01
Market Evaluation & Expansion Strategy
I identify the right market, audience, and channels before you spend, so expansion starts with evidence instead of guesswork.
DATA CLEANUP. SYSTEMS THAT SCALE. GROWTH THAT LASTS.
Growth shouldn’t be a guess.
I’m Rachel. I fix the systems underneath growth: the market strategy, the data, the pipeline, the retention, the outreach, and the onboarding that keeps it running without me. Most people specialize in one piece. I do the whole system.
Something’s Off
You probably already know something’s off.
Maybe it sounds like one of these:
You want to expand into a new market or launch a new product, and you’re not sure who to go after first.
You bought a lead list and a third of it bounced.
There are three versions of the same company in your CRM, and nobody fully trusts the reports anymore.
Customers are quietly slipping away, and nobody’s tracking why.
Follow up happens when somebody remembers to follow up.
You’d like to start using AI tools, but you have a pretty good idea what would happen if you pointed one at your current data.
Everything works because you’re the one holding it together, and that doesn’t scale.
What I Do
Seven ways to fix the system underneath your growth.
These aren’t seven unrelated services. They’re the same skill applied wherever your business system needs fixing most.
02
Data Cleanup & CRM Organization
I clean, standardize, enrich, and structure your CRM data so your strategy rests on information you can actually trust.
03
Pipeline & Workflow Design
I build pipeline stages, follow-up cadences, and reporting around how you really sell, so deals keep moving without relying on memory.
04
Customer Experience & Retention Strategy
I uncover why customers leave, build win-back plays, and set early-warning signals so at-risk accounts can be saved sooner.
05
Outreach Campaigns
I build LinkedIn, email, and phone outreach on clean data with clear messaging, sequencing, tracking, and follow-up.
06
AI Readiness Prep
I prepare your data, processes, and use cases so AI supports growth instead of amplifying the mess underneath it.
07
Team Systems & Onboarding
I turn your workflow into documented onboarding and training so your team can run the system confidently without depending on you.
Meet Rachel
Hi - I’m Rachel.
For about fifteen years, I’ve been the person called in when a business system isn’t working the way it should. I connect the data, pipeline, outreach, retention, and onboarding so the whole system works together.
15+
Years organizing operations across six industries
30+
Accounts managed concurrently
95%
Client retention
25%
Lift in appointment-setting after data/process overhaul
500–800
Dials per day in a past life
Comfortable in your stack
How this usually goes
- 01
A 20-minute call
No deck. I ask questions, you tell me what’s driving you crazy.
- 02
I look under the hood
CRM, lists, and current process.
- 03
Scope + flat quote
No hourly surprises.
- 04
I do the work
With regular check-ins.
- 05
Documentation + handoff
Your team can keep it clean without me.
- 01
A 20-minute call
No deck. I ask questions, you tell me what’s driving you crazy.
- 02
I look under the hood
CRM, lists, and current process.
- 03
Scope + flat quote
No hourly surprises.
- 04
I do the work
With regular check-ins.
- 05
Documentation + handoff
Your team can keep it clean without me.
LET’S START WITH A CLEAN SLATE.
Twenty minutes, no pitch. Tell me what’s going on and I’ll tell you whether I can help.