Sales & Marketing Services

With decades of experience across the Education Technology landscape, I’ve had the opportunity to work at nearly every level and in nearly every corner of the market. My journey began teaching the internet in the early '90s and quickly evolved into writing SDKs for early mobile learning tools. From there, I moved into leadership roles, contributing to international distance education programs helping Chinese vocational students earn American associate degrees, building and leading global sales teams for an educational data analytics firm, and guiding the world's most popular LMS through its formative years providing services in the U.S. market with consistent double-digit growth. Along the way, I’ve built and scaled sales programs, developed go-to-market strategies, and worked closely with cross-functional teams to bring innovative learning products to life.

Today, I offer consulting services reflecting the breadth and depth of my experience, whether you’re an early-stage startup building your first sales motion or an established organization looking to sharpen your sales enablement, drive more demand, or better align your marketing efforts. I support clients with everything from sales planning, content development, and lead generation to CRM optimization and enterprise sales strategy. My approach is collaborative, hands-on, and focused on delivering results. If you’re looking for a seasoned partner to help build or scale your sales and marketing efforts, I’d love to connect and see how we can grow.

Early Stage Startup Sales Strategy & Planning

Our consulting services for early stage startup sales strategy and planning are designed to help founders and small teams build a strong, scalable foundation for revenue growth. We work closely with you to define your ideal customer profile, establish go-to-market strategies, create clear value propositions, and develop repeatable sales processes. From selecting the right CRM and building your initial pipeline to crafting sales messaging and hiring your first sales reps, we provide hands-on, practical guidance tailored to the unique needs of early-stage startups navigating product-market fit and preparing for scale.

Sales Enablement

Our sales enablement consulting services are focused on equipping your sales team with the tools, content, and processes they need to engage buyers effectively and close deals faster. We work with your organization to align marketing and sales efforts, develop impactful sales collateral, implement effective training programs, and optimize technology stacks such as CRM and sales engagement platforms. Whether you're launching a new product, onboarding new reps, or looking to improve win rates, we provide tailored strategies to ensure your team is confident, consistent, and customer-focused throughout the sales cycle.

Sales Operations

Our sales operations consulting services help streamline and optimize the systems, processes, and data that power your sales organization. We work with you to assess and implement CRM best practices, establish performance metrics and reporting dashboards, automate workflows, and ensure accurate pipeline management. By improving forecasting accuracy, territory alignment, and quota planning, we enable your sales leaders and reps to focus on what matters most—selling. Whether you're building your operations from scratch or refining existing processes, we deliver scalable solutions that drive efficiency, visibility, and growth.

Sales Organization & Design

Our sales organization and design consulting services focus on building a high-performing sales structure aligned with your business goals, customer segments, and growth stage. We help you evaluate and define sales roles, develop org charts, establish reporting lines, and create compensation plans that drive the right behaviors. Whether you're transitioning from founder-led sales, expanding into new markets, or scaling a national or global team, we provide strategic guidance on territory design, team structure, and resource allocation to ensure your sales organization is positioned for sustainable success and agility.

Key Account & Enterprise Sales Strategy

Our consulting services for key account and enterprise sales strategy are designed to help you land and expand within high-value, complex customer environments. We work with your team to identify and prioritize strategic accounts, map stakeholder relationships, and develop tailored engagement plans that align with your customers’ business objectives. From refining your value proposition and proposal strategy to implementing account-based marketing and multi-threaded selling approaches, we help you build long-term, trust-based relationships that drive larger deal sizes, longer contract terms, and higher lifetime value.

Marketing Strategy & Positioning

We provide marketing strategy and positioning services which helps organizations define their unique value, understand their target audience, and stand out in competitive markets. From crafting clear messaging and buyer personas to mapping customer journeys and identifying the right channels, we work with you to build a strategy which aligns with your business goals and drives results. Whether you're launching a new product, entering a new market, or refining your brand, we will ensure your positioning is clear, consistent, and compelling at every touchpoint.

Demand & Lead Generation

Our demand and lead generation consulting services are focused on helping you attract, engage, and convert the right prospects to fuel your sales pipeline. We work with you to develop and execute targeted campaigns, build lead funnels, and align marketing and sales efforts for maximum impact. From content strategy and SEO to email marketing, paid media, and event-based outreach, helping identify the most effective channels for your audience and budget. Whether you're starting from scratch or optimizing existing programs, our goal is to deliver qualified leads which drive measurable growth.

Digital Marketing & Analytics

Our digital marketing and analytics consulting services are designed to help you build a strong online presence while making data-driven decisions improving performance. We work with clients to develop and execute integrated digital strategies across channels like SEO, paid search, social media, and email marketing. We make certain your messaging reaches the right audience at the right time. Just as important, we help track and interpret key metrics through tools like Google Analytics, CRM platforms, and marketing automation systems to uncover insights, optimize campaigns, and prove ROI. Whether you're launching a new initiative or refining an existing program, we bring clarity, structure, and measurable results to your digital efforts.

Content Strategy & Development

Our content strategy and development consulting services are focused on helping you create meaningful, engaging, and results-driven content supporting your sales and marketing goals. We work with you to define your brand voice, identify content gaps, and develop a strategic plan that maps the right content to each stage of the buyer’s journey. From blogs, whitepapers, and case studies to sales decks, email sequences, and website copy, Let us help craft compelling content which resonates with your audience and drives action. Whether you're building a content engine from the ground up or refining your existing assets, we are here to provide the strategy and execution to make your content work harder for your business.

Customer Journey & Lifecycle Marketing

Our customer journey and lifecycle marketing consulting services are designed to help you engage your audience at every stage, from first touch to long-term loyalty. We will work with you to map the full customer journey, identify key moments of influence, and develop personalized marketing strategies which nurtures leads, converts prospects, and retains customers. Whether it’s onboarding sequences, re-engagement campaigns, or post-sale communications, we will help create cohesive, cross-channel experiences building trust, increase lifetime value, and turn customers into advocates. With a focus on alignment between marketing, sales, and customer success, we will help you deliver the right message at the right time to maximize impact.

Let's connect ...

I like to work collaboratively, get to know you. I want to know what you know - I want to understand what you are wanting to achieve. How do I do this, you ask? We’ll start with a consultative discovery process designed to understand your goals, your challenges, and where you are in your growth journey. Through thoughtful questions and open conversation, we will work to uncover opportunities, assess your current approach, and ensure that any recommendations are tailored, practical, and aligned with your objectives. It’s all about building a clear, actionable path forward … together.

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