
Helping founder-led businesses bring structure to sales processes, CRM systems, and pipeline visibility.
CRM systems that don’t reflect the real sales process
Leads falling through the cracks
Limited pipeline visibility
Marketing and sales operating separately
Founders still managing most key deals
Lead Capture
Lead Routing
CRM Architecture
Sales Process Structure
Pipeline Visibility & Forecasting
Marketing & Operational Alignment
Revenue Infrastructure Transformation
Boutique Real Estate Brokerage
Implemented a unified CRM architecture, consolidated fragmented systems, and created structured lead management workflows to support scalable growth.
Revenue Operations Leadership
Automotive Sales Organization
Seventeen years overseeing revenue operations, aligning CRM systems, sales processes, and operational workflows across a multi-location sales environment.
Revenue Infrastructure Audit
A structured review of your CRM architecture, sales process, and pipeline visibility to identify growth constraints.Then:Fractional Sales Director Engagement
Ongoing leadership to implement systems, improve revenue visibility, and align operational workflows.
Joseph Shultz is a revenue operations leader with more than 17 years of experience overseeing sales systems, CRM architecture, and operational workflows.He works with growing companies to design scalable revenue infrastructure that supports sustainable
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480-630-5829