GTM consulting
with sales experience.
GTM strategy, systems implementation, and sales leadership.
Planning, systems,
and sales execution.
Through Trestle Leadership Consulting, I work with founders and revenue leaders on GTM strategy, CRM and analytics, outbound workflows, forecasting, and sales capacity. My consulting work is fractional.
My experience spans SaaS and AI companies, CPG technology, specialty retail, social marketing agencies, event technology, and local marketplace apps.
My background includes sales leadership at Settle, BILL, Homebase, and Gusto. At Settle and Trestle, I owned GTM systems and analytics alongside forecasting, territory design, and capacity planning. EdgeHub brings that work together through original models and reusable playbooks.
Find where work gets stuck
Trace the account or deal through the current process. Identify the missing information, ownership conflict, or handoff that prevents the next step.
Build a process the team can run
Define who acts, which CRM fields they use, and when an account moves to the next step. Remove duplicate updates and checks that do not affect the decision.
Review the result
Compare the saved forecast with bookings, planned workload with completed work, and account assignments with follow-up. Use the misses to change the model or process.