Work With Me Fractionally

Joined a 13-person consulting firm that had grown without the necessary operating infrastructure in place. Introduced EOS, OKRs, performance management software, quarterly surveys, anonymous feedback channels, and team retrospectives. As the company grew to 25 people, the team developed a much clearer operating rhythm, stronger accountability, and better communication across the business.

Mapped the full client delivery process at a Salesforce consulting firm, identified where projects were getting stuck, and rebuilt the workflow. Introduced execution teams and implemented Scrum across the org. Reduced the client discovery and onboarding timeline by 60% and improved day-to-day team efficiency by roughly 40%.

Helped define the company’s target market, positioning, and client acquisition process at a consulting firm that had grown without a clear ICP. The result was a $1.5M increase in ARR, doubled annual revenue, and significantly larger average contract sizes.

Led a rapid rebuild of CRM and ERP systems at a global travel company after the business needs changed overnight during the pandemic. Worked closely with engineering teams to create systems for refund tracking and customer fund recovery, ultimately helping recover 85% of stranded customer funds.

I have led operational integration work on both sides of M&A, including onboarding, systems alignment, and team transition across sales, support, and operations. I build a prioritized plan to get the organization aligned and moving again. You get a clear picture of what's at risk and a concrete path to reduce it.

I plan and facilitate retreats that get into the real work of how your team communicates, makes decisions, and resolves tension. I handle the structure, agenda design, and facilitation so leaders can participate. Teams leave with stronger relationships, clearer agreements, and a shared understanding of how to work together.