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Select Consulting Projects

These projects show a sample of my consulting work across lifecycle marketing, CRM, and growth strategy, highlighting my approach and thinking, and shaped by each client’s goals and data maturity.

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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.

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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.

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Drop your info below - I’m happy to chat about CRM,  workflows, or how to make data useful for your team.

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