Your team is growing. Your systems aren’t.

Residential solar + battery Home services Mortgage Insurance

I work with high-volume services businesses selling direct to consumers. If your revenue is outrunning the systems or deals are stalling, I’ll optimize your funnel at the speed of AI.

Shipped on
  • Claude
  • Codex
  • HubSpot
  • Salesforce
  • Looker Studio
  • BigQuery
  • Airtable
  • Supabase
  • Cloudflare
  • Vercel
  • Figma
01 Your problems

Your team is growing. Are your systems keeping up?

  • Is every SDR qualifying leads differently?
  • Are your best appointments going to your worst closers?
  • Are deals bouncing between sales and deal desk?
  • Still doing swivel-chair data entry?
  • Are your dashboards hand-built in spreadsheets?
  • Up till 2 AM with ChatGPT and still stuck?
  • Everyone has ChatGPT, but nothing changed?
  • Do proposals take days?
  • Are leads waiting hours for a first call?
02 My solutions

Internal tools, built like products.

I bring a product mindset to the tools your reps, deal desk, and install crews use every day.

Before the sale

  • Lead qualification tools
  • Lead routing and CRM intake
  • Funnel analytics and KPI dashboards
  • AI call processing and post-call notes

Closing

  • Proposal and quote generation
  • Customer checkout experiences
  • Deal desk and contract review workflows
  • Payout and promotion controls

After the sale

  • Field dispatch and appointment routing
  • Job and milestone tracking for ops teams
  • Help desk triage and ticket routing
  • Manager dashboards for distributed teams
03 Who I work with

Leaders I speak with, from seed to public.

Sales

CROs · VPs of Sales · Sales managers

How do we get from lead to signature?

Sample engagementTake the manual steps out of the deal, from first call to signed contract, and build the funnel analysis showing where deals stall.

Operations

Ops managers · Deal desk · Fulfillment · Field teams

How do we get from signature to install?

Sample engagementBuild the project management tasks, dispatch routing, and milestone tracking, so nothing drops between sales team and install crew.

CEOs

Early stage, Seed to C · Privately held, up to $100M

How do we build scalable systems that keep pace with growth?

Sample engagementStand up the sales operation before the first ops hire. I have built an inside sales team's entire infrastructure from nothing: telephony, CRM, lead buying, routing.
Industries & Teams Served
  • HVAC
  • Water heating
  • Electrical
  • Residential solar
  • Home batteries
  • Water heaters
  • Heat pumps
  • Mortgage
  • Insurance
  • Field crews
  • Channel partners
  • Sales teams
  • Sales operations
  • Operations teams
  • Help desk
  • Deal desk
  • Marketing operations
  1. Employee 2
    Corporate Venture

    Built the inside sales operation from scratch: telephony, CRM, lead buying, routing.

  2. Employee 11
    Seed

    Shipped the company's first AI systems: call processing and ticket triage.

  3. Employee 35
    Series A

    Built the lead qualification tools through a run to 150 people and an exit.

  4. Employee 418
    Private

    Cut proposal turnaround from 48 hours to 20 minutes and grew the product team from 1 to 6.

  5. Employee 534
    Series D

    Cut the lead qualification bottleneck in half, doubling qualification volume.

  6. Employee 3,027
    Public

    Built the customer checkout still processing tens of thousands of deals a quarter.

Tim Haines
04 About

13+ years optimizing sales funnels.

Hi, I'm Tim. I create leverage by finding bottlenecks in the revenue motion and shipping the systems, process changes, or AI tools that clear them. Across my career I've unlocked faster speed-to-close, more volume through the same headcount, and better margins across the funnel. How can I help your business scale?

Off the clock
Passionate home cook, cyclist, and fly fisher. Based in San Francisco. LinkedIn.

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