Person working with yellow sticky notes on a table, organizing ideas or project tasks. 
StrategiC ADVISOR

Senior CRM and lifecycle leadership for brands seeking clarity, alignment, and measurable growth.

I design scalable lifecycle systems, spanning segmentation, personalization, automation, and applied AI, built to drive retention, loyalty, and revenue.

Engagements flex to your needs: fractional leadership, ongoing retainer, or defined project scope.

What I Deliver

Focused lifecycle strategy where it creates the most leverage:

  • End-to-end lifecycle and retention architecture

  • Segmentation frameworks that drive action

  • Journey design across acquisition, onboarding, and long-term retention

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Two women sitting at a table in front of a laptop, viewing an online furniture store with images of sofas and beds, in a bright room with large windows. 
Growth Advisory Session

Not sure where to start? Stuck on a retention challenge? Need a second opinion before making a major decision?

This is a focused 1:1, 90-minute session designed to diagnose growth blockers and identify immediate AI-enabled opportunities across retention, personalization, and automation. No retainer. No long-term commitment. Just senior-level strategic clarity.

You Leave With

  • Clear priorities

  • Direct, candid feedback

  • Strategic direction you can act on immediately

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A person working at a desk with notes, sketches, highlighters, pens, a computer, and a smartphone on a wooden surface. 
CRM Audit + Action PLan

A deep evaluation of your lifecycle, segmentation, messaging, automation, and AI readiness.

Includes

  • Journey and automation review

  • AI opportunity map (quick wins + scalable use cases)

  • Messaging and value proposition analysis

  • KPI and measurement evaluation

You Receive

  • A documented audit

  • Prioritized recommendations

  • Quick wins + long-term roadmap

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