Advisory
What I do, and how I find ROI you're already paying for.
I work as a senior advisor and practitioner to a small number of enterprise teams at a time. Engagements are scoped around outcomes - not hours - and always begin with the revenue we're trying to move.
Revenue Leak Audit
A structured diagnostic of your customer lifecycle and data flow. I map where high-intent demand drops off, where spend is wasted, and where unactivated data is hiding margin. You leave with a prioritized list of fixes ranked by ROI.
Customer Data & CDP Architecture
Hands-on review and design of your Salesforce Marketing Cloud, Data Cloud and CDP setup - identity resolution, data model, governance and activation - so customer data flows cleanly from source to channel.
Precision Segmentation
Behavioral and value-based segmentation that targets the accounts that actually move the number, replacing broad demographic buckets with segments tied to real revenue outcomes.
Agentforce & AI Strategy
A pragmatic roadmap for deploying Agentforce and AI agents against governed customer data - scoped to specific, measurable decisions rather than open-ended automation.
ROI Attribution
Attribution frameworks that connect Martech investment to revenue in language the CFO trusts - so every dollar of customer-data spend can be defended and scaled.
The engagement model
01 - Diagnose
Start from the revenue event you want to influence, then work backwards to the data, segments and automation required.
02 - Prioritize
Rank every opportunity by expected ROI and effort, so the roadmap is built around money, not features.
03 - Implement
Hands-on support through execution - architecture, segmentation and activation - with a single accountable operating model.
04 - Measure
Close the loop with attribution that proves impact and compounds into the next round of investment.