Simplify
what you already have.
Consulting
Understand the Problem.
Then Fix It.
Before we buy another piece of software, let’s make sure we understand the problem. I help established businesses find the friction, simplify the work and build a better way forward, and I can usually help build it too.
Start a Conversation →Not Advice for Advice’s Sake
I Don’t Stop at a Report.
Consulting with TMB isn’t paying someone to tell you what’s wrong. It’s working the problem with someone who has led sales, marketing and systems, and who can design and build the solution when that’s the right call.
- Understand the problem.Talk to the people doing the work. Follow the order, the lead or the request from start to finish.
- Simplify it.Most problems get smaller once the duplicate steps and workarounds are visible.
- Design the solution.Process first, then tools. The fix should fit how your people actually work.
- Help build it.Website, portal, integration, automation or a better spreadsheet. Whatever the job calls for.
- Make sure it gets used.A system nobody adopts isn’t a system. Training and refinement are part of the work.
How I Think About Systems
Start With the Goal.
Not the Current Process.
This is the method I use on every system I design, from a dealer portal to a sales follow-up process.
Define
- 1Set the current process aside for a moment.
- 2Ask what the actual goal is.
- 3Define, in one sentence, what must happen to reach it.
Design
- 4Build the simplest process from beginning to end.
- 5Remove duplicate steps and unnecessary work.
- 6Identify where the data has to be accurate.
- 7Build those controls into the system.
- 8Automate the connections that should be automatic.
Deliver
- 9Identify the human touchpoints that remain.
- 10Design them around the people doing the work.
- 11Test from zero all the way through completion.
The Point of a System
Not to Replace People. To Give Good People a Structure That Lets Them Do Their Best Work.
The Goal Is the Outcome
I Don’t Walk In Selling Software.
The recommendation follows the problem, not the other way around.
Connect
two systems that should already talk.
Eliminate
a tool, step or report nobody needs.
Build
something custom, because nothing else fits.
Where I Help
The Whole Business, Not One Department.
Problems rarely stay in one lane. A marketing issue turns out to be a sales process. A sales issue turns out to be a data problem. These are the areas I work across.
Systems & Operations
- Workflow analysis and process design
- Operational bottlenecks
- Automation opportunities
- Data structure and reporting
- Software selection and internal tools
- Accountability built into the process
Sales
- CRM structure
- Sales process and lead handling
- Account management
- Customer lifecycle and follow-up
- Sales resources
- Sales reporting
Ecommerce & Digital Operations
- Ecommerce strategy
- Wholesale ecommerce and dealer portals
- Product architecture
- Ordering workflows and customer accounts
- Pricing systems
- Resource organization
Branding
- Brand structure and positioning
- Visual consistency
- Customer experience
- Sales materials
- Digital presentation
Marketing
- Website strategy
- Lead generation and content
- Campaign structure
- Customer communication
- Marketing and sales alignment
- Attribution: knowing what actually works
Technology
- Software stack review
- Integrations and automation
- Custom development
- Eliminating redundant tools
- Owning your data
Why It Works
I Build Systems Because
I Operate Systems.
As Systems Director at Crawford Outdoor, I didn’t just recommend a dealer portal. I worked inside the ordering problems, the pricing questions and the resource requests, then built the tools to fix them and supported the people using them every day.
Wholesale Distributor
Crawford Outdoor
A public catalog and a private Dealer Center where dealers price, order, find resources and sell.
See How It Works →Billy Day
“Bringing order where there is disorder by equipping teams with systems and resources.”More About Billy →
How It Works
Scoped to the Problem.
Some problems need one focused conversation. Others need a build or an ongoing partner. Every engagement is quoted up front, so you know the scope and the investment before it starts.
Working Session
A focused session on one problem. You leave with a clear picture and next steps.
Defined Project
A scoped plan or build with a fixed quote and a clear outcome.
Ongoing Partnership
A monthly relationship for businesses that want a standing systems partner.
Your data and deliverables stay yours.
Client-specific work and business data belong to you. TMB-built software is licensed while an active plan is in place.
Not Sure What to Call the Problem?
Start With What’s
Not Working.
You don’t need to know whether it’s a website, a system or a process. Tell me what’s getting in the way and we’ll find the right path. See what that can look like on the Websites page.
Start a Conversation →