HOW I OPERATE
Revenue C-Suite Hybrid CMO+CRO
01
Operating Model: CMO/CRO Hybrid Model
02
5 Phase GTM Engine
01
DIAGNOSTIC HEATMAP
Rapid assessment of the entire revenue system
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Stakeholder interviews (CEO, CRO, RevOps)
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Funnel & CAC/LTV audit
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ICP definition & TAM/SAM/SOM
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Silo identification
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Competitor positioning map
02
DEFINE
Establish shared growth ambition & unified funnel
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Revenue goal alignment
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MQL→SQL→Opp→Close ownership
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KPI, incentive & governance design
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Positioning & messaging platform
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Market share targets
03
DESIGN
Target Operating Model (TOM) architecture
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CMO–CRO hybrid operating model
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Revenue council & SLA handoffs
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MarTech stack design
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CRM, automation & BI mapping
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GTM playbook & ABM strategy
04
DELIVER
Embedded execution with measurable quick wins
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Pilot campaigns (shared KPIs)
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Sales & marketing playbook training
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Dashboards & reporting cadence
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CAC reduction initiatives
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Pipeline velocity improvements
05
DRIVE
Scale, institutionalize & sustain momentum
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Incentives tied to shared KPIs
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Quarterly planning cadence
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NRR, upsell & retention loops
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Best practice scaling across BUs
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Successor enablement
01
DIAGNOSE
Rapid assessment of the entire revenue system
-
Stakeholder interviews (CEO, CRO, RevOps)
-
Funnel & CAC/LTV audit
-
ICP definition & TAM/SAM/SOM
-
Silo identification
-
Competitor positioning map
03
The first 90 days
Days 1–30
Diagnose
Stakeholder interviews. Full funnel and CAC/LTV audit. MarTech and CRM assessment. ICP validation and competitor mapping. I ask the questions most organizations avoid internally. No strategy is published until the complete revenue picture is understood.
Deliverable: Written diagnostic report with revenue heatmap and prioritized quick-win backlog
Days 31–60
Design & launch
Strategy blueprint presented and approved. Two to three priority programs launched. CRM and automation fixes deployed. Sales and marketing SLAs formally aligned. First board-ready performance dashboard live.
Deliverable: Live GTM strategy, active campaigns, pipeline SLAs, live attribution dashboard
Days 61–90
Optimize & scale
Data-driven optimization of active programs. Full playbook documented and transferred. Revenue council cadence established. Governance model built. 12-month growth roadmap delivered to leadership.
Deliverable: 12-month growth roadmap, governance model, self-running growth systems
04
Tech Stack Pillars Deployed on Day One
Pillar 01
Revenue Architecture
& AI Infrastructure
Redesign how your business scales — with AI-native infrastructure, predictive data, and automation built as a means to revenue, not a tech project. I/We architect end-to-end marketing and revenue systems that modernize how you acquire, convert, and retain — shifting fragmented tools into a unified data-driven ecosystem that accelerates growth and
compresses time-to-revenue.
- AI-powered decision systems and marketing automation workflows
- Marketing data infrastructure: CRM, CDP, cloud architecture
- Predictive analytics, machine learning, and audience segmentation
- Marketing Mix Modeling (MMM) and incrementality testing
- MarTech stack audits, rationalization, and implementation
Platforms Deployed:
Salesforce, HubSpot, Segment, Attio, Zoho, Odoo, Zapier, Make, N8N, Marketo, Python, SQL, R, GA4, Power BI, Tableau, Looker
Pillar 02
GTM Strategy & ABM-Led Pipeline
Move from fragmented tactics to account-based, revenue-led GTM strategies. I/We design cohesive, data-backed growth programs that unify brand positioning and demand generation around named accounts and qualified pipeline — measuring what matters to your board, not just your marketing team.
- Brand positioning and market intelligence
- Account-based marketing (ABM): 1:1, 1:few, and 1:many programs
- Buying-group engagement: champions, economic buyers, and blockers
- Conversion rate optimization and full-funnel improvements
- Real-time data dashboards and multi-touch attribution models
Platforms Deployed:
Google Ads, Meta Ads, LinkedIn Ads, YouTube Ads, DV360, The Trade Desk, Amazon DSP, Clay, Apollo, ZoomIn fo, Clearbit, Unbounce, Webflow, Hotjar, VWO, SEMrush
Pillar 03
RevOps & Full-Funnel Growth Systems
Turn your revenue operations into a self-scaling growth engine — backed by automation, unified attribution, and precision handoffs between marketing, sales, and customer success. Our frameworks reduce friction, improve conversion velocity, and ensure every dollar of pipeline spend is traceable to real revenue outcomes.
- RevOps strategy and full-funnel architecture
- CRM and automation: HubSpot, Salesforce, Pardot, Marketo
- Account-based marketing and first-party data activation
- AI-led retargeting, nurture, and dynamic segmentation
- Custom attribution reporting and growth forecasting
Platforms Deployed:
HubSpot, Salesforce, Pardot, Marketo, Clari, Gong, People.ai, Revenue.io, Outreach, Salesloft, Instantly, Mixpanel, Notion, Asana, Monday, Slack
Industries I've successfully managed in the past
Parts, Auto Repair, Aftermarket, Luxury Cars, Rental and Leasing
Food & Beverage, Personal Care, Household, Pet Products, Fashion and Apparel
Renewable Energy, Oil & Gas, Energy Storage, Energy Consulting
Civil, Mechanical, Architecture, Construction, Sustainable Building Design
Banking, Insurance, Investment Management, FinTech, Private Equity, Venture Capital
Pharma, Healthcare Equipment, Health & Wellness, Healthcare Services, Supplements
Software Development, Hardware, Cybersecurity, SaaS
Legal, Accounting, Management Consulting, Healthcare Professional Services
Tourism, Hospitality, Airlines, Cruise Lines, Luxury Travel, Event Planning