Proposal for
Zach West

We connected through the Pavilion Executive community — you were geeking out about AI in operations, Claude Code, and graphRAG, and I jumped in because that is literally what I build every day.

Our call was a great peer conversation. We bonded over Houston roots (you are born and raised, I grew up in Cypress and lived there 30 years before moving to Jersey for my daughter). You are moving back to Houston this year, which is exciting.

What we covered:

• PatchOps model: You white-label technical HubSpot implementation and custom development for large RevOps and HubSpot partner agencies. Most of your revenue comes from this channel.
• Your team's capacity crunch: Your leadership team told you to pause prospecting last week because expansion revenue from existing agency partners surged — 400+ extra hours in 30 days. You hired to cover it but recognized you cannot keep pausing pipeline development.
• The alignment: I proposed being your fractional GTM engineering overflow resource. You said you would keep me on the shortlist and factor me into your capacity planning. You asked for a one-pager of what I can handle.
• Mutual respect: You showed me your custom list-building web app (not a CSV — a full interface with validated emails and rep workflows). I showed you my own infrastructure — private VPN, self-hosted tools, GraphRAG-powered systems. We are both builders, not just consultants.

Your exact words: "I think we can help each other out" and "I will definitely work you into our calculations."

PatchOps.io is a technical delivery agency specializing in complex HubSpot implementations and custom integrations for niche verticals that most agencies cannot handle.

What makes PatchOps different:

• White-label technical delivery for major RevOps and HubSpot partner agencies
• Specialization in verticals HubSpot has not cracked yet: legal services, veterinary, hospitality, defense tech, heavy equipment leasing
• Custom integrations (HubSpot-NetSuite, MuleSoft replacements) that go far beyond marketplace apps
• Custom CPQ solutions — full web apps that replace Salesforce CPQ with purpose-built UIs
• HubSpot UI extensions and CMS-to-API custom development
• Cross-trained team culture: implementation and technical teams share knowledge, not silos

Current state: Growing fast through agency partner relationships. Expansion revenue surging. 4 major technical SOWs in pipeline. Capacity is the constraint, not demand.

Overflow Capacity Partnership

Start with a quick win. Prove the fit. Scale from there.

How it works

1. You identify overflow work — when your full-time team is slammed and you have a project that needs a skilled technical resource
2. You scope the work (you already scope for your agency partners — same process)
3. I deliver under your brand — white-label, your client never knows. Clean handoffs, your quality standards.
4. You keep your margin — I expect you to make a good margin on whatever you send my way. That is the deal.

What I can absorb

• HubSpot implementations — full builds for niche verticals, data schema, architecture, training
• Custom integrations — HubSpot-NetSuite, HubSpot-Salesforce, custom middleware replacing deprecated tools
• Custom web apps — CPQ interfaces, list-building tools, prospect research dashboards
• HubSpot UI extensions — custom cards, CRM plugins, embedded apps
• GTM engineering — outbound stack setup, Clay/Apollo/Instantly workflows, AI scoring models
• List building — validated contact lists delivered as interactive web apps, not spreadsheets

Structure

Hourly or project-based — your call. Flexible on structure because the goal is to make this easy for you to staff against. We can align on rate once we scope the first project — I want it to be a quick win where both of us walk away knowing the fit is right.

What I need from you

• A scoped brief or SOW for the first project
• Access to whatever tools and environments are needed
• A single point of contact on your team for questions
• Honest feedback after the first delivery

Next step

You said you are doing capacity planning next week. When you identify a project, send it my way. I will turn around a timeline and start delivering.