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I help mid‑market B2B and membership‑driven organizations fix their broken revenue workflows — from lead generation to renewals to “getting the message out.” Most teams are drowning in inconsistent follow‑up, scattered content, disconnected tools, and early AI experiments that never reach production.

I design AI‑enhanced human+AI workflows that integrate with the systems you already have and produce measurable improvements in conversion, renewals, and content throughput.

My work draws on 25 years across the customer lifecycle — CMS, CRM, marketing automation, digital experience architecture, commerce, AI‑assisted content creation, and service operations. I’ve led large teams, built solutions myself, authored reference architectures, and delivered programs for enterprise and mid‑market clients across professional services, associations, healthcare, finance, higher ed, and B2B.

Today, I focus on workshops, roadmaps, and workflow architecture that turn scattered goals and partial AI efforts into a unified, practical, revenue‑moving plan.

Typical outcomes:

• A clear, unified revenue workflow that teams actually follow
• A launch‑ready human+AI process for lead→opportunity or renewal
• A predictable “content engine” that feeds sales, marketing, and member communications
• Measurable improvements without overwhelming staff or ripping out systems

Engagements:

• AI Revenue Workflow Workshops
• Workflow & Content Architecture Roadmaps
• 90‑Day AI Revenue Workflow Launch