Unlock the CRM you already paid for.
Or eliminate the chaos of too many systems.

I help organizations unlock CRMs and automation platforms they already own, eliminate redundant systems, and design workflows that actually serve their mission.

Let's Talk See My Work

From chaos to clarity.

What creates operational chaos? Workflows exist but aren't documented. Training covers the 'how' but not the 'why.' Your CRM, automation tools, and project platforms overlap without clear ownership. Decisions get made in meetings but never recorded. No one's held accountable for maintenance.

The result: operational debt accumulates, data quality suffers, and teams spend more time aligning than executing.

Why this matters now: Clean processes create clean data. Clean data lets you leverage AI and automation effectively. Without solid operations, you're not ready for the next wave of technology—no matter how many tools you buy.

I'm a Salesforce Certified Administrator with a Product Strategy Certificate from Kellogg. I've automated email tagging to 98.78% accuracy, cut payroll reporting from hours to 2 minutes, and delivered CRM event systems that let nonprofits stop worrying about tech and start focusing on their mission.

Recognition Latinos 40 Under 40
Certification Salesforce Administrator
Education Product Strategy (Kellogg)
Henry Montoya - Rakvia Consulting

How I Can Help

I work with small-to-mid-size organizations that either have powerful tools sitting unused, or have accumulated overlapping systems without clear processes. I help you unlock what you already have, eliminate what's redundant, and design workflows that actually serve your mission.

CRM Setup & Optimization

Get your CRM working for you, not against you. From event registration to donor management — clean data, smart workflows, and reports that matter.

  • Salesforce
  • Neon CRM
  • Mailchimp

Email Marketing Automation

Stop sending emails manually. Build campaigns that nurture leads, onboard customers, and drive engagement automatically.

  • Mailchimp
  • Constant Contact
  • Neon CRM Workflows

Workflow Automation

Connect your tools and eliminate manual busywork. If you're copying data between systems, there's a better way.

  • Make.com
  • Zapier
  • Google Apps Script
  • Custom GPTs

Dashboards & Reporting

See your business clearly. I build dashboards that answer your questions and help you make better decisions.

  • Looker Studio
  • Google Sheets
  • Salesforce Reports

What I've Built

Real projects, real results.

Operations Suite

Urbanity Dance Studio

Challenge: Data locked in CRM, manual payroll taking hours, email marketing requiring constant manual tagging.

Results

  • Automated email tagging with 98.78% success rate — zero manual work
  • Reduced payroll reporting from hours to 2 minutes
  • Built attendance and email marketing dashboards
  • Created welcome and conversion email journeys
Make.com Zapier Mailchimp Looker Studio Apps Script
AI & Automation

Convention Support GPT

Challenge: Customer service cases taking 6 days to resolve during 5,000+ attendee convention.

Results

  • Configured custom AI assistant trained on convention knowledge base
  • Reduced resolution time from 6 days to 2 days (70% faster)
  • Saved 66+ hours annually on repetitive inquiries
  • Trained coordinator to maintain and update independently
Custom GPT Salesforce Service Cloud
Process Automation

Event Logistics Automation

Challenge: 10+ hours per week spent manually compiling logistics documentation for national convention.

Results

  • Automated data compilation that previously required manual work
  • Reduced prep time from 10+ hours/week to under 1 hour/day
  • Near-zero errors with direct data pulls
  • One-click refresh for real-time updates
Google Apps Script Google Sheets
CRM Implementation

Nonprofit Event Registration System

Challenge: Nonprofit paying for a CRM but underutilizing it. Needed event registration and email campaigns for a fundraiser — with no internal tech capacity.

Results

  • Built event registration system with tiered ticketing ($125 general, $500 sponsor) and waitlist for 70-person capacity
  • Set up automated confirmation emails and campaign workflows for 57 past attendees
  • Created analytics dashboard for registration and revenue tracking
  • Added custom CSS form styling for professional appearance
  • Trained staff for ongoing independence — no dependency on consultant
Neon CRM Neon Pay Email Automation Custom CSS

What People Say

"Henry took a personal interest and initiative to expand his role to learn CSS code, Pardot and Salesforce. He takes great pride in accuracy, attention to detail and effectiveness in completion of work, and consistently exceeds expectations."

— Linda Layhew, M.A.

"Exceptional job of helping plan and execute my vision for our digital marketing operations. He set high expectations for the way we setup, tested, managed, and track our digital campaigns. A key leader of our change efforts."

— Michael Betz, Chief Digital Officer

"Henry is the dream team member. Whatever I entrust Henry with, it will get done in a timely and effective fashion. He's reliable, honest, gives 110%, and is always looking at processes to determine where there are areas for improvement."

Let's Talk

Ready to get your operations under control? Book a 30-minute discovery call — I'll ask about your current setup and see if there's a good fit.

Email: henry@rakvia.com

LinkedIn: Connect with me