Services Designed to Drive Innovation and Fuel Business Growth
Product Marketing: Go-to-Market Strategy, Messaging & Demand Testing
Market research for business/product planning
Product demand and message testing
Go-to-market strategy development
Product requirements definition
Competitive intelligence
Ideal for: Large companies entering new markets, investors/private equity firms, and startup executives.
Customer/Market Insights
Design of comprehensive tech stack requirements for data capture and analysis
Implementation of sales and marketing tech stacks and data integration systems
Customer, sales, and marketing data analysis
Market size and share analysis
Customer segmentation and journey mapping
Revenue growth opportunity identification
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
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)
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.
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