Our Approach

We’re not armchair strategists. We roll up our sleeves and work alongside your team to validate, build, and scale what matters most—whether that’s a new product launch, a smarter sales process, or a sharper value proposition. Our flexible, modular approach means we can plug in as fractional leadership or embed with your team to deliver results.

Our Services

Market Research & Product-Market Fit

  • Competitive Intelligence

  • Market Research for Business & Product Planning

  • Customer Discovery (Surveys, Interviews & Data Analysis)

  • Customer Segmentation & Journey Mapping

  • Jobs to Be Done (JTBD) Frameworks

  • Product Demand Testing

  • Product Requirements Definition

Sales & Marketing Process Design

  • Funnel Architecture & Conversion Mapping

  • Lead Qualification & Scoring Models

  • Inbound & Outbound Campaign Planning

  • Account-Based Marketing (ABM) Program Design

  • Nurture Sequence & Email Workflow Creation

  • Content & Campaign Performance Optimization

  • RevOps Alignment Across Sales, Marketing & Customer Success

Go-to-Market Strategy

  • Positioning & Messaging

  • Pricing Strategy

  • Channel Strategy & Route-to-Market Planning

  • Buyer Persona Development

  • Sales Enablement Strategy

  • Product Launch Planning

  • Cross-Functional GTM Execution Support

Sales & Marketing Stack Optimization

  • Tech Stack Assessment & Selection (CRM, Data Warehouse, Automation)

  • Tool Implementation & Integration

  • Workflow Automation & AI Readiness

  • Data Quality & Governance Support

  • Sales & Marketing Attribution Modeling

  • Dashboard & KPI Development

  • Training & Change Management

  • Co-founded and acted as VP, Product Marketing for two tech startups in Silicon Valley; helped raise $7M+ for the first one and bootstrapped the second one.

  • Built in-house Customer Insights at W. L. Gore (Medical Products), saving $1.9M annually and driving business intelligence for commercial growth.

  • Secured buy-in from 90+ stakeholders for AI-driven predictive modeling in medical imaging, designed to protect $1.2B in annual revenue.

  • Spearheaded AI-driven market research pilots at W. L. Gore, achieving $300K in annual savings per use case.

  • Ran a successful marketing consulting firm (Monsoon Strategy) for 16 years, supporting 100+ clients across multiple industries.

  • Employed multivariate testing to define feature requirements and optimize pricing, increasing revenue by $600K within 60 days.

  • Led product demand tests to measure market growth opportunity, resulting in a Private Equity acquisition offer for a regional consumer product.

  • Revamped paid media campaigns using statistical modeling, reducing cost per new sales lead by 50%.

  • Developed switch messaging and executed marketing campaigns, increasing conversions by 60% without increasing budget; this work was featured as a use case on Marketing Sherpa.

  • Redefined the target market segment, customer profiles, messaging, and price for a consumer product. Upon executing our proposed marketing plan, their online channel revenue doubled YoY.

  • Designed and implemented marketing tech stack and data integration systems within a 50+ year-old, multi-billion-dollar business to support performance measurement, achieving implementation approximately one year ahead of schedule.

  • Developed the front-end of First Data Corp’s first online banking application.

  • Lead author of Amazon.com bestseller "Affiliate Selling: Building Revenue on the Web" (John Wiley & Sons, 2000), used as a textbook in Stanford’s MBA program.

  • Authored & published STEAMTeam 5®, a children's adventure series inspiring young leaders in STEAM fields.

  • Invited speaker at the United Nations (2018), sharing insights on empowering girls in STEM education.

Demonstrated Business Impact

Unlocking Growth: Sample Projects

These are examples to help you understand the types of projects we take on, and the general cost range. Every project is customized to your unique needs.

Customer Insights Deep Dive

Package Title: Know Your Customer: Customer Insights & Persona Development

  • Description: Uncover deep insights into your target audience to inform product development, marketing messaging, and customer experience

  • Deliverables:

    • Customer persona development based on market research, customer data, and interviews (if applicable)

    • Analysis of customer journeys and identification of pain points and opportunities for improvement

    • Recommendations for targeted messaging and content creation

    • Executive Summary with key findings and actionable recommendations

  • Ideal Client: Businesses launching new products, entering new markets, or seeking to improve customer engagement and loyalty

  • Price: $2,500 - $5,000+ (depending on the depth of research and the number of personas)

Sales & Marketing Process Triage: Legacy-Proven Results

  • Package Title: AI-Powered Growth: Marketing Optimization with AI & Analytics

  • Description: Is your sales and marketing process creating friction and costing you revenue? As a Certified Process Triage Facilitator, we leverage the power of the Process Triage® Method – refined over 30 years and 2,500 workshops – to help you identify and eliminate bottlenecks. In our in-person, collaborative workshop, we map out your processes, identify pain points, and explore opportunities to relieve that pain with AI and automation. We then craft a 90-day action plan for immediate, measurable improvement. The goal isn't to replace your people, but to empower them with smarter processes and tools to drive growth

  • Deliverables:

    • Executive Summary with key findings and recommendations

    • Large-format, printed wall map of the process that was triaged

    • 90-Day Action Plan

  • Ideal Client: Small to medium-sized businesses (SMBs) and larger enterprises with agile environments.

  • Price: $6,000 - $9000 (depending on number of workshop participants)

Data-Driven Marketing Audit & Strategy

Package Title: Unlock Growth: Data-Driven Marketing Audit & Strategy

  • Description: A comprehensive review of your current marketing efforts, identifying opportunities for improvement and a clear, actionable strategy to drive revenue growth

  • Deliverables:

    • In-depth analysis of your current marketing channels and performance (website, social media, email, paid advertising, etc.)

    • Identification of key performance indicators (KPIs) and recommendations for improved tracking and measurement

    • Competitive analysis and market insights

    • A prioritized marketing strategy roadmap with actionable steps and timelines

    • Executive Summary with key findings and recommendations

  • Ideal Client: Small to medium-sized businesses (SMBs) struggling to achieve marketing ROI or looking to scale their marketing efforts effectively

  • Price: $3,000 - $7,500+ (depending on the scope and complexity)

Go-To-Market (GTM) Strategy Development

  • Package Title: Launch with Confidence: Go-To-Market (GTM) Strategy for New Products

  • Description: A comprehensive GTM strategy to ensure a successful product launch, covering market analysis, target audience, positioning, messaging, and launch plan

  • Deliverables:

    • Market analysis and competitive landscape assessment

    • Target audience definition and segmentation

    • Product positioning and messaging framework

    • Channel strategy and marketing plan

    • Launch timeline and key milestones

    • Executive Summary with key findings and recommendations

  • Ideal Client: Startups and established companies launching new products or services

  • Price: $5,000 - $10,000+ (depending on the complexity of the product and market)

Fractional CMO Services (Hourly/Project-Based)

  • Package Title: Strategic Marketing Leadership: Fractional CMO Services

  • Description: Access experienced CMO-level expertise on a part-time basis to guide your marketing strategy, build high-performing teams, and drive revenue growth

  • Deliverables: (This is more flexible and tailored to the client's needs)

    • Marketing strategy development and execution

    • Team leadership and mentoring

    • Budget management and resource allocation

    • Performance tracking and reporting

    • Regular strategy sessions and consultations

  • Ideal Client: Small to medium-sized businesses that need strategic marketing leadership but cannot afford a full-time CMO

  • Price: $250 - $500+/hour (or a project-based fee)

Previous Clients

I’ve served 100+ clients; here’s a sampling.

Alagen

Industry: Cybersecurity

Consulting Service: Competitive Research; Customer Acquisition Strategy

AmSafe

Industry: Aerospace & Safety

Consulting Service: Market Research; Product Positioning

Apple

Industry: Technology & Consumer Electronics

Consulting Service: Primary Research (focus group testing); Competitive Research; Product Positioning

Armor (formerly FireHost)

Industry: Cybersecurity & Cloud Security

Consulting Service: Affiliate Marketing Program Design and Launch

Avnet 

Industry: Electronics & Supply Chain Solutions

Consulting Service: Competitive Research; Website Strategy

AXON (formerly, TASER)

Industry: Law Enforcement Technology

Consulting Service: Product Demand Testing; Customer Acquisition Strategy (Consumer products)

BioVigilant

Industry: Biotech & Environmental Monitoring

Consulting Service: Go-To-Market Strategy

Grand Canyon University

Industry: Higher Education

Consulting Service: Online Student Engagement Strategy; Mobile App Design

SecureAuth

Industry: Cybersecurity & Identity Management

Consulting Service: Customer Acquisition Strategy; Marketing Tech Stack; Marketing Measurement

ForeIQ

Industry: Business Intelligence & SaaS

Consulting Service: Customer Acquisition Strategy

Harley-Davidson

Industry: Automotive & Motorcycles

Consulting Service: Market Research; Social Media Strategy (for Arizona dealer)

McKesson Specialty

Industry: Healthcare & Pharmaceuticals

Consulting Service: Patient Portal Design and Development; Patient Marketing Strategy

Preparis

Industry: Business Continuity & Risk Management

Consulting Service: Customer Acquisition Strategy; Product Message Testing

Shelvspace

Industry: Retail Technology (B2B SaaS)

Consulting Service: Customer Acquisition Strategy; Product Message Testing; Social Media Strategy and Execution

Georgia-Pacific

Industry: Manufacturing & Paper Products

Consulting Service: Product Positioning; Copywriting

iDonate

Industry: Fundraising & Nonprofit Technology (B2B SaaS)

Consulting Service: Market Research; Product Positioning; Customer Acquisition Strategy

Pulte Homes

Industry: Real Estate & Homebuilding

Consulting Service: Email Marketing Strategy and Execution

Troxell

Industry: Education Technology & AV Solutions

Consulting Service: Market Research; Customer Acquisition Strategy

Automate Telematics

Industry: Telematics

Consulting Service: Competitive Research; Go-To-Market Strategy

Beneco

Industry: Financial Services & Employee Benefits

Consulting Service: Customer Acquisition Strategy

Gila River Casino

Industry: Hospitality & Gaming

Consulting Service: Social Media Marketing Strategy

iMemories

Industry: Digital Media & Consumer Technology (B2C SaaS)

Consulting Service: Product Messaging; Affiliate Program Design and Launch

Perimeter Defense Systems

Industry: Security & Defense

Consulting Service: Product Marketing (Research, Design, etc.)

SalesLogix

Industry: CRM & Business Software

Consulting Service: Competitive Research; Marketing Audit; Website Redesign

UgMo

Industry: Environmental Technology & Water Conservation

Consulting Service: Market Research; Customer Acquisition Strategy

Michigan State University

Industry: Higher Education

Consulting Service: Market Research; Student Recruitment & Acquisition Strategy; Website Redesign

Have questions? Talk to us.