benmarshall.studio
est. 2026
RevOps, rebuilt with AI.
I build GTM systems for growth-stage teams and funding-backed portfolios — strategy, industry-leading CRMs, and the AI automation layer underneath.
Selected work
Live prototype
ValueDriver OS
An operating system for PE value-creation teams
Greenfield prototype seeded with Red Iron Group's portfolio. Twelve surfaces covering dashboard, pipeline, projects, playbooks, cross-portfolio patterns, and more — Claude-native throughout.
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Solo · Built in days · Claude Code
Services → SaaS transition
MFour Mobile Research · 30K accounts, 100 users
From inception to cutover. Rebuilt the Salesforce pipeline to support three product tiers across AI depth, research discounts, and service level. Re-classified millions in service revenue as SaaS — substantially raising company valuation.
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Led SF implementation · ~6 months · Salesforce · 2 dev freelancers
Revenue dashboards, rebuilt as an app
0→1 sales + marketing measurement
Defined metrics with sales and marketing, stood up the flow — HubSpot out via Coefficient, processed in Sheets, visualised in Looker Studio — then rebuilt it as a Claude Code app that pulls from HubSpot automatically. One pane across the funnel, no weekly manual sync.
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Solo · In production · HubSpot, Coefficient, Looker Studio, Claude Code
Also shipped
Topline KPI dashboard
MFour · With the COO
Defined the cross-org metric set with the COO, stood up the data inputs from each department head, and built the weekly Databox dashboard that auto-distributes to the exec team.
CPQ modernization
MFour · Salesforce
Overhauled the cash-to-quote process. Unified data definitions across revenue platforms and rebuilt the CPQ flow in Salesforce — measurably faster time-to-quote.
NPS → Trustpilot auto-forwarding
Teachers of Tomorrow · Claude Code
Onboarded HubSpot Service for NPS, then built the promoter-forwarding flow HubSpot couldn't do natively in Claude Code — unblocked the company's online-presence priority.
About
I build the revenue systems companies use to compound, not another dashboard. The work cuts across strategy, the CRM stack, and the AI automation layer underneath.
Most of my time is spent inside that stack — the tools around it and the AI agents now sitting between them — turning messy, human processes into something a team can actually run. Growth-stage teams and funding-backed portfolios get the same thing: leverage, not dashboards.
I've led a services-to-SaaS transition from the inside, run the CRM restructure that made it work, and ship internal tooling with Claude Code as a daily build partner. I care about craft, restraint, and shipping the thing.
Operating mode
High agency. A bias toward action.
Most of my work is compression — collapsing weeks of scoping, alignment, and handoff into a working prototype that makes the next decision obvious.
Contact
If you're building something — a company, a portfolio, a system — and want a second brain on it, get in touch.