I connect marketing with business strategy, customer priorities, and resource decisions, then build the positioning, campaigns, and operating systems needed to deliver.
My University of Maryland MBA informs how I weigh opportunity, investment, and execution. My work connects research, writing, design, stakeholder review, and measurement. For a growing organization, that means someone who can establish the plan and produce the materials needed to put it into practice.
Problem: Lead volume alone gave leadership an incomplete view of acquisition performance.
My decision: Evaluate lead growth alongside sales, spending, conversion, and attribution limits.
My work: Weekly scorecards, recommendations, and account coordination for executives and two board directors.
February 1–7, 2026 versus January 25–31: leads rose 24.7%, gross sales fell 12.7%, and spend rose 39.1%. These are reported client metrics, not outcomes attributed to me.
I would agree on the audience, desired action, and available evidence before choosing channels. The brief should be short enough to use and specific enough to guide production.
Illustrative campaign brief for a technical services organization
Decision
Working direction
Business objective
Support relevant account conversations around one clearly defined customer problem.
Audience
A priority account segment agreed with sales, with technical evaluators and business sponsors distinguished.
Message
Explain the problem, the organization’s contribution, and the approved evidence that supports it.
Deliverables
One core brief, one buyer-facing page, one executive post, a short presentation, and meeting follow-up copy.
Ownership
Marketing owns production; sales validates relevance; a named subject-matter expert verifies technical claims; the designated approver authorizes release.
Sequence
Brief and evidence review → core asset → supporting content → approved distribution → sales follow-up → performance review.
Measures
Qualified conversations, accepted handoffs, destination engagement, and documented next steps. Establish baseline and definitions before setting targets.
Decision after review
Continue, revise the message or destination, change distribution, or stop. Record the evidence behind the decision.
Capacity rule: Plan the essential asset first. Add channels only when the team can support production, approvals, and follow-up.
03 / PROPOSED SALES-MATERIAL SYSTEM
Give each material a job in the conversation.
A useful collateral library helps a colleague choose the right piece, trust its contents, and know what to do next. I would organize assets by audience and purpose, with one approved version of each.
Before the meeting
One-page brief: Who the work is for, the problem it addresses, the organization’s role, approved evidence, and questions worth discussing.
Suggested opening: “This overview outlines the customer challenge, our contribution, and the evidence available to support a more detailed conversation.”
During the meeting
Short presentation: Audience context → problem → approach → evidence → discussion → next step.
Speaker support: Source notes, anticipated questions, and a clear distinction between current capability and future plans.
After the meeting
Follow-up template: “Thank you for the discussion. My understanding is that your priority is [confirmed need]. Attached is [approved material] addressing [topic]. Our next step is [action], owned by [name], by [date]. Please let me know if I have missed anything.”
Library standard: Every asset carries an owner, audience, version date, source references, approval status, and review date. Superseded files are clearly retired.
Bracketed text is a reusable template field. These samples do not describe an actual prospect or customer engagement.
04 / EXPERIENCE + PROPOSED DECISION FRAMEWORK
Choose the event investment that serves the objective.
My agency work included trade-show planning, field-team preparation, lead capture, and post-event recommendations. The framework below shows how I would evaluate the next event before committing resources.
Exhibit, attend, or organize meetings?
Option
Best reason to choose it
What must be in place
Exhibit
A demonstration or visible destination meaningfully improves access to the right audience.
Relevant attendee evidence, a staffed meeting plan, useful materials, lead qualification, and sufficient follow-up capacity.
Attend
Learning, partner conversations, or targeted networking can meet the objective without a booth.
A prioritized agenda, outreach before the event, named meeting owners, and clear reporting expectations.
Arrange meetings
The highest-value conversations can be scheduled around the event.
Confirmed participants, suitable meeting space, prepared briefs, and an agreed next-step process.
Defer
Audience fit or the ability to follow through does not justify the cost.
A documented reason and an alternative use of the budget.
Before committing
Assess audience fit, access to priority accounts, total cost including staff time, opportunity cost, and follow-up capacity. Decide what success would look like before choosing a booth size or sponsorship.
After the event
Review meetings held, qualified conversations, accepted follow-ups, and cost per qualified meeting. At agreed 30-, 60-, and 90-day checkpoints, review opportunity progression with sales. Separate event-sourced opportunities from those the event helped advance.
This is a proposed evaluation method. No event-specific sales lift, ROI, or SHOT Show revenue result is asserted.
Turn leadership’s thinking into something people can use.
I would begin with a focused conversation: What changed? Why does it matter? What evidence supports it? What should the reader understand or do next? From that input, I would prepare a draft in the leader’s voice and resolve factual questions before review.
A reusable executive-post structure
Observation: Name a specific question or challenge the audience recognizes.
Perspective: Explain the leader’s view and the tradeoff behind it.
Evidence: Add an approved example or clearly bounded finding.
Close: Offer a useful implication or a focused question.
Proposed writing structure. No quotation or viewpoint is attributed to an actual founder.
A five-slide leadership update
What changed: The most important development since the last review.
What the evidence says: Results against comparable periods and agreed definitions.
What it means: Interpretation, uncertainty, and business implications.
What I recommend: Action, resources, tradeoffs, and accountable owner.
What needs a decision: The leadership ask and next checkpoint.
New reporting outline informed by professional reporting experience; not a reproduced board presentation.
Measurement judgment: ROAS belongs in the discussion when attributable revenue and ad spend are available. For longer sales cycles, I would also track qualified engagement, accepted handoffs, and opportunity progression without treating them as revenue.
Build enough structure to keep quality and speed together.
Technical and release review
Capture: Record the audience question and request supporting sources from the appropriate expert.
Draft: Translate the material into plain language while preserving technical meaning.
Verify: Record each material claim, its source, reviewer, approval status, and review date.
Approve: Resolve open questions and confirm permitted names, imagery, and distribution with the designated approver.
Maintain: Refresh affected assets when product information changes and retire superseded versions.
AI assistance with accountable editing
Set the boundary: Use tools and inputs permitted by the organization’s policies.
Assist production: Use AI for outlines, alternative structures, and first-pass adaptations of approved material.
Verify every claim: Check numbers, quotations, names, and technical statements against the approved sources.
Edit for the audience: Remove generic phrasing and make the message specific, clear, and consistent with the brand.
Retain human approval: Keep the final review and release decision with a named person.
Working rhythm: A brief weekly marketing and sales check-in, scheduled expert reviews, and a monthly performance discussion. Urgent changes follow an agreed escalation path rather than waiting for the next meeting.
These are proposed practices for a future role.
07 / PROPOSED FIRST 90 DAYS
Listen carefully. Establish priorities. Deliver and learn.
I would adapt this sequence with leadership after understanding the business, existing commitments, team capacity, and available evidence.
DAYS 1–30
Understand and prioritize
Meet leadership, sales, technical teams, and customer-facing colleagues. Review existing materials and workflows. Identify the most urgent audience and communication gaps.
Deliver: A prioritized brief, asset audit, approved-message starting point, baseline assessment, and ownership map.
Decision gate: Agree on the first campaign, essential materials, and what can wait.
DAYS 31–60
Build and deliver
Develop the core campaign assets, standardize essential templates, and establish expert review and sales follow-up. Evaluate near-term events against business priorities.
Deliver: An approved campaign package, organized collateral library, event recommendation, and a practical reporting view.
Decision gate: Confirm readiness, review capacity, and responsibilities before launch.
DAYS 61–90
Review and refine
Assess audience response, handoff quality, asset use, and delivery constraints. Interview sales and technical colleagues about what is helping and what needs to change.
Deliver: A performance review, updated playbook, and next-quarter plan with resource recommendations.
Decision gate: Continue, revise, or stop activities based on evidence and business needs.
What I need to succeed: Access to the people closest to the work, shared priorities, an agreed approval owner, and regular decisions about resources and tradeoffs. I bring the structure, drafts, and recommendations to make those conversations productive.
LET’S CONNECT
Ready to connect the strategy and the work?
I’m interested in long-term ownership, close collaboration, and clear shared priorities. I bring strategic judgment and hands-on production to marketing and communications teams.