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Helping teams create and fix the marketing systems behind growth.
I’ve worked across a range of industries, each with its own challenges—but the underlying marketing problems are often the same.
I’ve worked across a range of industries, each with its own challenges—but the underlying marketing problems are often the same.
I align people, processes, and technology to deliver cohesive, revenue-generating systems. I help teams create what’s missing, fix what’s broken, and build infrastructure that actually supports growth.
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Health Tech & Wellness Platforms
Health Tech & Wellness Platforms
Helping health tech teams create or fix the systems that support growth and trust.
I developed a strategic proposal for a wearable fall-detection device targeting independent older adults. It included a Summary Fix Blueprint™ with segmentation strategy, partner outreach, and lead flow improvements across B2C and referral channels.
Curious what this looks like in action? View a Fix Blueprint™ Summary →
I help health tech teams fix segmentation, lead flow, and messaging—so they reach caregivers, users, and partners with systems built for trust and scale.
Areas I Typically Address:
Messaging frameworks that balance safety, independence, and trust
Channel strategies for partner outreach and community-based growth
Lead journey mapping across both B2C and B2B pathways
Conversion clarity and touchpoint alignment
Segmentation planning for caregivers, users, and partner audiences
CRM enhancement recommendations that support the above
eCommerce & DTC Brands
eCommerce & DTC Brands
Create or fix the systems behind sustainable online growth.
At Premier Yarns, I launched a new B2C revenue stream —leading platform migration, team execution, and system integration across Shopify, Klaviyo, and Microsoft Dynamics 365.
I support DTC brands by creating the systems behind acquisition, retention, and team execution across platforms like Shopify and Klaviyo.
Areas I Typically Address:
Launching or relaunching DTC revenue streams alongside wholesale
Platform selection and alignment across teams (e.g., Shopify Plus, Klaviyo, Dynamics 365)
Customer segmentation and nurture logic to drive lifetime value
Product attribution, tagging, and sync logic to streamline operations
Marketing ops visibility across internal and external teams
Team communication and process mapping during system transitions
Home Improvement Services
Home Improvement Services
Creating and fixing the operations behind lead flow, team structure, and scalable sales execution.
At JL Closets, I worked with a global team to redesign CRM systems, streamline lead workflows, and build scalable processes that supported both B2C and B2B growth.
I streamline lead flow, CRM painpoints, and align sales and marketing so home improvement teams can grow without chaos.
Areas I Typically Address:
Structuring lead flow across inbound, outbound, and referral sources
Aligning marketing and sales to improve conversion and accountability
Coordinating appointment-setting processes, marketing materials, and coaching across onshore and offshore teams
Creating SOPs for marketing, sales, and internal handoffs
SaaS & ERP / Food & Beverage Tech
SaaS & ERP / Food & Beverage Tech
Creating systems behind sustainable online growth for a new F&B app.
At CIBOS Menu, I partnered with the founder to build foundational marketing operations. I led analysis, messaging, segmentation, and developed a cold lead process to support long-cycle B2B growth.
I help SaaS and ERP companies simplify B2B marketing—refining segmentation, lead routing, and messaging to support scale.
Areas I Typically Address:
Leading audience and competitive analysis to guide positioning
Clarifying messaging for long-cycle B2B buyers
Building segmentation strategy based on roles, behaviors, and needs
Designing nurture frameworks that reflect complex decision-making
Developing cold lead outreach and re-engagement processes
Supporting the transition from founder-led marketing to scalable sales ops
Diagnosing CRM structure, lead routing logic, and tagging systems
Tourism & Destination Marketing (By Referral)
Tourism & Destination Marketing (By Referral)
Support year-round campaigns, visitor engagement, and lead capture.
At Visit Sarasota, I developed strategy that increased brand awareness by 6%—expanding visibility across digital channels and driving inbound interest.
I create processes for campaign strategy, outreach, and visitor engagement—so tourism brands can grow visibility and impact season after season.
Don’t see exactly what you need?
Don’t see exactly what you need?
I’m happy to create a custom proposal based on your goals and team structure.
Not sure where to start?
Not sure where to start?
Let’s unpack what’s working—and what’s not.
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