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.
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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.