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Helping international companies expand across Latin America through strategic partnerships, B2B sales and market development.
This case study represents my approach to identifying growth opportunities, building high-value business relationships and supporting commercial expansion across Brazil and other LATAM markets.
My work typically includes:
• Market expansion strategy
• B2B prospecting
• Strategic partnerships
• Supplier sourcing
• Market research
• CRM & pipeline development
I believe successful business development starts with understanding local markets, building trust and creating long-term commercial relationships.
Business DevelopmentAccount ManagementSales ManagementHubSpotLinkedIn Sales NavigatorMicrosoft Excel
The network for creativity
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With organizational AI becoming a priority focus for businesses across all industries, I have been doing research into best practices and strategy. One article I have published on the topic is "Which AI Platform Is Your Best Conductor?", which you can find here: https://www.iitrun.com/which-ai-platform-is-your-best-conductor/
I like how you frame AI platforms as conductors, it makes the selection process feel more intuitive
More leads isn’t always the answer.
Especially in financial services.
You can have great research, strong thought leadership, webinars, events, website traffic — and still lose valuable opportunities somewhere between interest and an actual relationship.
I’ve been thinking a lot about this lately and built an independent strategic case around a simple question:
How do you connect content, investor intent, CRM, automation and human relationships into one measurable growth system?
My answer became a 7-stage framework:
Attract → Capture → Understand → Nurture → Detect Intent → Human Handoff → Learn
The idea I kept coming back to was this:
Automation should prepare the conversation — not replace the relationship.
Technology can help identify signals, organize information, prioritize opportunities and trigger the right next step.
But especially in trust-driven industries, the most valuable moments still belong to people.
The KPI isn’t simply how many leads entered the funnel.
It’s whether the right people are actually progressing toward a meaningful business relationship.
I turned the thinking into a full Investor Growth System case study, including the operating model, CRM and intent framework, measurement approach and a 90-day roadmap.
I’ve added the project to my LinkedIn profile for anyone interested in seeing the framework.
Curious how other marketers think about this:
Where should automation end and human relationship-building begin? https://www.linkedin.com/in/vera-b-672185171/details/projects/
