Let the pricing model make its case
Change a menu price and see the modeled effect on demand and revenue. A human still makes the final call.
Try the working model
THE PORTFOLIO
Sales
Pricing models, CRM, and the systems that turn a plan into a revenue channel.
17 projectsExplore. Inspect. Try it.
One system. A whole partner network.
A coordinated family of partner sites, with shared structure and room for each partner’s identity.
14 partner microsites
Build a revenue channel from the ground up
A B2B catering program supported by sales processes, account development, and the systems needed to keep it running.
$3.5M in new B2B catering revenue
A CRM the team knows how to use
HubSpot implementation from migration and integrations to pipelines, workflows, operating procedures, and hands-on training.
20+ employees personally trained
B2B demand generation for a software testing firm
Technically credible marketing for engineers who distrust marketing.
25% better lead conversion, 30% more qualified leads
One-pagers, trifolds & catalogs
From a single product record to a one-pager, a trifold, and a full catalog.
a 19-page product catalog rebuilt from an outdated PDF
Turnaround-time sheets
Service levels, cutoffs, and holidays on one sheet that never contradicts itself.
the same check once stopped a sheet that promised 13 days in one place and 5 in another
Price sheets
A partner price sheet generated from a spreadsheet, not typed into a layout.
partner price sheets rebuilt from a single spreadsheet source with a strict match-the-source rule
Order & intake forms
Landscape order forms and service intake forms that print right the first time.
landscape order forms for 10 partner accounts
Direct mail
A postcard and a letter, mail-merged, QR-tracked, and print-specified.
a two-touch tracked campaign
A messy export becomes a workbook
Ingest the export nobody wants to clean, and hand back a workbook with the rejects listed.
workbook ingestion in both company systems, including one workbook of 44 program tabs distilled into a fact table
A human decision outranks the data
When a person overrules a source, the system remembers who, why, and until when.
a decision record file governs the fields where a person has overruled the data in one company system
Pictures of prices became verifiable text
Parse, join to the authority, render, then verify every figure independently.
a rebuild of 1,107 rows produced 223 corrections, and every one verified clean
The sales desk
Three agents that each produce one document, and each stop when a fact is missing.
Staged in both company systems with their gates defined. These are run by a person, not left running on their own
Dashboards an operator opens
Revenue, executive and pipeline views computed in the browser from one data file.
revenue and executive dashboards, plus a predictive sales dashboard built at a prior role
The record decides what you may say
A customer record is context, not decoration, and it can veto a message.
a CRM used as context for generated messages, plus a partner dashboard stopped at its feasibility gate before any code was written
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