Untangle years of
operational debt.
Years of layered software and workarounds, quietly taxing your team. I find what it's costing you — then build systems that finally work together.
Impact
What happens when the systems finally start working together
These came from real engagements. If any of it sounds like your operation, let's talk.
Hey, I'm Preston
I find the money and the hours hiding inside operations you already run, then build the systems to get them back. Duplicate data entry, manual billing, software nobody uses, processes that live in one person's head — the unglamorous problems that quietly cost the most.
Most of it traces back to the same thing: technology and process layered on year after year until the pieces stop working together. The team feels it as friction, nobody's sure which number is right, and the software bill keeps climbing. I've spent sixteen years fixing it from inside companies, including one that sold for $2B and one that went public — and I do it now for businesses with fifteen people, using tools that cost hundreds a month instead of hundreds of thousands.
I ship systems, not slide decks.
Tech Stack
The Economics of Fixing This Just Changed
For twenty years, untangling a company's systems meant a six-figure consulting engagement and a development team you didn't have. That stopped being true recently enough that most businesses haven't noticed yet.
The tools that got you here are being repriced and retired.
Vendors are sunsetting products and moving to consumption pricing. Migration stops being a question of whether and becomes a question of when — which makes it the right moment to fix what's underneath instead of porting the mess to a new platform.
Custom used to mean expensive. It doesn't anymore.
Work that needed a development team and a six-figure budget can now be built, tested, and documented in weeks. The build-versus-buy math genuinely changed, and most companies are still making that call on old assumptions.
The mess compounds quietly.
Every tool you add multiplies the places one piece of information can live. The cost shows up as hours and second-guessing rather than a line item, which is exactly why it goes unaddressed for years.
I've been building this way since before it was practical for everyone else.
Approach
The same operational knots show up in a software company and a twenty-year contractor. Here's how I pull them apart.
Why This Works
Diagnostic First
I don't start with solutions. I start by understanding what's actually broken — so we don't spend your money fixing the wrong problem.
Operator Mentality
I've watched too many strategy decks gather dust. I build the thing — the workflow, the automation, the system — not just the plan for the thing.
One Home Per Answer
Most dysfunction traces back to the same root: the same information living in several places, with nobody sure which copy is current. Fix that and half the downstream problems disappear on their own.
It Has to Outlast Me
I document what I build into your systems, so the knowledge lives in the business rather than in one person's head — mine included. You shouldn't need me on retainer to keep it running.
P&L Matters
Every initiative ties to revenue, margin, or hours recovered. If I can't connect it to your P&L, I won't recommend it — and I'll tell you when the honest answer is to do nothing.
Services
Implementation Sprints
One expensive problem, fixed scope, measurable outcome. Consolidating duplicate systems, automating a manual process, untangling billing, or getting a critical workflow out of one person's head. You'll know the ROI before we start.
Fixed scope, typically $25-50K
AI & Workflow Builds
The work that used to require a dev team and a six-figure vendor contract. I build automations and internal tools that replace manual steps and off-the-shelf software your team has outgrown — then hand you the keys.
Project-based
Embedded Advisory
Senior operating leadership on a fractional basis, for companies in a stretch that warrants it — a system migration, a growth phase outpacing the back office, or a founder who needs to stop being the bottleneck. Typically 3-6 months.
Starting at $10K/month
Who I Work With
Established Businesses
You've been at this fifteen or twenty years and the business grew by adding a tool whenever a problem came up. Nothing was ever connected. Now the same information lives in four places, your software bill keeps climbing, and the most important process in the company exists only in one person's head.
Companies Outgrowing Their Back Office
Revenue is scaling faster than the systems underneath it. Manual work that was fine at ten people is breaking at forty, handoffs are getting dropped, and nobody's sure which number is right. I build the operational layer you skipped on the way up.
Not sure which is right for you?
Not sure where to start?
Start with an Operations & Systems Audit
Know the problem, want it fixed?
An Implementation Sprint
Need ongoing leadership?
Embedded Advisory
Work
Systems built, problems solved, money and hours recovered — not vanity metrics.
Churn Recovery System
BatchServiceCustomers were leaving over operational failures nobody owned — billing errors, silent usage drops, support gaps. Built automated workflows watching health signals and billing anomalies, triggering intervention before the customer was gone.
2,653% Organic Traffic Growth
ZoomInfoOrganic search was producing 15K monthly visitors for a company preparing to go public. Built the technical infrastructure and content systems that scaled it past 400K — with no incremental ad spend.
Operations & Systems Audits
Independent PracticeDiagnostic engagements for established businesses running on software they accumulated rather than chose — mapping where information lives, what the sprawl costs, and which processes exist in only one person's head.
Billing Automation & CPQ
BatchServiceThe team was losing 10+ hours a week to manual billing — creating errors, delaying contracts, and burning people out. Automated the entire quote-to-cash process across Salesforce and Stripe.
AI Workflow Implementation
Independent PracticeReplacing manual process and outgrown vendor tools with automations and internal systems built on modern tooling — documented into the business so the team can run them without me.
Real Estate MCP Server
BatchServiceBuilt the industry's first Model Context Protocol server for real estate data, letting AI assistants query property records, market stats, and neighborhood insight through a structured API.
Social Monitoring Tool
BatchServiceCustom tool aggregating public conversation about properties and neighborhoods — a dataset that didn't previously exist for real estate professionals, built in-house instead of licensed.
New Product Line (0 → $3.5M)
BatchServiceZero enterprise revenue and no repeatable process for selling to them. Built the positioning, sales enablement, and demand generation from scratch, then closed the initial customer cohort.
SEO Infrastructure Overhaul
BatchServiceRebuilt the technical foundation to index 500K+ programmatically generated pages, coordinating engineering, content, and analytics to make organic visibility scale without headcount.
Have a similar challenge? Let's discuss what's possible.
What They Say
From CEOs, VPs, and founders who've seen the results firsthand.
BatchService needed to fundamentally rethink how the business ran.
“His talent for turning a complex vision into a clear, actionable plan was incredible to watch and fundamentally changed how we approach growth. Preston is a natural leader who can provide strategic direction but also get in the trenches when required.”
Ivo Draginov
Co-Founder, President, BatchService
ZoomInfo's digital programs were underperforming relative to the company's ambitions.
“He grew our digital programs to unprecedented numbers—optimized user experience, increased traffic acquisition, improved conversion rates. With very little resources, he delivered on all three. Roughly 40% of all new business revenue came from digital programs.”
DeAnn Poe
VP of Marketing, ZoomInfo
Strategic finance was lacking and needed an internal partner.
“Preston has a rare ability to see both the big picture and the small details, adjusting on the fly—a crucial skill set for a rapidly growing SaaS company. He strategically drove results that directly impacted the company's trajectory.”
Leigh Anne White
VP of Finance, Propstream
ZoomInfo needed to level its content game to become a thought leader in a crowded space.
“Sometimes you work with a person that has it all going on, has it all together, SO much that interactions with them feel like a breath of fresh air every single time. In short, Preston is a pro.”
David Sill
Former Head of Sales, ZoomInfo
Ready to see this for your company?
Free Tools
Calculators and diagnostics you can run on your own business in a few minutes.
SaaS Churn Calculator
Most companies underestimate churn cost by 2-3x. This calculator shows the real number — including the compounding revenue you're losing every month you don't fix it.
- •Industry-specific benchmarks (B2B & B2C)
- •LTV, NRR, and GRR calculators
- •Scenario modeling with projections
- •Actionable recommendations
Average insight
$180K
annual churn uncovered
Revenue Leakage Scorecard
Pricing gaps, billing inefficiencies, and retention failures — most SaaS companies have all three. This scorecard shows you which ones are costing you the most.
- •Pricing optimization gaps
- •Billing efficiency analysis
- •Retention opportunity scoring
- •Priority recommendations
Average insight
8.5%
revenue leakage identified
Growth Bottleneck Diagnostic
You know growth has stalled — but is it acquisition, activation, retention, or monetization? This diagnostic identifies the single biggest constraint so you stop spreading effort across the wrong areas.
- •Funnel analysis
- •Channel efficiency scoring
- •Resource allocation review
- •90-day action plan
Average outcome
#1
bottleneck identified
These tools show you the problem. An Operations & Systems Audit shows you exactly how to fix it.
Let's find out what the mess is actually costing you.
Tell me what's not working. I respond within 24 hours — no pitch decks, no pressure.
Trusted by growth leaders at