Nick Roman | Funnel Builder & Marketing Systems

I fix the marketing systems that quietly leak your revenue.

When leads get lost, follow-up breaks, the CRM gets messy, or the numbers stop making sense, I diagnose the bottleneck and build the fix.

For established expert-led businesses, agencies, and service teams.

Book a 20 Minute Call

Funnels & Webinars

Marketing Operator

CRM & Pipelines

Data & Tracking

I fix the marketing systems that quietly leak your revenue.

When leads get lost, follow-up breaks, the CRM gets messy, or the numbers stop making sense, I diagnose the bottleneck and build the fix.

For established expert-led businesses, agencies, and service teams.

Book a 20 Minute Call

Funnels & Webinars

Marketing Operator

CRM & Pipelines

Data & Tracking

I fix the marketing systems that quietly leak your revenue.

When leads get lost, follow-up breaks, the CRM gets messy, or the numbers stop making sense, I diagnose the bottleneck and build the fix.

For established expert-led businesses, agencies, and service teams.

Book a 20 Minute Call

Funnels & Webinars

CRM & Pipelines

Follow-Up & Automation

Reporting & Tracking

About Me

Hello, I’m Nick.

I'm a marketing systems consultant and operator based in Columbus, Ohio. I work in the messy middle between strategy and execution: the CRM nobody trusts, the follow-up that happens inconsistently, the automation everyone is afraid to touch, the funnel that leaks, or the report that gives different answers depending on who opens it.

I figure out how the process should work, fix what's getting in the way, and leave the team with something it can actually run and use.

CRM, Pipelines & Lead Routing

CRM setup and cleanup, stages, ownership, lead routing, custom fields, calendars, migrations, sales handoffs, and the logic behind how a lead actually moves.

Follow-Up, Automation & Integrations

Lead nurture, reminders, task creation, lifecycle changes, internal alerts, cross-tool handoffs, workflow cleanup, and automations that trigger–and stop–when they should.

Reporting, Tracking, & Attribution

Pipeline and show-rate reporting, dashboards, source tracking, data definitions, reconciliation, and visibility into where leads or opportunities are getting stuck.

Funnels, Webinars, & Launch Systems

Registration, confirmation and replay pages, forms, calendars, email sequences, integrations, tracking, QA, and the operational infrastructure behind a launch.

CRM, Pipelines & Lead Routing

CRM setup and cleanup, stages, ownership, lead routing, custom fields, calendars, migrations, sales handoffs, and the logic behind how a lead actually moves.

Follow-Up, Automation & Integrations

Lead nurture, reminders, task creation, lifecycle changes, internal alerts, cross-tool handoffs, workflow cleanup, and automations that trigger–and stop–when they should.

Reporting, Tracking, & Attribution

Pipeline and show-rate reporting, dashboards, source tracking, data definitions, reconciliation, and visibility into where leads or opportunities are getting stuck.

Funnels, Webinars, & Launch Systems

Registration, confirmation and replay pages, forms, calendars, email sequences, integrations, tracking, QA, and the operational infrastructure behind a launch.

The goal isn't always more software. It's a system your team can trust and use every day.

Projects

Selected Systems Work

Real examples of CRM, reporting, funnels, and marketing operations I've built, rebuilt, or operated.

Leadr • Coaching and Training • 2023–2025

Webinar & Funnel Operations

Worked across marketing operations and funnel systems supporting 4 to 10 recurring webinar launches per month, including lead capture, nurture, QA, and conversion infrastructure.

~200K subscriber infrastructure

Marketing Ops

Funnel Building

Confidential Coaching Business • 2024–2025

Reporting Built to Show Where Deals were Leaking

Built a Close → BigQuery → Looker Studio reporting system using Fivetran and SQL transformations, giving the team visibility into lead flow, sales activity, bookings, show rates, and conversion performance.

5-10 dashboards + QA drilldowns

RevOps

Reporting

Stream Realty • Commercial Real Estate • 2026

Salesforce Built Around the Team's Sales Process

Built a tailored Salesforce workspace with custom navigation, reporting, dashboards, and role-relevant home views designed around how the team actually worked.

CRM

Salesforce

Selected Teams I've Supported

How We Work

Bring me the problem. We'll scope the right fix.

You don't need to diagnose the stack before we talk. Show me what isn't working and I'll help identify the broken layer and the right next step.

Lead Follow-Up & Pipeline

Routing, stages, ownership, follow up, booking logic, and pipeline visibility.

Systems Build or Cleanup

CRM, automation, integrations, migrations, funnels, webinars, tracking, and reporting.

Webinars & Launch Systems

Pages, registration, email, integrations, QA, tracking and post-event follow-up.

Book a 20 Minute Call

Or send me a message

Testimonials

Trusted in complicated work.

One of Nick's most outstanding qualities is his unwavering enthusiasm. No matter the challenge or the task at hand, he approached every project with a positive attitude and an infectious energy that motivated those around him. His willingness to take on new challenges and his eagerness to learn were pivotal to the success of many initiatives at LEADR.
Jordan Schumacher
Founder & CEO, LEADR
Nick is one of the brightest, most creative, and hardest working people I've ever met. Always keeping a cool head in the midst of chaos, Nick is a team player, problem solver, and world class collaborator. Nick is extremely talented and has skills far beyond marketing, sales, and recruiting.
Kenya Chatman
Former HR Manager, OFFOR Health

One of Nick's most outstanding qualities is his unwavering enthusiasm. No matter the challenge or the task at hand, he approached every project with a positive attitude and an infectious energy that motivated those around him. His willingness to take on new challenges and his eagerness to learn were pivotal to the success of many initiatives at LEADR.
Jordan Schumacher
Founder & CEO, LEADR
Nick is one of the brightest, most creative, and hardest working people I've ever met. Always keeping a cool head in the midst of chaos, Nick is a team player, problem solver, and world class collaborator. Nick is extremely talented and has skills far beyond marketing, sales, and recruiting.
Kenya Chatman
Former HR Manager, OFFOR Health

One of Nick's most outstanding qualities is his unwavering enthusiasm. No matter the challenge or the task at hand, he approached every project with a positive attitude and an infectious energy that motivated those around him. His willingness to take on new challenges and his eagerness to learn were pivotal to the success of many initiatives at LEADR.

Jordan Schumacher

Founder & CEO, LEADR

Nick is one of the brightest, most creative, and hardest working people I've ever met. Always keeping a cool head in the midst of chaos, Nick is a team player, problem solver, and world class collaborator. Nick is extremely talented and has skills far beyond marketing, sales, and recruiting.

Kenya Chatman

Former HR Manager, OFFOR Health