Rakvia | AI Readiness & Operations Consultant

From chaos to clarity.

Every organization is asking: "Are we ready for AI?" The honest answer for most: not yet.

What creates operational chaos? Workflows exist but aren't documented. Knowledge lives in people's heads, not in systems. Training covers the 'how' but not the 'why.' Your CRM, automation tools, and project platforms overlap without clear ownership. Decisions get made in meetings but never recorded. No one's held accountable for maintenance.

The result: operational debt accumulates, data quality suffers, and teams spend more time aligning than executing.

Why this matters now: Clean processes create clean data. Clean data lets you leverage AI and automation effectively. Without solid operations, you're not ready for the next wave of technology—no matter how many tools you buy.

I'm a Salesforce Certified Administrator with a Product Strategy Certificate from Kellogg. I've automated email tagging to 98.78% accuracy, cut payroll reporting from hours to 2 minutes, and delivered CRM event systems that let nonprofits stop worrying about tech and start focusing on their mission.

Background U.S. Marine Corps Veteran

Education B.S. Commerce, Operations Mgmt

Certification Salesforce Administrator

Training Project Management (Black Diamond / PMI)

Certificate Product Strategy (Kellogg)

Recognition Latinos 40 Under 40

How I Can Help

I work with growing organizations that either have powerful tools sitting unused, or have accumulated overlapping systems without clear processes. I help you unlock what you already have, eliminate what's redundant, and design workflows that actually serve your mission.

Stop Paying for a CRM Nobody Uses

You bought a powerful CRM — but your team barely touches it. I get it working so it actually earns its keep.

What you get: CRM audit report, data cleanup roadmap, event registration or intake forms, automated workflows, staff training session, and a maintenance runbook so you don't need me again.

Salesforce
Neon CRM
Mailchimp

Emails That Send Themselves

Your team shouldn't be manually sending welcome emails or follow-ups. I build campaigns that nurture, onboard, and re-engage on autopilot.

What you get: Email strategy document, welcome/onboarding sequence, re-engagement campaign, audience segmentation setup, campaign analytics with resend optimization, and performance dashboard.

Mailchimp
Constant Contact
Neon CRM Workflows

Kill the Copy-Paste Between Systems

If your team is manually moving data between tools, you're burning hours every week. I connect your systems so information flows automatically.

What you get: Workflow audit and process map, automated integrations between your tools, error handling and notifications, documentation of every automation, and training so your team understands what's running.

Make.com
Zapier
Google Apps Script
Custom GPTs

Stop Guessing, Start Seeing

You have the data — you just can't see it. I build dashboards that answer your real questions so you can make decisions with confidence, not gut feel.

What you get: KPI discovery session, custom dashboard with your key metrics, automated data refresh, team walkthrough, and a "how to read this" guide so anyone on your team can use it.

Looker Studio
Google Sheets
Salesforce Reports

What I've Built

Real projects, real results.

Operations Overhaul

Dance Studio: From Manual Chaos to Automated Operations

Challenge: A growing dance studio drowning in manual work — payroll took hours, email tagging was entirely manual, and no visibility into attendance or marketing performance.

Results

Automated email tagging with 98.78% accuracy — eliminated hours of weekly manual work
Cut payroll reporting from hours to 2 minutes
Built real-time attendance and email marketing dashboards
Designed automated welcome and conversion email journeys

Make.com Zapier Mailchimp Looker Studio Apps Script

AI-Powered Support

Registration Support: 70% Faster Inquiry Resolution with AI

Challenge: A 5,000+ attendee event generating a flood of registration questions via email — inquiries averaging 6 days to resolve and overwhelming the support team during peak volume.

Results

Built AI assistant trained on the full event knowledge base to handle registration inquiries
Cut inquiry resolution time from 6 days to 2 days (70% faster)
Saved 66+ staff hours annually on repetitive registration questions
Trained coordinator to maintain the system independently

Custom GPT Salesforce Service Cloud

Process Automation

Client Deliverables: 10+ Hours/Week Eliminated from Manual Assembly

Challenge: After each Salesforce purchase, the team manually duplicated Google Slides templates and copy-pasted client-specific details to build program logistics guides — 10+ hours weekly of error-prone, unsustainable work.

Results

Replaced manual template duplication with spreadsheet-driven automation
Reduced deliverable assembly from 10+ hours/week to under 1 hour/day
Near-zero errors with direct data pulls (eliminated copy-paste)
Built foundation for third-party app integration to fully automate the pipeline

Google Apps Script Google Sheets Salesforce

CRM Activation

Nonprofit Fundraiser: CRM Sitting Unused to Full Campaign System

Challenge: A nonprofit paying for a CRM but barely using it. Needed a complete event registration and email campaign system for their annual fundraiser — with zero internal tech capacity and a hard deadline.

Results

Activated their underused CRM into a full fundraiser registration system — tiered ticketing ($125 general, $500 sponsor), 70-person capacity with waitlist
Built automated confirmation emails and re-engagement campaigns targeting 57 past attendees
Created real-time analytics dashboard for registration and revenue tracking
Custom-branded registration forms matching the organization's identity
Trained staff for full independence — no ongoing consultant dependency

Neon CRM Neon Pay Email Automation Custom CSS

What People Say

"Henry took a personal interest and initiative to expand his role to learn CSS code, Pardot and Salesforce. He takes great pride in accuracy, attention to detail and effectiveness in completion of work, and consistently exceeds expectations."

— Linda Layhew, M.A.

"Exceptional job of helping plan and execute my vision for our digital marketing operations. He set high expectations for the way we setup, tested, managed, and track our digital campaigns. A key leader of our change efforts."

— Michael Betz, Chief Digital Officer

"Henry is the dream team member. Whatever I entrust Henry with, it will get done in a timely and effective fashion. He's reliable, honest, gives 110%, and is always looking at processes to determine where there are areas for improvement."

— Solskin Gomez-Krogh, ALPFA Board

Common Questions

What size organization do you work with?

Growing organizations — nonprofits, associations, and businesses that have outgrown spreadsheets but haven't outgrown their current tools. If you have a CRM or automation platform that's underperforming, we should talk.

How long does a typical engagement take?

Most projects run 2-6 weeks depending on scope. A CRM audit and roadmap can be done in a week. A full system buildout with training takes closer to a month. I'll scope it clearly before we start — no open-ended billing.

What if we already have tools in place?

That's usually the case. Most organizations I work with already own the tools they need — they're just not using them well. I'll audit what you have before recommending anything new. The goal is to unlock what you've already paid for.

Do you work with nonprofits?

Yes — nonprofits are a core focus. I work with Neon CRM, Salesforce Nonprofit, and the fundraising workflows that go with them: event registration, donor management, year-end appeals, and automated receipting. If your CRM should be doing more for your mission, it probably can.

How much does this cost?

Engagements typically start with a focused project ($500-$2,000) — like a CRM audit, a specific automation, or a dashboard build. This gives us both a chance to work together before committing to anything larger. From there, many clients expand into ongoing support.

Do I need to know what I need?

No. That's what the discovery call is for. You tell me what's frustrating or broken, and I'll figure out the right approach. You don't need to come with a tech spec — just come with the problem.

Let's Talk

Ready to get your operations under control? Book a 30-minute discovery call — I'll ask about your current setup and see if there's a good fit.

No pressure, no pitch. Every engagement starts with understanding your situation first. If I can't help, I'll tell you — and point you toward someone who can.