A Commitment to Intentional Success

Every engagement is guided by a commitment to holistic growth, strategic leadership, and sustainable success. By fostering collaboration, promoting continuous improvement, and empowering teams, I help organizations achieve their goals with clarity and purpose.

EOS & Fractional Integrator

Integrators own their company’s operating system or the way the business functions. In other organizations, the Integrator commonly holds a title like COO. They perform the functions outlined above as a part of their day-to-day roles, facilitate relationships with the leadership team members, and own goal completion for the company.

  • Business Plan Execution: Ensure seamless implementation of the company’s business strategy.

  • Harnessing the Visionary’s Ideas: Translate visionary concepts into actionable plans and processes.

  • Leadership Team Alignment: Bring the leadership team together, fostering unity and ensuring everyone stays on the same page.

  • Project Management: Ensure proper oversight and management of projects to meet timelines and goals.

  • Coaching Potential Internal Integrator: Develop and mentor internal leaders who may step into the Integrator role.

  • EOS Implementer Trained: Leverage formal EOS Implementer training to guide clients through best practices and facilitate reteaching of tools

  • Expert in EOS Tools: Proficient in using all EOS tools to optimize organizational performance.

  • Visionary-Integrator Relationship: Facilitate a healthy and productive relationship between Visionaries and Integrators to foster balanced leadership and achieve company goals.

Sales & Marketing

  • Evaluate the Sales Process: Conduct a thorough assessment of the sales journey to identify where traction is lost.

  • Qualify Prospects: Pinpoint the best customers and refine the prospecting funnel to focus on high-value opportunities—not all revenue is created equal.

  • Value Proposition Clarity: Review marketing and sales materials to ensure the value proposition is compelling and clear. Highlight and refine secondary value points that resonate with the target audience.

  • Client Advocacy Tools: Develop client interview templates to capture powerful customer stories and leverage testimonials so that clients become advocates for the product or service.

  • Expand Revenue Streams: Implement strategies to grow revenue with existing clients while attracting new business.

  • Maximize CRM Utilization: Optimize or implement a CRM to improve lead management, sales tracking, and client engagement.

Direction & Vision

  • Facilitate Unified Goal-Setting: Lead open discussions that align the leadership team on clear, shared goals that extend beyond revenue growth.

  • Customer Feedback Systems: Design feedback loops to gather insights that enhance product/service roadmaps and identify areas for customer service improvements.

  • Back-to-Basics Prioritization: Establish foundational principles to maintain focus when making decisions or setting priorities, ensuring alignment with the overall goals.

  • Project Management: Break down complex projects into actionable steps, assign ownership to the best-fit leaders, and set realistic timelines to drive projects to completion.

Process Review

  • Identify Process Duplication: Review organizational workflows to detect duplicated efforts and clarify areas of ownership.

  • Enhance Operational Efficiency: Pinpoint manual processes that could be optimized with better systems. The right systems don’t replace people—they enable teams to deliver exceptional service by making key data easily accessible.

  • Challenge the Status Quo: Encourage exploration of longstanding practices (“We’ve always done it this way”) and support re-evaluation for more effective methods.

  • Define Clear KPIs: Help organizations establish achievable KPIs that align with and support overarching company goals.

Coaching & Team Development

  • Foster Self-Evaluation and Growth: Equip team members with the tools to self-assess, communicate effectively, and find greater fulfillment in their roles through intentional development.

  • Build Collaborative Leadership: Coach individuals to become conscious leaders who foster trust-based teams and collaboratively solve business challenges.

  • Clarify Roles and Responsibilities: Review and refine the organizational structure, ensuring role definitions and ownership are clear. Identify gaps and recommend the creation of new roles or hires as needed.