Platforms & Tools
CRM, support, billing, analytics, automation, AI. Whatever you're running, I've built in it, integrated it, or replaced it.
Operational Infrastructure for B2B SaaS
CRM builds, integration design, workflow automation, and data ops.
Complex SaaS environments with hundreds of workflows, dozens of integrations, and no single person who sees the full picture. CVL maps the system and starts building fixes inside the first week.
A focused 30-min diagnostic that doesn't end in a pitch deck.
The workaround that was supposed to be temporary is now load-bearing. A spreadsheet feeds a dashboard that triggers an email that someone manually checks every morning. Everyone knows it, nobody's had time to fix it.
Three systems track the same customer differently. Revenue says one thing, support says another, and the executive dashboard splits the difference. It's nobody's fault, but the data isn't connected.
Your CRM was configured by sales, your support platform by the CS lead, your billing by finance. Each one works fine in isolation. The problem is the space between them, where data gets lost, duplicated, or just never makes the trip.
Usually, someone absorbs it quietly and informally. But what happens when they leave?
Ops problems follow a pattern, and it's almost always structural. I scope the right intervention, build it clean, and hand off something your team can own.
Whether it's a CRM with six years of technical debt or a support platform that was never configured past the defaults, this is a focused rebuild of the tool that isn't working. The end goal is a platform configured around your actual workflow, not the vendor's demo defaults, with clean data, logic that holds, and a handoff your team can maintain.
Most stacks aren't broken due to any one tool, but rather because of their relationship to one another. Sales data lives in the CRM, while support lives in a different system. Onboarding is in a spreadsheet, and nobody has a complete picture. This is the work of connecting them end-to-end: clean data flows, real integrations, and dashboards that pull from all of it.
Whether it's one system or several, I start with the same question: what is breaking, and where?
The first conversation is a working session, not a pitch. Think of it as a systems stress test: thirty minutes, no slides, just the questions that matter. Come with your biggest operational headache. CVL will ask pointed questions, offer a preliminary read on where things are failing, and give you a straight read on what the right next move is.
If we decide to work together, I begin with structured interviews across your ops and product teams, a full review of your stack configuration, and a mapping of the actual failure points. At the end of two weeks, you receive a written diagnosis with a prioritized list of interventions ranked by impact and effort. The audit is your go-forward plan. It runs for two weeks and costs $5,000.
Most clients move from the audit into a build engagement with CVL, but the audit stands on its own. If you do move forward, the scope and pricing come directly from the audit findings. No surprises, no undisclosed dependencies. Everything gets built, documented, and handed off to your team to own.*
One thing worth saying clearly: you work with me directly. Not a team that gets assigned after the sales call, not a junior person who shadows for a week and then takes over the build. I scope it, I build it, I know where everything lives when it's done. That matters more than it probably should, but systems work depends on context, and context is the first thing that gets lost in a handoff. (Ask anyone who's inherited a CRM configured by someone who left six months ago.) The other thing I'm adamant about: when the engagement ends, everything stays with you. Comprehensively documented, the build is ready for your team to own. The goal is that nobody needs to call me six months later to understand why something works the way it does. If you do, I didn't do my job.
CRM, support, billing, analytics, automation, AI. Whatever you're running, I've built in it, integrated it, or replaced it.
“Dillon's intuition for customer experience combined with his operational chops makes him a slam dunk.”
Bryan Traeger
VP, Customer Success, Maxwell Financial
“Dillon's depth of knowledge is evident from the first conversation, and the results speak for themselves.”
Johnathan Bant
SVP, Strategic Accounts, Nomis Solutions
Founder of Customer Value Labs
I've spent 15 years in SaaS building the operational systems companies actually run on: CRM architecture, integration design, workflow automation, data infrastructure, and the connective tissue between all of it.
I've rebuilt revenue stacks at fintech, proptech, and HR tech startups, mostly in the $2M to $30M ARR range where the tools have outgrown their original configuration but nobody's had time to go back and fix the foundation.
Short engagement. Long shelf life.
30 minutes to find where the systems are breaking. Then a plan to fix it.