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Workflows & Sales Enablement

Clear processes. Reliable workflows.

Automation that supports your team instead of overwhelming them.

I design and build nurture programs, routing workflows, task queues, and sales enablement systems that respect your team’s realities instead of fighting them. The result: clean automation, predictable processes, and tools your reps will actually use.

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What You Get

Workflows that improve operations—not complicate them.
Most companies accumulate a maze of overlapping workflows, outdated automation, and task floods. I rebuild your automation so it’s structured, stable, and designed around how your people actually work.

You get:

  • Clean, predictable workflows
  • Clear ownership and automation logic
  • Nurture programs mapped to real buyer behavior
  • Lead routing aligned with team capacity and territories
  • Task queues and enablement flows that reps will follow
  • Documentation that removes mystery from your system

This is practical RevOps automation tuned to your business, not a template.

Governance
Workflow Cleanup & Documentation

I audit, consolidate, and rebuild your workflows using a predictable naming system and straightforward documentation so you always know what each automation does.

Nurture Programs
Behavior-Based Nurture Flows

I build simple, scalable nurture sequences that reflect real buying behavior—not bloated email drips. Each program has clear triggers, entry rules, and goals.

Routing
Lead Routing & Assignment Logic

Leads are routed quickly and consistently using rules that reflect your team structure—territory, ownership, round-robin, or specialty routing—so nothing slips through.

Enablement
Sales Task Queues & Follow-Up Automation

Task queues and automation flows keep reps focused on the right activities at the right time without overwhelming them with noise or unnecessary tasks.


Schedule a Conversation

About Sean McGee

I’ve spent my career in the space where marketing strategy meets systems: helping teams connect their campaigns, data, and revenue processes across tools like HubSpot, Salesforce, Salesloft, ZoomInfo, 6sense, and more.

My background includes Senior Marketing Operations roles at B2B software and services companies, where I’ve led CRM governance, attribution modeling, routing logic, and full-funnel reporting for global marketing organizations.

Sandpine Tech is the consulting layer on top of that experience: a way for growing teams to get pragmatic, operator-level help without having to hire a full-time headcount.

Selected Experience
  • Senior Marketing Operations Manager at Cariloop – lead-to-opportunity process design, Salesforce reporting, and MarTech integration.
  • Senior Marketing Operations Manager at OPSWAT – scaled HubSpot, Salesforce, and Salesloft across global SDR and marketing teams.
  • Director / Manager roles in B2B marketing leading campaigns, content, and automation across email, web, and events.

How I Work

Every engagement starts with understanding how your teams work today, where the data breaks down, and what “better” needs to look like for your company—not just what the tools are capable of.

Step One
Discover & Audit

A focused review of your HubSpot and CRM setup, current processes, and key reports. We identify what’s working, what’s missing, and the highest-impact fixes.

Step Two
Design the System

Together, we define lifecycle stages, handoffs, routing logic, and reporting requirements, then document a clear Lead-to-Opportunity framework your teams can align around.

Step Three
Build, Test & Transition

I implement the workflows, properties, and dashboards, test them with your stakeholders, and ensure your team knows how to use and maintain the system going forward.

Let’s Talk

If you’re wrestling with a messy HubSpot portal, unclear revenue reporting, or a lead process that doesn’t match how your teams actually sell, I’d be happy to take a look and suggest options.

The easiest way to start is with a brief intro conversation and a light portal or process review.