Why Chase

I build the systems behind revenue.

I spent seven years in full-cycle K–12 SaaS sales building a territory from roughly $300K to a $2.5M annualized pace. Today I help founders and growing companies turn customer insight into repeatable revenue systems through software, AI, automation, workflows, and operational design.

What I actually do

Most consultants stop at strategy. Most engineers stop at software. Most salespeople stop at the close. The work I do connects all three, and it runs in four moves.

01

Diagnose

Find where revenue actually breaks. Discovery calls, pipeline reviews, CRM audits, time with the people doing the work. Separate symptoms from root causes before anything gets built.

02

Design

Turn the diagnosis into a system: stages, ownership, rules, workflows, and the numbers that tell you whether it's working.

03

Build

Ship the software. Custom CRMs, automations, AI workflows, integrations, dashboards. Working systems in production, not recommendations in a slide.

04

Operationalize

Make it stick. Documentation, onboarding, playbooks, and the follow-through that turns a new system into how the business actually runs.

Why my background matters

Start with Snap! Mobile. Not the software, not the AI, not the companies I've started. Seven years as a Senior Account Executive selling fundraising and engagement technology into K–12 schools is the proof underneath everything else on this page.

Territory growth

First rep in a territory doing roughly $300K. $750K in year one. Then $1.3M, $1.8M, $2.0M, and a $2.5M annualized pace.

Full-cycle sales

Prospecting, discovery, demos, closing, launch support, renewal, expansion. Every stage of every deal, no handoffs.

Stakeholder complexity

Coaches, athletic directors, principals, bookkeepers, district leaders, parents, and competing vendors. Often inside the same deal, at a typical deal size of $8,500 to $10,000.

Renewals

I kept the accounts I sold, which means I lived with every promise I made at the close. That changes how you sell.

Expansion

One target program refused meetings for years. I won the schools around it, used their results as proof, earned the account after roughly three years, and kept it for roughly four.

That period is why the technical work lands. When I build a CRM, I know what a rep will actually log at 7pm in a school parking lot. When I automate follow-up, I know which touches move a deal and which ones annoy a buyer. When I design a pipeline, the stages match how customers actually buy, because I spent seven years watching them buy.

From sales to systems

  1. 2009–2015

    Air Force

    Criminal investigator, Security Forces, Eglin AFB. Diagnostic questioning, evidence, documentation, and judgment under pressure.

  2. 2016–2020

    Entrepreneur

    Acquired Chattanooga Functional Fitness roughly two weeks after an unexpected job loss. Owned sales, staffing, retention, and P&L. Sold the business in 2020.

  3. 2018–2025

    SaaS sales

    Senior Account Executive at Snap! Mobile. Built one K–12 territory from roughly $300K to a $2.5M annualized pace, full cycle.

  4. 2025

    Founder

    Started Whited Consulting. Consulting and software for founders and owner-led businesses, roughly $15K to $25K a month.

  5. 2025–2026

    Systems builder

    Built custom CRMs, scheduling, roof measurement, and field-ops software for paying clients through Buildout Studios.

  6. Now

    AI + GTM

    Building AI-powered revenue systems: Pocket Agent, AI workflows, and go-to-market infrastructure that founders can actually run.

What I've built

Production software, running today, with real users and real pricing. Each one exists because I hit the problem myself or watched a customer hit it.

Pocket Agent

aipocketagent.com
What it is
An AI Agent Workspace for owner-led businesses. Business knowledge, role-based personas, workflow tools, and owner-approved actions in one chat.
Why it exists
Generic AI starts from zero every conversation. An owner-led business needs AI that starts from the business itself and asks before it acts.
What it demonstrates
I can design and ship AI systems that do real work under real guardrails, not demos.
What it is
The operating system for youth sports: organization management, parent engagement, coach tools, and scheduling.
Why it exists
Seven years selling into athletic departments showed me exactly where coaches, parents, and program leaders lose time and money.
What it demonstrates
Customer insight earned through years of selling, turned directly into product.

Buildout Studios

buildoutstudios.com
What it is
My software studio. Custom CRMs, field-ops apps, documents, and automation for service businesses.
Why it exists
Owner-led service businesses outgrow spreadsheets long before they can afford enterprise software. They need custom systems they actually own.
What it demonstrates
Full-cycle delivery for paying clients: discovery, build, deployment, adoption.

Buildout Schedule

buildoutschedule.com
What it is
AI-native scheduling: booking pages, calendar sync, availability logic, and reusable embeds.
Why it exists
Every business I run needed scheduling, and renting it per seat forever made no sense. I built the availability engine first and layered the product on top.
What it demonstrates
Build-versus-buy judgment, and the discipline to ship a full product from primitives.
What it is
Roof measurement SaaS: structured building data, NOAA storm history, and supplier-ready PDFs in three taps.
Why it exists
It comes straight from my contracting years. Measurement was slow, and reports were expensive.
What it demonstrates
Firsthand domain pain turned into focused vertical software with real pricing.

The type of work I'm best at

The closest label is a forward-deployed GTM builder.

Not a consultant who hands you a deck. Not a GTM engineer who only lives in the tooling. Someone who sits inside the business, works the actual pipeline, and builds the systems while using them. I'm strongest when:

  • Founder-led sales needs to become something a team can repeat.
  • The CRM doesn't reflect how deals actually move.
  • The team knows where the operational bottlenecks are, but nobody has time to fix them.
  • AI needs to become a working part of operations, not an experiment on the side.
  • The product team needs customer context it isn't getting.
  • Outbound needs better systems, not more volume.
  • Operations need automation that respects how the work actually happens.

What makes me different

AreaMost salespeopleMost engineersMe
CustomersUnderstand them deeplyMeet them secondhandUnderstand them, then build for them
DiscoveryRuns itRarely sits in itRuns it, then turns it into software
SystemsWorks around broken onesBuilds them to specBuilds them around how customers actually buy
The CRMComplains about itConfigures itMakes it reflect how deals actually move
AutomationRequests itShips itDecides what deserves it, then ships it
RevenueOwns the numberOwns the codeOwns the number and the system behind it

Proof

The Snap! Mobile territory

I started as the first rep in a territory doing roughly $300K. The motion I built was field-led: reach coaches and program leaders before the school day started, back it with calls, texts, referrals, and district relationships.

The territory hit $750K in year one. Then $1.3M, $1.8M, $2.0M, and a $2.5M annualized pace. Full cycle the whole way: I prospected the accounts, closed them, launched them, renewed them, and grew them.

Contracting years into reusable software

I ran my own residential exteriors company: roofing, siding, gutters. I built the software that ran it, from lead capture through estimates, production, and collections, because nothing on the market matched how the work actually moved.

Then I extracted that software into reusable contractor templates. Custom contractor builds at Buildout Studios now start from those templates instead of a blank repo, and Buildout Measure exists because I knew firsthand how slow roof measurement was.

A customer implementation

A home-improvement contractor in Chicago hired Buildout Studios for a custom CRM. He walked me through how an insurance restoration job actually moves, from first inspection through final payment, roughly fifty steps.

I built his workflow into software he owns: staged automations, e-signature, damage-report PDFs, photo documentation on every job, and an instant quote widget priced for his market. He paid $3,500 plus hosting, and he runs his business on it today.

Career documents

Career Operating Manual

DOCX

A structured record of how I think, sell, build, lead, and create repeatable business systems. The narrative behind the resume.

Download

Resume

DOCX

Revenue leadership, K–12 SaaS full-cycle sales, entrepreneurship, AI workflow design, and GTM systems experience.

Download

Executive Bio

In progress

The short-form version of this page for boards, event pages, and press. Not written yet; this page is the current source.

Interview Playbook

Queued

How I answer the hard questions, with the stories behind each answer. Queued behind the bio; it will appear here when it ships.

If you're trying to build a better revenue system, I'd love to help.

Whether that's through Whited Consulting or as part of your team.