Consulting
Fractional and project-based leadership for RevTech, MarTech, and demand generation — for teams whose stack, data, or lead funnel has outgrown the way it was built.
WHO THIS IS FOR
- Marketing or RevOps leaders whose stack has grown faster than its governance
- Teams where Sales quietly doesn’t trust the leads Marketing sends them
- Orgs trying to figure out what AI actually belongs in the marketing workflow — and what doesn’t, yet
- Anyone building a demand generation or marketing ops function from zero and would rather not learn every lesson the expensive way
Services
Engagements are scoped to the problem, not sold as a package. Typical formats are noted, but the shape of the work usually gets finalized after a short discovery conversation.
Most stack problems are governance problems wearing a tool-selection costume.
ProjectA utilization and overlap audit across CRM, marketing automation, and data layers, with a clear keep/consolidate/kill recommendation for each tool — grounded in what your team can actually sustain, not just what’s technically possible.
ProjectA system-of-record map, integration ownership model, and standing governance cadence — the layer that keeps a stack from re-fragmenting six months after the audit ends.
The fastest way to grow pipeline is usually fixing what Sales already doesn’t trust.
ProjectA Demand Unit Waterfall–based rebuild of what counts as a qualified lead and how it hands off to Sales — built jointly with Sales leadership so the definition actually sticks.
FractionalStanding up a demand generation function from zero: team structure, campaign operations, nurture programs, and the reporting layer that proves it’s working.
Segmentation and attribution only earn their keep if they change what the team does next.
ProjectA behavioral-plus-firmographic segmentation engine, refreshed on a real cadence, built to power ABM, personalization, and lead prioritization without adding analyst headcount to maintain it.
ProjectA multi-touch attribution model and executive dashboard that Sales and Finance sign off on — because a number Marketing built in isolation isn’t a number anyone else trusts.
Practical judgment from two years of hands-on tool evaluation, not vendor-deck optimism.
AdvisoryAn honest read on which AI tools are worth adopting for your marketing and sales workflows, what guardrails they need, and how to roll them out at a pace your team can actually absorb.
ProjectOne or two scoped pilots, each tied to a single revenue or efficiency metric, with kill criteria agreed before launch — so a pilot either earns its renewal or gets retired on schedule.
For teams between hires, or scaling past what their current operating model can hold.
FractionalInterim or part-time operating leadership — team management, stack ownership, and the cross-functional alignment work that usually falls through the cracks when a role sits open.
How engagements typically work
Discovery
A short, no-pressure conversation about what’s actually broken — the stack, the data, the team, or the trust between Marketing and Sales — before anything gets scoped.
Build
Focused work against a clear, agreed scope. No sweeping re-architectures sold on day one — small, visible wins first, bigger structural changes once there’s trust to spend.
Handoff
Documentation, training, and a standing cadence your team can run without me — the goal of any engagement is to leave your team more capable, not more dependent.
My depth is enterprise B2B — commercial real estate, IT distribution, healthcare IT. If your problem is fundamentally a B2B or B2B2C demand, data, or stack problem, that experience transfers directly. If you need deep B2C or marketplace-specific expertise, I’m happy to say so and point you elsewhere.