CRM and GTM systems
built right for the AI era

One senior operator, not a team of them. You work directly with the person doing the build, start to finish. No handoff, no junior resource, no black box. You are hiring the expert who does the work.

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No pitch decks. No sequences. One real conversation.

Conversation intelligence

Gong

Set up to fit how your team really sells, not just switched on. The right data, reporting you can trust, and reps who actually use it.

  • Gong Engage flows built around your motion
  • CRM record logic and trusted reporting
  • Clean migration from your old tool
Explore Gong GTM data and automation

Clay

Built into how your team works, with the quick wins first and spend kept under control. Not a tour of every feature.

  • A prioritized plan and quick wins
  • Enrichment, research, and outbound
  • Governance that controls spend
Explore Clay Your CRM, done right

Salesforce

Customized and managed as an ongoing service. Cleaned up, automated, and reporting your leaders can finally trust.

  • Cleanup, automation, and admin
  • Reporting leaders believe
  • Right-sized, not over-engineered
Explore Salesforce
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Founder Led Engagement

You hire the person who actually does the work

No junior resources. No outsourced work. No handoff to someone who has never seen your setup. You work with one expert who plans it, designs it, builds it, and delivers it. Someone who knows your company and your industry inside and out, so your tools get set up the right way.

The State of Things

Sound familiar?

Most B2B revenue teams are wrestling with the same handful of problems. The work is figuring out which one is costing you the most right now.

  • Teams working in silos

    Sales, Marketing, CS, and Ops each have their own numbers, their own tools, and their own version of the truth. Leads get lost every time work passes from one team to the next.

  • Reps stuck on manual work

    Hours every week on data entry, routing, and follow-up that should be automated. The selling time keeps shrinking.

  • A CRM nobody trusts

    Pipeline is a guess. Forecasts are gut feel. The data is old and messy, and the team has quietly stopped relying on it.

  • A tech stack that keeps growing

    Five platforms with overlapping features. Data lives in all of them and connects none of them. Renewals are a budget line nobody can defend.

  • Reporting that does not exist yet

    Leadership wants answers the system cannot produce. Every board meeting turns into a fire drill of spreadsheets and exports.

  • AI without a starting point

    You know AI matters. Every vendor pitch sounds the same. Nobody can tell you where to actually plug it in or what it should replace.

The Method

The same process for every engagement

It starts with quality discovery, which lets real experience with these tools point you in the right direction. From there we customize what has already been built, or we build it right the first time. Click through to see what each step looks like.

01

Discovery

I learn your business, your tools, your team, and the processes you rely on every day. I do not show up with assumptions. I show up with questions.

  • Sit with the team and watch how the work actually happens
  • Look at every tool you pay for and how they connect
  • Find where deals and data are falling through the cracks
  • Leave with a clear picture of what is worth fixing first
The Numbers

Why this work matters.

Numbers straight from the platforms I work in every day. Not Waypoint client results, just the baseline of where revenue teams sit right now.

  • 60%

    of a sales rep's week goes to admin, quotes, and data entry instead of selling.

    Source: Salesforce, State of Sales 2026
  • 92%

    of sales professionals now use AI in some part of their role. The question is no longer whether, but how well.

    Source: HubSpot, State of Sales
  • 35%

    higher win rates, at the top end, for teams that put AI to work in their deals. From an analysis of over one million opportunities.

    Source: Gong
  • 21x

    more likely to qualify a lead when you respond within five minutes instead of thirty.

    Source: MIT / InsideSales Lead Response Study
  • 51%

    of consumers prefer a bot over a human when they want immediate service.

    Source: Zendesk
  • 40%

    more meetings booked with half the sales team, after one team automated its outbound research with AI.

    Source: Clay
Why Waypoint

One operator. The whole engagement.

Waypoint is deliberately one person. When you hire me, you get the person who does the work, start to finish. No account manager, no junior resource, no handoff to someone who has never seen your setup.

I customize the tools your revenue team runs on, most often Gong, Clay, and Salesforce, to fit how your team actually works. The tool gets set up right, the data holds up, and your team actually uses it. Not a generic rollout. Not a rebuild for its own sake.

Behind that is more than a decade inside revenue teams, as both an in-house operator and an outside consultant. I know these tools because I run them, so I can plan the work and then actually build it, with nothing lost between the two.

I also leave you better than I found you. As I build, I document and train your team, so the knowledge stays in the building long after the work is done.

Book a Call
Ready When You Are

Twenty minutes. No pitch deck. No pressure.

Tell me what you're working on and let's chat. It's a quick, low-key call: what you want to get done, what's getting in your way, and whether we're the right people to fix it. Our promise: no sequences, no spam, and no corny AI outreach tool chasing you through your inbox or your LinkedIn DMs. You'll get one real email from a real person to set up a real conversation. If that's what you're looking for, what are you waiting for?