Lighting the way to improved lead conversion, renewals, and content throughput with your tech stack.
Lighting the way to improved lead conversion, renewals, and content throughput with your tech stack.
Clarify your revenue process and design a human+AI workflow that your team can actually use.
A half‑day or full‑day working session where we map your current lead, renewal, or content process, identify friction, and design a future workflow enhanced by AI. You’ll leave with a clear workflow model, prioritized use cases, and a practical 90‑day plan to move forward.
A unified plan for leads, renewals, and “getting the message out.”
We analyze your CRM, CMS, marketing automation, and content operations to create a roadmap that aligns teams, integrates tools, and establishes a predictable content engine that feeds sales, marketing, and member communications.
Launch one AI‑enhanced workflow in production — without overwhelming your team.
Together we design, validate, and deploy a targeted human+AI workflow (lead follow‑up, renewal cadence, or content orchestration). Your team stays in control; I guide architecture, process, governance, and adoption. The outcome: measurable improvement and a foundation you can scale.
Developed future state architecture, roadmap, and platform mix for B2B and B2C scenarios in a multi-brand solution. Ramped multiple teams to deliver a staggered release of new web properties. Marketers were able to proliferate governed content centrally, track engagement, and personalize messaging.
Consolidated disparate email operations from legacy technologies to a composable SaaS architecture with preferences connected to a headless web experience. Marketers enjoyed centralized operations and easy access to assistive AI tools.
Centralized an archaic commerce operation onto modernized tooling that brought control back to marketers. Launched multiple B2B and B2C channels. Visitors showed increased engagement, higher conversion, and higher average cart size.
I help mid‑market B2B and membership‑driven organizations fix their broken revenue workflows — from lead generation to renewals to “getting the message out.”
Most teams are drowning in inconsistent follow‑up, scattered content, disconnected tools, and early AI experiments that never reach production.
I design AI‑enhanced human+AI workflows that integrate with the systems you already have and produce measurable improvements in conversion, renewals, and content throughput. My work draws on 25 years across the customer lifecycle — CMS, CRM, marketing automation, digital experience architecture, commerce, AI‑assisted content creation, and service operations. I’ve led large teams, built solutions myself, authored reference architectures, and delivered programs for enterprise and mid‑market clients across professional services, associations, healthcare, finance, higher ed, and B2B.
Today, I focus on workshops, roadmaps, and workflow architecture that turn scattered goals and partial AI efforts into a unified, practical, revenue‑moving plan.
Typical outcomes:
