TouchPlan Workflow System
A full seller workflow system that has evolved through multiple iterations. The Command Center is its latest operating surface: the right next action, useful context, and fewer record hops.
I build internal products and business systems that help revenue teams work with more clarity, consistency, and leverage.
Representative projects, shown with synthetic data and generalized interfaces. The through-line is turning messy GTM workflows into visible, maintainable products.
A full seller workflow system that has evolved through multiple iterations. The Command Center is its latest operating surface: the right next action, useful context, and fewer record hops.
A context layer that assembles the right account, contact, and process signals before the work begins.
A structured engagement record that makes seller activity legible without turning the workflow into reporting theater.
Connecting conversation intelligence to the systems where follow-up, coaching, and action actually happen.
A source-linked schema explorer that turns metadata into a safer contract for implementation decisions.
An experiment in helping people discover which explanation, prompt, and feedback loop makes knowledge stick.
I start with the job to be done, make the invisible workflow concrete, and use short feedback loops to move from ambiguity to something a team can trust.
Not a list of tools for their own sake. A set of ways to make complex work more visible, usable, and adaptable.
Roadmaps, requirements, workflow surfaces, UAT, rollout, and adoption for the systems teams use every day.
Seller workflows, revenue operations, enablement, CRM data models, and the handoffs between them.
Rapid prototypes and practical AI adoption with the guardrails, evaluation loops, and human judgment to make it useful.
Source-linked artifacts that separate what is known, what is inferred, and what still needs to be tested.
“The work is strongest where the problem is ambiguous, the workflow is real, and someone needs to move from ‘we know this is broken’ to ‘we understand the system well enough to change it safely.’”
The final site will grow as project stories, artifacts, and interactive demos are made safe to share. For now, this is the shape of the work and the way I approach it.