Independent consultant Sales and marketing operations
I’m Eddie. I help business owners and small sales and marketing teams research the right accounts, keep follow-up from slipping and make the CRM and email tools they already own work together. I also build focused AI assistants and workflows, with the testing and guidance the team needs to use them.
Based in Troy, Michigan. Serving Metro Detroit businesses and remote teams.
A short note is enough. I reply personally, usually within two business days. No obligation, no newsletter.
Services
Start with a specific part of the business.
Build on the systems you already use.
AI enablement
Use-case planning · assistants and automations · testing · team training
Find a useful task for AI, build a focused pilot and equip the team to review and operate it. Research, drafting, internal answers and connected workflows.
Explore servicePipeline development
Fit criteria · source-linked research · briefs your team can act on
Find and organize the accounts worth a closer look, with the facts and sources your team needs to prepare a relevant conversation.
Explore serviceSales enablement
Stages and ownership · follow-up views · data clean-up · useful reports
Give every opportunity an owner and a next step. Make the CRM reflect how your team actually sells, so nothing waits in someone's memory.
Explore serviceMarketing operations
Email builds · journeys and automations · testing · handoff to sales
Build the emails, configure the workflow, test it with representative records and document how a response reaches the next person.
Explore serviceI work with business owners and small sales and marketing teams across industries, including contractors, agencies and professional services. The common need is a clearer pipeline and tools that make the next step easier.
A worked example
Review a fictional pipeline, resolve one next step and see which opportunities still need attention. Then explore an inquiry handoff and an account research brief.
Open the pipeline example An illustrative business situation, not a client performance claim.A focused engagement
We look at the current process and agree on a defined piece of work: what needs to change, what access is required and how you will know it is ready.
That might be a cleaner CRM view, an account research workflow, a tested email automation or an AI assistant grounded in approved information. The handover includes the setup and the information needed to operate it.
Scope, fee and timing are agreed before work begins. Ongoing support is included only when we agree it.
How a project runsAI-assisted research that keeps the links, dates and open questions visible, so your team can verify before it acts.
A draft prepared from the record and the notes. You decide what goes out; nothing is sent on your behalf.
Help people find internal answers with source references and a clear escalation when the information is missing. Pair the setup with prompts and training your team can use.
When AI is not the right tool for a task, I say so. The name United Intelligence refers to joining up the information a business already has in notes, CRM and email.
Before we talk
Often the first useful change is in the current setup: stages, required information, ownership, reporting or follow-up. A review helps establish whether a tool change is needed.
Yes. A focused review or a defined implementation is a good starting point. Scope, fees, timing and any support are agreed before work begins.
No. The examples are starting points, not industry limits. I work with teams across industries on pipeline development, sales and marketing systems, and practical AI use cases.
A description of the problem, the tools involved and an example of where work gets stuck. You do not need to prepare a complete technical brief.
I read every inquiry myself and reply usually within two business days. If nothing arrives, check your spam folder or use the email address shown on the inquiry page.
A few sentences about the business and the work are enough to start. I reply personally, usually within two business days.