Marketing & CRM Systems
| Role | Typical Focus | Strengths | How My Services Stack Up |
|---|---|---|---|
| CRM Consultant | Backend system setup, integrations | Detail-oriented, tech-savvy, organized | Brings strategy, messaging, and user experience into CRM design—not just backend structure. |
| Marketing Strategist | Campaigns, branding, market positioning | Strategic thinker, cross-channel expertise | Delivers both big-picture strategy and implementation, connecting messaging directly to systems and tools. |
| Automation Specialist | Workflows, triggers, sequences | Analytical, systems-driven | Translates goals into effective automations, then trains teams to use them confidently. |
| Fractional CMO | Executive marketing leadership | Visionary, leadership experience | Offers a leaner, more hands-on alternative—bridging leadership with tactical execution. |
| Operations Consultant | Efficiency, internal systems | Process-minded, team-oriented | Connects backend systems with customer experience, aligning marketing and ops. |
| Technical Trainer | Software instruction, tutorials | Clear communicator, patient educator | Builds and configures real systems—then teaches teams how to use them in plain English. |
| Community Strategist | Stakeholder engagement, civic partnerships | Relationship builder, inclusive mindset | Leverages digital tools to drive engagement and growth, especially for mission-driven orgs. |
Helping Organizations Streamline, Connect & Grow
Pipeline Development
CRM Strategy + Implementation
Marketing Strategy + Creative Implementation
Marketing: Efficiencies & Automations
Practical Business Tech Consulting
Pipeline & CRM Strategy + Implementation
Build a lead pipeline that works while you sleep. I help businesses choose, set up, and optimize CRM systems to manage contacts, automate follow-ups, and close more deals—without dropping the ball.
Marketing: Strategy & Creative Implementation
Clarify your message and connect with the right audience. Together, we’ll define goals, shape your brand, and build a practical roadmap for your efforts that get results.
Marketing: Efficiencies + Automations
Free up your time and scale your efforts. From email campaigns to lead scoring and nurture sequences, I design smart automations that keep your marketing moving.
Practical Business Tech Consulting
Tech doesn’t have to be intimidating.
Learn essential tools—CRM, email marketing, content creation, and more—in hyper-focused sessions designed for owners, managers and teams, not tech pros.