Highly Recommend Rachael

Rachael was an invaluable resource in our CRM implementation. We had minimal resources internally to support implementation, and Rachael came in and took charge. She assisted in full CRM implementation, development of sales process flows, content creation, building out sequence and utilization of HubSpot AI tools. I am beyond grateful for her partnership and willingness to go beyond the call of duty.

Transformative Help Desk & AI Implementation

We were extremely pleased with the work Rachael did for our team. She led our migration from HubSpot Inbox to Help Desk and implemented the AI Customer Agent with clarity, organization, and strategic insight. From the beginning, she didn’t just “move tools” — she mapped our workflows, benchmarked KPIs, helped us define SLAs, and ensured we had measurable before-and-after data. Within the first 90 days, we saw meaningful improvements: faster response times, a significant reduction in average ticket close time, and improved visibility into our workload. Our average time to close dropped by more than 50%, and the AI Customer Agent now independently resolves the majority of repetitive inquiries — freeing our team to focus on higher-priority, complex issues. What impressed us most was that customer experience didn’t suffer — it improved. Our CES scores increased, and we maintained the high standard of support our customers expect while becoming more efficient behind the scenes. Rachael also took the time to train our team, refine workflows, and ensure the AI agent was properly equipped with the right knowledge base content. She combines technical expertise with practical business strategy, and the results speak for themselves. We highly recommend Rachael to any organization looking to modernize their support operations, improve KPIs, and implement AI thoughtfully and effectively.