Redirected the marketing and sales planning process by repurposing investor-based content and messaging with customer-focused branding, content and design development. Developing and executing email, social media, content development, blog, video, infographic and webinar programs across three targets: candidates, recruiters, and employers. Re-purposed, initially, website content from investor-based to customer-based and, via recent learning from email, social media and Google Analytics, re-authored content for and redesigned our new website.
The results? This start-up is well-poised today for investor support and has gained initial traction levels.
Triple RRR Investments needed a new website and marketing support to facilitate interest in the organization’s real estate investment educational classes, as a way to create income opportunities for customers. The activity included creating the new domain name, organizing the hosting site, creating an email address for the client and then developing a Landing Page and email content for people to sign up for more information.
The results? While this program fell short of funds to move forward, the client awarded a new business to me.
For this start-up company, there was an inconsistent approach to how the company positioned itself, a 19th century look in the company’s “branding,” and the company lacked industry credibility. By applying research, meeting with customers and product reps and attending industry networking functions and trade shows, I re-branded the business, developed a “water cooler” business model, updated the company logo and website, commenced a drip campaign, and managed outside product reps.
The results? We established credibility and market traction for the company in the industry.
For a Fortune 300 company, my challenge, once a major acquisition closed, was to generate more qualified leads and show that “marketing” can add value to the organization at the corporate and field level. I strengthened our value proposition and key messages, created a multi-phased demand generation and a new sales pursuit program. This included telemarketing and e- and web marketing. The new sales response process aligned sales, operations and other company SME’s in responding to RFPs. I also developed KPIs to track “marketing’s” value.
The results?  A growth rate that was 5X the industry growth rate tied, in part, to marketing.
This So. California real estate firm was looking to open an Arizona office and thought that a separate brand and company name would suffice.  However, through several branding sessions, two factors became evident: 1) the company’s reputation in California was well-developed and offered a lot of equity to help establish credibility in AZ and; 2) a clear differentiation that separates how they work with customers vs. other firms became quite evident.  We updated their logo, positioning and created email and social media templates and launched the business in Phoenix.
The results?  The team’s agents rallied behind the new program and saw the uptick in business they were seeking.
Luci’s Healthy Marketplace has been a neighborhood staple in the Phoenix Valley for over 8 years. In that time, they’ve opened several restaurants including Luci’s in the Orchard and Pomelo in Central Phoenix and were looking to open a 4th restaurant in Scottsdale.  To do so, they needed a fully-developed business plan with 3-year financial projections in order to secure the bank loan needed for construction purposes.  Using historical company and current industry market data, I prepared the plan and revenue and EBITDA projections along with the full S,G&A operating budget.
The results?  The bank loan was approved and the new restaurant has an expected opening scheduled in June, 2019.

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This firm, a wealth management firm located in Phoenix with business across 37 states and with access to the resources of a national investment firm, was looking to acquire the assets of the majority owner and needed a business plan with pro-formas and revenue and financial projections within a week, as part of their banking requirements. My role was to prepare the business plan and projections to facilitate their ability to meet these requirements.
The results?  I prepared the plan and financials in less than a week and within a month, they secured the loan.
This Miami, FL healthcare firm was seeking to expand its footprint. This necessitated a new business plan, sales forecast, operating budget, and financials along with identifying the market opportunity, the addressable market size and target groups within its existing footprint along with developing its valuation based on its current and clear path for sustained growth. Subsequent to this was the opportunity to expand geographically with a well-defined sales proposal that I developed to facilitate this program.
The results?  The business plan and sales proposal expanded their customer base and facilitated a merger in 2018.
This California environmental remediation company was seeking to expand in China and needed a working document to review with potential partners that would present the company, its features and benefits as a way to prompt further dialogue. The document prepared was a Memorandum of Understanding (MOU) that showcased the company’s array of features and how it would support what companies in China could not do when it comes to remediation work. Additionally, the MOU outlined the types of products available that were not readily available in China.
The results?  The MOU paved the way to new partnerships and expanded the company’s business in China.