What you get with my Proactive Advisor-as-a-Service "Buyopsy": Quick Call (15min avg to determine or resolve most issues) These are meant for last-minute challenges, bounce ideas off me, introductions, idea validation, etc. Strategy & Review 1-2 hour call, meant to be used for more in-depth strategy and reviews with your agency or in-house teams. Introductions (ongoing clients only) Anytime you need introductions to service or software vendors, staffing/contract workers, investors, industry experts, just email! Monthly Data Dive (ongoing clients only) Once a month, I will look at an external agency or team reports, deep dive into Analytics, review UX challenges, and provide you a list of things to work on for that month. Weekly Learnings (ongoing clients only) I speak at events and conferences all over the world and meet people and see technology solutions or deal flow daily. I summarize everything I learned from my other projects and team members and send them to you weekly what I feel is worth your attention or awareness. 24-Hour Response Guarantee I block off sections of my calendar for this service so that you always get a guaranteed 24-hour response or meeting request accepted and stuff gets moved to accommodate your needs when an emergency brainstorm or call is needed. Want to talk and assess mutual fit over a quick call? BOOK A 15-MIN DISCOVERY CALL Specific Examples of how you can use it Below are some high-level ways you can use this offering to provide value for your business: -Internal Team Review & Support -Help evaluate internal teams' work. -Help find gaps and recommend solutions. -Support and network help to hire new talent. -Vendor/Technology/Agency Review & Management -Outside agency audit, review, analysis. -Sit in on strategy and reporting sessions. -Review technology integration partners and your current tech stack -Recommend new vendors if gaps are identified. Anytime 15 Minute "Quick" Calls -Anytime quick calls with same-day access guaranteed. -Help with daily challenges that come up or validate new internal ideas. Strategy & Brainstorming & Problem Solving Once a month intensive sessions. (1-2 hour deep dive planning/updates) -In-person or remote strategy or in-depth business review and provide action items. -Use this for anything pressing. Team review, Feeling under-fire, long-term planning, etc. -Introduction to vetted and inexpensive labor options. -Access to my investment network, partner/vendor network, channel partners etc. -Help with staffing and finding local talent. Cost Analysis & Savings -Evaluate the software you are using to see if there are cost-effective replacements. -Access to deep cost savings from relationships I have.
For a publicly traded, multi-billion financial services organization with distributed operations nationally across 4 business units, he served as Chief Revenue and Sales Officer, leading an enterprise sales force of nearly 600. He restructured the sales management teams including roles and responsibilities, created a new sales management team, enhanced sales operations, developed new sales compensation plans, implemented a new CRM, established specific KPI's for the sales organization and created a sales performance annual rewards program. Additionally, new product and customer experience programs were introduced to support the growth initiative. Profitable revenues grew $165 million with increased market share as a result of these changes. For a publicly traded, $750M global professional services organization, he developed the strategy, program office and new practice line for the firm’s National Accounts and Global Accounts Groups. This was their "Chairman" accounts and highest profile customers. He assembled and hired the team (31 total) and became the National Practice Leader for their Top 20 Accounts in the firm. General Motors was personally his account which he was the Lead Partner and grew this relationship from $0 to over $40 million in 2+ years and at its peak had 160 consultants across 5 continents. He also was the Lead Partner for a large telecom account with close to 100 consultants. His leadership in their National Accounts Group increased revenues from $60 million to $135 million in 3 years. For a national real estate insurance and services company, he created, implemented and led a full-cycle Sales Management strategy including account management, pipeline management, segmentation, territory management, strategic accounts, compensation planning, voice of customer, and customer satisfaction programs helping yield annualized double-digit revenue growth and EBITDA. Managed a sales and marketing team of 21. Developed an extensive business plan and go-to-market strategy for start-up operations in the US for a global SaaS based, AI, corporate performance management platform. This included building teams across multiple offices, hiring and building out a sales team and go-to-market strategy, financial management, marketing platform, product development and customer and account servicing. Achieved 135% of target revenue growth in first 9 months. Secured and closed total contract value (TCV) in excess of $5 million. Targets for 2019 were TCV of $17 million, representing a 300+% year over year growth rate. He had responsibilities for all sales and marketing, a team of 9.