Systems that fit your business.
A partner who fits your team.
I'm Soof, a business systems consultant. I spent nearly a decade on CRM and systems strategy inside big companies, and now I bring that expertise to small businesses, minus the big-company nonsense.
There has GOT to be a better way to do this.
If you've said any of these out loud (or muttered them at your laptop), you don't need another consultant or another fight with ChatGPT/Claude. You need a systems person who knows your business.
You shouldn't have to explain your business for the fourth time to the fourth consultant.
Every new consultant
- Starts from zero
- Knows one tool
- Leaves when the project ends
- Asks you to re-explain the weird stuff
Your systems person
- Starts where we left off
- Knows 100+ tools, and how all yours fit together
- Sticks around as you grow
- Already knows why the weird stuff exists
I help small businesses make their technology earn its keep.
Figure out what you actually need
Before we buy anything else, let's figure out why this isn't working. Sometimes the best recommendation is don't buy anything.
Make what you have work
Most businesses already pay for tools that could do a lot more. I set up, clean up and optimize the CRM and systems you already own.
Connect & automate
Stop paying people to do work your systems could be doing. Integrations, workflows, Zapier and AI, where they actually help.
Stay on top of it
Your business changes. Your systems should change with it. I stick around for the next question, and the one after that.
Listen first. Then build something your team will actually use.
Listen
"Okay. Show me how you're doing it now." I learn your people, processes, exceptions and goals before designing anything.
Design
A right-sized plan built around how your business really works, not a template, and not whatever I happen to sell.
Build
I don't hand you a strategy deck and disappear. I configure it, connect it, automate it and train your team.
Stick around
Systems aren't finished when implementation ends. I'm still here at 30, 60, 90 days and beyond.
You get a person, not a consulting firm.
No passing you from strategist to salesperson to junior implementer. The person who learns your business is the one who builds your systems and remembers them six months later.
- Enterprise thinking, small-business attention. Systems architecture, data discipline and reporting, right-sized for a 5 to 30 person team.
- The right tool, not my favorite tool. My first question is "Can we make what you already have work?" Not "What can I migrate you to?"
- Strategy and implementation. Less translation, fewer handoffs, faster results.
- Context compounds. The longer we work together, the less you ever have to explain twice.
What it's like to work together.
★★★★★Every client survey so far: 5 out of 5, "exceeded expectations."
What once felt like an overwhelmingly dynamic tool is now a system our team completely trusts and relies on… If you're looking for a HubSpot partner who drives real behavior change and thought partnership, not just technical setup, we can't recommend Soof enough.
When I later joined ChargerHelp as SVP of Sales, she was the first person I called… Soof is truly indispensable.
Honestly, she changed how I view CRMs and business processes… I can't imagine a world not utilizing the processes she set in place.
I had an idea of what I wanted to accomplish with a CRM system, but no idea how to implement it. Soof listened to my needs and brought my vision to reality.
Soof understood our individual, departmental and organizational challenges and needs… The only thing I would change is that I wish we found Soof sooner!
Businesses I've helped
I have a bit of a systems superpower.
I can walk into a business, watch how work actually gets done and pretty quickly see where information gets lost, where people are doing a system's job, and where one small change would make everyone's life easier.
I spent almost a decade doing that at the enterprise level, including CRM and systems strategy at Wells Fargo and Rivian. Now I do it for small businesses, personally.
You shouldn't have to find a new consultant every time your business changes.
Tell me what's driving you nuts. We'll figure out whether it's a quick fix, a real project, or nothing you need to buy at all.