For Businesses
Need help with your business?
AI, CRM, sales follow-up, marketing operations, automation or a workflow that has become harder than it should be. I help you figure out what is actually happening and fix it.
See How I Help BusinessesAI Implementation · CRM · Marketing Operations · Business Systems
I turn business problems into systems people can actually use.
I bring 33+ years of business, marketing and communications experience together with hands-on AI implementation, CRM improvement, automation and workflow design.
I start with what is not working. Then I figure out what is getting in the way, what matters most and what kind of system will actually help.
Sometimes the answer is AI. Sometimes it is CRM, automation, marketing, a better process or a simpler use of tools the business already owns. The technology changes. The business judgment behind the work does not.
Consulting · Fractional · Contract · Project-based · Selective Remote Employment
Who I Work With
Two Ways Organizations Work With Me
For Employers & Recruiters
Considering me for a role?
AI implementation, marketing operations, CRM, business systems, project leadership and remote work. Review what I can own inside a team.
View Experience & RésuméThe Real Problem
Technology usually is not the hardest part.
Most organizations I talk with already own plenty of software. What they are missing is a clear picture of what is broken and a system people will actually use. The situations below are the ones I see most.
CRM data nobody trusts
Overdue tasks pile up, histories go stale and the team quietly goes back to memory and spreadsheets.
AI without a repeatable process
People experiment with AI tools on their own, but nothing is documented, reviewed or consistent enough to rely on.
Marketing that does not connect
Tools and activities that each work a little but never work together, so effort goes up while results stay flat.
Follow-up that lives in someone's head
Sales follow-up depends too heavily on memory, so renewals slip and good accounts go quiet without anyone noticing.
Information scattered across systems
The answer exists somewhere, in an inbox, a spreadsheet, a CRM field or a document, but nobody can pull it together quickly.
No clear starting point
Everyone agrees something should change. Nobody agrees on which problem should be fixed first.
How I Help
Assess. Build. Lead.
Three ways to bring me in, from a focused diagnosis to hands-on implementation to ongoing leadership.
Assess
Understand what is really happening
Diagnostics, audits and workflow discovery that replace impressions with a defensible picture of the problem and a sensible order of work.
Build
Design and implement a practical solution
CRM cleanup and restructuring, workflow design, automation, marketing systems and practical AI implementation, documented so people can run it.
Lead
Put the system into use and keep improving it
Fractional, contract or embedded implementation leadership that keeps the work moving and helps the team adopt what was built.
Featured Results
Real business problems. Measurable change.
For Employers & Recruiters
An experienced operator you can hire in more than one way.
If you are staffing a role in AI implementation, marketing operations, CRM or business systems, the experience page is built to answer your questions quickly.
Hiring or staffing a role?
I fit roles in AI implementation, AI business operations, marketing operations, CRM and sales operations, business systems, workflow automation, digital transformation and implementation project leadership. Fractional, contract and selective remote employment all work.
Method
How I Approach Implementation
Seven steps, refined across three decades of business, marketing and technology work, that end with a system in daily use.
- Understand
- Diagnose
- Prioritize
- Design
- Build
- Put It Into Use
- Measure
Tell me what is not working.
Describe the problem in a few sentences. I will give you a straight answer about whether I can help and what a sensible first step would look like.