THE PORTFOLIO
Marketing
The strategy, brand, and operating work behind measurable business results.
25 projectsExplore. Inspect. Try it.
↗Brand OSInteractive systemLive
One connected design language, from voice and visual standards to reusable collateral. Built to make consistency repeatable.
Brand systemsTemplates
↗Homeowner InsightsClient case studyIn production
A company brain, brand system, and operating workflows that let the client take ownership of the work.
AI implementationBrand systems
$1,000+ monthly agency costs eliminated
↗FreeBrandToolsLive productLive
A collection of free tools for the everyday jobs of building, checking, and working with a brand.
Live websiteBrand systems
↗Partner micrositesPortfolio collection
A coordinated family of partner sites, with shared structure and room for each partner’s identity.
Web designTemplates
↗L.O.V.E. Restaurant GroupCareer case study
A B2B catering program supported by sales processes, account development, and the systems needed to keep it running.
Growth strategyCRM
$3.5M in new B2B catering revenue
↗A manufacturing networkCareer case study
A centralized marketing function and a coordinated rebrand across a manufacturing network, alongside the development of its AI function.
Growth strategyBrand systems
16+ labs under one brand system
↗Research & educationWhitepaper
A longer-form marketing strategy paper, available to read and download from the resource library.
ResearchGrowth strategy
↗L.O.V.E. Restaurant GroupCareer case study
The playbook before the Company OS.
Field marketingPlaybooksDownloads
$3.5M in new B2B catering revenue
↗Morton Plant Mease Health Care FoundationCareer case study
Reports donors actually read, for a hospital foundation.
NonprofitReportingDownloads
A record $16M fundraising year, a 25% lift in donor engagement, $1M+ raised at events
↗Checkpoint TechnologiesCareer case study
Technically credible marketing for engineers who distrust marketing.
B2BDemand generationDownloads
25% better lead conversion, 30% more qualified leads
↗Apex Instruments (fictional)Collateral system
A two-page welcome kit for every new account, co-branded in minutes.
PrintOnboardingCo-brandingDownloads
co-branded welcome kits for 11 partner accounts
↗Apex Instruments (fictional)Collateral system
From a single product record to a one-pager, a trifold, and a full catalog.
PrintProduct marketingCatalogDownloads
a 19-page product catalog rebuilt from an outdated PDF
↗Apex Instruments (fictional)Collateral system
A "what we need from you" guide that customers actually follow.
PrintOnboardingGuidesDownloads
27 guide files from one partner-neutral master
↗Apex Instruments (fictional)Collateral system
One campaign line, six platform-sized frames, captions included.
SocialCampaignsGraphicsDownloads
eight or more platform formats generated from one campaign brief
↗Apex Instruments (fictional)Collateral system
Everything a launch needs to say, in one file, in one voice.
CommunicationsLaunchMessagingDownloads
Built for a real launch that stays confidential until it ships
↗Apex Instruments (fictional)Collateral system
A HubSpot-ready template, a five-email sequence, and a webinar in one folder.
EmailHubSpotWebinarsDownloads
webinar kits with registration page
↗Apex Instruments (fictional)Collateral system
A postcard and a letter, mail-merged, QR-tracked, and print-specified.
PrintCampaignsTrackingDownloads
a two-touch tracked campaign
↗Apex Instruments (fictional)Capability
Thirty layouts, light and dark, native charts, and a render check that looks at every slide.
PresentationsTemplatesRender QA
30 layouts in light and dark against a 60-slide master, with 12 decks approved in one company system
↗Apex Instruments (fictional)Capability
Two pages an operator can read in four minutes, with the decisions pulled to the front.
ReportingPrintExecutive
7 executive summaries generated from the same skill in one company system
↗Apex Instruments (fictional)Capability
Flyer, terms, email, social, landing section, and checklist, all generated from the same brief.
CampaignsPrintConsistency
campaign kits for promotions, first-order offers, and rebates in both company systems
↗Apex Instruments (fictional)Capability
A tracker with gates, a day-one playbook, a media plan, and the retention engine that runs afterwards.
LaunchOperationsPlanning
a 191-item launch tracker with a day-one playbook, a media plan, and a retention engine, built for a launch that stays confidential until it ships
↗Apex Instruments (fictional)Capability
Pick who you are writing to, in what tone, on what channel, and see the rules that decide the words.
VoiceBrand systemsTemplates
an audience, tone, and channel rule matrix in both company systems
↗Apex Instruments (fictional)Capability
Revenue, executive and pipeline views computed in the browser from one data file.
AnalyticsReportingSales
revenue and executive dashboards, plus a predictive sales dashboard built at a prior role
↗Apex Instruments (fictional)Capability
A customer record is context, not decoration, and it can veto a message.
CRMIntegrationsGuardrails
a CRM used as context for generated messages, plus a partner dashboard stopped at its feasibility gate before any code was written
↗Apex Instruments (fictional)Capability
Competitor dossiers with a confidence on every claim, and a gaps file the system will not guess around.
ResearchGovernanceHonesty
competitive dossiers, domain research, and known-gaps and roadmap files in both company systems No projects match that combination.
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