Marketing & CRM Systems

RoleTypical FocusStrengthsHow My Services Stack Up
CRM ConsultantBackend system setup, integrationsDetail-oriented, tech-savvy, organizedBrings strategy, messaging, and user experience into CRM design—not just backend structure.
Marketing StrategistCampaigns, branding, market positioningStrategic thinker, cross-channel expertiseDelivers both big-picture strategy and implementation, connecting messaging directly to systems and tools.
Content & DesignSocial media, writing, ads, PR, graphics & videoCreative digital native, Adobe expert, print & website designCreates clear & eye-catching graphics and communications, building connection & rapport.
Automation SpecialistWorkflows, triggers, sequencesAnalytical, systems-drivenTranslates goals into effective automations, then trains teams to use them confidently.
Fractional CMOExecutive marketing leadershipVisionary, leadership experienceOffers a leaner, more hands-on alternative—bridging leadership with tactical execution.
Operations ConsultantEfficiency, internal systemsProcess-minded, team-orientedConnects backend systems with customer experience, aligning marketing and ops.
Technical TrainerSoftware instruction, tutorialsClear communicator, patient educatorBuilds and configures real systems—then teaches teams how to use them in plain English.
Community StrategistStakeholder engagement, civic partnershipsRelationship builder, inclusive mindsetLeverages digital tools to drive engagement and growth, especially for mission-driven orgs.

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CRM strategy, marketing automation, lead pipelines, creative implementation and practical business technology solutions

Pipeline & CRM Strategy + Implementation

Build a lead pipeline that works while you sleep. I help businesses choose, set up, and optimize CRM systems to manage contacts, automate follow-ups, and close more deals—without dropping the ball.


Marketing: Strategy & Creative Implementation

Clarify your message and connect with the right audience. Together, we’ll define goals, shape your brand, and build a practical roadmap for your efforts that get results.


Marketing: Efficiencies + Automations

Free up your time and scale your efforts. From email campaigns to lead scoring and nurture sequences, I design smart automations that keep your marketing moving.


Practical Business Tech Consulting

Tech doesn’t have to be intimidating.

Learn essential tools: CRM, email marketing, content creation, and more, in hyper-focused sessions designed for owners, managers and teams, not tech pros.