How We Can Work Together

Short, focused engagements (6-12 weeks) with clear ownership and measurable outcomes.

AI Enablement for Revenue Teams

Help your Sales, Marketing, and RevOps teams adopt AI with structure—not chaos.

What's included:

  • AI usage audit across teams
  • Decision boundary framework (where AI assists vs. where humans own)
  • Human-in-the-loop workflow design
  • Adoption playbook for non-technical teams
  • Guardrails for sensitive data and customer-facing content

Best for:

B2B companies (20-200 employees) where AI tools are being used inconsistently and leadership wants clarity without slowing momentum.

Engagement model: Fractional AI Enablement Lead or 6-12 week project

Revenue & GTM Systems

Optimize your pipeline, funnel, and sales-marketing handoff—with or without AI enhancement.

What's included:

  • Pipeline and funnel diagnostics
  • Stage-to-stage progression analysis
  • Sales-marketing handoff alignment
  • Paid acquisition alignment (Meta/LinkedIn)
  • CRM and tech stack rationalization

Best for:

Scaling B2B companies with inconsistent pipeline metrics, unclear funnel stages, or sales-marketing friction.

Engagement model: Fractional CMO, RevOps Consultant, or project-based

AI-Enabled Operations

Streamline operational workflows with AI assistance—without creating new problems.

What's included:

  • Workflow audit and simplification
  • Tool rationalization and use-case clarity
  • AI-assisted process design
  • Reporting and visibility for leadership
  • Reduction of manual friction and error

Best for:

Operations teams drowning in manual processes who want AI leverage without disruption.

Engagement model: Project-based or embedded consulting

Database Reactivation

Turn dormant CRM and sales data into actionable pipeline with AI-powered reactivation campaigns.

What's included:

  • Database audit and segmentation (ICP fit, engagement history, data quality)
  • AI-powered lead scoring and prioritization
  • Personalized reactivation sequences (email, LinkedIn, calls)
  • Execution support: copywriting, list management, performance tracking
  • Ongoing optimization based on response rates

Best for:

B2B companies with 5,000+ contacts who haven't been engaged in 6+ months and want to turn cold data into warm pipeline without adding headcount.

Engagement model: 8-12 week project or retainer-based campaign management

My Process

1

Audit

Assess current AI usage, workflows, and gaps across teams.

2

Design

Create decision boundaries, workflow recommendations, and adoption plan.

3

Enable

Roll out changes with training, documentation, and team alignment.

4

Optimize

Measure impact, refine approach, ensure sustainable adoption.

Typical engagement: 6-12 weeks

Not sure which service fits?

Start with the free AI Exposure Calculator to see where your gaps are, or book a call to discuss your situation.

Take the Assessment →Book a Call →