Services
Strategic services that drive measurable outcomes.
Focused capabilities designed to increase revenue, improve performance, and build systems that scale.
Growth & Lifecycle Strategy
Full-funnel strategy that addresses the complete customer journey—from first touch through long-term retention and expansion. I help you understand where you're losing customers and build systems to fix it.
What You Get
- Customer Journey Mapping — Your complete visual framework showing exactly where customers drop off and why
- Retention & LTV Strategy — Your systematic playbook to reduce churn and increase lifetime value
- Messaging Frameworks — Your clear positioning and value propositions for each stage of the funnel
- Sequence Design — Your email, SMS, and multi-channel nurture strategies, built and ready to launch
- Offer Strategy — Your pricing, bundling, and promotional frameworks backed by data
Marketing Analytics & Measurement
From messy data to clear insights. I help you understand what's actually working, build reliable tracking infrastructure, and create dashboards that drive better decisions.
What You Get
- Analytics Audit & Implementation — Your GA4, GTM, and pixel setup done right the first time
- Attribution Modeling — Your clear picture of which channels actually drive revenue
- Event Strategy — Your custom tracking plan for the actions that matter to your business
- Dashboard Design — Your single source of truth connecting marketing activity to business outcomes
- Server-side Tracking — Your accurate data foundation in a privacy-first world
Automation & CRM Systems
Stop doing manually what should be automated. I build workflows, lead management systems, and CRM configurations that let your team focus on high-value work.
What You Get
- CRM Optimization — Your HubSpot, Salesforce, or platform of choice configured for how your team actually works
- Workflow Automation — Your triggered sequences based on real customer behavior and lifecycle stage
- Lead Scoring & Routing — Your system to prioritize and distribute leads automatically, so reps focus on closeable deals
- Segmentation Systems — Your dynamic audiences for personalized marketing at scale
- Integration Architecture — Your tools connected into one unified system that talks to itself
Conversion & UX Strategy
Strategic improvements to how visitors become customers. I combine user research, data analysis, and testing to systematically improve conversion rates and user experience.
What You Get
- Conversion Audit — Your detailed map of every friction point and missed opportunity in your funnel
- Landing Page Strategy — Your high-converting page frameworks with copy direction ready to implement
- A/B Testing Program — Your systematic testing roadmap for continuous, compounding optimization
- User Research — Your clear picture of why visitors behave the way they do
- UX Recommendations — Your prioritized, data-backed improvements to site journeys
The Process
How Engagements Work
A structured approach that respects your time and focuses on results.
Discovery
You're here. One conversation to understand your goals, challenges, and what success looks like. That's all it takes to start.
Diagnosis
I audit what exists, identify gaps and opportunities, and develop a clear picture of what needs to happen.
Delivery
Execution with clear milestones, regular check-ins, and documentation. No surprises.
Optimization
Review results, refine systems, and establish frameworks for continued improvement.
Engagement Models
Ways to Work Together
Flexible engagement models to match your needs.
Project-Based
Defined scope, clear deliverables, set timeline. Best for specific initiatives like an analytics overhaul or CRM implementation.
- Fixed scope and timeline
- Clear deliverables
- Milestone-based progress
Retainer
Ongoing strategic support with dedicated monthly hours. Best for teams that need consistent access to expertise.
- Dedicated monthly hours
- Priority access
- Flexible scope
Advisory
Strategic guidance without execution. Best for leaders who want a thinking partner and expert perspective.
- Strategy sessions
- Problem solving
- Decision support
Ready to discuss your project?
Tell me about what you're working on. No sales pitch—just a conversation about what you need.