Services
What I do.
Three practice areas, one operator. I scope every engagement in writing before it begins — including what sits outside the scope. AI runs through all three: where work repeats, I automate it and hand off the tool along with the process.
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Assessment
A fixed-fee look inside the business before any retainer.
- Working sessions. Time with the people doing the work, plus a read of the CRM, reporting and calendar as they actually run.
- Pipeline review. Where leads come from, where follow-up stalls, and what never gets tracked.
- Time and automation review. The recurring work eating your team's week, and which of it AI can reliably take over.
- Written readout. A ranked list of what to fix first, what to automate and what is not worth building. Yours to keep whether or not we keep working together.
01
Marketing
Brand, demand, and the production line that feeds both.
- Brand systems. Identity, typography and color standards, collateral templates, and the rules that keep a distributed team on-brand without a designer in the room.
- Content production. Video series, photography direction, graphic systems, and a rolling content calendar locked far enough ahead to actually staff.
- Social and digital. Organic growth programs, paid social pilots with defined learning budgets, profile and listing consolidation, review and reputation management.
- Recruiting marketing. Employer-brand content for organizations where hiring is the real constraint on growth.
- Executive reporting. A weekly marketing update the owner can read in five minutes and act on.
02
Sales consulting
The infrastructure underneath the pipeline.
- CRM evaluation and rollout. Vendor comparison against actual requirements and budget, implementation, user setup, and the adoption push that determines whether it was worth buying.
- Targeting and list building. Ranked prospect universes built from public and licensed data rather than guesswork, scoped by territory and account tier.
- Outreach infrastructure. Sequenced messaging by role and facility, written once and reused, with a human review gate before anything sends.
- Sales operating norms. A written standard for activity, documentation, handoffs, and what "covered" means for an account.
- Team structure. Field and inside sales models, offshore outreach team oversight, weekly operating cadence.
- Hiring. Interview guides, structured candidate assessment, and onboarding for commercial roles.
03
Operations support
The work that does not have a department.
- Executive support. Standing support for founders and owners on the recurring items that consume leadership time without requiring leadership judgment.
- Vendor evaluation and negotiation. Software, services and contract review with a written recommendation and a cost case behind it.
- AI workflow automation. Recurring reports, document assembly, data cleanup and drafting moved onto AI tools, documented so your team can run and adjust them without me.
- Process documentation. Turning how things are actually done into something a new hire can follow.
- Project coordination. Cross-functional initiatives that cut across marketing, sales, HR and operations and stall without a single owner.
- Bilingual delivery. Work delivered in English or Spanish.