Let’s Talk

As your “Virtual CMO” I take on a leadership role in your organization. This is a custom-designed position that we craft together to suit your needs. Typically it involves:

• 1/3 to 2/3 of my available time spent with your organization
• Leading your marketing team
• Being involved in executive meetings, decisions and insights in order to create and drive a modern marketing engine
• Working closely with sales leadership and teams
• People development and skills training
• Multiple done-for-you services that can include advertising, design, development, automation, etc, included
• All of my workshops and training sessions, included
• Minimum 2-year commitment

This is a very immersive, hands-on position. It can involve authority over budgets, people, and projects – or not, it’s up to you. This is perfect for the organization who’s looking for a “Ground Up” approach – you’re not sure where to start, you’re struggling with a small team that needs to increase effectiveness, and your marketing to this point has been mostly tactical.

As your Consultant I take on a hybrid leadership/support role in your organization. This is a custom-designed position that we craft together to suit your needs. Typically it involves:

• 10 hours monthly spent with your team via video or phone conference with occasional in-person engagements as needed
• A la carte workshops according to your needs
• Designing strategic roadmaps for success
• Working closely with executive and sales leadership and teams
• People development and skills training
• “Digital Utility Player” – count on me to deliver the things your modern marketing engine needs, from introducing new strategic workflows and processes with your team to designing deliverables and meeting your deadlines.
• Minimum one year commitment

This is perfect for the small marketing team who’s struggling to increase effectiveness or learn to be more strategic and impactful. Working according to your unique goals, situation, audience and marketing I’ll help you design your modern marketing engine and make it run smoothly. Meetings often consist of workshopping strategy, creating focus around tasks to carry out the strategies, and checking in on progress, overcoming obstacles to success, etc.

As your Coach I take on a support role in your organization. This is a custom-designed position that we craft together to suit your needs. Typically it involves:

• 5 hours monthly spent with your team via video or phone conference with occasional in-person engagements as needed
• A la carte workshops according to your needs
• Designing strategic roadmaps for success
• “Digital Utility Player” – count on me to deliver the things your modern marketing engine needs, from introducing new strategic workflows and processes with your team to designing deliverables and meeting your deadlines.
• Minimum one year commitment

This is perfect for the consultant or business owner or one or two person marketing team who’s struggling to increase effectiveness or learn to be more strategic and impactful. Working according to your unique goals, situation, audience and marketing I’ll help you design your modern marketing engine and make it run smoothly. Meetings often consist of workshopping strategy, creating focus around tasks to carry out the strategies, and checking in on progress, overcoming obstacles to success, etc. There can be a significant teaching/learning function to this engagement – it’s perfect for the multi-tasking small business pro who wants to build a powerful marketing engine but is busy working on other parts of the organization too.

Automation Projects are done-for-you projects that introduce or escalate marketing automation in your organization. Typically it involves:

• Several hours of consultation to understand your business goals, marketing goals, obstacles to success so far and your objectives for automation
• Audit of your existing processes relevant to the project, such as existing email lists, digital workflows, CRM, etc.
• Recommendations for additions to your “marketing stack” – your suite of technologies and applications needed to accomplish the goals we create
• Recommendations and scope to complete your project
• Moving your existing lists and processes over to Drip, my recommended marketing automation platform of which I’m a certified expert
• Building the automation
• Training for you or your team on maintaining the automation afterwards, as much or as little as you’d like
• By-project pricing, with monthly consulting available if you’d like me to maintain your automations

Marketing automation can provide powerful insights about your customers for you while personalizing their own buyer’s or customer’s journey. If you have an email list that’s just kind of sitting there, or you send out the occasional newsletter or broadcast without insights or alignment to deeper marketing strategies, automation could be a transformative solution for you. I bring a strategic and creative perspective to automation projects to help you achieve more than you thought you could.

Automation Projects are done-for-you projects that introduce or escalate marketing automation in your organization. Typically it involves:

• Several hours of consultation to understand your business goals, marketing goals, obstacles to success so far and your objectives for automation
• Audit of your existing processes relevant to the project, such as existing email lists, digital workflows, CRM, etc.
• Recommendations for additions to your “marketing stack” – your suite of technologies and applications needed to accomplish the goals we create
• Recommendations and scope to complete your project
• Moving your existing lists and processes over to Drip, my recommended marketing automation platform of which I’m a certified expert
• Building the automation
• Training for you or your team on maintaining the automation afterwards, as much or as little as you’d like
• By-project pricing, with monthly consulting available if you’d like me to maintain your automations

Marketing automation can provide powerful insights about your customers for you while personalizing their own buyer’s or customer’s journey. If you have an email list that’s just kind of sitting there, or you send out the occasional newsletter or broadcast without insights or alignment to deeper marketing strategies, automation could be a transformative solution for you. I bring a strategic and creative perspective to automation projects to help you achieve more than you thought you could.

Most engagements start here. In this 6-hour workshop we’ll immerse ourselves in your business, your customers, and your value proposition. This is a hands-on guided discovery session with 5-7 diverse thinkers from your team. You will:

• Understand what marketing is and can be for your organization
• Realize the unique power of the story and how to leverage it
• Explore the expectations, pains, and delights your customers face or crave
• Determine how your organization and solutions relieve pain and differentiate
• Craft your Identity Statement to truly define your customer
• Be introduced to the 3 kinds of customers, determine how you’re doing business with now, and how to do business with who you really want.

Outcomes include:

• Detailed analysis, recommendations, and ways forward
• Marketing Theme, Marketing Packs, and Strategic Messaging Maps to guide your marketing and sales teams in all ways with customers
• A comprehensive understanding of your customer personas

This is a very powerful session that is highly rated by clients. You’ll use the insights again and again to define new marketing or sales campaigns, shape messaging and build strategic frameworks for doing better business.

This is a hands-on guided discovery session that takes 4-6 hours. With leaders from your marketing, sales, and/or executive teams. You will:

• Understand the meaning and value of “content” as part of the buyer’s journey
• Recognize your unique buyer and their unique journey
• Create your own Core Statement as your North Star for content creation going forward.
• Be introduced to my powerful CARE Funnel and use it to map out your content
• Identify where your content strengths and areas to improve as, particularly compared to your competition

Outcomes include:

• Detailed analysis, recommendations, and ways forward
• Core Statement to drive future content decisions and strategies
• CARE Funnel framework for your team to reference and adjust to over time

This workshop is a perfect complement to executing on things learned in the Marketing Identity workshop. It’s also a strong companion of or prelude to my Web Experience Workshop

This is an instructional presentation workshop that takes 2-3 hours followed by about an hour of collaboration and discussion. It’s designed for a team of 5-10 people from marketing, sales, HR and executives who want to improve your website. You will:

• Receive a crash course in design so you understand what you didn’t know you didn’t understand about what makes a high performance website
• Understand the essential functions and features of a high performance website that converts
• Recognize how the 3 kinds of customers best respond to specific language, graphics, and more on a website
• Walk-through a poor web experience so you can learn to recognize it
• Explore examples of great web experiences
• Conduct a real-time soft-audit of your website for strengths and weaknesses, especially as compared to your competition
• Conclude with workshopping what a new or revised web experience of your own might look like and feature

Outcomes include:

• Detailed analysis, recommendations, and ways forward on how you can create a high performance website.
• A brief that you can share with your agency, designer or developer on specific things they can review to improve, or use this brief as a framework for engaging my team.

This is a fun, interesting workshop that is a highlight. Less hands on than the Marketing Identity or Content Strategy workshops, you’ll learn to see websites – especially your own – in entirely new ways.

In this 3 hour training session for your marketing and/or sales teams, you will:

• Learn what webinars are, how they work, and how they can be one of the most impactful parts of your content strategy
• Explore my “S5” Framework – the Successful Five steps I use to create webinars that attract more attendees and convert more customers
• Realize exactly what to say and what not to say, when and why, to build better relationships through webinars
• Receive tactical advice on cameras, microphones, delivery methods, practice and rehearsal routines and more
• Get my guide to my favorite digital tools, platforms and workflows to get the most out of your webinars

Outcomes include:

• WebinarFlight Strategy Guide ebook with fill-in-the-blank opportunities to create your own webinar roadmaps
• Appropriate training for your unique use-cases that includes advice, insights, and practical know-how whether you’re scaling webinars to hundreds of people as a marketing tool or hosting a screen share webinar between a sales pro and prospect
• A done-for-you PowerPoint template that essentially does all the hard work for you
• An introduction to understanding and developing ROI of webinars

I’ve taught this session to rave reviews at the University of Wisconsin School of Business. I share my exact formulas for success and show you what to avoid. This workshop can be tailored for marketing teams or sales reps according to your unique needs.

Coming Soon: WebinarFlight Online Course

In this 2 hour training session for your marketing team, you will:

• Learn what blogging is, why it matters, and how it fits into your content strategy
• Be introduced to the CARE Funnel to understand the impact of blogging
• Learn practical, tactical ways to approach blog writing
• Get my favorite tools and files for imagery, graphics, writing aids, content curation and more to create high impact blogs
• Receive an introduction to vlogging (video-blogging) skills and best practices.
• Understand best practices for sharing your blogs on social media to generate traffic and interest and build new relationships

Outcomes include:

• “How-to” guidance that can help one start to think like a blogger
• My helpful reference guide Blogging: From Basic to Breakthrough in 6 Steps

This is a perfect training session for the novice marketer, the small business owner or the aspiring content creator.

Coming soon: Blogging That Builds Relationships Online Course and How To Shoot Awesome Video On Your iPhone Online Course.

In this 1-2 hour training session for your sales team, you will:

• Understand why adopting modern marketing techniques to sales skills and processes is critical for success today
• Learn the 3 types of customers and what motivates them
• Realize how the customers you sell to now may not be the customers you actually want
• How to sell to the customers you actually want
• Explore the 2 kinds of sales professionals – the Carpenter vs the Craftsperson, and who today’s buyer resonates with
• Learn how to look for and respond to tectonic shifts in your industry, business or customer base

Outcomes include:

• Practical approach to how to avoid the wrong customers and attract the right customers
• The 3 critical skills of salescraft for the modern customer and how to develop them to improve prospecting and sales nurturing
• Optional hand-outs and worksheets to assess and transform performance

This is a powerful training session that can be delivered as a stand-alone presentation or keynote address for your next sales meeting or as a more immersive training exercise. This is especially perfect for new sales reps, sales reps who are resistant or uncomfortable with the modern digital buying journey, or any consultative or solutions-based sales force.

Coming soon: LinkedIn Rocket Online Course for better LinkedIn Prospecting