From chaos to clarity.

You already have the tools. The gap isn't technology. It's that no one structured the workflows, cleaned the data, or trained your team to use what you're paying for. I close that gap.

Let's Talk See My Work

Who I Am and How I Work

I spent seven years running operations for a national association, scaling its convention from 3,210 to 6,317 attendees, building automation systems, and activating CRM platforms that teams actually used. I'm a Marine Corps veteran with a degree in Operations Management. I bring that same structured, accountable approach to every engagement.

What I see in most organizations: Workflows exist but aren't documented. Knowledge lives in people's heads, not in systems. CRM, automation tools, and project platforms overlap without clear ownership. Data gets entered inconsistently, so reports can't be trusted. Staff work around the system instead of through it.

The result: operational debt accumulates, decisions get made on gut feel instead of data, and your team spends more time managing tools than doing the work that matters.

The fix isn't buying something new. It's getting real value from what you already have. I assess what you have, break the problem into workable pieces, build documented systems for each one, then train your team to run it without me.

I've automated email tagging to 98.78% accuracy, cut payroll reporting from hours to 2 minutes, and delivered full CRM activation systems that let nonprofits stop worrying about tech and start focusing on their mission.

Background U.S. Marine Corps Veteran (7 yrs)

Operations 7 yrs Association Ops Leadership

Education B.S. Commerce, Operations Mgmt

Certificate Product Strategy (Kellogg)

Certification Salesforce Administrator

Certification Salesforce Nonprofit Cloud Consultant

Recognition Latinos 40 Under 40

How I Can Help

I work with nonprofits, associations, and 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

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 + Email Automation

Dance Studio: Manual Chaos to Automated Operations and Email Journeys

Challenge: A growing dance studio drowning in manual work: payroll took hours, email tagging was entirely manual, no visibility into attendance, and no automated communication with students.

Results

Automated email tagging with 98.78% accuracy, eliminating hours of weekly manual work
Cut payroll reporting from hours to 2 minutes
Built real-time attendance and email marketing dashboards
Designed session-based automated email journeys with 95%+ contact match rate across registration platforms
Built survey automation pipeline connecting class registration data to targeted feedback collection

Make.com Zapier Mailchimp Looker Studio Apps Script

AI-Powered Support

Registration Support: 70% Faster Inquiry Resolution with AI

Challenge: A 6,300+ attendee event generating a flood of registration questions via email, with inquiries averaging 6 days to resolve and the support team overwhelmed 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

AI Assistant 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, a process consuming 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

Full CRM Activation

Nonprofit CRM: From Contact List to Operational System in 4 Weeks

Challenge: A nonprofit paying for a CRM but barely using it. No event registration, no sponsor tracking, no staff training, and leadership had zero visibility into pipeline or engagement data.

Results

Activated their CRM into a full operational system: event registration with tiered ticketing, sponsor prospect tracking, and historical data backfill
Built automated confirmation emails and re-engagement campaigns targeting past attendees
Delivered 3 hands-on training sessions and 6 standard operating procedures so the team could maintain the system independently
Created board-ready reports: sponsor pipeline, donor retention, and revenue tracking
Staff now runs the CRM without consultant dependency

Neon CRM Neon Pay Email Automation SOPs Staff Training

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?

It depends on scope, and I'll define that clearly before we start. A recent CRM activation project was delivered in under four weeks. Simpler projects like a single automation or dashboard build can be faster. 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 but aren't 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'm a Salesforce Certified Nonprofit Cloud Consultant, and my hands-on fundraising work (event registration, donor management, year-end appeals, and automated receipting) has mostly been in Neon CRM. If your CRM should be doing more for your mission, it probably can.

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.

Email: henry@rakvia.com

LinkedIn: Connect with me (opens in new tab)

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