About Brandon

Quitting my demanding corporate IT job at a Customer Relationship Management company was a life-changing decision. Burnout pushed me to explore new horizons, leading me to culinary arts, functional nutrition, and sales training. Each step reignited my passion and guided me back to technology with a renewed purpose: to help others make a bigger impact. Now, I thrive in empowering service-based businesses to harness CRM technology to stand out, and build lasting, meaningful connections that drive sustainable growth. Discover more about my role below.. 👇

CRM Consultant Bio

Brandon is a dedicated CRM Consultant with a passion for crafting personalized CRM solutions. He thrives on understanding your business inside and out—your challenges, your goals, and your vision for success. He brings a relationship-focused approach to CRM, ensuring your system becomes a true asset rather than just a tool. With Brandon, expect smoother operations, boosted efficiency, and accelerated growth, all delivered with a genuine personal touch. Brandon's mission is simple: to maximize your CRM's potential and drive your business forward in the digital age.

Target Market

Those who manage their contacts through manual methods such as notebooks or spreadsheets and may be experiencing missed opportunities and inefficiencies due to the absence of a CRM system or dissatisfaction with their current CRM. Can work with clients worldwide.
Those that are uncertain about the suitability of their current CRM or those without a CRM seeking expert guidance to find the perfect CRM solution tailored to their unique needs.
Those interested in using technology to streamline their operations to grow and scale their business.
Our ideal clients are solopreneurs, small, or medium-sized services based businesses across various industries. They excel in providing personalized services and prioritize genuine engagement with their clients. They value customer care and want to be more proactive in seizing opportunities while maintaining profitability for sustainable growth.

Strategic Partners

Tech and marketing professionals that offer tailored services like SEO, digital marketing, social media management, web development, web design, copywriting, branding, software development, and other IT services excluding CRM-related solutions.
Business consultants/coaches, Fractional C-level consultants, or EOS implementers who assess business operations to uncover strengths, weaknesses, opportunities, and threats. And if they are into improving efficiencies that’s even better!
I'm open to a meeting if the individual primarily specializes in providing personalized services, where active listening plays a key role in meeting or surpassing their clients' expectations. In a one-on-one setting, our mutual objective should be to gain insights into each other's businesses and explore potential avenues for collaborative support. If you believe this prospective contact aligns with these criteria, I wholeheartedly welcome the opportunity for an introduction.

List of my Customers' Pain Points

CRM dissatisfaction, Looking for a CRM, Technology overwhelm, Networking overwhelm, Too many apps, Unorganized, Missing opportunities, Manual methods, Clunky processes, Workflow bottlenecks, Lack of automation, Limited tracking capabilities, Client mismanagement, Limited contact engagement, Data chaos, Poor customer follow-up, Contact overload, Lost leads, Time-draining tasks, , Inconsistent follow-ups, Scaling struggles, Incomplete customer data, Manual data entry, Lead nurturing gaps, Slow response times, Missed deadlines, Low productivity, Lack of personalization, Revenue plateau

Using CRM To Strengthen Human Touch In The Digital Age

Testimonial

Adrian Wellman

Brandon is a true example of someone who is an expert in their craft and also extremely passionate about what they do. He is so easy to talk to, very personable, and you can tell he really cares about your success. He has delivered so much value so far, and I can't wait to work more closely with him. Thanks, Brandon!

Beverly Kiser-Nutt

Brandon IS the Healthy Data Guy! I have known him for 4 years now and he continues to learn, grow, and expand his knowledge to best serve his clients. I highly recommend him for your data drive strategies and you can rest assured he is on the cutting edge of all technologies utilized in his work for you and your company.

Accomplishments

Bachelors in Computer Information Systems, emphasis in Business Systems Analysis, Cal Poly Pomona University
Completed Natural Chef Program, Bauman College
Completed Functional Nutrition Certification Program, Functional Nutrition Alliance
Completed CRM certification training at The Academy For HighLevel, Certificate of Completion