SELECTED WORK
Proof over promises
Examples of work that changed revenue, cost, risk or the speed of execution. Client names stay confidential. The economics—and the outcomes—do not.
TRACK RECORD
The numbers behind the advice
+53% in five months
Monthly revenue booked in a commercial turnaround at a growth agency, with $3.6M signed and 13 of 18 at-risk accounts retained or expanded.
8 Fortune 100 technology accounts
Led as managing partner, from strategic assessment through roadmap, executive alignment and delivery.
7 AI roadmaps
Global technology companies taken from use-case identification to prioritization, total cost of ownership and execution-ready plans.
$5M consulting book, built from zero
120% of quota two years running, with an average engagement of about $290K.
3 → 90
Marketing technology, CX and web teams scaled in two years inside a national insurer, on a $12M budget.
$850M+
In e-commerce and retail transactions on digital products our leadership has run.
TURNAROUND & CLIENT GROWTH
Commercial turnaround at a growth agency
Hired to lead growth, our managing partner found the business in a difficult stretch within days and led the client-facing organization through a commercial turnaround, across client strategy, delivery, paid media, design, marketing, demand generation and sales.
$3.6M signed in five months
22 renewals, expansions and new agreements, including an $801K new client, with a further $975K in renewals committed. Total monthly revenue booked rose 53%.
13 of 18 at-risk accounts retained or expanded
Including $509K+ in at-risk renewals. Accounts rated At Risk fell from 13 to 7, and the share rated Green rose from 54% to 60%.
Growth after losing four large clients
Net monthly revenue on the existing book grew 5%, reversing a 6% decline, with 19% gross expansion from existing clients.
$1.5M in new pipeline from a rebuilt demand engine
Marketing and demand generation rebuilt with an owner, an agency partner, a published 90-day plan and a system of record: 14 deals opened and $520K+ won, including a $300K new client and a competitive RFP win with a leading HR and payroll platform.
Results-first client reviews and an executive sponsor program
63 executive conversations across more than 25 client organizations; tests live per month rose from 72 to 112, and seven executives asked for a standing working cadence.
A systems diagnosis of client churn
Traced every churn and churn-risk episode to its internal cause, named six systemic failure modes, and built the fixes and an early-warning system.
One pitch storyline, real SOW guardrails
A standard storyline and scope and fee guardrails applied across 38 decks, proposals and SOWs for 32 clients and prospects.
A team that got better, measurably
Five promotions on merit, billable hours per person up 23% and design billable hours up 48%, with AI workflows embedded in account planning, account health and business development.
AI, TRANSFORMATION & DECISION SYSTEMS
Strategy, transformation & AI
AI roadmaps for seven global technology companies
Took executive teams from AI use-case identification through prioritization, total cost of ownership and execution-ready roadmaps tied to customer engagement, marketing effectiveness and operational efficiency, using a prioritization framework our leadership co-developed.
Account and growth strategy for a global industrial technology leader
Synthesized a Fortune Global 500 company’s business strategy, operating model, financial health and transformation landscape into executive priorities and a prioritized growth plan.
Sales and marketing roadmap assessment
A $3.2M engagement assessing sales, marketing and operational capabilities and sequencing the transformation that followed.
Preparing a program for a new C-level leader
A transition brief anticipating what an incoming executive would measure, ask for in the first 30 days and need to see, so the program kept its funding.
TECHNOLOGY VALUE & TOTAL COST
Marketing technology, CRM & data
Enterprise MarTech modernization at a national mortgage lender
Built the marketing technology organization, led platform evaluation and implementation across Salesforce and Adobe, and directed cross-functional teams of up to 60.
Digital and web transformation at a national insurer
Ran the flagship consumer website and integrated experience and marketing cloud platforms; 35 enterprise projects a year and 25% annual growth in digital engagement.
Customer data and ML-enabled decisioning
Accountable executive for large-scale marketing technology, customer data platform and CX transformations for enterprise clients at a national consultancy.
Marketing technology strategy framework
A 40-slide point of view on customer-centric MarTech: the capabilities modern marketing organizations need, how they connect, and how to prioritize investment.
GROWTH & COMMERCIAL
Growth, go-to-market & commercial
A greenfield account from $0 to $3M in 18 months
Opened and grew a high-tech HR platform relationship, and reopened a Fortune 10 account that had been inactive for three years.
A $10M practice across 40 markets
Owned the practice sales number for a global marketing technology practice of about 100 consultants, with an average deal of about $350K.
Go-to-market and demand generation planning
Integrated pipeline strategies built on audience intelligence, authority content, outreach and AI-search visibility, all tied to a single governing narrative.
Commercial models for a hybrid agency and consulting business
Contract structures, a pricing engine that makes discounting intentional, and guardrails that reduce margin leakage without creating client friction.
OPERATING MODEL & EXECUTION
Product, operations & practice building
Attribution and product architecture for a client-acquisition platform
An end-to-end acquisition operating system for a B2B SaaS product: multi-channel workflows, a universal touchpoint model, paid media tracking and AI-search measurement.
Prototype to working pilot in 45 days
Sequenced a build from shared schema and tenant controls through live records, outreach and first attribution reporting.
Scalable support model for a technology company
A Tier 1 / Tier 2 operation for the Americas that absorbs routine deployment demand and frees engineering and sales capacity.
Building consulting practices
Built customer experience, marketing technology and CRM offerings, thought leadership and go-to-market at a global research and advisory firm, and a CX practice blueprint from vision to launch.
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