Regulated product. Compliant infrastructure.
An insurtech comparison platform needed CRM architecture and campaign infrastructure that respected regulatory constraints — compliant lead routing, auditable lifecycle management, and attribution across a complex product comparison flow.
Select Engagements
Detailed overviews of infrastructure transformations for high-growth B2B and consumer brands.
Series B Infrastructure Tear-down & Rebuild
Automated Lifecycle & React Architecture
System Architecture
I don't just advise; I build. These are the platforms where I spend my time engineering the underlying logic of your revenue engine.
Compliance-first architecture. No shortcuts.
Regulated products add a compliance layer to every infrastructure decision: which data can be captured, how leads can be routed, what communications are permitted, and what audit trail is required.
I designed CRM architecture with compliance built into the data model — not bolted on as an afterthought. Routing rules respected regulatory boundaries. Lifecycle automation included mandatory cooling-off periods and disclosure requirements.
Attribution connected acquisition channels to downstream conversion (quote → bind → policy) while maintaining the audit trail that regulators require.
Diagnostic Audit
Deep dive into current configuration, identifying structural flaws, gaps, and technical debt.
Architecture Design
Mapping the target state — data model, logic, integrations, and reporting framework.
Full-Stack Build
Configuring platforms, writing automation, deploying infrastructure. Hands on keyboard.
Handoff & Ops
Training your team to operate the system, or retaining me for ongoing fractional ops.
Engagement Models
Transparent scoping. No retainer traps. You pay for infrastructure that works.
Diagnostic Audit
A 2-week deep dive into your existing setup resulting in a comprehensive tear-down document.
- CRM Schema Review
- Attribution Gap Analysis
- Tech Stack Rationalization
Infrastructure Rebuild
End-to-end execution of the architecture designed in the audit phase. Hands-on build.
- CRM Migration & Setup
- Automated Routing Logic
- Custom Attribution Modeling
- Campaign Architecture
Fractional CMO RevOps
Retained execution to manage, iterate, and scale the infrastructure as you grow.
- Weekly Optimization Sprints
- Ad-hoc Campaign Builds
- Continuous Data QA
Stop guessing.
Fix the foundation.
Schedule a 30-minute diagnostic call to discuss your current infrastructure bottlenecks and see if we're a fit.
Book a diagnostic call