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Specific engagements included: Manufacturing, SaaS, B2B Consulting, B2B Tech, Ed Tech, Entertainment, Legal, Advertising/Media, and Non-Profit.

Simply Automate, Inc. helps companies eliminate manual, repetitive, and error-prone tasks via Robotic Process Automation (RPA). Applications include finance, accounting, manufacturing, healthcare, logistics, and many other data-driven industries. Currently serving as interim Director of Marketing. Duties include:

•Designing Go-to-Marketing strategy to reach target audience quickly and effectively, resulting in scaled revenue.

•Recruiting marketing and sales talent to augment and deploy GTM plan.

•Implementing effective CRM practices to facilitate data capture and lead nurture.

•Deploying a multi-channel, fully integrated marketing plan to produce quarter-over-quarter revenue growth.

•Leading the development of financial pro formas to attract Accredited Investors.

Packback is an ed-tech startup and A.I. powered discussion platform that teaches students how to ask great questions. Featured on the hit TV show, Shark Tank, Packback was named #352 in the Inc 5,000 and the #5 fastest growing company in Higher Ed in 2020. Responsibilities included:

•Designing and building marketing automation systems to facilitate accelerated top-of-funnel growth, improved segmentation, and increased consumer engagement.

•Designing and launching the company's first paid acquisition campaign to improve lead generation.

•Managing cold email outreach; iterating workflow and email copy to improve conversion and meet OKRs.

Worked with software development team to guide the creation of proprietary IoT sensor technology.
•Collaborated with Accounting team to create proforma financial projections to illustrate the potential size and scope of the business opportunity.
•Developed strategies to reduce Churn, decrease Customer Acquisition Cost (CAC) and maximize Customer Lifetime Value (LTV).
•Worked with legal counsel to structure Private Equity Options Agreements for select key employees, develop company branding and trademarks; copyright protection, Non-Disclosure Agreements and formal company valuation in preparation for Private Placement Memorandum.
•Recruited talent for the company including software development team, marketing, legal, accounting, Advisory Board and Executive Team members.
•Developed initial marketing strategy including the use of organic social media, paid ads (Facebook Ads and Google Adwords), Influencer Marketing, Referral Marketing, blogging, video strategy and content marketing

Developed business plan, including market analysis, branding, trademarking, annual marketing plan, and budgeting for multi-location martial arts-based business between 2002 and 2015.
•Worked with legal counsel to negotiate leases on behalf of the Company, developed Licensing Agreements and negotiated multiple business acquisitions and sales from 2002 – 2017.
•Designed ad copy, managed graphics teams, and measured return-on-investment for all print campaigns.
•Worked with web development teams from 2002 to 2015 to update website architecture, ensure optimum SEO, and top placement on Google.
•Designed, developed and tested automated marketing campaigns to aid in lead nurturing, lead follow-up, customer education, and eCommerce utilizing Infusionsoft (CRM).
•Grew business from start-up stage to seven figure business in first four years of operations; implemented marketing systems that resulted in fifteen consecutive years of market share growth in a highly competitive market.