CRM setup: from zero to launch
Map your lifecycle, capture consent the right way, and orchestrate multi-channel journeys that feel personal, never spammy.
CRM & RevOps Automation · DACH
I build human-first automations for bold teams.
Combine CRM craftsmanship, AI tooling, and European compliance to convert, retain, and delight customers without adding operational drag.
10+ years
Designing lifecycle programs in EU scale-ups
Zero cookies
Privacy-by-design automations aligned with GDPR
Germany · Austria · Switzerland
AI-first CRM journeys
Modular services built to scale with you
Activate the right combination of CRM setup, intelligent workflows, integrations, and AI training to meet your go-to-market milestones without compromising compliance.
Workflow automation
Design journeys that follow your customer’s intent with AI-assisted decisioning, lead routing, and lifecycle scoring.
Systems integrations
Connect revenue, marketing, and product data with a clean architecture that grows with your RevOps roadmap.
AI enablement
Equip your marketing, sales, and success teams with short, high-impact training on the latest AI and automation tooling.
A proven loop for European scale-ups
From first assessment to continuous optimisation, I embed with your team to deliver measurable outcomes—fast, compliant, and future-ready.
Lifecycle deep dive
Audit your tooling landscape, map customer journeys, and define the KPIs that matter for your next growth chapter.
Architecture blueprints
Translate discovery into actionable architecture, privacy controls, and service design so stakeholders stay aligned.
Automation sprints
Implement workflows, integrations, and AI triggers with tight QA, documentation, and enablement sessions.
Measure & iterate
Establish monitoring, run growth experiments, and hand over a governance playbook tailored to your in-house team.
Your tech stack, orchestrated end-to-end
Hands-on experience across enterprise CRM suites, cloud infrastructure, and the automation fabric that keeps GTM teams in flow.
CRM platforms: Braze, HubSpot, Salesforce, Monday, Instantly, Pipedrive
AI copilots & LLM tooling: Anthropic Claude, OpenAI ChatGPT, custom GPT actions, AI-assisted QA
Automation fabric: Make, Zapier, n8n, Airtable, Notion, Slack, Google Workspace, Webflow
Cloud & data: AWS (Lambda, EventBridge, AppFlow), analytics pipelines, consent registries
Trusted by teams shaping European customer journeys
Partnering with digital health, e-learning, subscription, and marketplace leaders to remove operational friction and unlock new revenue.
PlusDental
Audible
Lingoda
Roger
Enterprise SaaS
Scale-up Labs
Eduardo helped us orchestrate multi-market lifecycle campaigns without slowing down our compliance reviews. The automation playbooks now run across marketing, sales, and product in sync.
From architecture to enablement, Eduardo translated complex RevOps requirements into clean, maintainable workflows our teams can iterate on quickly.
We regained full visibility over lead-to-cash thanks to a tailored integration layer connecting Salesforce, Slack, and finance systems—no bloat, no vendor lock-in.
What changes when your operations run on autopilot
Automations are only as strong as the outcomes they deliver. Here is how DACH organisations measure the impact.
Revenue acceleration
Unlock faster sales velocity with automated lead scoring, instant routing, and nudges tailored to each buying committee.
Compliance by default
Bake consent, retention logic, and tamper-proof audit trails into every flow—no banners, no cookies, no blockers.
Aligned teams
Give marketing, sales, and success a unified view of every interaction, so conversations stay relevant and timely.
Answers to your automation questions
Clarity on how GDPR-compliant CRM automation, workflow orchestration, and RevOps enablement play together across DACH markets.
How fast can we launch a GDPR-compliant CRM setup?
A foundational build (data model, consent flows, lifecycle campaigns) typically ships within 4–6 weeks. I prioritise lead-to-cash automation and regulator-ready documentation from day one.
Can you connect our existing RevOps stack?
Yes. I integrate Salesforce, HubSpot, Braze, Monday, Make/Zapier, Slack, and finance tooling through lightweight APIs so marketing, sales, and success share a single truth.
Do we need cookies or trackers to measure impact?
No. Attribution and lifecycle insights come from clean CRM data, server-side events, and automation telemetry—fully aligned with European privacy expectations.
Ready for a CRM stack that scales with you?
Let’s uncover the quick wins hiding in your pipeline and design a roadmap that keeps automation human.
Book a strategy session
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