Hot take: most businesses don’t need more marketing.
They need fewer leaks.
More leads won’t fix a broken follow-up process.
More content won’t fix a disconnected customer journey.
More AI tools won’t fix a workflow nobody understands.
And more automation won’t fix a bad process —...
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...
A small win I’m grateful for this week.
A new project landed on my desk around a problem I really enjoy solving: taking a messy marketing process and figuring out where leads, time and opportunities are getting lost.
I won’t share client details, of course, but I always find it...
I’ve spent the last few weeks organizing something I probably should have done a long time ago — putting my experience into a clear consulting and freelance offering.
My background has always lived at the intersection of marketing, operations and business development — from...
I help B2B companies plan and execute trade show and conference marketing — including event selection, sponsorships, booth strategy, vendor coordination, promotional materials, lead capture and post-event follow-up. My experience includes managing ~30 industry events annually...
