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.
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.
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.
A simpler way to speak up.
Product and GTM work for an anti-bullying and feedback app intended for schools and organizations.
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.
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.
▶ DEMO INCLUDEDLess friction between an expense and its approval.
An enterprise expense-management experience connecting employee needs with policy, approval, and administrative control.
Turning scattered data into a clearer decision.
A business-intelligence proposition connecting disparate data to reporting and decision-making.
▶ DEMO INCLUDEDFrom 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.
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.
From individual events to ongoing belonging.
A membership strategy connecting ongoing community value to a subscription business model.
Local giving. Connected to customer loyalty.
A partnership proposal connecting shopper choice, local charities, and loyalty mechanics within a complex retail environment.
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.
Make the first win easier to reach.
I connected branded giving widgets, premium-feature trials, and value communication to the product-led growth motion.
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.
Design a business around relationship continuity.
A real estate venture concept connecting agent succession, relationship nurturing, and referral economics.
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.
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.
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.