Work

Selected work

Six projects from the last several years. Each one explains the problem, what I built, what I personally did and what changed.

AI-Assisted Contact Enrichment

Problem
The CRM was losing more useful contacts than it gained, and new contacts arrived without account context in a custom-built CRM with limited third-party integrations.
What I did
A Claude-assisted workflow, built around periodic CRM exports and a Klaviyo connector, that suggests the likely account, market and sales owner for each new contact with a 1-to-5 confidence score.
  • Applied AI
  • AI Workflow Design
  • CRM Data Enrichment
  • Klaviyo
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Marketing Attribution & Churn Early Warning

Problem
Marketing activity and account outcomes lived in separate places, so leadership and Sales could not see how engagement related to renewals, risk and closed revenue.
What I did
An early-warning workflow and an account-level attribution log that map campaign engagement to accounts and surface risk and opportunity signals for Sales.
  • Revenue Operations
  • Account-Level Attribution
  • Churn-Risk Reporting
  • Sales Enablement
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CRM & Deliverability Rebuild

Problem
Years of accumulated CRM data raised real questions about which records were valid, deliverable and safe to market to.
What I did
A full audit and classification of the database, verification through external vendors and a rebuilt operating process for segmentation and sending.
  • CRM Strategy
  • Data Governance
  • Email Deliverability
  • Segmentation
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Multi-Brand Platform Migration

Problem
The incumbent marketing platform was up for renewal at a higher annual cost, and four brands depended on it every day.
What I did
A structured evaluation of five platforms, a business case presented to executive leadership and a migration program with 30+ contributors that went live without missing a campaign.
  • Program Leadership
  • Vendor Evaluation
  • Business Case
  • Executive Communication
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AI-Assisted Executive Reporting & Analysis

Problem
Marketing data across email, social, webinar and YouTube was large, messy and slow to turn into something leadership could act on.
What I did
AI-assisted analysis and reporting workflows that speed up research, surface patterns and structure findings, with every conclusion checked by a person before it reaches an executive.
  • Applied AI
  • AI-Assisted Analysis
  • Executive Reporting
  • Cross-Channel Analytics
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International Market Development

Problem
A territory of roughly 14,000 international schools across 154 countries with no existing strategy for how to prioritize, reach or retain them.
What I did
A territory strategy built from scratch, segmented by tuition level and time zone, backed by targeted digital content and in-person selling.
  • Sales
  • Territory Planning
  • Account Retention
  • Pipeline Development
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