I've worked across B2B SaaS, eCommerce, home services, and professional services. While each industry has unique challenges, the underlying issues are the same: marketing momentum outpaces structure, and people, process, and technology stop working together. I step in as fractional CMO to realign that intersection and drive revenue.
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Messaging, lead flow, and partner channels that build trust and scale for health tech companies targeting caregivers, users, and referral partners.
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
Creating the systems behind sustainable D2C growth—from platform migration and retention automation to team execution across Shopify, Klaviyo, and ERP systems.
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
Streamlined CRM, lead flow, and sales/marketing alignment so home services teams can scale efficiently across inbound, outbound, and referral channels.
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
Marketing operations behind long-cycle B2B sales—from segmentation and messaging to lead nurture and the transition from founder-led to scalable sales.
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
Campaign strategy, visitor engagement, and year-round visibility for destination marketing organizations.