Fractional Sales Ops & RevOps
Pipeline structure, CRM discipline, forecasting cadence, reporting governance, and operating rhythm for growth-minded teams.
Fractional Sales Operations, RevOps & Excel Automation Consulting
The clarity your business needs.Built for growth.
Fractional support for sales operations, RevOps, CRM reporting, Salesforce reporting, forecasting, Excel automation, Google Sheets automation, and dashboards.
With a custom solution, the only limit is your imagination.
400+ projects delivered
200+ clients served
92% repeat customer rate
About us
Built for growing businesses that need smarter operations.
ExcelMyBusiness is a premium consulting partner focused on helping small and mid-sized businesses grow with better systems, better visibility, and better execution.
With 10+ years of consulting, sales operations, and revenue operations experience, ExcelMyBusiness brings executive-level thinking to the operational work that drives day-to-day performance.
Automation is the top priority. The work is heavily focused on Microsoft Excel and Google Sheets, while also connecting CRM process, reporting, and workflow design into one cleaner operating system.
We design solutions and applications customized to meet the specific needs of your business — from Excel automation and Google Sheets automation to Salesforce reporting, CRM dashboards, forecasting, and RevOps process design. That means identifying bottlenecks, uncovering problems customers often do not realize exist, and building practical tools that help the business run smarter.
The focus is clear: help small and medium-sized businesses grow with stronger sales operations, cleaner reporting, and solutions that actually work.
Focused on clarity, automation, and growth.
- 10+ years across consulting, sales operations, and revenue operations.
- Automation-first mindset with deep Microsoft Excel and Google Sheets expertise.
- Driven by a passion for finding hidden inefficiencies and solving the problems behind them.
- Built for SMB leaders who want to scale smarter without adding unnecessary complexity.
Core capabilities
The systems behind smarter growth.
From sales operations and CRM reporting to Excel automation and Google Sheets applications, ExcelMyBusiness builds custom systems that help small and mid-sized businesses run smarter.
Executive-level thinking paired with hands-on implementation.
Automation-first delivery built around your actual workflow.
Custom solutions designed for operators, leaders, and growing teams.
Excel & Google Sheets Automation
Custom-built tools that eliminate manual work and create cleaner execution across planning, reporting, and business operations.
Dashboards & Executive Reporting
Decision-ready dashboards, KPI design, performance visibility, and reporting systems leadership can trust at a glance.
CRM Reporting & Process Cleanup
Salesforce reporting, lifecycle workflow cleanup, data visibility, and cleaner handoffs so the revenue engine runs better.
Common needs include Excel consultant support, Google Sheets automation, VBA automation, Apps Script consulting, Salesforce reporting, CRM dashboards, RevOps consulting, and fractional sales operations support.
Best fit for
SMBs
Founders
Sales leaders
Operations teams
Finance leaders
Growing businesses
Get started
Built examples
Visual systems that make the work easier to run.
Dashboards, Google Sheets applications, automation workflows, and executive reporting designed to simplify the business.
Our process
A simple path from problem to working system.
Clear, collaborative, and designed to keep the work moving without unnecessary complexity.
Step 1
Discovery
We start with a conversation to understand your goals, challenges, existing processes, and where the biggest operational friction exists.
Step 2
Design
We map out a tailored solution that fits the way your team works — no one-size-fits-all templates or generic operating models.
Step 3
Build
The solution is developed with clear communication and interim looks so you can see progress and confirm everything is on track.
Step 4
Launch
We roll out the new system, support adoption, and provide the guidance needed to make the work stick.
Client testimonials
Trusted for custom work that has to be done right.
Real feedback from clients who relied on ExcelMyBusiness for practical execution, strong communication, and business-ready solutions.
“
Pete is terrific at asking about business purpose upfront and understanding requirements. He keeps us well informed and provides interim looks to ensure everything is on the right track. We highly recommend his expertise.
“
The team at Excel My Business has an incredible ability to quickly grasp the desired outcome and deliver reporting and insights that weren't thought possible. Their responsiveness makes them feel like a partner, not a third party.
“
Pete has a unique ability to understand requests and turn around solutions quickly. There are many smart practitioners, but few with such high service levels and fair pricing. We will continue to work with Pete as we grow.