I help growing businesses fix how they sell, get HubSpot doing what it's supposed to, design onboarding that doesn't lose customers in month one, and set up payments processing without the sales pitch attached.
Three areas where I have direct, hands-on experience — not a general consulting menu.
Your sales process and your CRM should be the same system, not two things fighting each other. I set up and administer HubSpot around how your team actually sells.
The gap between "closed-won" and "actually happy customer" is where most businesses quietly leak revenue. I design the process that closes it.
Setup and configuration help only — I don't sell processing and have no stake in which processor you choose. Independent by design.
25 years in FinTech and payments, most of it running sales teams rather than advising from the sidelines. I came up through District Manager and Regional Manager roles and I'm now VP of Sales for a national organization — hands-on with merchant processing, payment gateways, and CRM systems, not just familiar with them.
Resnick Advisory Group exists because most small and mid-sized businesses don't need another full-service agency. They need someone who can walk into their sales process, their CRM, or their onboarding flow and fix the specific thing that's broken.
Client work stays confidential by design — this is a boutique practice, not a portfolio business. You get direct access to me and my full attention, not a case study with your name on it.
You describe what's broken or slow, and I ask practical, operational questions about it.
You get a clear picture of what needs to change, in what order, and what it will cost — before anything starts.
I do the work — CRM configuration, process design, payments setup — rather than handing you a deck and disappearing.
You end up owning a system your team can run without me, with documentation that actually makes sense.
Email is the fastest way to reach me. Tell me a little about your business and where the friction is — sales, CRM, onboarding, or payments — and I'll get back to you directly.