I help founders, executives, and fast-growth companies build the leadership capacity and operational systems required to scale with clarity, stability, and confidence. For 20 years, I’ve worked across 43 countries, delivering more than 2,500 training, coaching, and strategy sessions and impacting over 500,000 people worldwide. My work sits at the intersection of behavioral psychology, organizational design, and operational excellence — supporting companies through the real challenges that emerge when growth outpaces structure. I’m not a theoretical strategist. I’m a partner who listens deeply, diagnoses accurately, and builds systems that actually work — systems that leaders and teams use, not ones that collect dust. Whether I’m serving as a Fractional COO, Executive Coach, or Strategic Advisor, clients bring me in for one reason--to help them move from complexity → clarity, from firefighting → structure, and from potential → high performance. How I Help Organizations: 1. Leadership & Executive Performance - Executive coaching rooted in psychology + accountability - Conflict resolution, communication, and decision-making systems - Leadership team alignment and facilitation - Transitioning managers into high-performing leaders 2. Operational Infrastructure & Scaling - EOS implementation (L10s, scorecards, rocks, accountability charts) - Operating system build-outs in Notion/ClickUp/Asana - Process design, SOP creation, and workflow optimization - Fractional COO support for startups and scale-ups 3. Organizational Strategy & Culture - Strategic planning and goal alignment - Cultural transformation and behavioral interventions - RACI, authority matrices, feedback systems, and meeting rhythms - Cross-team collaboration and communication structure 4. High-Stakes Advisory - Founder/CEO decision-making - Governance & accountability systems - Change management and complex organizational turnarounds - Pre-investment or pre-acquisition operational readiness My Approach: Most consultants focus on either systems or people. I focus on both, simultaneously. A company can’t scale if: - the systems are unclear, OR - the leaders aren’t aligned, OR - the culture isn’t healthy, OR - the goals aren’t crisp, OR - the meetings are chaotic, OR - the processes don’t match the psychology of the team I bring a hybrid approach: - Operational frameworks (EOS, OKRs, GTD, Process Mapping) - Behavioral science (CBT, NLP, motivational theory, decision psychology) - Leadership development (ICF methodologies, executive coaching models) - Real-world execution (20 years doing this, not just teaching it) This creates solutions that are practical, adoptable, measurable, and actually sustainable Notable Client Work (Relevant Case Studies) 📌U.S.-Based Law Firm (60–70 employees, $15M revenue) - Brought in as executive coach → expanded to lead a full EOS-style implementation. - 30% reduction in partner operational workload - Clear accountability chart across departments - Cross-functional KPIs and dashboards - Repaired breakdowns between teams - Foundation for a scalable, high-performance culture - Projected 35% EBITDA increase based on new structures. 📌Swedish AI Company (Pre-seed → Series A trajectory) - Helped restructure operations, define KPIs, refine product workflows, and prepare for investment. - Valuation grew from $200K → $20M pre-seed - Now preparing for a $100M+ valuation round - Built leadership Cadence + operating model for scaling 📌 Dubai-Based Multi-Business Retail Group (Global expansion)- Structured their entire operating architecture across multiple brands. - Unified dashboard + cross-team reporting - Clarity across five business units - Enabled expansion into the USA and Germany - Built repeatable systems that support future franchising 📌 Fortune 500 Programs Delivered leadership, communication, and change management initiatives for: - Google - Microsoft - ANZ Bank - Fidelity - Genpact - Convergys Who I Work Best With: I’m ideal for companies that are: - scaling fast and need structure - struggling with communication or alignment - experiencing leadership friction - preparing for investment or acquisition - overwhelmed by complexity and unclear ownership - ready to implement EOS or another operating system And for leaders who: - want a strategic partner, not a cheerleader - value depth, clarity, and honesty - want systems that stick - appreciate a blend of psychology + operations What You Can Expect Working With Me: - Deep listening -Clear diagnosis -High-quality thinking -Zero fluff -Systems backed by behavior, not buzzwords -A combination of empathy and accountability -A partner who cares about results as much as you do Above all--you get someone who understands both the human AND structural sides of scaling. Ready to Talk? If you’re navigating growth, complexity, or leadership challenges, I’d be happy to explore how I can help over a quick introductory call.

Are you looking for a seasoned executive with over 35 years of experience to help your organization achieve transformative growth? Look no further. I bring a unique blend of strategic leadership, operational excellence, and AI expertise to the table. My passion lies in leveraging cutting-edge technologies and data-driven insights to optimize business processes, drive revenue, and create sustainable competitive advantages. As a Fractional COO, I offer a cost-effective solution for companies looking to enhance their operational efficiency without the expense of a full-time executive. Throughout my career, I have consistently demonstrated the ability to develop and execute impactful strategies across various business functions, and as the CEO and Founder of Pontem Strategy LLC, I have served as a trusted advisor to multiple CEOs, providing strategic counsel and leadership insights to drive meaningful change. My proven track record includes spearheading a strategic market positioning initiative for Nymbl that resulted in closing a $1M deal with CACI, a $6.7B federal technology firm. Additionally, I developed an internal AI Enablement Strategy to enhance sales efficiency and create a new revenue stream. As the Chief of Staff for Global Sales Operations at Amazon Web Services (AWS), I led transformative initiatives that boosted sales productivity by 35%, improved customer engagement by 20%, and increased content accessibility by 40%. By leveraging machine learning and data-driven insights, I empowered a 5,000+ strong global sales team with the right content at the right time, driving significant revenue growth. At Dell EMC, I spearheaded the seamless integration of two acquired companies and two offshore teams, achieving a 98% retention rate for critical resources. I also successfully migrated over 700 legacy applications to a state-of-the-art Pivotal architecture, reducing annual maintenance costs by over 90% and achieving $7M+ in direct delivery efficiencies. As a Fractional COO, I introduce the innovative Virtual Chief of Staff (VCoS) model to revolutionize how organizations drive team success. By fostering seamless collaboration, streamlining processes, ensuring strategic alignment, and nurturing talent, I help companies maximize their team's efficiency and unlock their full potential. With the VCoS model, organizations can tap into my expertise and experience, tailored specifically to their needs, without the commitment of a full-time COO. My expertise extends beyond the corporate world, as I actively serve on the advisory boards of six companies, including accelant, COGENT InfoTech, and Rookie Rides. By providing strategic guidance and leveraging my extensive network, I help these organizations navigate complex challenges and unlock new growth opportunities. So, if you're looking for a transformative executive leader who can bring strategic vision, operational excellence, and AI-powered insights to your organization while optimizing your team's efficiency as a Fractional COO, I would welcome the opportunity to discuss how my skills and experience can help you achieve your goals. Let's connect and explore the possibilities together.

Identifying the right tools for operations and management is crucial for optimizing efficiency and productivity. When recommending PM (Project Management) and CRM (Customer Relationship Management) software, it's important to consider the specific needs and workflows of each company. Our company is a solution partner of ClickUp, Monday.com, Teamwork, and GoHighLevel (GHL). All our implementation experts are certified and regularly update their knowledge through various webinars and courses. This ensures that we stay current with the latest features and best practices, enabling us to provide top-notch implementation and support for these tools. Our goal is to ensure your organization operates efficiently, achieving strategic objectives with professionalism and precision, while simultaneously managing costs effectively.

✔️ 70+ successful projects | 🌍 55+ clients worldwide | 🔝 Top 2% Upwork Talent | 💯 100% Job Success Are you looking for a Fractional COO (EOS Integrator) / CAO (AI) who can step in and streamline your operations, align your teams, and drive scalable growth? I help founders, CEOs, and executive teams regain control of their operations by implementing world-class business systems, process frameworks, and strategic execution plans—without the overhead of a full-time executive. AI-Driven. Human-Perfected. Unbeatable Operations. 🔧 What I Do: I specialize in business operations transformation, focusing on: ✅ Fractional COO/CAO Services – Executive-level support to align business strategy and daily execution (Vision to Traction) ✅ Operations Management – Process improvement, SOP creation, KPI tracking, and workflow automation (AI-driven Solutions) ✅ Strategic Planning & Execution – OKRs, Quarterly Rocks, roadmaps, and scalable operating models (Data-driven decision-making (DDM), based on Data Intelligence) ✅ Team Structuring & Leadership – Org design, role clarity, talent ops, and remote team management ✅ Digital Operations Hub Design – Combine automation, AI, and talent to run efficient, outsourced processes 🎯 Who I Work With: - Startups & Scaleups needing structure, systems, and strategic focus - SMBs & E-commerce companies preparing for growth, funding, or exit - Government Agencies looking to institutionalize business process management (BPM) - Founders overwhelmed by operations and ready to delegate and scale 📈 Recent Results: - 💡 Designed and implemented a Strategic Dashboard for the Ministry of Economy in Argentina to track 15 public entities - 🚢 Overhauled passenger onboarding for a top ferry services operator in South America, streamlining admin, ticketing, and check-in with digital tools - 💳 Led business process reengineering for a Fintech to optimize performance and compliance - 🛠 Built a Project Management Framework for a UAE-based product design firm, integrating Pipefy and KPI dashboards - 🐶 Launched end-to-end operations for a DTC (Amazon Seller) dog treat brand: from digital sales channels to fulfillment 🎓 Credentials & Background: - Ex-Accenture & Deloitte | Senior Consultant in transformation programs (Big 4) - Corporate experience at Microsoft, Avaya, and Telecom - Bachelor’s in Industrial & Business Engineering, UTN Argentina - Built and led international, remote teams with multi-million dollar budgets - Fluent in English and Spanish | Culturally adaptive across global markets - Endurance mindset: I’m also an ultramarathon runner 🏃‍♂️ 📂 Ready to See the Impact? - 📎 Explore my portfolio to see how I’ve helped startups and companies like yours gain clarity, control, and results. - 📅 Let’s connect to discuss how I can help scale your operations—without scaling your headaches.

I help DTC and Amazon brands doing $3M–$25M in revenue turn marketing spend into profit and build the financial infrastructure to scale without surprises. Recent result: Led the turnaround of a DTC health and wellness brand from -$2.5M EBIT to a cash-positive run rate, contributing to a 25% CAC reduction through marketing mix modeling and channel-level spend reallocation. Three-year embedded CFO engagement, still ongoing. What I do: 1. Growth & marketing finance. Channel-level unit economics, blended LTV/CAC ceilings, marketing mix modeling, Amazon vs DTC spend optimization, retention cohorts. I sit between you and your media buyers and make sure every dollar can be defended on the P&L. 2. Ecom-native FP&A. 13-week cash forecasting tied to inventory cycles and ad spend, scenario modeling for launches and peak season, KPI dashboards your team will actually look at, and clean monthly close. 3. Multi-brand and cross-border. Built a modular financial model spanning 10 brands for a dropshipping operator. Comfortable across SKU-level margins, multi-currency, and cross-border operations (US, EU, GCC). 4. Investor readiness when you need it. Board-ready materials, valuation analysis, deal structuring. I've sat on the fundraising side of 120+ early-stage companies through direct work and agency partnerships (TribeFirst due diligence, Bitcoin Startup Lab pitch coaching), so I know exactly what investors will dig into when they see your numbers. 5. AI-native by design. I build Claude-based agents for transaction categorization, anomaly flagging, and forecast updates. You get senior CFO judgment plus automation, not a junior modeler at a higher rate. Background: MBA from IESE Business School, engineering by training, finance operator by choice. I've run finance for brands selling on Amazon and own-channel DTC, so I understand the unit economics tradeoffs between the two and how to allocate spend between them. If your finance function isn't giving you a clear answer to "is this growth profitable and can we afford it," let's talk. Happy to do a 30-minute call to look at your numbers and tell you where I'd start.

I have built, valued, and modeled over 1,000 companies across all 50 US states, every Canadian province, and 50+ countries. CFA charterholder. 10 published books, all rated 5.0 on Amazon. $200K+ earned on Upwork with 100% Job Success. Top Rated Plus. Ranked #1 Financial Modeling in Canada and #2 Investment Banking globally on Upwork. When a founder sends me their financial model, I already know the three questions their investors will ask, because I spent years reviewing deals from the investor side as a fund fiduciary. That perspective separates my work from everyone else in your inbox. I wrote 10 books on this. Literally. My Amazon series, A Founder's Conversations with a Fractional CFO, covers every financial decision a founder faces: CFO Versus Accountant, Pitch Decks, 409A Valuations, Financial Modeling, Business Plans, KPIs and Dashboards, Private Company Stock Options, Fundraising Mechanics, Real Estate Financial Modeling, and SBA Loans. WHAT I DELIVER: Financial Modeling: Three-statement models, revenue models, SaaS models, startup financial projections, scenario analysis, sensitivity analysis, unit economics, breakeven analysis, cash flow forecasting, pro forma financials, budget models, and investor-ready models built in Excel. Published on Bloomberg, Reuters, FactSet, and S&P Global terminals. Business Valuations: DCF analysis, comparable company analysis, precedent transactions, startup valuations, fair market value, certified business valuations, and 409A valuations for fundraising, M&A, tax compliance, equity compensation, and internal planning. Business Plans: Investor business plans, SBA lender business plans, immigration business plans (EB-2, EB-5, USCIS), startup plans, feasibility studies, market analysis, competitive analysis, go-to-market strategy, and executive summaries for banks, investors, and regulatory bodies. Pitch Decks: Seed decks, Series A decks, fundraising decks, investor presentations, and data room preparation. Helped raise hundreds of millions in capital across angel, seed, Series A, and Series B rounds. Cap Tables and Equity: Cap table modeling, stock option plans (ISOs, NSOs, RSAs), SAFE and convertible note modeling, option pool sizing, dilution analysis, waterfall analysis, pre-money and post-money calculations, vesting schedules, 83(b) elections, and 409A compliance. Fundraising: Term sheet analysis, SAFE structuring, convertible note terms, liquidation preferences, closing mechanics, investor negotiation, due diligence preparation, and capital raising advisory from pre-seed through Series B. Fractional CFO: Financial strategy, KPI dashboards, OKR tracking, board reporting, investor reporting, cash flow management, burn rate analysis, runway modeling, and startup growth consulting. As former CEO of SentimenTrader and founder of ExemptAnalyst (acquired by Pinnacle), I have been on your side of the table. Real Estate Financial Modeling: Acquisition models, development pro formas, NOI and cap rate analysis, rent roll analysis, construction draws, lease-up modeling, waterfall distributions, LP/GP splits, DSCR, and sensitivity analysis for commercial, multifamily, and value-add deals. SBA Loans: SBA 7(a) and 504 loan modeling, lender packages, debt service coverage, seller note structuring, business acquisition models, and goodwill analysis. Due Diligence and Investment Banking: M&A due diligence, credit analysis, investment memos, structured finance, SPV structuring, and institutional-grade research. Ghostwriting: 10 published books on Amazon (all 5.0). Available for personal finance and business book ghostwriting. BACKGROUND: 25+ years in capital markets. Former CEO of SentimenTrader. Founded ExemptAnalyst (largest private research firm in Canada, acquired by Pinnacle). Director at Eiffel Peak Capital. MD at Pinnacle Wealth Brokers. VP at IA Clarington. Advised on $79M Wes-tower acquisition. Co-Host of The Dales Report (40K YouTube). Finance Instructor, University of Toronto. CFA, CFP, CIM, FCSI Fellow. My schedule fills up fast. If my status shows available, reach out now for a quick call to scope your project.

Founders and CEOs bring me in when growth has stalled, messaging isn't landing, or GTM lacks the clarity needed to win enterprise deals, close investors, or scale with confidence. I don't run campaigns. I fix the upstream problems — positioning, narrative, market entry, and commercial strategy — so execution actually works. 32 years. Seven industries. Two constants: strategic clarity and measurable results. My background spans SaaS, FinTech, AI, Web3/DeFi, healthcare, life sciences, and government. Before working with startups, I built my foundation on Fortune 500 mandates: Apple, Microsoft, Adobe, IBM, Disney, and the U.S. Department of Defense. That experience shapes how I work today — enterprise rigor, without enterprise bureaucracy. Where I create the most value: Go-to-market strategy and execution planning Brand positioning and narrative clarity Product marketing and thought leadership Investor readiness and fundraising support Enterprise and institutional credibility Revenue growth and market expansion Selected commercial impact: Supported InfStones through a $110M raise (SoftBank, GGV) and drove $20M+ in enterprise sales Delivered 5x revenue growth and scaled AmaZix from 25 to 60+ staff in one year Raised $31M USD in 2018; supported a $40M raise for World Mobile Chain Built a $7.4M sales pipeline in six months at QRC Hong Kong Closed a $2M tokenization mandate with EMAAR in Dubai What clients say: "Al is a highly accomplished performance expert with a long track record leading Fortune 100 companies. He inspires confidence and solves problems in the most challenging environments." — Daniel Araya, PhD, Forbes & Brookings Institution "Extremely sharp, creative, and entrepreneurial — able to synthesize complex data into workable solutions." — Terry Donnelly, Former CMO, MDC Partners "Al was the driving force behind our global GTM strategy and brand. His work was critical to sales success." — Parker Poor, Head of Global Sales, InfStones Recognition: #4 FinTech Advisor (FeedSpot) · #12 Web3/Blockchain Blog (FeedSpot) · Excellence in Marketing Leadership & Innovation Award, FUELD Conference (2025) Education: MBA, Rotman School of Management · Certificate, MIT Sloan · BCom, UBC Board Director: RIWI Corp (TSXV), Elysium Labs, BC Borstal Association

𝐔𝐩𝐰𝐨𝐫𝐤 𝐄𝐱𝐩𝐞𝐫𝐭-𝐕𝐞𝐭𝐭𝐞𝐝 | #𝟑 𝐌𝐚𝐫𝐓𝐞𝐜𝐡 𝐈𝐧𝐟𝐥𝐮𝐞𝐧𝐜𝐞𝐫 | 𝐅𝐫𝐚𝐜𝐭𝐢𝐨𝐧𝐚𝐥 𝐂𝐌𝐎 𝐟𝐨𝐫 𝐆𝐓𝐌, 𝐑𝐞𝐯𝐎𝐩𝐬 & 𝐀𝐈 𝐆𝐫𝐨𝐰𝐭𝐡 I help founders and revenue leaders turn ambitious targets into repeatable results. As a Fractional CMO, I design and direct go-to-market motions across Product-Led, Sales-Led, Partner-Led, and Account-Based plays. Every engagement is grounded in signal-based ICP targeting, a revenue model built before the first campaign runs, and the right motion for your product, buyer, and ACV. I then architect the RevOps and AI systems that scale them. Strategy and direction live with me; build and configuration sit with your team or the vendors I scope. I work across B2B and B2C, from startup to Fortune 100, with deepest experience in SaaS, financial services, and insurance. 𝐒𝐢𝐠𝐧𝐚𝐭𝐮𝐫𝐞 𝐖𝐢𝐧𝐬 - Built a $3M pipeline in 5 months for an emerging SaaS platform with a custom GTM Blueprint and outbound engine - Activated Prudential's Fortune 1000 relocation market through a thought leadership-led demand strategy, generating $10M in new ARR over 24 months - Transformed Liberty Mutual's broker network from a passive database into an active revenue channel, driving $21.1M in written premiums over 18 months - Raised $14M at a $50M valuation and scaled ARR to $15M as CEO/Co-founder of OnDialog 𝐓𝐡𝐞 𝐉𝐨𝐞𝐌𝐤𝐭𝐠 𝐆𝐫𝐨𝐰𝐭𝐡 𝐅𝐥𝐲𝐰𝐡𝐞𝐞𝐥 My methodology is a self-reinforcing four-stage revenue system. RevOps Foundation builds the data infrastructure and operational layer that makes every other phase measurable and scalable. AI-driven Insight Generation surfaces high-impact growth opportunities from behavioral data, market signals, and pipeline patterns. Discovery and Validation tests and scales what works before a dollar is committed. GTM Strategy and Motion Design puts the validated plays into market and loops back into RevOps refinement with each rotation. Every action compounds rather than just adds up. Each rotation moves faster than the last. 𝐇𝐨𝐰 𝐈 𝐃𝐞𝐥𝐢𝐯𝐞𝐫 **Fractional CMO Leadership:** I own your GTM motion while you focus on product and customers. Single point of accountability across strategy, execution, and optimization. **GTM Strategy & Direction:** Signal-based ICP definition, competitive positioning, value propositions, and a GTM Blueprint with 90-day action plans across PLG, SLG, PLS, Partner-Led, and ABM motions **RevOps Design:** CRM/CDP/MAP stack architecture, AI-driven pipeline intelligence, KPI frameworks, and board-ready forecast models. I scope and document requirements; your team or vendor builds. **AI Growth Stack:** Custom agents and multi-agent systems grounded in your data via RAG. Every agent and automation is built to answer one question: will this make money? Includes workflow automation, revenue intelligence, and governed scale. **Demand Gen & Growth Marketing:** Intent-based demand creation and capture, signal-based lead gen, AI-powered personalization, and multi-channel programs tied to pipeline targets, not impression counts 𝐖𝐡𝐲 𝐂𝐥𝐢𝐞𝐧𝐭𝐬 𝐂𝐡𝐨𝐨𝐬𝐞 𝐌𝐞 **Expert-Vetted on Upwork (Top 1%):** the platform's highest talent tier, paired with 25+ years of C-suite and senior revenue leadership **Proven across every GTM motion:** PLG, SLG, PLS, ABM, and Partner-Led, designed and directed from ICP through closed revenue **Revenue-first AI:** every agent, model, and automation built to answer one question: "Will this make us money?" **Single point of accountability:** strategy, direction, and optimization from one fully responsible partner **Onalytica #3 MarTech Influencer (2019):** ranked third globally in marketing technology thought leadership 𝐓𝐨𝐨𝐥𝐬 & 𝐏𝐥𝐚𝐭𝐟𝐨𝐫𝐦𝐬 - CRM: Salesforce, HubSpot, Pipedrive - Marketing Automation: Pardot (MCAE), Marketo, HubSpot, Mailchimp - Outbound & Prospecting: Apollo, Clay, LinkedIn Sales Navigator - Analytics: Google Analytics, Looker, Tableau - Paid: Google Ads, LinkedIn Ads, Meta Ads - AI & Automation: Claude (Cowork proficient), ChatGPT, Make, Zapier - CDP/Data: Segment, Clearbit Client Testimonial "Working with Joe has significantly enhanced our visibility into marketing performance and its impact on sales without driving undue complexity." C. Brown, CMO, Logical Brands 𝐍𝐞𝐱𝐭 𝐒𝐭𝐞𝐩 Browse my Project Catalog for fixed-scope GTM Blueprint, RevOps, and AI engagements, or schedule a Scope Chat via Upwork to map the fastest path to revenue. Keywords Fractional CMO, GTM Strategy, RevOps, Marketing Strategy, AI Strategy, Demand Generation, Lead Generation, Growth Marketing, B2B SaaS, MarTech, PLG, SLG, ABM, Signal-Based ICP, GTM Blueprint, Pipeline Velocity, NRR, Revenue Intelligence

I partner with founders to fix inconsistent revenue through strategic Google and Meta ads, sales funnel optimization, and full go-to-market systems. With 20+ years as a CMO/CSO and two successful exits, I quickly identify leaks, rebuild processes, and deliver measurable growth in 60–90 day engagements. Based in Silicon Valley, I bring 20+ years of hands-on sales and marketing leadership as a strategist. I've generated over $400M in combined client revenue, and doubled revenues for multiple organizations across SaaS, healthcare, enterprise tech, ecommerce, and services. I quickly audit campaigns and funnels, identify hidden leaks, and rebuild them for faster growth. Typical high-impact work includes: Strategic sales funnel audits and complete rebuilds Lead generation systems and consistent inbound pipelines Revenue process optimization, CRM automations, and customer journey design Sales and marketing team hiring, training, and coaching frameworks Investment collateral, pitch decks, and support for raising capital Campaign optimization (Google Ads, Meta, email, and more) AI implementation for speed and faster conversions I prefer focused 60–90 day engagements where we deliver measurable results quickly and hand off optimized, running systems so you can focus on leading the business. Recent Client Results: “Chris played a pivotal role in making our business go from $6000 in sales to $140,000… He is an industry leader who only has solutions.” (5.0) “Implementing just some of his advice helped our company roughly 2x revenue numbers within 3 months… Chris is your secret weapon.” (5.0) “Chris exceeded our expectations… highly recommend for any organization looking to optimize their sales processes.” (5.0) Tools & Platforms: HubSpot, Salesforce, Zoho CRM, Pipedrive, ActiveCampaign, GoHighLevel, Microsoft Dynamics 365, Google Ads, Google Analytics 4, Google Tag Manager, Microsoft Ads, Meta Ads Manager, LinkedIn Campaign Manager, Apollo, ZoomInfo, Woodpecker, Instantly, Smartlead, Expandi, LinkedIn Sales Navigator, CallRail, Mailchimp, Klaviyo, SEMrush, Ahrefs, Hotjar, Mouseflow, Shopify, WooCommerce, WordPress, Webflow, Zapier, Make, ChatGPT, Claude, Gemini, Perplexity, CRM Automation, Marketing Automation, Revenue Operations, SEO, PPC, Lead Generation, Customer Acquisition, and Conversion Optimization. Recognitions & Results: Top-Rated on Upwork (Top 3%) CMS/HIPAA Certified Clinical Operator Author of 21st Century Sales: Fast Forward (available on Amazon & Google Books) Former CMO/CSO for 2 public companies (both doubled revenues under my leadership) Featured guest on The B2B Growth Show Creator of proven sales & marketing frameworks including “Speed to Lead,” “The R.I.G.H.T Method,” “10 Point Touch,” and “The Compassionate Sales Method” Personally hired, trained, and coached thousands of BDRs, marketing reps, and C-level executives across multiple industries More than doubled revenues for 6 organizations 3 companies that I created sales and marketing processes for were acquired by private equity If you're serious about scaling smarter and faster, drop me a message with a quick note about your current revenue challenges. Let's see if we're a good fit.

Most organizations I work with don't lack ideas, customers, or revenue—they lack systems. The founder works harder than ever. Decisions pile up. Capable teams hesitate. New hires add stress, not capacity. Growth feels like pushing uphill, and the next level stays out of reach. I call it stalled momentum. After 25 years and 600+ clients—from startup nonprofits to $330M enterprises and Fortune 50 divisions—I've pinpointed the exact operational failure points in our first conversation. I'm not a generalist. I'm the specialist who fixes the structural gaps capping your proven model: knowledge trapped in heads, processes that don't scale, data reporting the past instead of the future. The solution? Repeatable systems and predictable insights, sequenced for fastest impact. What this looks like in 30-90 days: • End-to-end CRM automation (HubSpot, etc.) that teams actually use • SOPs and operational playbooks that stick • Sales pipelines, KPI dashboards, and onboarding infrastructure • Strategic roadmaps with real timelines (90-day priorities first) • For nonprofits: Donor pipelines, board governance, grant readiness, compliance-aligned ops I've built these for first-5-figure orgs, regional workforce programs, and multi-million operations. Scale changes. The ceiling doesn't. If you have real traction but keep hitting the same wall—let's diagnose it. First call is diagnostic only.