Select Consulting Projects
These projects represent a sample of my consulting work across lifecycle marketing, CRM, and growth strategy. Each engagement was tailored to the client’s specific constraints, data maturity, and business goals. The documents below highlight my thinking, approach, and recommendations rather than polished marketing case studies.
B2C Retention Strategy (Pharmacare)
Built a retention-focused lifecycle strategy for a high-growth online pharmacare company, with a focus on improving first prescription refill rates.
The work used automated email and SMS programs and was designed in close collaboration with product, clinical, data, and legal teams to meet regulatory requirements.
Change Management & Process Automation (Municipal Government)
Consulted on a change management and automation project for a regional municipal government, focused on reducing manual GIS workflows.
Delivered a clear automation roadmap that improved efficiency while keeping data quality, governance, and team readiness front and center.
B2B SaaS Lifecycle &
Growth Strategy
(Healthcare Operations)
Delivered a lifecycle and growth strategy engagement for a B2B SaaS platform in the healthcare operations space, focused on improving practitioner activation, product adoption, and monetization.
The work identified lifecycle gaps, defined high-intent behavioral signals, and prioritized near-term upsell opportunities while setting ground for long-term adoption through targeted lifecycle campaigns.