimates and 3 quick-win automations deployed in 48 hours.

60-min platform review to identify your biggest revenue leaks. You'll get exact dollar estimates and 3 quick-win automations deployed in 48 hours.
I map your entire customer lifecycle (from first click to repeat buyer) and design the automations that move them through each stage automatically.
I build, test, and deploy your custom automations using the same behavioral triggers and segmentation logic I used at Disney and Sony.
Revenue attribution dashboards, team training, and SOPs so you know what's working and can maintain the system long-term.
How We Serve





Generic 'you left something behind' emails don't work. I build behavioral recovery sequences that feel personal, urgent, and convert.
• Behavioral Triggers: Dynamic messaging based on cart value
• Multi-Touch Sequences: Email + SMS orchestration
• Revenue Attribution: Track exactly how much you recover

I reactivated 4M+ users at Sony. Now I bring that same Fortune 500 segmentation logic to your customer base.
• Intelligent Segmentation: Dormant vs. ready-to-buy-again
• Win-Back Campaigns: Strategic incentives that actually work
• Automated Pruning: Protect deliverability automatically


Every automation includes tracking and reporting. You'll see exactly how much money is coming from cart recovery, reactivation, onboarding, etc.
• Revenue Attribution: Track which automations drive sales
• Leak Detection: Monthly audits to identify new gaps
• Executive Dashboards: Clear, actionable metrics

If new customers don't hit their 'aha!' moment fast, they churn. I architect onboarding that guides them there. Automatically.
• Journey Mapping: Chart the path from purchase to product adoption
• Milestone Triggers: Celebrate progress and nudge stalled users
• Multi-Channel: Email, SMS, in-app messaging working in harmony

Choose your starting point. Most clients begin with the Assessment.
A professional diagnostic to identify and quantify hidden revenue opportunities.
60-min Deep Dive Platform Review
Revenue Leak Report with exact $ estimates
30-min Loom Video Walkthrough
BONUS: 1 "Quick Fix" Automation (deployed in 48 hours, $500 value)
3 "Quick-Win" Automations
$1,500 credited toward Phase 2 or 3 if booked within 30 days
Surgical solution for your #1 revenue leak. We design and deploy custom automations.
Strategy & Design for 1 specific problem (Cart Recovery, Onboarding, Reactivation)
3-5 Custom Email Automations
Advanced Behavioral Triggers
Implementation, Testing & QA
Full Technical Documentation
2 Weeks Post-Launch Support
A complete lifecycle transformation. The "Fortune 500" engine for your business.
Full AARRR Lifecycle Mapping (Acquisition → Activation → Retention → Revenue → Referral)
12-15 Custom Automations across all stages
Tech Stack Integration & Data Modeling
Advanced Segmentation Logic
Team Training & SOPs
90-Day Implementation Timeline
I specialize in Kajabi, Klaviyo, ActiveCampaign, and Salesforce Marketing Cloud. If you're on a different platform (ConvertKit, Mailchimp, Drip, etc.), we can discuss migration as part of the engagement. I'll recommend the best platform for your business size and complexity.
Audits can be booked as soon as next week. Full implementation projects (Phase 2 and 3) are limited to 2 engagements per month to maintain quality. If you need urgent work, the Profit Path Assessment includes 3 "Quick-Win" automations deployed within 48 hours.
Book the free 30-minute diagnostic call. We'll identify your biggest revenue leak and recommend the right starting point. Most clients start with the $1,500 Profit Path Assessment to get a full roadmap before committing to a larger implementation.
I work with both. Many agencies white-label my services for their premium clients who need enterprise-level execution. If you're an agency, let's talk about partnership opportunities.
Absolutely. I've integrated CRM platforms with Shopify, WooCommerce, Stripe, Salesforce, Zapier, webhooks, APIs, and custom databases. Data modeling and tech stack integration are core parts of the 717 Architecture Transformation (Phase 3).
Agencies give you strategy decks and hand execution to junior account managers. I code, I strategize, I deploy. You work directly with me—a senior architect who's built systems for Disney, Sony, and Toyota. No middlemen. No learning on your dime.
Revenue recovered and attributed. Every automation I build includes tracking and reporting. You'll see exactly how much money is coming from cart recovery, reactivation campaigns, onboarding sequences, etc. No vanity metrics—just dollars.
I work with $500K-$5M e-commerce and SaaS businesses that have outgrown basic email marketing but aren't ready for a $30K+ agency retainer. If you're generating at least $500K annually and your backend feels messy, you're in the right place.
Yes. Once your system is built, I offer three retainer tiers: System Insurance ($497/mo) for health checks, Revenue Monitor ($997/mo) for optimization, and Growth Operator ($1,997/mo) for fractional CRM management.
Every Profit Path Assessment includes a Revenue Leak Report with exact dollar estimates. If I can't find at least $40K in recoverable revenue, I'll tell you upfront—and you won't move forward. I only take on projects where I'm confident I can deliver measurable ROI.
Hi, I'm Nicole. Your CRM Revenue Architect.
I've spent 10+ years building revenue-driving engagement systems for Fortune 500 giants like Disney, Sony, Toyota, and the U.S. Army. I've managed database infrastructures for 2B+ subscribers and maintained a 99% deployment accuracy rate.
Now, I bring that same enterprise rigor to $500K-$5M businesses. I'm part strategist, part efficiency nerd, and part technical lead.
Most consultants give you a strategy deck and disappear. Agencies hand your account to a junior manager who learns on your dime. I do neither.
I code, I strategize, I deploy. Whether it's Salesforce Marketing Cloud or Kajabi, I build systems that don't break—and I build them fast (17 days for a Critical Fix, 90 days for a complete transformation).
My goal is to democratize Fortune 500 lifecycle frameworks so mid-market businesses can stop revenue leaks without the enterprise price tag.

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