I'm Raleigh, and I started Trellis because I know firsthand that home services businesses are full of smart, hardworking people who are so busy doing the work that there's no time to ask: what could we stop doing manually?
My Background
I've spent over 20 years helping organizations run better and helping people actually use the tools they're given.
I started at a nonprofit, where I built training programs, supported members, and served as on the leadership team, helping to improve how the organization operated. From there I moved into training at a real estate agency, then into a business analyst role with a Salesforce consultancy, where I worked directly with clients to map their processes and find where technology could do more heavy lifting. Every role was different. The through-line was always the same: understand how people work, find the friction, and fix it.
That experience is exactly what AI consulting requires, and what most AI consultants are missing.
What I Bring to the Table
I hold five Salesforce certifications, two of them focused on AI, and a certified business analyst credential. I work daily with tools like ChatGPT, Claude, Netsuite, Salesforce, Google Suite, Notion, Microsoft Suite, and various LMS platforms.
But the thing that probably matters most to you it this: I know how to make new technology actually stick.
Building a tool is half the job. Getting your team comfortable using it is the other half, and that's where most implementations fall apart. I've spent over 20 years training people to use technology they didn't ask for and weren't sure they needed. I know how to bring people along, not just build something and walk away.
How I Work
I ask a lot of questions before I make any recommendations. Every business operates differently, and a solution that works for one HVAC company might be completely wrong for a landscaping operation.
I won't disappear after the build. Training and ongoing support are core to what I do, not an afterthought.
And I'll tell you honestly if something isn't worth doing. AI isn't the answer to everything, and I'd rather give you a straight assessment than sell you a project you don't need.