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Services
Leadership & transitions
Whether you're developing strategy and securing leadership buy-in, or ready to scale and need execution support, I help you bring new products, services, and business initiatives to market—creating the impact that matters to your organization.
SERVICES
IMPACT
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Strategy at firm or department level
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Supporting new CMO/leadership transitions
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Department structure and role reviews
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Process reviews and improvements
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Filling resource gaps for senior leaders
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Lighten workloads for CMOs
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Help strategic projects get to completion faster
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Strengthen strategy
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Enhance market presence
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Foster innovation
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Establish a roadmap for growth
Client programs
Develop and operationalize strategic client programs that drive demand and ensure your largest relationships thrive. Manage strategic accounts to ensure operational excellence and superior client experiences (CX).
SERVICES
IMPACT
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Develop or refine key client programs
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Develop client advisory boards that spark innovation and test new strategies with your most important relationships.
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Implement strategic account management practices that deliver operational excellence and superior client experiences.
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Address service challenges proactively and create listening mechanisms that keep you connected to what matters most to your clients.
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Client listening program design, build, and operation
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In-depth analysis of client feedback and recommended action plans
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Inform strategy
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Drive growth
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Improve client satisfaction and client experience (CX)
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Strengthen client relationships
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Support succession planning
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Mitigate relationship risks
Team & operations
Build high-performing BD and marketing teams, develop best practices training, and support reorganizations that position your organization for growth.
SERVICES
IMPACT
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Business development training programs
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Processes review and refinement, including use of AI
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Defining roles, team structure to drive value
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Support recruitment & retention
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Strengthen leadership
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Improve efficiency
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Drive more value for partners
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Build inclusive cultures
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Drive engagement
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Boost morale
How I work
FRACTIONAL ROLES
Explore fractional leadership to gain access to temporary or on-demand support across the full spectrum of marketing and business development. Without a significant, long-term investment, firms can access senior leadership that can hit the ground running.
PROJECTS
Collaborate with me on a project-by-project basis. Projects could be reoccurring, such as strategy and business planning, or one-off, such as the design-build of a key client program, client listening program, alumni or pro bono program.
