Your systems person

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.

Soof smiling at her desk with a notebook
Salesforce · HubSpot · ZapierFluent in all three. Selling none of them.
Sound familiar?

There has got to be a better way to do this.

Why are we still doing this manually?Why doesn't this system work?Why am I paying for this?Why can't these tools talk to each other?Do we actually need this software?Can we automate 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. You need a systems person who knows your business.

What I do

I help small businesses make their technology earn its keep.

01

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.

02

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.

03

Connect & automate

Stop paying people to do work your systems could be doing. Integrations, workflows, Zapier and AI, where they actually help.

04

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.

How it works

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.

Soof laughing while working on her laptop
Why work with me

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.
Soof sitting at a table, smiling, arms folded
Hi, I'm Soof

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.

Wells FargoRivianSalesforce Certified AdministratorSalesforce Certified Sales Cloud Consultant

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.