Services
I help service-based and B2B brands turn disconnected marketing into clear, customer-focused journeys that drive leads, loyalty, and revenue.
My work is especially suited for:
Agencies that need an embedded lifecycle/CRM specialist to design flows, optimize performance, and execute campaigns without adding full-time headcount.
Examples of how we can work together:
- Turn your clients’ list into a real pipeline tool instead of a generic newsletter dump.
- Create standardized lead nurture, pitch follow-up, and client onboarding sequences for your offers.
- Launch new service lines or campaigns with done-for-you email and social promotion
- Build a repeatable testing engine you can apply across clients to improve results and margins.
Firms that rely on trust, reputation, and referrals, but need their CRM, email, and campaigns to support consistent lead flow.
Examples of how we can work together:
- Clarify practice-area segments and clean up consent so you can communicate compliantly and confidently.
- Build automated nurture between initial inquiry and consultation, plus thoughtful post-matter follow-up.
- Promote webinars, seminars, and thought-leadership campaigns with value-led, conversion-focused messaging.
- Identify which topics, formats, and practice areas generate the most consultations and repeat work.
Multi-location brands aiming to increase repeat visits, grow loyalty memberships, and keep guests engaged with timely, targeted offers.
Examples of how we can work together:
- Clean up guest profiles, loyalty data, and location tags to support smarter segmentation and offers.
- Build welcome flows for new guests, loyalty signups, and lapsed-guest re-engagement journeys.
- Drive traffic to openings, seasonal menus, and special events with plug-and-play campaign assets.
- Optimize offers, timing, and segment strategies to increase visit frequency and check averages.
High-touch, relationship-based businesses that win on expertise and reputation, and need marketing that nurtures long sales cycles.
Examples of how we can work together:
- Organize contacts by project stage, sector, and relationship so follow-ups feel timely
- Create lead-to-discovery-call sequences plus post-meeting nurture for long consideration cycles.
- Promote thought-leadership content, workshops, or limited-availability services with launch campaigns.
- Learn which stories, portfolios, and proof points pull in the most qualified project inquiries.
Companies selling complex solutions (hardware, software, or services) who need clear, educational journeys that move prospects from awareness to signed contracts.
Examples of how we can work together:
- Structure your CRM so technical and non-technical stakeholders are tagged and messaged appropriately.
- Create education-heavy sequences that build understanding, urgency, and trust over time.
- Support trade show presence, product updates, or funding-related announcements with coordinated campaigns.
- Test value propositions, proof points, and CTAs tailored to different decision-makers.
Every offer below is a flat-rate package with a clearly defined scope, so you know exactly what you’re getting and what it will achieve.
CRM & Email Rescue Audit
Fix what’s broken and unlock fast wins in 30 days.
If your CRM or email platform feels messy, underused, or just “off,” this is where we start.
This is for you if…
- You’ve grown through referrals but your database is a black box
- You’ve switched platforms and the data is a bit of a disaster
- You’re sending campaigns but not sure why performance is flat or declining
- 60–90 minute discovery call to understand your model, sales cycle, and tech stack
- Audit of your CRM/email system (data structure, consent, list hygiene, key automations, deliverability red flags)
- Review of 2–3 recent campaigns with clear performance insights
- Segmentation framework for 3–5 priority audiences
- 90-day optimization roadmap with “do this next” actions
- One follow-up Q&A session (up to 60 minutes) to walk through recommendations
$2,500 – $4,000; depending on CRM complexity and list size
Lifecycle Starter System
Build the essential customer journeys that nurture, convert, and retain.
Perfect for brands with a list and a send button, but no real lifecycle strategy behind it.
This is for you if…
- New leads don’t get a consistent welcome or onboarding experience
- You’re relying on one-off blasts instead of automated journeys
- You know you’re leaving leads, bookings, or proposals on the table
- Customer journey mapping session focused on your top 1–2 audiences
- Lifecycle strategy for 3 key stages (e.g., Welcome, Onboarding, Re-engagement/Winback)
- Copy and structure for up to 3 automated flows
- Typically 3–5 emails per flow
- Implementation and QA in your existing ESP/CRM
- Simple A/B testing plan
- Reporting template so your team can easily track performance
$4,500 – $7,500 depending on number of flows/emails and platform
Campaign-in-a-Box: Event or Launch Promotion
A fully managed campaign to fill your event or drive your next launch.
Ideal for conferences, webinars, product/service launches, open enrollment periods, and seasonal pushes.
This is for you if…
- You have a clear date or launch window, but not a clear campaign plan
- Your team is stretched and needs plug-and-play assets
- You want email, social, and landing page messaging working together
- Strategy session to define your goals, targeting, messaging, and offer
- Campaign calendar (typically 3–4 weeks) with key send dates and touchpoints
- Email promotion package:
- 4–6 emails (e.g., save-the-date, early bird, reminder, last chance, post-event follow-up)
- Social promotion package for 1–2 platforms:
- 4–6 ad/organic post concepts with copy and creative direction
- Landing page/microsite copy or optimization recommendations
- Post-campaign review call with performance insights and “what to do differently next time”
$3,500 – $6,500 depending on channels and whether you’re building versus just directing creative.
Quarterly Performance & Testing Lab
Ongoing optimization to turn “we send marketing” into “we drive consistent revenue.”
A retainer-style, flat-rate package you can renew each quarter.
This is for you if…
- You’re already sending campaigns but not sure what’s actually moving the needle
- You want structured testing instead of random experiments
- Leadership keeps asking, “What’s working?” and you want a confident answer
- Review of the last 60–90 days of performance (email + key paid channels, where applicable)
- Prioritized testing roadmap (2–4 tests per quarter) focused on subject lines, offers, audiences, or creative
- Test setup guidance, documentation, and light implementation support
- Mid-quarter performance check-in
- End-of-quarter summary deck with:
- Clear wins and losses
- What to stop, start, and scale
- Recommended focus for the next quarter
$3,000 – $5,000 per quarter depending on channel volume and depth of analysis.
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FAQ
Custom packages for extended work or retainer agreements can be discussed.
A 50% deposit of the total flat rate is necessary to begin work. The remaining flat rate will be continued to continue work after an agreed up on milestone point.
Once scope of work and deliverables are agreed upon, you will be sent a payment link via Stripe that will direct you to an online invoice where you can make payment.
Another link with for the remaining payment with be sent after the agreed up on milestone point.
Projects are delivered based on the scope of work we outline together. If something doesn’t feel quite right, we can talk it through and make sure the final work reflects what was agreed.
💳 Payment Policy
All require a 50% deposit paid at time of booking through secure checkout. This locks in your project and allows work to begin. Pricing is always flat-rate with no hidden fees. Payments & Policies.