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I build companies, systems, and relationships that create lasting value.

Partner. Founder. Third-generation advisor. Coach. Architect of operations, personality frameworks, and strategic direction.

hours β†’ minutes
Speed-to-Lead
~30 β†’ ~5 min
Underwriting Time
20+ β†’ ~5 min
Rep Admin per Deal
-35%
Decline Rate
≀3 days
Ramp Time

Where I'm Building

BH Capital Funding (Partner) Prism Dynamics (Founder & CEO) Life/Business Coaching Life Insurance & Annuities

I build buyer-aligned GTM systems (mostly Salesforce) that connect departments and remove friction.

So your team moves fast and your forecasts tell the truth.

RevOps & Sales Ops

Funnel maps, stage design, KPI integrity, SLA timers, breach alerts. Forecasts you trust.

Coaching & PRISM

Life/business/personality coaching. PRISM assessments. Team dynamics mapping. Trajectory focus.

Life Insurance & Annuities

Third-generation advisor. Life insurance, annuities for business owners. Wealth protection, legacy planning.

Personality Assessment

PRISM framework. Individual assessments. Team dynamics. Leadership development. Flow states.

Tech Stack & Tools

Salesforce (Flows, Apex, routing, dashboards) Cursor (AI-powered IDE) ChatGPT & Claude (Custom Agents) GitHub Slack (alerts & automation) Zapier Dialer & SMS platforms Outlook (email automation) Microsoft Teams ZoomInfo Jotform & EmailJS (intake→CRM) Conversion APIs

Work Packages

Ship fast. Layer controls. Measure what matters.

RevOps Audit & Roadmap

2 weeks

  • β€’ Funnel map
  • β€’ Stage map
  • β€’ Loss taxonomy
  • β€’ KPI gap analysis
  • β€’ 90-day strategy

Stages, SLAs & Alerts

2–3 weeks

  • β€’ Buyer stages
  • β€’ SLA rules
  • β€’ Slack alerts
  • β€’ Rep guidance

Automation & Data Quality

2–4 weeks

  • β€’ Routing rebuilds
  • β€’ Validations
  • β€’ Approvals
  • β€’ Dedupe logic

Enablement Pack

2–3 weeks

  • β€’ SOPs
  • β€’ 30/60/90s
  • β€’ Talk tracks
  • β€’ GPT support

What I'm Building

From financing infrastructure to personality frameworks. Each venture reflects a different facet of how I think about systems and people.

Featured

BH Capital Funding

Partner. RevOps & Sales Enablement. Native web app migration. Segmented lead capture. Automated Slack follow-up. Ad pixel events. Speed-to-lead: hours β†’ minutes.

Featured

Prism Dynamics

Founder & CEO. Model Architect. Personality assessment platform helping individuals and teams understand behavioral patterns, communication styles, and team dynamics. Host of Applied Personality Lab podcast.

Featured

Life & Business Coaching

PRISM-informed coaching for founders and operators. Personality profiling, life trajectory mapping, business strategy, team dynamics.

Featured

Life Insurance & Annuities

Third-generation advisor. Life insurance and annuities for business owners. Protecting wealth, securing futures, building legacy.

How I Think

Patterns, frameworks, and lessons from building businesses, systems, and teams. Real insights from real work.

Listen: My Podcasts

Applied Personality Lab Podcast

Applied Personality Lab

Evidence-based personality science. New episodes every Sunday.

The Daniel Speiss Podcast

The Daniel Speiss Podcast

Personal growth, faith, business & culture. Since 2015.

Topics: PRISM personality science, Torah reflections, sales, operations, relationships, wealth-building & more.

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