Business Performance & Growth Audit
A focused review of revenue, people, customer experience, systems, and operations—followed by a practical, prioritized action plan.
Sales · Revenue · Business Operations
Practical leadership for businesses ready to perform better.
I help growing companies find where revenue is getting stuck, strengthen their teams, and build operating systems that work in the real world.
34%year-over-year sales growth
38%reduction in churn
40%retail sales growth
15+years of leadership
01
What I help solve
Clear direction. Stronger execution.
Sales Process & Pipeline Audit
Identify conversion gaps, improve follow-up, clarify accountability, and create a more disciplined path from lead to close.
Retail & Shopify Operations Review
Turn POS and Shopify data into decisions about inventory, labor, promotions, store hours, pricing, and customer experience.
Sales Team Coaching
Hands-on coaching for representatives and managers, with better routines, expectations, call execution, and performance visibility.
Fractional Sales Leadership
Experienced leadership for growing teams that need structure, forecasting, coaching, and accountability without a full-time executive hire.
Customer Success & Retention
Build practical onboarding, risk management, lifecycle outreach, retention, and expansion practices around the customer journey.
02
Selected work
Case studies built around real operating problems.
Sales Operations
Sales Pipeline & Process Audit
Diagnostic framework for finding conversion loss, ownership gaps, and inconsistent follow-up.Read case study →
Customer Success
Customer Retention & Revenue Protection
A structured retention motion that reduced churn while strengthening customer relationships.Read case study →
Retail Operations
Multi-Location Retail Operations Reset
Using data, standards, and manager ownership to create a more consistent retail operation.Read case study →
Fractional Leadership
Sales Leadership Operating Toolkit
A practical system for team cadence, pipeline reviews, coaching, forecasting, and accountability.View toolkit →
03
Operating background
Experience from both sides of the table.
I understand the boardroom, the sales floor, and the back office because I have worked in all three. My perspective combines large-company leadership with the daily realities of owning and operating small businesses.
Strategy matters. But it only creates value when a team can understand it, execute it, and measure the result.
Technology & SaaS
Sales and Customer Success Leadership
Built and led B2C, B2B, SDR, and Customer Success teams; developed new revenue motions; improved conversion, retention, and performance visibility.
Enterprise
National Sales & Retail Operations
Led large teams, national retail relationships, and multi-market programs across telecommunications, IoT, and telematics.
Owner-Operator
Specialty Retail & E-commerce
Owned and operated retail and e-commerce businesses, managing inventory, merchandising, staffing, profitability, and growth.
Turnaround
Healthcare & Optical Services
Improved daily revenue, reduced filing errors, restored positive cash flow, and helped expand a local eye-care operation.
04
How I work
Practical from diagnosis through implementation.
1
Diagnose
Understand the goal, the constraints, the numbers, and what is actually happening today.
2
Prioritize
Separate urgent symptoms from root causes and focus on the highest-impact opportunities.
3
Implement
Build clear processes, expectations, tools, and team rhythms that people can use.
4
Measure
Track results, learn quickly, and refine the approach as new information becomes available.
MEDDICHubSpot SalesShopifyAgile / LeanCommand of the Message
Engagement options
Experienced help, sized to the problem.
Available for focused audits, implementation projects, team coaching, and ongoing fractional leadership. Engagements can be delivered remotely, on-site in the Dallas–Fort Worth and Northeast Texas regions, or through a combination of both.