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Your sales and delivery processes should work for you, not against you.

I help small businesses build clean, repeatable systems for managing sales pipelines and delivering work so nothing falls through the cracks and your team knows exactly what to do next.

What I Do

I work with small business owners and their teams to fix the gaps in how they manage sales and deliver on their work. If your CRM is a mess, your team is tracking work across spreadsheets and inboxes, or your processes only exist in someone's head, I can help.

Here's what that looks like in practice:

  • Sales pipeline setup and optimization — Build a CRM structure that matches how your team actually sells, so every deal is tracked, every follow-up happens, and nothing gets lost.

  • Delivery and project workflow design — Create clear, repeatable workflows for how your team delivers work after the sale, from onboarding a new client to completing a project.

  • Automation and integrations — Connect your tools so that data flows between them without manual effort, reducing double entry and saving your team hours every week.

  • Training and adoption — Get your team actually using the systems properly, not just logging in once and going back to old habits.

Tools I Work With

I specialize in three tools that work exceptionally well together for small businesses:

  • Asana-logo
  • Pipedrive_dark
  • Zapier-logo


These are the tools I use every day and have spent hundreds of hours consulting on. If you're already using them, I can help you get more out of them. If you're not, I can help you decide if they're the right fit.

About Me

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I'm Andrew Parkes. I've spent years helping businesses of all sizes fix how they use their tools and systems. Today, I focus on small businesses - the ones with 1 to 20 people who are growing and need their processes to keep up.

I've worked on dozens of Pipedrive and Asana implementations, from full system buildouts to targeted audits and training. I take a hands-on approach: I learn how your team works, identify where things are breaking down, and build systems that are simple enough to actually stick.

I'm based in Ontario, Canada.

What Clients Say

You could do this yourself, and it would take you forever. As soon as we engaged Andrew, I really felt like it was a partnership. I have worked with consultants and contractors before. Andrew was incredible to work with and really cared about improving our situation.
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Margaret Dawson, Former CMO, Chronosphere
Being new to Pipedrive we were not sure of best practice and its capabilities but Andrew helped us through the process. The planning and build was very easily and painless. Can’t recommend Andrew enough. We will definitely be using his services again.
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John Paul, CEO and Founder, Prospector Pro
Working with Andrew was like using a cheat code! And especially when given a very clear outcome, Andrew delivered on exactly what he promised. I think there’s such a benefit to working with someone who knows their stuff. It gave us great Peace of Mind.
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Josh Fern, Director, Content & Digital Marketing, Hylant

Get In Touch

If you're a small business owner looking for help with your sales or delivery processes, I'd love to hear from you. Fill out the form below and I'll be in touch.