AI-Accelerated_ Content, Websites, Marketing Automation, CRM | For Mid-Market B2B
AI-Accelerated_ Content, Websites, Marketing Automation, CRM | For Mid-Market B2B
Multi-office legal and accounting firms, advisory and consulting practices scaling beyond founder-led ops, and firms that need to operationalize thought leadership at scale. Billable hours are being consumed by proposals, intake, and follow-up. I help protect that capacity.
Trade and professional associations whose AMS, CRM, or CMS investments aren't delivering on member retention or engagement. The platform is in place. The workflow that turns engagement signals into renewal action isn't. I architect that workflow.
Fractional and interim marketing and sales leaders who need a technical delivery partner for AI workflow commitments. Two-in-the-box engagement: you own strategy and the client relationship.
Strategy and creative agencies that win client work requiring AI implementation and need technical depth without building it in-house. Subcontract or white-label, scoped to the client engagement.
A no-cost session to clarify goals, constraints, and the real business problems worth solving—cutting through noise, tool overload, and competing priorities. This step creates alignment, reduces analysis paralysis, and establishes the foundation needed for a high‑trust transformation path.
Map your current workflows, data gaps, and customer touchpoints to expose friction and opportunity. By visualizing the journey end‑to‑end, you can replace incomplete discovery with evidence‑based insight and define the transformation paths that matter most.
Design the right mix of systems, data flows, and AI capabilities—avoiding scattered tools and misaligned investments. The roadmap ensures every component works together, enabling modular execution and reducing risk as you move toward measurable value.
Deploy a production-ready revenue workflow enhanced by AI to eliminate bottlenecks and accelerate outcomes. After 12 weeks, value goes live. Automated, observable, and aligned to KPIs, so teams see real impact while the organization builds lasting capability. The entire program has now been executed in just 90 days.
Local to the Greater Atlanta area, available nationwide
