Streamline Operations, Excel in Efficiency, & Achieve Results

I help businesses improve financial performance by analyzing key metrics, streamlining cost structures, and developing actionable budgets and forecasts. Through detailed oversight, I ensure that financial goals align with overall business strategies, empowering companies to make data-driven decisions, reduce costs, maximize profitability, and maintain financial stability. Whether it's refining processes, managing risks, or uncovering growth opportunities, my approach ensures your business is positioned for sustainable success. 

My attention to detail has enabled me to identify and correct thousands of dollars in cost leakage over the years, from wasted products in a lab to the inefficient use of support resources in SaaS.

Let’s discuss how we can analyze key metrics, streamline costs, and develop actionable strategies to drive impactful results and position your business for sustainable success. 

When you have ideas or challenges, I serve as your business partner and sounding board, helping refine concepts into actionable, prioritized strategies before presenting them to the team. From defining vision, culture, and values to setting SMART goals, I ensure ideas are well thought out and achievable. While you focus on the big picture, I handle the logistics—analyzing data, creating project plans, and removing obstacles—ensuring successful execution and team alignment with company objectives. 

I've utilized tools like vision boards, SWOT analyses, SMART goal setting, and process mapping to take a step back, ensuring plans are well-defined and executable. 

Let’s talk about how I can help refine your ideas goals and ensure smooth execution across your team.

To improve sales and revenue, we must prioritize the customer experience, and every team must have a deep, comprehensive understanding of your customers. This insight drives effective product life cycle, marketing, sales, service, and, most importantly, product development roadmap and strategy. I’ll establish processes that encourage direct customer interactions, enabling teams to gather actionable insights that inform product decisions and iterations.

Additionally, I’ll help create essential tools like customer journey maps, case studies, ideal buyer profiles, and feedback loops. These tools will not only ensure that your offerings meet customer needs at every touchpoint but also shape a product development strategy that is aligned with customer expectations.

I've worked with companies such as Bain & Company, Cochlear, Shinola, and OnTheClock to develop customer personas and identify the ideal target buyer, ensuring that product development, marketing, and sales strategies are fully aligned to deliver value and drive growth.

Let’s discuss how we can leverage customer insights to drive product development, align your product strategy with market needs, and ensure your product offerings consistently meet customer expectations with successful, on-time launches. 

Keeping your teams engaged and motivated is essential to achieving outstanding results. I’ll ensure the effective implementation of key systems such as ongoing education, an up-to-date employee handbook, team-building activities, feedback loops, comprehensive training, streamlined onboarding, and efficient hiring processes. Together, we’ll create an environment where your teams can thrive and deliver their best work. 

I've developed a system that works great to meet with department heads regularly, giving and getting feedback and ensuring progress toward annual company goals.

Let’s talk about how we can enhance employee engagement, communication and people systems to get 360 feedback and drive better results for your business.

It all comes down to the numbers—you can only improve what you measure. I work with teams to develop their dashboards with clear metrics and timelines, creating consistent feedback loops. These tools help us track progress, stay on course, and make adjustments as needed.

As an Excel expert, I've created hundreds of templates over the years from purchase order and inventory tracking to material forecasting to company dashboards and P&L for determining the ROI of new partnerships.

Let’s talk about how we can implement measurement tools to drive continuous improvement in your business.

Partner with me to develop tailored strategies that address weaknesses and unlock scalable growth for your business. Together, we’ll set impactful goals across key focus areas—spanning strategic long-term initiatives, operational efficiency improvements, customer and market engagement, and beyond. Leveraging my deep understanding of every department, I’ll collaborate closely with department heads to implement actionable plans, ensuring alignment and driving your company toward success. 

As a recent COO, I've spent the last 4 years developing companywide goals, objectives, project proposals and the dashboards to track measurement.

Let’s talk about how we can create strategies and action plans that drive growth and success across your business.

Let me drive your business development and sales efforts by identifying new opportunities, building strong relationships, and creating strategies that align with your goals. I’ll work with your team to streamline the sales process and ensure consistent growth through targeted initiatives and effective lead generation.

Strong partnerships are the backbone of efficient operations. I’ll manage relationships with key suppliers and vendors to ensure alignment with your business goals. From negotiating contracts that deliver maximum value to fostering collaborative, long-term partnerships, I’ll ensure your external relationships contribute to growth and efficiency. 

I have extensive experience in business development and sales, having spent significant time administering and attending trade shows to gain market insights and build strategic partnerships. Additionally, I have a proven track record of setting and monitoring sales goals to drive growth and ensure alignment with business objectives. 

Let’s discuss how we can accelerate your business development and sales to unlock new growth opportunities and ensure effective strategies for partnerships and vendors are in place.

Clear, well-documented SOPs are key to ensuring consistency and efficiency across your business. I’ll work with your teams to create and implement SOPs that streamline processes, improve quality control, and reduce errors. From defining best practices to ensuring thorough documentation is in place, I’ll help establish a solid foundation for your operations.

I've developed and documented close to 1,000 procedures across several industries and have a tried-and-true template to ensure teams are aligned and process is rolled out with buy-in.

Let’s discuss how we can develop comprehensive SOPs that enhance your team’s productivity and drive operational excellence. 

Free up your time to focus on what you do best by bringing in someone like myself who complements your strengths and takes charge of areas you’d rather not handle. I specialize in removing roadblocks, fostering alignment, and ensuring seamless communication across teams to eliminate silos and keep your organization moving forward. 

I've led several teams, and most recently, 7 departments; Customer Success, Sales, Business Development, HR, Creative, Marketing, and Support by meeting regularly, working with each to ensure projects are aligned with company goals and progress is on track to completion and then measured for impact.

Let’s discuss how I can support your growth by managing the areas that allow you to focus on your core strengths.

Let me handle regulatory and compliance matters alongside your legal team, ensuring all necessary documentation is in place to mitigate risk and keep your business in good standing. I’ll serve as the point person during crises, providing leadership and ensuring swift, effective responses to safeguard your operations. 

I've managed regulatory requirements from Prop 65/Reach, to CAP/CLIA, to most recently GDPR/CCPA. I've handled legal reviews of vendor contracts, Master Service Agreements, as well as subpoenas and lawsuits.

Let’s discuss how we can proactively manage risk and streamline compliance, so your focus remains on growing your business. 

Understanding the customer is essential, but having a clear view of the competition is equally important. I will work with your teams to identify key competitors, create a template for gathering relevant information, and develop a method to summarize the findings into actionable insights.

I've created competitor analysis templates and heavily studied each in 8 industries leading to actionable insights to improve product, pricing, marketing efforts and revenue. 

Let’s discuss how we can sharpen your competitive edge and drive informed decision-making.

Let me help position your business as an authority by building a strong community on social media. I’ll work with your team to develop a consistent, engaging presence that fosters connections, builds trust, and enhances your brand reputation. Through targeted content and strategic interactions, we’ll establish you as a leader in your industry.

I've created social communities in business and for individuals and have a wealth of information to share after personally creating and posting 1,000+ videos.

Let’s discuss how we can elevate your social media presence and position your business as a trusted authority.