02 / Operations

Operational efficiency

Your business runs on systems most owners can't see. I build, fix, and automate them. CRM systems, custom workflows, and the integrations that connect everything you already use.

What's included

CRM setup and cleanup. Salesforce and HubSpot builds from scratch or overhauls of existing installs. Data cleanup, field mapping, pipeline design, and user training.
Process automation. Identifying the manual processes that drain time and building the automations that replace them. From simple Zapier workflows to complex n8n pipelines.
Workflow design. Mapping how work actually moves through your business, finding the gaps, and designing the systems to close them.
Reporting and dashboards. Reports that answer real business questions, not just data exports. Built in your CRM, in a BI tool, or as a custom-built dashboard.
Systems integration. Connecting the tools your team already uses so data stops living in silos. CRM to accounting, marketing to sales, quoting to invoicing.

Who it's for

This pillar fits businesses that have outgrown spreadsheets but haven't been able to get their CRM or workflows to actually work. Common situations:

CRM that nobody updates because it's faster to use a spreadsheet

Manual processes three people do because nobody's built the automation

Software you're paying for that half the team doesn't use

Reports that take 2 hours to pull and are still probably wrong

Data scattered across tools with no clean source of truth

New CRM needed but nobody has time to scope and build it

What outcomes look like

A professional services firm with 12 people and a Salesforce install nobody trusts. Two years of data, but half the records are incomplete, the pipeline is cluttered with closed deals nobody archived, and the weekly sales report takes the ops manager 90 minutes to assemble. A six-week cleanup and rebuild changes all of that. The data gets clean, the pipeline makes sense, and the report runs in two clicks.

Operational efficiency work has the highest retention rate of anything ZeisWorks does. Clients who run their operations through these systems don't leave easily, because the systems are working and the cost of switching is real. That's a sign the work was done right.

Next step

Describe the problem. Get a free plan.

You don't need to know what the solution is. Describing what's broken or slow is enough. I'll come back with a specific plan: what I'd do, how long it takes, what it costs. Free, no commitment.

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