Most sales leaders can close or build, not both. I close the deals, I build the system around them, and I train the people who sell.
I’m looking for a Director-level role in partnerships or sales leadership. Remote or Denver, with regular travel.
I signed 250+ medical and behavioral health practices at Invoisync, at $3K to $40K a year each. 150+ are still clients.
Invoisync grew from about $300K to $700K a year (2.3x). I sold every new practice behind it.
At Wells Fargo Home Mortgage, 2002–2007, I managed a 30+ person team and a branch with about $500M in production. I was the manager they sent in to turn around failing branches. I funded ~$200M personally with 98–100% customer satisfaction, and was a national trainer for the Core Sales Skills program.
Before all that: U.S. Air Force, trained as a Target Intelligence Specialist.
Today I hire, train and coach the appointment setter who works my pipeline. I was a national sales trainer at Wells Fargo; now I train with a practice app I built, so practice doesn’t wait for me. Callers run calls against an AI buyer and get coached on every one.
A real practice call. The rep called an AI buyer and booked the meeting. Then the rep got coached: the exact line to say next time, what the prospect was hiding, what worked, a drill, and a score.
I designed it, I set the rules and the budget, and I answer for the results. Here is a day in it.
The system sends itself a fake test lead and checks every step, every weekday. I know the pipeline works before anyone else does.
A test lead goes through the web form, the CRM, the deal and the chat every weekday at 6:40 am. If anything breaks, I find out before a real prospect does.
New practices are found, scored and reached.
Find. Every week it pulls newly registered practices from the federal NPI registry and adds owners for established ones.
Qualify. Every email is verified before anything goes out. Each practice is scored on specialty, size, distance and hiring signals. A practice hiring a biller usually has a billing problem now.
Reach. Short emails written per specialty, postcards where there’s no email, search ads, and a trained human caller on a scrubbed list.
Nobody answers? It picks the next step on its own: a callback task, the right email, or a 90-day rest, based on who called, how many tries so far, and the practice’s specialty.
Calls write their own notes into the CRM, and “call me Tuesday” becomes a task.
A signed agreement moves the deal to Closed Won on its own, and every contact is assigned to a rep (4,222 so far).
The post-call engine. When a call transcript lands, AI reads the call, writes the note into the CRM, moves the deal if the meeting happened, and creates the follow-up tasks. The rep goes straight to the next call.
The daily call report goes out.
An AI assistant on the website and an AI voice agent answer questions and book the call. Missed calls get a text back within minutes.
I spend my day on the conversations that close.
Quote and agreement go out the same day. A signed client goes to operations with everything learned in the sale.
60+ workflows and automations with backups and health checks, for under $800 a month.
This is the dashboard of the automation server that runs it all: 7,912 production runs, 5 failures. Built on the NPI registry API, Apollo, Bouncer, Instantly, thanks.io, Google Ads, GoHighLevel, n8n and Claude.
The full build →Reps lose hours to notes, updates and reminders. Sales Jr does that work, so reps spend the time selling.
For the rep: after every call, the note, deal stage and follow-up tasks are written for them, and they approve what it wrote. Missed calls and no-answers get their next step automatically.
For the manager: the CRM is filled from what happened on the call, so the pipeline reported up the line is the real pipeline. Pre-call briefs, stalled-quote flags and a manager dashboard are built and in pilot.
The rules I set before anything went live.
Ads served nothing for eight days.
The cost-per-click cap was below market, so the campaign never entered an auction. I raised the cap against the planner’s top-of-page bids, added long-tail keywords, and made that check a launch step.
Hundreds of prospects were loaded with the wrong opening line.
The weekly review caught it before a single email went out. Now a pre-upload check confirms the line fits the segment and every merge field has data.
After a prompt change, the voice agent picked up a pricing line it shouldn’t say.
Test calls caught it. Every prompt change now has to pass 90% of a scripted call set before it goes live.
Our own test calls set off false alerts.
I filtered by channel and tagged internal numbers, so only real prospects trigger anything.
In his own words. We worked together at Wells Fargo.
“He will be your best salesperson before too long and if you need him to direct/build a sales team he can do that with equal skill… I have worked with, and for, some amazing salespeople and leaders in the past but he is by far and away the best.”
— Matt Naranjo, Senior Sales Director, Bold Group
If you’re hiring for partnerships or sales leadership, write to me.