How do you engage with clients?

Every project is different, but my clients look for similar outcomes:

  • Higher-ROI marketing strategies and tactics

  • Channel strategies that reach more qualified customers

  • Better insight into marketing channel performance

  • Elevated brand experiences

  • Better alignment of cross-channel and cross-funnel strategies

  • Smarter use of growth team’s time and resources

  • Reduced customer acquisition costs and improved customer retention

Regarding the actual work, over the last few years I’ve:

  • Served as interim CMO while companies secure a full-time team

  • Run countless demand gen experiments to spin up new acquisition channels

  • Advised on foundational “marketing stacks” to ensure teams are using the best tools for the job

  • Developed strategies and systems for conversion rate optimization

  • Organized customer development programs and defined target customer personas

  • Supported on sales and marketing alignment to optimize for conversion at every step of the sales and marketing funnel

In some cases, clients have me on retainer to lean on me for input and support on an ongoing basis. In other cases, I work on specific projects with a defined scope over a few weeks or months. It depends on what the company needs help with. Regardless of the setup, I operate as an extension of the growth team, just an email, Zoom or Slack away.


Why would I work with a consultant?

How I’m different from bringing in a full-time hire: Because I’ve worked on so many different projects, I’ve seen a lot of what works (and doesn’t). Your team knows your challenges better than anyone. Having outside perspective can help you stress test your assumptions and de-risk future investments or hires.

How I’m different from an agency: My engagements are very hands-on. You get dedicated support from one person vs. a team. My work is not a plug-and-play model. It’s truly consultative and tailored to each client’s needs and unique business problems.

You can read more on my blog about when it makes sense to hire a consultant.


Is there an area where you specialize?

I’ve spent a lot of time in B2B—both as a consultant and full-time operator—and consider that a strength. I started my career in sales and understand what good sales and marketing alignment looks like, which is a common challenge among B2B growth teams.

Areas of expertise:

  • Lean growth strategies

  • Buyer journey mapping

  • Integrated marketing plans

  • Go-to-market strategies

  • Conversion rate optimization

  • Sales and marketing alignment

My consulting clients span different industries and company stages, including:

  • FinTech

  • Enterprise SaaS (MarTech, HR software, financial services)

  • Professional services

  • Healthcare

  • Consumer and enterprise tech

  • Fashion and apparel

I’ve worked with companies as young as early-stage startups and as mature as global Fortune 100 brands.

Regardless of industry or company stage, I’ve found that many core growth challenges boil down to similar themes:

  1. Understanding your customers

  2. Having a measured approach to growth

  3. Defining strategy before execution