My Process

Over the years, I’ve partnered with brands in restaurants, retail, real estate, healthcare, and beyond — from in-house leadership to fractional CMO roles and targeted strategic projects. Every engagement is unique, but my proven five-step approach keeps work focused, collaborative, and results-driven.

  • I dive into your brand from every angle — reviewing data, plans, and competitive intel, speaking with customers and team members, and experiencing the business firsthand.
    Timeframe: 1–2 weeks
    Output: Research summary, stakeholder insights, initial observations

  • I distill findings into a clear, actionable brief outlining key insights, opportunities, and priorities.
    Timeframe: ~1 week
    Output: Strategic brief with recommendations and high-level roadmap

  • Through workshops or working sessions, we define where to focus resources, what success looks like, and the trade-offs we’re willing to make.
    Timeframe: 1–2 weeks
    Output: Agreed priorities, success metrics, and action plan

  • From brand positioning launches to customer acquisition programs, I lead cross-functional execution with the right pacing and sequencing to keep momentum high.
    Timeframe: 4–6 weeks to multi-quarter rollouts
    Output: Execution plan, creative/operational assets, launch support

  • After launch, we assess performance, test refinements, and feed learnings into the next phase of growth.
    Timeframe: 2–4 weeks post-launch
    Output: Performance analysis, test-and-learn plan, refinement recommendations

After the engagement, I can hand off fully to your team, stay on as an advisor, or continue as a growth partner to lead the next phase.