Operational Architecture & B2B Systems

From relationship bottleneck to automated proposal engine.

I built an NDA-safe business development operating system for a global sport PR agency, connecting qualification, a custom Risk & Vulnerability Matrix, a custom Airtable CRM, and automated multilingual proposal generation.

Airtable CRM n8n Workflows iPhone Shortcuts Risk Matrix B2B Sales Funnel Proposal Automation
Strategic Frame

Growth needed an operating system.

A global sport PR agency had opportunity, relationships, and credibility, but the business development motion was trapped in manual tracking and institutional memory. High-trust outreach carried risk, and proposal preparation took days.

I designed the system layer: structured qualification, a custom Risk & Vulnerability Matrix, Airtable CRM integration, and automated multilingual proposal generation. The outcome was speed with control: proposals moved from days to hours without adding headcount.

Implementation Window

90

Days to modernize the BizOps motion.

Proposal Prep

Hours

Reduced from days to hours.

System Layers

3

Risk, CRM, and proposals.

Client Identity

NDA

Operating architecture shown under client NDA.

System Architecture

The system made trust scalable.

Vulnerability and Risk Assessment Framework for international sport PR agency

Vulnerability & Risk Assessment Audit

Governance checks and vulnerability modeling reduce exposure before high-trust outreach moves forward.

Automated proposal generator and translator for global sport PR agency

Automated Proposal Generator & Translator

The build compressed manual proposal preparation and multilingual translation from days to hours.

Sales funnel framework for PR agency business development

Sales Funnel Framework

Lead intake, qualification criteria, and proposal work became a structured path instead of an ad hoc process.

Operating Stack

Automation stack for relationship scale.

Airtable logo
Airtable CRM and operating records
n8n logo
n8n Workflow automation
iPhone Shortcuts logo
iPhone Shortcuts Mobile capture and handoff
Workflow & Pipeline

How the system changed the work.

01

Lead capture

Opportunities moved out of personal memory and into structured records with strategic context.

02

Risk review

Governance checks caught conflicts, sensitivity, and reputational exposure early.

03

CRM routing

Qualified opportunities flowed automatically into the relationship management layer.

04

Proposal generation

Reusable multilingual outputs reduced preparation time from days to hours.

Strategic Operating Takeaway

High-trust growth requires repeatable operating systems.

Fast-growing B2B organizations, consultancies, and executive agencies face a predictable ceiling when business development relies on manual outreach, scattered institutional memory, and ad hoc proposal writing. As opportunity volume scales, leadership gets pulled into operational triage instead of strategic direction.

I design and deploy modular BizOps infrastructure, connecting qualification criteria, custom CRM architecture, vulnerability modeling, and automated multilingual generation pipelines. This enables high-trust teams to accelerate pitch velocity while protecting operational governance.

Certified Digital Expertise
Salesforce Certified Administrator Salesforce Certified Business Analyst Radical Product Thinking Vision Setting Google AI Professional Certificate Google AI for Data Analysis Project Management Institute Member Product Management Basics Certification AI for Product Management

The Discipline to Scale

I bring an Olympic athletic background to fuel the relentless discipline required to execute, a deep research background focused on hyper-targeted strategy, and the grit of the immigrant experience. I rely on hard analytics and behavioral strategy to build resilient operational systems that help businesses actually run.