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THE PORTFOLIO / 18 CASE STUDIES

From the big picture
to the last mile.

Customer discovery, commercial strategy, GTM systems, and product work.
Explore the market, my contribution, and the decisions behind each project.

Full Funnel Growth Ecosystem — project artifact
BotristaGTM systems

A field sales team equipped to move.

I connected prospect data, vertical-specific messaging, and field-sales workflows for a product that had to earn its place in a real kitchen.

Growth Marketing Audit — project artifact
BotristaCommercial strategy

Find the friction before adding more activity.

A practical review of the data, journeys, and handoffs standing between marketing activity and a productive field-sales conversation.

New Sales Framework — project artifact
BotristaCommercial strategy

Help the buyer make a confident decision.

A discovery-led sales framework for understanding operational fit, navigating concerns, and moving a complex physical-product sale forward.

Referral Agency as a Service — project artifact
ClientHandoffProduct & ventures

Design a business around relationship continuity.

A real estate venture concept connecting agent succession, relationship nurturing, and referral economics.

Brand Positioning and Website Overhaul — project artifact
DailyKarmaCommercial strategy

Give a good cause a stronger business case.

I rebuilt the commercial story, brought acquisition in-house, and led enterprise sales for a platform connecting ecommerce brands with nonprofit giving.

Product UI/UX Improvements — project artifact
DailyKarmaProduct & ventures

Make the first win easier to reach.

I connected branded giving widgets, premium-feature trials, and value communication to the product-led growth motion.

ShopRunner Collaboration — project artifact
DailyKarma × ShopRunnerProduct & ventures

A better reason to choose slower shipping.

A partnership concept connecting a shopper’s delivery choice to a giving incentive and a clear reason to act.

Kroger Partnership — project artifact
DailyKarma × KrogerProduct & ventures

Local giving. Connected to customer loyalty.

A partnership proposal connecting shopper choice, local charities, and loyalty mechanics within a complex retail environment.

Junto Community Strategy — project artifact
SummitCommercial strategy

From individual events to ongoing belonging.

A membership strategy connecting ongoing community value to a subscription business model.

MyHome closing dashboard and mobile experience — project artifact
MyHome / WFGProduct & ventures

From a closing tool to a platform for growth.

I expanded MyHome’s digital-closing proposition into a multi-partner platform, connected positioning with field marketing, and equipped a 20+ person sales team to grow client relationships.

Enterprise White-label Solutions — project artifact▶ DEMO INCLUDED
XBP Global / HGM VenturesProduct & ventures

From enterprise requirements to a working pilot.

I led discovery, solution strategy, design, and commercial validation for white-label FinTech and workflow products, including a Farmers Insurance app taken from concept to pilot.

Athena (Data Visualization) — project artifact
XBP Global / HGM VenturesProduct & ventures

Turning scattered data into a clearer decision.

A business-intelligence proposition connecting disparate data to reporting and decision-making.

Peri (Expense Management) — project artifact▶ DEMO INCLUDED
XBP Global / HGM VenturesProduct & ventures

Less friction between an expense and its approval.

An enterprise expense-management experience connecting employee needs with policy, approval, and administrative control.

Brand Intel — project artifact
XBP Global / HGM VenturesProduct & ventures

Give existing technology a new commercial market.

I explored how social-monitoring and sentiment-analysis capabilities could become a brand-intelligence product for business buyers.

CourtQ (AI for Court Docs) — project artifact
XBP Global / HGM VenturesProduct & ventures

Explore a new market for document AI.

CourtQ was an AI product exploration for lawyers, developed within a broader program of testing new commercial uses for enterprise technology.

SpeakUP (Anti-bullying App) — project artifact
XBP Global / HGM VenturesProduct & ventures

A simpler way to speak up.

Product and GTM work for an anti-bullying and feedback app intended for schools and organizations.

Retentics product imagery from retentics.com — project artifact
Retentics AICommercial strategy

Rebuild the go-to-market motion around the right customer.

As the first US growth hire, I connected customer discovery to a new ICP, a Clay-powered acquisition engine, consultative sales, and changes to the product and onboarding experience.

Summit community and brand imagery — project artifact
SummitCommunity & partnerships

Build the community. Grow the business.

I connected member acquisition, strategic partnerships, and experiential programming for Summit’s global community—building a Mixmax and Salesforce growth motion that generated $1M+ in new-member revenue.